Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NewtekOne, Inc. | 87,539 | reported | 26 May 2026 | tx 62+97,532.24−22,118 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | PURCHASE | NewtekOne, Inc. | 737 | 13.56 USD | |
| 14 Jan 2026 | GRANT_AWARD | NewtekOne, Inc. | 2,696 | 13.91 USD | |
| 24 Oct 2025 | PURCHASE | NewtekOne, Inc. | 189 | 11.05 USD | |
| 15 Oct 2025 | TAX_WITHHOLDING | NewtekOne, Inc. | 4,053 | 11.00 USD | |
| 15 Aug 2025 | TAX_WITHHOLDING | NewtekOne, Inc. | 8,401 | 12.11 USD | |
| 21 Jul 2025 | PURCHASE | NewtekOne, Inc. | 714 | 11.48 USD | |
| 30 Apr 2025 | PURCHASE | NewtekOne, Inc. | 774 | 10.40 USD | |
| 13 Jan 2025 | PURCHASE | NewtekOne, Inc. | 653 | 12.14 USD | |
| 29 May 2025 | PURCHASE | NewtekOne, Inc. | 500 | 11.07 USD | |
| 15 May 2025 | PURCHASE | NewtekOne, Inc. | 500 | 11.06 USD | |
| 21 Oct 2024 | PURCHASE | NewtekOne, Inc. | 581 | 13.46 USD | |
| 19 Jul 2024 | PURCHASE | NewtekOne, Inc. | 402 | 14.38 USD | |
| 15 Apr 2024 | PURCHASE | NewtekOne, Inc. | 341 | 11.22 USD | |
| 12 Jan 2024 | PURCHASE | NewtekOne, Inc. | 352 | 12.79 USD | |
| 23 Dec 2024 | PURCHASE | NewtekOne, Inc. | 750 | 12.93 USD | |
| 04 Oct 2024 | GRANT_AWARD | NewtekOne, Inc. | 10,297 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | NewtekOne, Inc. | 9,944 | 0.00 USD | |
| 06 Sept 2023 | PURCHASE | NewtekOne, Inc. | 672 | 26.70 USD | |
| 21 Jul 2023 | PURCHASE | NewtekOne, Inc. | 246 | 17.92 USD | |
| 14 Apr 2023 | PURCHASE | NewtekOne, Inc. | 333 | 13.05 USD | |
| 20 Oct 2023 | PURCHASE | NewtekOne, Inc. | 332 | 13.40 USD | |
| 13 Sept 2023 | PURCHASE | NewtekOne, Inc. | 500 | 16.10 USD | |
| 22 Mar 2023 | PURCHASE | NewtekOne, Inc. | 1,000 | 12.73 USD | |
| 30 Jun 2022 | PURCHASE | NewtekOne, Inc. | 348 | 18.93 USD | |
| 30 Dec 2022 | PURCHASE | NewtekOne, Inc. | 1,200 | 16.25 USD |
1 purchase reported after at least 12 months of silence — most recent on 31 Mar 2017.