Key facts
- This page summarizes Nicolas Young's Form 5 filing for NewtekOne, Inc. (NEWT).
- 5 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 30 Jan 2025, 16:20.
Nicolas Young - 31 Dec 2024 Form 5 Insider Report for NewtekOne, Inc. (NEWT)
- Reporting relationship
- President, Newtek Bank, N.A.
- Issuer ticker
- NEWT
- Reported as of
- 31 Dec 2024
- Net transaction value
- -$24,691
- SEC form
- 5
- Accepted by SEC
- 30 Jan 2025, 16:20:01 UTC
- Prior SEC filing
- 08 Oct 2024
- Source filing
- View source filing
- Reporting owner signature
- Nicolas Young
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Nicolas Young filed Form 5 for NewtekOne, Inc. (NEWT) on 30 Jan 2025.
Change
- Previous filing in this sequence was filed on 08 Oct 2024.
- Current net transaction value: -$24,691.
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
- $3,236
- Shares
- +253
- Change %
- +0.57%
- Price
- $12.79
- Shares after
- 44,471
- Date
- 12 Jan 2024
- Ownership
- Direct
- Footnotes
- F1
NEWT
transaction
Common stock
Purchase
- Transaction value
- $3,456
- Shares
- +308
- Change %
- +0.7%
- Price
- $11.22
- Shares after
- 44,471
- Date
- 15 Apr 2024
- Ownership
- Direct
- Footnotes
- F1
NEWT
transaction
Common stock
Purchase
- Transaction value
- $5,033
- Shares
- +350
- Change %
- +0.79%
- Price
- $14.38
- Shares after
- 44,471
- Date
- 19 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
NEWT
transaction
Common stock
Tax liability
- Transaction value
- $41,612
- Shares
- -3,150
- Change %
- -6.6%
- Price
- $13.21
- Shares after
- 44,471
- Date
- 02 Aug 2024
- Ownership
- Direct
- Footnotes
- F2
NEWT
transaction
Common stock
Purchase
- Transaction value
- $5,196
- Shares
- +386
- Change %
- +0.88%
- Price
- $13.46
- Shares after
- 44,471
- 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 2 footnotes
Footnote F1
Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer.
Footnote 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.