person · Reporting owner
Mulia Salvatore Francis
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NewtekOne, Inc.NEWT · Entity 5823 | Director | December 31, 2024 | February 06, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NewtekOne, Inc.
Report date December 31, 2024 · Filed February 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 45,897 |
Reported balance
After 2024-01-12 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-01-12 · Purchase · Acquired 44 · Balance 45,897 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 45,897 |
Reported balance
After 2024-04-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-04-15 · Purchase · Acquired 53 · Balance 45,897 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 45,897 |
Reported balance
After 2024-07-19 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2024-07-19 · Purchase · Acquired 68 · Balance 45,897 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
| Common stockSEC Table I · non-derivative | Direct | 45,897 |
Reported balance
After 2024-10-21 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2024-10-21 · Purchase · Acquired 39 · Balance 45,897 F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 21, 2024 Filed Feb 6, 2025 15:38 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 39 | $13.46 | $524.94 |
DisclosureSEC source: 0001587987-25-000024 · wk-form5_1738874308.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,897 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 20, 2024 Filed Sep 20, 2024 16:02 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $11.72 | $5,860.00 |
DisclosureSEC source: 0001587987-24-000197 · wk-form4_1726862560.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,791 Read SEC document |
| August 21, 2024 Filed Aug 21, 2024 16:13 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $12.51 | $9,383.63 |
DisclosureSEC source: 0001587987-24-000176 · wk-form4_1724271191.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,291 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 15:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 100 | $12.17 | $1,217.00 |
DisclosureSEC source: 0001587987-24-000174 · wk-form4_1723837967.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,041 F1 · kind: Bona Fide Gifts to family members. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 15:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 100 | $12.17 | $1,217.00 |
DisclosureSEC source: 0001587987-24-000174 · wk-form4_1723837967.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,141 F1 · kind: Bona Fide Gifts to family members. Read SEC document |
| July 22, 2024 Filed Jul 22, 2024 16:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $14.33 | $10,747.50 |
DisclosureSEC source: 0001587987-24-000155 · wk-form4_1721678792.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,241 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| July 19, 2024 Filed Feb 6, 2025 15:38 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 68 | $14.38 | $977.84 |
DisclosureSEC source: 0001587987-25-000024 · wk-form5_1738874308.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,897 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 16:27 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $12.47 | $9,352.50 |
DisclosureSEC source: 0001587987-24-000137 · wk-form4_1719260871.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,991 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 14:36 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,932 | $12.94 | $25,000.08 |
DisclosureSEC source: 0001587987-24-000132 · wk-form4_1718735760.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,741 F1 · kind: On June 14, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,932 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| May 21, 2024 Filed May 21, 2024 16:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $13.16 | $9,870.00 |
DisclosureSEC source: 0001587987-24-000090 · wk-form4_1716323334.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,809 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| April 22, 2024 Filed Apr 23, 2024 16:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $10.87 | $8,152.50 |
DisclosureSEC source: 0001587987-24-000070 · wk-form4_1713903270.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,462 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| April 15, 2024 Filed Feb 6, 2025 15:38 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 53 | $11.22 | $594.66 |
DisclosureSEC source: 0001587987-25-000024 · wk-form5_1738874308.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,897 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 16:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $10.71 | $8,032.50 |
DisclosureSEC source: 0001587987-24-000047 · wk-form4_1711137849.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,212 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| February 21, 2024 Filed Feb 21, 2024 17:12 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $11.48 | $8,610.00 |
DisclosureSEC source: 0001587987-24-000037 · wk-form4_1708553493.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,962 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 16:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 4,000 | $13.16 | $52,640.00 |
DisclosureSEC source: 0001587987-24-000031 · wk-form4_1706651936.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,712 F1 · kind: Bona Fide Gifts to family members. Read SEC document |
| January 22, 2024 Filed Jan 22, 2024 16:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $12.56 | $9,420.00 |
DisclosureSEC source: 0001587987-24-000005 · wk-form4_1705957272.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,503 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| January 12, 2024 Filed Feb 6, 2025 15:38 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 44 | $12.79 | $562.76 |
DisclosureSEC source: 0001587987-25-000024 · wk-form5_1738874308.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,897 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 13:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $14.34 | $10,755.00 |
DisclosureSEC source: 0001209191-23-059539 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,253 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 16:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $13.53 | $10,147.50 |
DisclosureSEC source: 0001209191-23-056448 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,003 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| October 20, 2023 Filed Oct 20, 2023 16:13 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $13.70 | $10,275.00 |
DisclosureSEC source: 0001209191-23-053241 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,753 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| October 20, 2023 Filed Jan 26, 2024 10:36 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 41 | $13.40 | $549.40 |
