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 |
|---|---|---|---|---|---|---|
| January 14, 2020 Filed Feb 2, 2021 13:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-006669 · doc5.xml · nonDerivative · entry 1 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 |
| December 30, 2019 Filed Feb 5, 2020 09:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 44 | $22.37 | $984.28 |
DisclosureSEC source: 0001209191-20-006745 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,894 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 30, 2019 Filed Feb 5, 2020 09:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 35 | $22.58 | $790.30 |
DisclosureSEC source: 0001209191-20-006745 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,894 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 19, 2019 Filed Sep 20, 2019 11:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 1,000 | $23.50 | $23,500.00 |
DisclosureSEC source: 0001209191-19-050276 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,788 Read SEC document |
| June 28, 2019 Filed Feb 5, 2020 09:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 27 | $23.00 | $621.00 |
DisclosureSEC source: 0001209191-20-006745 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,894 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 12:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,332 | $22.52 | $29,996.64 |
DisclosureSEC source: 0001209191-19-037346 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,788 F1 · kind: On June 14, 2019, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 1,332 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 |
| June 14, 2019 Filed Jun 17, 2019 12:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon stock | 1,000 | $22.60 | $22,600.00 |
DisclosureSEC source: 0001209191-19-037346 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,456 Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 14:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 150 | $19.23 | $2,884.50 |
DisclosureSEC source: 0001209191-19-020733 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,456 Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 14:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 350 | $19.25 | $6,737.50 |
DisclosureSEC source: 0001209191-19-020733 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,306 Read SEC document |
| December 31, 2018 Filed Feb 11, 2019 14:24 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 225 | $17.44 | $3,924.00 |
DisclosureSEC source: 0001209191-19-008855 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,956 Read SEC document |
| December 21, 2018 Filed Dec 21, 2018 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $15.63 | $7,815.00 |
DisclosureSEC source: 0001209191-18-063867 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,660 Read SEC document |
| December 11, 2018 Filed Dec 11, 2018 12:55 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 200 | $19.98 | $3,996.00 |
DisclosureSEC source: 0001209191-18-061948 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,160 Read SEC document |
| December 11, 2018 Filed Dec 11, 2018 12:55 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 300 | $20.00 | $6,000.00 |
DisclosureSEC source: 0001209191-18-061948 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,960 Read SEC document |
| September 20, 2018 Filed Sep 20, 2018 14:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 87 | $21.82 | $1,898.34 |
DisclosureSEC source: 0001209191-18-051756 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,660 Read SEC document |
| September 20, 2018 Filed Sep 20, 2018 14:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 100 | $21.80 | $2,180.00 |
DisclosureSEC source: 0001209191-18-051756 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,573 Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 11:02 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 265 | $19.16 | $5,077.40 |
DisclosureSEC source: 0001209191-18-038230 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,473 Read SEC document |
| May 11, 2018 Filed Feb 11, 2019 14:24 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 175 | $18.79 | $3,288.25 |
DisclosureSEC source: 0001209191-19-008855 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,956 Read SEC document |
| May 10, 2018 Filed Feb 11, 2019 14:24 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 304 | $18.73 | $5,693.92 |
DisclosureSEC source: 0001209191-19-008855 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,956 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 08:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $18.46 | $9,230.00 |
DisclosureSEC source: 0001209191-17-066905 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,363 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 09:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $16.78 | $8,390.00 |
DisclosureSEC source: 0001209191-17-060147 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,863 Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 09:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 700 | $16.79 | $11,753.00 |
DisclosureSEC source: 0001209191-17-060147 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,363 Read SEC document |
| August 11, 2017 Filed Aug 11, 2017 12:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $16.57 | $16,570.00 |
DisclosureSEC source: 0001209191-17-048527 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,663 Read SEC document |
| August 11, 2017 Filed Aug 11, 2017 12:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | SaleCommon Stock | 1,000 | $16.45 | $16,450.00 |
DisclosureSEC source: 0001209191-17-048527 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,663 Read SEC document |
| August 02, 2017 Filed Feb 2, 2018 12:40 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 75 | $17.16 | $1,287.00 |
DisclosureSEC source: 0001209191-18-006661 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,208 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 09:37 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $16.18 | $8,090.00 |
DisclosureSEC source: 0001209191-17-040717 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,663 Read SEC document |
| May 26, 2017 Filed May 30, 2017 09:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $16.90 | $8,450.00 |
DisclosureSEC source: 0001209191-17-036045 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,163 Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 09:22 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 50 | $16.60 | $830.00 |
DisclosureSEC source: 0001209191-17-022880 · doc4.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,663 Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 09:22 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 285 | $16.60 | $4,731.00 |
DisclosureSEC source: 0001209191-17-022880 · doc4.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,613 Read SEC document |
| March 24, 2017 Filed Mar 27, 2017 09:22 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $16.63 | $8,315.00 |
DisclosureSEC source: 0001209191-17-022880 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,328 Read SEC document |
| January 30, 2017 Filed Feb 2, 2018 12:40 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 80 | $15.32 | $1,225.60 |
DisclosureSEC source: 0001209191-18-006661 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,208 Read SEC document |
| December 21, 2016 Filed Dec 22, 2016 08:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 782 | $15.80 | $12,355.60 |
DisclosureSEC source: 0001209191-16-156402 · doc4.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,085 Read SEC document |
| September 30, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 212 | $14.26 | $3,023.12 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 9 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,828 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| September 30, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 162 | $14.26 | $2,310.12 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 8 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,616 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| June 30, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 144 | $12.72 | $1,831.68 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 7 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,454 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| June 30, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 190 | $12.72 | $2,416.80 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 6 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,310 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| March 31, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 183 | $12.50 | $2,287.50 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 5 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,120 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| March 31, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 139 | $12.50 | $1,737.50 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 4 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,937 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| January 19, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 171 | $11.06 | $1,891.26 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 3 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,798 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| January 19, 2016 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 224 | $11.06 | $2,477.44 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 2 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,627 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| December 31, 2015 Filed Jan 25, 2017 15:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 318 | $14.32 | $4,553.76 |
DisclosureSEC source: 0001209191-17-005496 · doc5.xml · nonDerivative · entry 1 Mulia Salvatore Francis · CIK 0001346166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,403 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. 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.