Comparable stake leader
Patriot Financial Partners IV, L.P.
SEC ownership of NewtekOne, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001587987.
Disclosed value leader
Patriot Financial Partners IV, L.P.
Comparable rows
50/50
Latest evidence
15 Jun 2026
- Public ticker
- NEWT, NEWTI, NEWTG, NEWTH, NEWTO, NEWTP on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Patriot Financial Partners IV, L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Patriot Financial Partners IV, L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
15 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001587987
- Issuer location
- Boca Raton, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of NewtekOne, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Patriot Financial Partner...
Disclosed value leader
Patriot Financial Partner...
Comparable rows
50/50
Latest evidence
15 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 8.1%
13D/G row: Patriot Financial Partners IV, L.P.
Showing 1-8 of 50 holder rows.
Quick read
Patriot Financial Partners IV, L.P. leads the comparable SEC ownership view at 8.1%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Patriot Financial Partners IV, L.P.'s linked filing trail.
Comparable ownership
Top 5
Patriot Financial Partners IV, L.P.
8.1%
Barry Sloane
5.2%
Patriot Financial Partners GP II,...
8.1%
BlackRock, Inc.
7.7%
VANGUARD CAPITAL MANAGEMENT LLC
4.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. |
13D/G
|
8.1%
|
$27,761,535
2,307,692 shares
|
$0 | 16 Sep 2025 |
| Barry Sloane |
3/4/5
13D/G
President, Chairman & CEO, Director · SLOANE, BARRY
|
5.2%
from 13D/G
|
$16,783,178
1,181,914 shares
|
+$371,965 | 15 Jun 2026 |
| Patriot Financial Partners GP II, L.P. |
13F
Company
|
8.1%
|
$25,269,227
2,307,692 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
7.7%
|
$24,046,341
2,196,013 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.1%
|
$12,769,496
1,166,164 shares
|
— | 31 Mar 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
3.2%
|
$10,102,000
922,469 shares
|
— | 31 Mar 2026 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
2.3%
|
$7,268,216
663,764 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.3%
|
$7,199,659
657,346 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$535,322.
Buys
$535,322
Insiders: 9
Sells
$0
Insiders: 0
Net
+$535,322
Shares: +43,411
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 43,411
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 20,567 | 0 | $288,444 | $0 | +$288,444 |
| 3-6 | 25 | 0 | $285 | $0 | +$285 |
| 6-9 | 15,899 | 0 | $167,649 | $0 | +$167,649 |
| 9-12 | 6,920 | 0 | $78,943 | $0 | +$78,943 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to NewtekOne, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Barry Sloane
Net 12M change
+$535,321
Latest report
25 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Barry Sloane | President, Chairman & CEO, Director | $16,783,178 | +$371,965 | +2.3% | Filing P/S | 15 Jun 2026 |
| Peter Mathison Downs | President, Newtek Bank, Director | $1,187,028 | +$20,279 | +1.7% | Filing P/S | 26 May 2026 |
| Michael A. Schwartz | Chief Legal Officer | $691,507 | +$9,864 | +1.4% | Mixed | 14 Jan 2026 |
| Salvatore Francis Mulia | Director | $617,774 | Filing P/S | 31 Dec 2024 | ||
| Richard J. Salute | Director | $616,544 | +$48,260 | +8.5% | Mixed | 16 Jun 2026 |
