Nicolas Young - 31 Dec 2024 Form 5 Insider Report for NewtekOne, Inc. (NEWT)

Role
President, Newtek Bank, N.A.
Signature
Nicolas Young
Issuer symbol
NEWT
Transactions as of
31 Dec 2024
Net transactions value
-$24,691
Form type
5
Filing time
30 Jan 2025, 16:20:01 UTC
Previous filing
08 Oct 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NEWT Common stock Purchase $3,236 +253 +0.57% $12.79 44,471 12 Jan 2024 Direct F1
transaction NEWT Common stock Purchase $3,456 +308 +0.7% $11.22 44,471 15 Apr 2024 Direct F1
transaction NEWT Common stock Purchase $5,033 +350 +0.79% $14.38 44,471 19 Jul 2024 Direct F1
transaction NEWT Common stock Tax liability $41,612 -3,150 -6.6% $13.21 44,471 02 Aug 2024 Direct F2
transaction NEWT Common stock Purchase $5,196 +386 +0.88% $13.46 44,471 21 Oct 2024 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.
F2 Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares.