Peter Mathison Downs - 31 Dec 2024 Form 5 Insider Report for NewtekOne, Inc. (NEWT)

Reporting relationship: Chief Lending Officer, Director
Issuer ticker: NEWT
Reported as of: 31 Dec 2024
Net transaction value: +$21,929
SEC form: 5
Accepted by SEC: 06 Feb 2025, 15:50:54 UTC
Prior SEC filing: 23 Dec 2024
Next SEC filing: 15 May 2025
Source filing: View source filing
Reporting owner signature: Peter Downs

Key filing fact

Peter Mathison Downs filed Form 5 for NewtekOne, Inc. (NEWT) on 06 Feb 2025.

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: 06 Feb 2025, 15:50.

Change

Previous filing in this sequence was filed on 23 Dec 2024.
Current net transaction value: +$21,929.

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

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

NEWT transaction

Common stock

Purchase

Transaction value: $4,502
Shares: +352
Change %: +0.38%
Price: $12.79
Shares after: 93,185
Date: 12 Jan 2024
Ownership: Direct
Footnotes: F1

NEWT transaction

Common stock

Purchase

Transaction value: $3,826
Shares: +341
Change %: +0.37%
Price: $11.22
Shares after: 93,185
Date: 15 Apr 2024
Ownership: Direct
Footnotes: F1

NEWT transaction

Common stock

Purchase

Transaction value: $5,781
Shares: +402
Change %: +0.43%
Price: $14.38
Shares after: 93,185
Date: 19 Jul 2024
Ownership: Direct
Footnotes: F1

NEWT transaction

Common stock

Purchase

Transaction value: $7,820
Shares: +581
Change %: +0.63%
Price: $13.46
Shares after: 93,185
Date: 21 Oct 2024
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 1 footnote

Footnote F1

Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.

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