| Nicolas Young | President, Newtek Bank, N.A. | $598,580 | Filing P/S | 31 Dec 2024 | ||
| Frank M. DeMaria | Cheif Financial Officer | $511,181 | +$19,388 | +3.9% | Filing P/S | 15 Jun 2026 |
| Gregory L. Zink | Director | $500,498 | +$31,357 | +6.7% | Mixed | 16 Jun 2026 |
| M. Scott Price | Chief Financial Officer | $382,856 | Filing P/S | 31 Dec 2024 | ||
| Halli Razon-Feingold | SVP, Human Resources & CAO, Director | $318,747 | +$5,810 | +1.9% | Mixed | 14 Jan 2026 |
| Nicholas J. Leger | Chief Accounting Officer | $253,246 | Filing P/S | 31 Dec 2023 | ||
| Fernando Perez-Hickman | Director | $93,383 | +$1,027 | +1.1% | Mixed | 16 Jun 2026 |
| Craig J. Brunet | Director | $91,217 | +$27,371 | +43% | Mixed | 16 Jun 2026 |
| Thomas David Cestare | Director | Mixed | 25 Jun 2026 |
Recent insider transactions for NewtekOne, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Thomas David Cestare | NEWT | Common Stock | Award | 2607.1% | 1,825 | 1,895 | 25 Jun 2026 | Direct | ||
| Richard J. Salute | NEWT | Common Stock | Award | 3.99% | 1,825 | 47,597 | 16 Jun 2026 | Direct | ||
| Gregory L. Zink | NEWT | Common Stock | Award | 5.06% | 1,825 | 37,910 | 16 Jun 2026 | Direct | ||
| Fernando Perez-Hickman | NEWT | Common Stock | Award | 21.4% | 1,825 | 10,356 | 16 Jun 2026 | Direct | ||
| Craig J. Brunet | NEWT | Common Stock | Award | 25.4% | 1,825 | 9,010 | 16 Jun 2026 | Direct | ||
| Barry Sloane | NEWT | Common Stock | Purchase | 0.42% | $71,000 | $14.20 | 5,000 | 1,181,914 | 15 Jun 2026 | Direct |
| Frank M. DeMaria | NEWT | Common Stock | Purchase | 1.38% | $6,958 | $13.92 | 500 | 36,736 | 15 Jun 2026 | Direct |
| Barry Sloane | NEWT | Common Stock | Purchase | 0.94% | $156,260 | $14.21 | 11,000 | 1,176,914 | 15 Jun 2026 | Direct |
| Craig J. Brunet | NEWT | Common Stock | Purchase | 16.2% | $12,696 | $12.70 | 1,000 | 7,185 | 03 Jun 2026 | Direct |
| Peter Mathison Downs | NEWT | Common Stock | Purchase | 0.85% | $9,994 | $13.56 | 737 | 87,539 | 26 May 2026 | Direct |
| Craig J. Brunet | NEWT | Common Stock | Purchase | 5.64% | $4,198 | $12.72 | 330 | 6,185 | 15 May 2026 | Direct |
| Gregory L. Zink | NEWT | Common stock | Purchase | 2.85% | $13,870 | $13.87 | 1,000 | 36,085 | 08 May 2026 | Direct |
| Richard J. Salute | NEWT | Common stock | Purchase | 2.23% | $13,470 | $13.47 | 1,000 | 45,772 | 07 May 2026 | Direct |
| Frank M. DeMaria | NEWT | Common Stock | Award | 4.62% | 1,556 | 35,220 | 14 Jan 2026 | Direct | ||
| Barry Sloane | NEWT | Common Stock | Award | 0.3% | 3,595 | 1,194,180 | 14 Jan 2026 | Direct | ||
| Halli Razon-Feingold | NEWT | Common Stock | Award | 5.81% | 1,258 | 22,915 | 14 Jan 2026 | Direct | ||
| Michael A. Schwartz | NEWT | Common Stock | Award | 4.73% | 2,247 | 49,713 | 14 Jan 2026 | Direct | ||
| Peter Mathison Downs | NEWT | Common Stock | Award | 3.21% | 2,696 | 86,756 | 14 Jan 2026 | Direct | ||
| Craig J. Brunet | NEWT | Common Stock | Purchase | 0.43% | $285 | $11.40 | 25 | 5,775 | 31 Dec 2025 | Direct |
| Gregory L. Zink | NEWT | Common stock | Purchase | 1.34% | $6,030 | $12.06 | 500 | 37,707 | 15 Dec 2025 | Direct |
| Richard J. Salute | NEWT | Common stock | Purchase | 2.06% | $10,152 | $11.28 | 900 | 44,505 | 08 Dec 2025 | Direct |
| Craig J. Brunet | NEWT | Common stock | Purchase | 16.5% | $8,925 | $11.31 | 789 | 5,572 | 05 Dec 2025 | Direct |
