Newtek Business Services Corp

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Newtek Business Services Corp
TickerNEWT
CIK #0001587987
CUSIP652526104
Sector -
Address212 W 35th Street 2Nd Floor, New York, NY 10001
Source [EDGAR]
CIK Filing 2011 - 2026
[0001587987] 10-K
[0001587987] 10-Q
[0001587987] 3
[0001587987] 4
[0001587987] 5
[0001587987] 8-K
[0001587987] SC 13D
[0001587987] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Newtekone Inc Newtekone Inc [2024-05-15] 5.35
Vanguard Group Inc Newtekone Inc [2024-02-13] 5.48
Newtekone Inc Newtekone Inc [2024-01-26] 5.3
BlackRock Inc Newtekone Inc [2024-01-26] 7.3
Royce & Associates LP Newtekone Inc [2024-01-24] 8.29
Newtekone Inc Newtekone Inc [2023-01-31] 5.2
Newtek Business Services Corp Newtek Business Services Corp [2022-01-10] 4.8
Newtek Business Services Corp Newtek Business Services Corp [2021-01-22] 5.3
Newtek Business Services Corp Newtek Business Services Corp [2020-01-06] 5.72
Newtek Business Services Corp Newtek Business Services Corp [2019-01-28] 5.91
Newtek Business Services Corp Newtek Business Services Corp [2018-02-12] 5.55
Newtek Business Services Corp Newtek Business Services Corp [2017-01-13] 6.83
Newtek Business Services Corp Newtek Business Services Corp [2016-01-11] 6.65
Sloane Barry Newtek Business Services Corp [2015-08-27] 0.1
Form 3/4/5 Filer 2011 - 2026
Cestare Thomas David
NewtekOne Inc
Brunet Craig Jeffry
Zink Gregory L
Perez-Hickman Fernando
Salute Richard J
Sloane Barry
DeMaria Frank M
Downs Peter Mathison
Razon-Feingold Halli
Schwartz Michael Adam
Price Michael Scott
Mulia Salvatore Francis
Young Nicolas
Leger Nicholas J
Towers Christopher
Eddelson Jennifer Catherine
Raven John
Kirschner Sam
Joshi Nilesh
Choksi Dean
Streich Susan Elizabeth
Beck David C
Ash Matthew Gordon
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Common Stock
2026-01-14 Grant 2,247 $13.91 31,256
Sloane Barry
Common Stock
2026-01-14 Buy 3,595 $13.91 50,006
DeMaria Frank M
Common Stock
2026-01-14 Buy 1,556 $13.91 21,644
Downs Peter Mathison
Common Stock
2026-01-14 Grant 2,696 $13.91 37,501
Razon-Feingold Halli
Common Stock
2026-01-14 Buy 1,258 $13.91 17,499
Common Stock
2026-01-14 Grant 1,258 $13.91 17,499
Schwartz Michael Adam
Common Stock
2026-01-14 Buy 2,247 $13.91 31,256
Common Stock
2026-01-14 Grant 1,556 $13.91 21,644
Common Stock
2026-01-14 Grant 3,595 $13.91 50,006
Brunet Craig Jeffry
Common Stock
2025-12-31 Buy 25 $11.40 285
Zink Gregory L
Common stock
2025-12-15 Buy 500 $12.06 6,030
Salute Richard J
Common stock
2025-12-08 Buy 900 $11.28 10,152
Brunet Craig Jeffry
Common stock
2025-12-05 Buy 789 $11.31 8,924
Sloane Barry
Common stock
2025-11-03 Buy 2,000 $10.23 20,460
Sloane Barry
Common stock
2025-11-03 Buy 2,000 $10.25 20,500
Sloane Barry
Common stock
2025-11-03 Buy 2,000 $10.19 20,380
Sloane Barry
Common stock
2025-11-03 Buy 2,000 $10.27 20,540
Sloane Barry
Common stock
2025-11-03 Buy 2,000 $10.16 20,320
Zink Gregory L
Common stock
2025-11-03 Buy 1,000 $10.43 10,430
Downs Peter Mathison
Common Stock
2025-10-24 Buy 189 $11.05 2,088
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 148 14,505,261
2025-12-31 135 14,473,455
2025-09-30 135 14,617,968
2025-06-30 126 11,927,406
2025-03-31 129 10,656,821
2024-12-31 121 9,487,469
2024-09-30 106 9,219,652
2024-06-30 104 9,948,626
2024-03-31 95 9,703,583
2023-12-31 93 9,588,142
2023-09-30 87 9,081,043
2023-06-30 84 9,201,279
Form 13F Holdings
Firm Period DFND Voting Shares
1620 Investment Advisors Inc [2026-06-30] SOLE 24,637 24,637
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 752 21,506
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 13,047
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,491
IFP Advisors LLC [2026-06-30] SOLE 1,718 1,718
Versant Capital Management Inc [2026-06-30] SOLE 1,429 1,429
Gamma Investing LLC [2026-06-30] DFND 1,230 1,230
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 142
True Wealth Design LLC [2026-06-30] SOLE 0 93
Fortitude Family Office LLC [2026-06-30] SOLE 84 84
Torren Management LLC [2026-06-30] SOLE 0 2
FNY Investment Advisers LLC [2026-06-30] SOLE 800 0
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