Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NEWTEK BUSINESS SERVICES INC | 88,734 | reported | 14 May 2014 | tx 9+219,738 |
| NewtekOne, Inc. | 6,185 | reported | 15 May 2026 | tx 15+11,323 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 buys in history.
3 purchases reported after at least 12 months of silence — most recent on 23 Dec 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | PURCHASE | NewtekOne, Inc. | 330 | 12.72 USD | |
| 21 Jan 2025 | PURCHASE | NewtekOne, Inc. | 15 | 12.32 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 18 | 10.75 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 38 | 11.48 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 17 | 11.42 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 40 | 11.05 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 18 | 10.90 USD | |
| 31 Dec 2025 | PURCHASE | NewtekOne, Inc. | 25 | 11.40 USD | |
| 05 Dec 2025 | PURCHASE | NewtekOne, Inc. | 789 | 11.31 USD | |
| 30 Jun 2025 | GRANT_AWARD | NewtekOne, Inc. | 2,283 | 10.95 USD | |
| 12 May 2025 | PURCHASE | NewtekOne, Inc. | 1,000 | 10.94 USD | |
| 20 Mar 2025 | PURCHASE | NewtekOne, Inc. | 500 | 12.48 USD | |
| 23 Dec 2024 | PURCHASE | NewtekOne, Inc. | 500 | 12.83 USD | first after silence |
| 31 Dec 2015 | OTHER | NewtekOne, Inc. | 4,750 | 13.48 USD | |
| 19 Aug 2015 | PURCHASE | NewtekOne, Inc. | 1,000 | 17.65 USD | first after silence |
| 14 May 2014 | PURCHASE | NEWTEK BUSINESS SERVICES INC | 2,000 | 2.76 USD | first after silence |
| 01 Sept 2011 | PURCHASE | NEWTEK BUSINESS SERVICES INC | 350 | 1.30 USD | |
| 31 Aug 2011 | PURCHASE | NEWTEK BUSINESS SERVICES INC | 500 | 1.30 USD | |
| 28 Jun 2011 | PURCHASE | NEWTEK BUSINESS SERVICES INC | 2,500 | 1.39 USD | |
| 15 May 2008 | GRANT_AWARD | NEWTEK BUSINESS SERVICES INC | 89,285 | 1.50 USD | deriv |
| 15 May 2008 | GRANT_AWARD | NEWTEK BUSINESS SERVICES INC | 10,715 | 1.50 USD | deriv |
| 13 Nov 2007 | GRANT_AWARD | NEWTEK BUSINESS SERVICES INC | 7,194 | 1.39 USD |