| Gregory L. Zink | NEWT | Common stock | Purchase | 2.76% | $10,430 | $10.43 | 1,000 | 37,207 | 03 Nov 2025 | Direct |
| Barry Sloane | NEWT | Common stock | Purchase | 0.83% | $102,170 | $10.22 | 10,000 | 1,212,459 | 03 Nov 2025 | Direct |
| Gregory L. Zink | NEWT | Common Stock | Purchase | 0.11% | $442 | $11.05 | 40 | 35,005 | 24 Oct 2025 | Direct |
| Fernando Perez-Hickman | NEWT | Common Stock | Purchase | 0.48% | $442 | $11.05 | 40 | 8,451 | 24 Oct 2025 | Direct |
| Craig J. Brunet | NEWT | Common Stock | Purchase | 1.01% | $638 | $11.00 | 58 | 5,775 | 24 Oct 2025 | Direct |
| Richard J. Salute | NEWT | Common Stock | Purchase | 0.09% | $442 | $11.05 | 40 | 44,692 | 24 Oct 2025 | Direct |
| Barry Sloane | NEWT | Common Stock | Purchase | 0.12% | $15,879 | $11.05 | 1,437 | 1,190,585 | 24 Oct 2025 | Direct |
| Peter Mathison Downs | NEWT | Common Stock | Purchase | 0.23% | $2,088 | $11.05 | 189 | 84,060 | 24 Oct 2025 | Direct |
| Frank M. DeMaria | NEWT | Common Stock | Purchase | 1.71% | $6,265 | $11.05 | 567 | 33,664 | 24 Oct 2025 | Direct |
| Halli Razon-Feingold | NEWT | Common Stock | Purchase | 0.61% | $1,459 | $11.05 | 132 | 21,657 | 24 Oct 2025 | Direct |
| Michael A. Schwartz | NEWT | Common Stock | Purchase | 0.44% | $2,287 | $11.05 | 207 | 47,466 | 24 Oct 2025 | Direct |
| Barry Sloane | NEWT | Common Stock | Tax liability | -0.41% | -4,921 | 1,190,585 | 15 Oct 2025 | Direct | ||
| Peter Mathison Downs | NEWT | Common Stock | Tax liability | -4.6% | -4,053 | 84,060 | 15 Oct 2025 | Direct | ||
| Frank M. DeMaria | NEWT | Common Stock | Tax liability | -5.71% | -2,038 | 33,664 | 15 Oct 2025 | Direct | ||
| Halli Razon-Feingold | NEWT | Common Stock | Tax liability | -14.6% | -3,718 | 21,657 | 15 Oct 2025 | Direct | ||
| Michael A. Schwartz | NEWT | Common Stock | Tax liability | -9.67% | -5,084 | 47,466 | 15 Oct 2025 | Direct | ||
| Barry Sloane | NEWT | Common Stock | Tax liability | -1.91% | -23,229 | 1,190,585 | 15 Aug 2025 | Direct | ||
| Peter Mathison Downs | NEWT | Common Stock | Tax liability | -9.09% | -8,401 | 84,060 | 15 Aug 2025 | Direct | ||
| Halli Razon-Feingold | NEWT | Common Stock | Tax liability | -16.4% | -4,251 | 21,657 | 15 Aug 2025 | Direct | ||
| Michael A. Schwartz | NEWT | Common Stock | Tax liability | -12.1% | -6,527 | 47,466 | 15 Aug 2025 | Direct | ||
| Richard J. Salute | NEWT | Common stock | Purchase | 5.06% | $23,611 | $11.24 | 2,100 | 43,605 | 01 Aug 2025 | Direct |
| Gregory L. Zink | NEWT | Common Stock | Purchase | 0.15% | $585 | $11.48 | 51 | 35,005 | 21 Jul 2025 | Direct |
| Fernando Perez-Hickman | NEWT | Common Stock | Purchase | 0.61% | $585 | $11.48 | 51 | 8,451 | 21 Jul 2025 | Direct |
| Craig J. Brunet | NEWT | Common Stock | Purchase | 0.96% | $630 | $11.46 | 55 | 5,775 | 21 Jul 2025 | Direct |
| Richard J. Salute | NEWT | Common Stock | Purchase | 0.11% | $585 | $11.48 | 51 | 44,692 | 21 Jul 2025 | Direct |
| Barry Sloane | NEWT | Common Stock | Purchase | 0.2% | $26,657 | $11.48 | 2,322 | 1,190,585 | 21 Jul 2025 | Direct |
| Peter Mathison Downs | NEWT | Common Stock | Purchase | 0.86% | $8,197 | $11.48 | 714 | 84,060 | 21 Jul 2025 | Direct |
| Frank M. DeMaria | NEWT | Common Stock | Purchase | 1.62% | $6,165 | $11.48 | 537 | 33,664 | 21 Jul 2025 | Direct |
* marks a reported price that did not pass the local price check.