Peter Mathison Downs - 31 Dec 2025 Form 5 Insider Report for NewtekOne, Inc. (NEWT)

Role: President, Newtek Bank, Director
Signature: Peter Downs
Issuer symbol: NEWT
Transactions as of: 31 Dec 2025
Net transactions value: -$120,057
Form type: 5
Filing time: 15 Jan 2026, 16:10:30 UTC
Previous filing: 02 Jun 2025
Next filing: 16 Jan 2026
SEC: View on sec.gov

Quoteable Key Fact

"Peter Mathison Downs filed Form 5 for NewtekOne, Inc. (NEWT) on 15 Jan 2026."

Quick Takeaways

This page summarizes Peter Mathison Downs's Form 5 filing for NewtekOne, Inc. (NEWT).
6 reported transactions and 0 derivative rows are listed below.
Filing timestamp: 15 Jan 2026, 16:10.

What Changed

Previous filing in this sequence was filed on 02 Jun 2025.
Current net transaction value: -$120,057.

Why This Matters

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.

Source Evidence

Official SEC Source

Ownership activity is grounded in SEC Form 5 disclosures.

See Original Filing

Reporting Owners (1)

CIK 0001624862 Primary reporting owner

Downs Peter Mathison

Relationship: President, Newtek Bank, Director
Address: 4800 T REX AVENUE, SUITE 120, BOCA RATON
Signature: Peter Downs
Signature date: 15 Jan 2026

Transactions Table

NEWT transaction

Common Stock

Purchase

Transaction value: $7,927
Shares: +653
Change %: +0.78%
Price: $12.14
Shares after: 84,060
Date: 13 Jan 2025
Ownership: Direct
Footnotes: F1

NEWT transaction

Common Stock

Purchase

Transaction value: $8,050
Shares: +774
Change %: +0.93%
Price: $10.40
Shares after: 84,060
Date: 30 Apr 2025
Ownership: Direct
Footnotes: F1

NEWT transaction

Common Stock

Purchase

Transaction value: $8,197
Shares: +714
Change %: +0.86%
Price: $11.48
Shares after: 84,060
Date: 21 Jul 2025
Ownership: Direct
Footnotes: F1

NEWT transaction

Common Stock

Tax liability

Transaction value: $101,736
Shares: -8,401
Change %: -9.1%
Price: $12.11
Shares after: 84,060
Date: 15 Aug 2025
Ownership: Direct
Footnotes: F2

NEWT transaction

Common Stock

Tax liability

Transaction value: $44,583
Shares: -4,053
Change %: -4.6%
Price: $11.00
Shares after: 84,060
Date: 15 Oct 2025
Ownership: Direct
Footnotes: F3

NEWT transaction

Common Stock

Purchase

Transaction value: $2,088
Shares: +189
Change %: +0.23%
Price: $11.05
Shares after: 84,060
Date: 24 Oct 2025
Ownership: Direct
Footnotes: 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.
F3	Disposition by Reporting Person to Issuer under the Issuer's 2023 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares.

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