NewtekOne
Digital-only bank paired with SBA lending, payments, payroll, insurance, and technology for small businesses.
$11.92
After-hours close+0.02 (+0.17%)
At close$11.90(−3.41%)
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Breakdown13F · Form 4
Institutions 55.65%16.08M sharesInsiders 5.29%1.53M sharesOther 39.06%11.29M shares
Shares outstanding 28.89M · Float 25.02M · 86.6% free float
Institutions13F, as of Jun 30, 2026
153 holders · 16.08M shares · 20 new positions · 94 increased · 29 reduced · 16 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.53M | 8.75% | +332.8K | Aug 7, 2026 |
| Patriot Financial Partners GP Ii, L.P. | 2.31M | 7.99% | 0 | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.12M | 3.87% | −47.7K | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 1.10M | 3.79% | +173.1K | Aug 14, 2026 |
| Goldman Sachs Group Inc | 731.3K | 2.53% | +67.5K | Aug 14, 2026 |
| Geode Capital Management, LLC | 703.0K | 2.43% | +45.7K | Aug 12, 2026 |
| AQR Capital Management LLC | 568.8K | 1.97% | +3.9K | Aug 14, 2026 |
| State Street Corp | 539.7K | 1.87% | +22.0K | Aug 7, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Patriot Financial Partners Parallel IV, L.P.incl. Patriot Financial Partners GP IV, L.P., Patriot Financial Partners IV, L.P. +3 more | 8.06% | 2.31M | 13D | Sep 22, 2025 ↗ |
| Sloane, Barry | 5.20% | 1.36M | 13D | Feb 11, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Barry Sloane | director, officer: President, Chairman & CEO | 1.18M | 4.09% | Jun 16, 2026 |
| Peter Mathison Downs | director, officer: President, Newtek Bank | 87.5K | 0.30% | May 26, 2026 |
| Fernando Perez-Hickman | director | 50.9K | 0.18% | Jun 18, 2026 |
| Michael Adam Schwartz | officer: Chief Legal Officer | 49.7K | 0.17% | Jan 16, 2026 |
| Richard J. Salute | director | 47.6K | 0.16% | Jun 18, 2026 |
| Gregory L. Zink | director | 37.9K | 0.13% | Jun 18, 2026 |
| Frank M. DeMaria | officer: Cheif Financial Officer | 36.7K | 0.13% | Jun 15, 2026 |
| Halli Razon-Feingold | director, officer: SVP, Human Resources & CAO | 23.9K | 0.08% | Jan 16, 2026 |
| Craig Jeffry Brunet | director | 9.0K | 0.03% | Jun 18, 2026 |
| Thomas David Cestare | director | 1.9K | 0.01% | Jun 25, 2026 |
13 people have not refiled in the last 18 months (308.0K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 15, 2026 | Barry Sloanedirector, officer: President, Chairman & CEO | Purchase · 3 lots | 11,000 | $14.21 | 1,181,914 |
| Jun 15, 2026 | Frank M. DeMariaofficer: Cheif Financial Officer | Purchase | 500 | $13.92 | 36,736 |
| Jun 3, 2026 | Craig Jeffry Brunetdirector | Purchase | 1,000 | $12.70 | 7,185 |
| May 26, 2026 | Peter Mathison Downsdirector, officer: President, Newtek Bank | Purchase | 737 | $13.56 | 87,539 |
| May 15, 2026 | Craig Jeffry Brunetdirector | Purchase | 330 | $12.72 | 6,185 |
| May 8, 2026 | Gregory L. Zinkdirector | Purchase | 1,000 | $13.87 | 36,085 |
| May 7, 2026 | Richard J. Salutedirector | Purchase | 1,000 | $13.47 | 45,772 |
| Jan 14, 2026 | Barry Sloanedirector, officer: President, Chairman & CEO | Purchase | 3,595 | $13.91 | 1,194,180 |
| Jan 14, 2026 | Frank M. DeMariaofficer: Cheif Financial Officer | Purchase | 1,556 | $13.91 | 35,220 |
| Jan 14, 2026 | Michael Adam Schwartzofficer: Chief Legal Officer | Purchase | 2,247 | $13.91 | 49,713 |
CongressHouse and Senate disclosures
Not reported.