undamentalytics Newsletter

Newtekone, Inc. insider trading

Every open-market purchase and sale by Newtekone, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No open-market insider trades reported in the last five years.

Does following Newtekone, Inc.’s insiders pay?

From November 19, 2014 to June 16, 2026, 15 insiders reported 128 open-market purchases and 3 sales not made under a pre-set plan in Newtekone, Inc. Twelve months after each purchase was reported, the shares were +3.6% against the S&P 500 on average (median +2.8%), over 116 purchases with a full year of prices; 52% beat the index. After sales, the shares moved −1.1% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 20, 2014 into $30,926 by November 2, 2026, +9.9% a year. It held shares 96% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $53,813 (+15.2% a year), and held throughout $44,906 (+13.4%).

$0$20.0k$40.0k$60.0k 2014201620182020202220242026 $53.8k$44.9k$30.9k
Copying Newtekone, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Newtekone, Inc.'s insiders from November 20, 2014, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 96% of the time.
Newtekone, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Sloane Barry President, Chairman & CEO 66 +8.2% (62) 58% 0 — June 16, 2026
Mulia Salvatore Francis Director 13 +7.6% (13) 62% 3 −1.1% (3) March 21, 2023
Salute Richard J Director 15 +16.5% (13) 77% 0 — May 8, 2026
Zink Gregory L Director 14 −23.5% (12) 8% 0 — May 11, 2026
Kirschner Sam Director 8 +8.3% (8) 50% 0 — March 24, 2017
Brunet Craig Jeffry Executive Vice-President 3 −6.9% (2) 0% 0 — June 4, 2026
Demaria Frank M Cheif Financial Officer 1 — — 0 — January 16, 2026
Downs Peter Mathison Chief Lending Officer 1 −40.2% (1) 0% 0 — March 22, 2023
Joshi Nilesh Chief Information Officer 1 +18.1% (1) 100% 0 — September 22, 2016
Leger Nicholas J Chief Accounting Officer 1 −40.2% (1) 0% 0 — March 22, 2023
Perez-Hickman Fernando Director 1 −42.1% (1) 0% 0 — March 23, 2023
Price Michael Scott Chief Financial Officer 1 −20.8% (1) 0% 0 — June 17, 2024
Razon-Feingold Halli SVP, Human Resources & CAO 1 — — 0 — January 16, 2026
Schwartz Michael Adam Chief Legal Officer 1 — — 0 — January 16, 2026
Young Nicolas President, Newtek Bank, N.A. 1 −44.8% (1) 0% 0 — March 21, 2023

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Newtekone, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Newtekone, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 12 buying crowds with six months of prices, it averaged +5.9% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 29, 20262 buying−15.0%not yetnot yet
November 28, 20252 buying+18.1%+20.1%not yet
May 30, 20254 buying+6.1%−14.8%+3.9%
May 31, 20242 buying−14.7%−6.3%−32.6%
March 31, 20238 buying+17.5%+11.0%−32.9%
March 31, 20202 buying+17.8%+18.4%+68.2%
August 30, 20192 buying−3.0%−15.3%−28.0%
December 31, 20183 buying+4.8%+16.5%+11.6%
September 28, 20182 buying−1.0%+3.0%+13.7%
November 30, 20162 buying+2.1%+8.5%+4.2%
March 31, 20164 buying+1.9%+11.9%+34.3%
May 29, 20152 buying+4.2%−3.6%−5.4%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 13. Total returns from the month end; past patterns are not a forecast.

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