Key facts
- This page summarizes Peter Mathison Downs's Form 5 filing for NewtekOne, Inc. (NEWT).
- 4 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 30 Jan 2024, 08:24.
Peter Mathison Downs - 31 Dec 2023 Form 5 Insider Report for NewtekOne, Inc. (NEWT)
- Reporting relationship
- Chief Lending Officer, Director
- Issuer ticker
- NEWT
- Reported as of
- 31 Dec 2023
- Net transaction value
- +$31,145
- SEC form
- 5
- Accepted by SEC
- 30 Jan 2024, 08:24:20 UTC
- Prior SEC filing
- 14 Sep 2023
- Next SEC filing
- 02 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- Peter Downs
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Peter Mathison Downs filed Form 5 for NewtekOne, Inc. (NEWT) on 30 Jan 2024.
Change
- Previous filing in this sequence was filed on 14 Sep 2023.
- Current net transaction value: +$31,145.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
NEWT
transaction
Common stock
Purchase
- Transaction value
- $4,346
- Shares
- +333
- Change %
- +0.47%
- Price
- $13.05
- Shares after
- 70,517
- Date
- 14 Apr 2023
- Ownership
- Direct
- Footnotes
- F1
NEWT
transaction
Common stock
Purchase
- Transaction value
- $4,408
- Shares
- +246
- Change %
- +0.35%
- Price
- $17.92
- Shares after
- 70,517
- Date
- 21 Jul 2023
- Ownership
- Direct
- Footnotes
- F1
NEWT
transaction
Common stock
Purchase
- Transaction value
- $17,942
- Shares
- +672
- Change %
- +0.96%
- Price
- $26.70
- Shares after
- 70,517
- Date
- 06 Sep 2023
- Ownership
- Direct
- Footnotes
- F2
NEWT
transaction
Common stock
Purchase
- Transaction value
- $4,449
- Shares
- +332
- Change %
- +0.47%
- Price
- $13.40
- Shares after
- 70,517
- Date
- 20 Oct 2023
- Ownership
- Direct
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.
Footnote F2
Dividends received on vested shares which inadvertently were not previously posted to Reporting Person's account and reported.