DisclosureSEC source: 0001587987-24-000023 · wk-form5_1706283395.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,712 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 21, 2023 Filed Sep 22, 2023 16:50 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 750 | $15.38 | $11,535.00 |
DisclosureSEC source: 0001209191-23-050391 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,503 F1 · kind: Pursuant to 10b5-1 plan adopted by the Reporting Person on June 20, 2023. Read SEC document |
| September 15, 2023 Filed Sep 20, 2023 15:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050131 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,253 F1 · kind: Bona Fide Gifts to family members Read SEC document |
| July 21, 2023 Filed Jan 26, 2024 10:36 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 38 | $17.92 | $680.96 |
DisclosureSEC source: 0001587987-24-000023 · wk-form5_1706283395.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,671 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 10, 2023 Filed Jul 11, 2023 08:11 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041984 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,478 F1 · kind: On July 10, 2023, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,568 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| May 04, 2023 Filed May 5, 2023 15:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 300 | $11.30 | $3,388.50 |
DisclosureSEC source: 0001209191-23-027608 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,910 F1 · kind: Bona Fide Gift Read SEC document |
| April 14, 2023 Filed Jan 26, 2024 10:36 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 30 | $13.05 | $391.50 |
DisclosureSEC source: 0001587987-24-000023 · wk-form5_1706283395.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,633 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 21, 2023 Filed Mar 21, 2023 13:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 766 | $12.79 | $9,797.14 |
DisclosureSEC source: 0001209191-23-020175 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,210 Read SEC document |
| March 21, 2023 Filed Mar 21, 2023 13:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,302 | $12.84 | $16,717.68 |
DisclosureSEC source: 0001209191-23-020175 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,210 Read SEC document |
| January 13, 2023 Filed Jan 26, 2024 10:36 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 5,900 | $18.21 | $107,439.00 |
DisclosureSEC source: 0001587987-24-000023 · wk-form5_1706283395.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,603 F1 · kind: Bona Fide Gifts to family members. Read SEC document |
| December 30, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 90 | $16.25 | $1,462.50 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 6 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 30, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 80 | $16.32 | $1,305.60 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 5 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 01, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F1 · kind: Bona Fide Gifts to family members Read SEC document |
| June 29, 2022 Filed Jul 1, 2022 09:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040009 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,096 F1 · kind: On June 29, 2022, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 2,000 restricted shares of the Issuer's common stock as a restricted stock award. Forfeiture restrictions will lapse as to one-third of such restricted shares each year for three years and dividends in the form of common stock will be paid during the restricted period, with forfeiture restrictions lapsing as to one-third of such restricted common shares each year for three years. Read SEC document |
| March 31, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 16 | $26.70 | $427.20 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| March 11, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F1 · kind: Bona Fide Gifts to family members Read SEC document |
| March 03, 2022 Filed Feb 2, 2023 14:46 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 2,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006152 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,142 F1 · kind: Bona Fide Gifts to family members Read SEC document |
| December 30, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 44 | $27.39 | $1,205.16 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 8 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| December 16, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 978 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 7 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F1 · kind: Bona Fide Gift Read SEC document |
| September 30, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 36 | $27.73 | $998.28 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 6 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 13, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 2,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 5 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F1 · kind: Bona Fide Gift Read SEC document |
| August 31, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 2,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F1 · kind: Bona Fide Gift Read SEC document |
| June 30, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 22 | $34.92 | $768.24 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| March 31, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 20 | $26.70 | $534.00 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F2 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| January 04, 2021 Filed Jan 20, 2022 07:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003930 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,577 F1 · kind: Bona Fide Gift Read SEC document |
| December 30, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 27 | $18.47 | $498.69 |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 6 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,769 F3 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 18, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 5 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,769 F1 · kind: Bona Fide Gift F2 · price: Bona Fide Gifts. No compensation was given to the Reporting Person for the gifting of shares. Read SEC document |
| September 30, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 32 | $18.92 | $605.44 |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,769 F3 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 31, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 46 | $18.33 | $843.18 |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,769 F3 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 31, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 47 | $17.29 | $812.63 |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,769 F3 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.