| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| NewtekOne, Inc. | Director | Common stock | 37,707 | $454,746 | $12.06 | 15 Dec 2025 | Direct |
| Katapult Holdings, Inc. | Director | Common Stock | 12,573 | $152,761 | $12.15 | 26 Nov 2025 | Direct |
| NewtekOne, Inc. | Director | Common Stock | 9,713 | 15 Jul 2025 | As Co-Trustee for Gregory L Zink Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| NEWT | NewtekOne, Inc. | 31 Dec 2025 | 8 | +$2,102 | 5 | Director | 02 Feb 2026, 16:05 |
| NEWT | NewtekOne, Inc. | 15 Dec 2025 | 1 | +$6,030 | 4 | Director | 15 Dec 2025, 09:43 |
| KPLT | Katapult Holdings, Inc. | 26 Nov 2025 | 1 | $0 | 4 | Director | 01 Dec 2025, 16:58 |
| KPLT | Katapult Holdings, Inc. | 26 Nov 2025 | 0 | $0 | 3 | Director | 01 Dec 2025, 16:56 |
| NEWT | NewtekOne, Inc. | 03 Nov 2025 | 1 | +$10,430 | 4 | Director | 04 Nov 2025, 07:19 |
| NEWT | NewtekOne, Inc. | 30 Jun 2025 | 1 | +$24,999 | 4 | Director | 01 Jul 2025, 09:22 |
| NEWT | NewtekOne, Inc. | 09 May 2025 | 2 | +$20,780 | 4 | Director | 12 May 2025, 09:51 |
| NEWT | NewtekOne, Inc. | 21 Mar 2025 | 1 | +$6,170 | 4 | Director | 24 Mar 2025, 08:56 |
| NEWT | NewtekOne, Inc. | 31 Dec 2024 | 7 | +$5,658 | 5 | Director | 06 Feb 2025, 16:00 |
| NEWT | NewtekOne, Inc. | 23 Dec 2024 | 1 | +$6,375 | 4 | Director | 23 Dec 2024, 11:09 |
| NEWT | NewtekOne, Inc. | 15 Nov 2024 | 1 | +$13,949 | 4 | Director | 18 Nov 2024, 08:39 |
| NEWT | NewtekOne, Inc. | 18 Sep 2024 | 1 | +$11,380 | 4 | Director | 18 Sep 2024, 10:05 |
| NEWT | NewtekOne, Inc. | 17 Jun 2024 | 1 | +$12,920 | 4 | Director | 17 Jun 2024, 13:34 |
| NEWT | NewtekOne, Inc. | 14 Jun 2024 | 1 | +$25,000 | 4 | Director | 18 Jun 2024, 14:32 |
| NEWT | NewtekOne, Inc. | 15 May 2024 | 2 | +$14,152 | 4 | Director | 15 May 2024, 10:34 |
| NEWT | NewtekOne, Inc. | 31 Dec 2023 | 11 | +$13,232 | 5 | Director | 30 Jan 2024, 08:54 |
| NEWT | NewtekOne, Inc. | 15 Sep 2023 | 1 | +$8,250 | 4 | Director | 15 Sep 2023, 11:30 |
| NEWT | NewtekOne, Inc. | 06 Sep 2023 | 1 | +$17,014 | 4 | Director | 06 Sep 2023, 12:57 |
| NEWT | NewtekOne, Inc. | 10 Jul 2023 | 1 | $0 | 4 | Director | 11 Jul 2023, 08:07 |
| NEWT | NewtekOne, Inc. | 07 Jun 2023 | 1 | +$15,060 | 4 | Director | 07 Jun 2023, 13:16 |
| NEWT | NewtekOne, Inc. | 17 May 2023 | 1 | +$5,700 | 4 | Director | 18 May 2023, 09:40 |
| NEWT | NewtekOne, Inc. | 23 Mar 2023 | 1 | +$12,260 | 4 | Director | 23 Mar 2023, 12:34 |
| NEWT | NewtekOne, Inc. | 20 Mar 2023 | 1 | +$14,424 | 4 | Director | 20 Mar 2023, 13:59 |
| NEWT | NewtekOne, Inc. | 31 Dec 2022 | 14 | +$62,004 | 5 | Director | 03 Feb 2023, 09:57 |
| NEWT | Newtek Business Services Corp. | 29 Jun 2022 | 1 | $0 | 4 | Director | 01 Jul 2022, 10:02 |
| NEWT | Newtek Business Services Corp. | 31 Dec 2021 | 12 | +$33,146 | 5 | Director | 11 Jan 2022, 13:43 |