Subscribe

NewtekOne, Inc. (NEWT)

USD15.19 +0.37 (+2.50%)
US NASDAQ Financial Services Banks - Regional
Address 4800 T-Rex Avenue 33431-4479
Boca Raton, FL, US
CEO Barry Scott Sloane
IPO 2000-09-27
CIK 1587987 ISIN US6525262035

Explore sections of this company profile

Also trades on London Stock Exchange · 0K7X.L (USD) NASDAQ Global Market · NEWT (USD) NASDAQ Global Market · NEWTG (USD) NASDAQ Global Market · NEWTH (USD) NASDAQ Global Market · NEWTI (USD) NASDAQ Global Market · NEWTL (USD) NASDAQ Global Market · NEWTZ (USD) NASDAQ Global Select · NEWTP (USD)
Description

NewtekOne, Inc. operates as a financial holding firm, specializing in delivering a comprehensive suite of business and financial solutions. Its diverse portfolio encompasses several key brands, including Newtek Bank, Newtek Lending, Newtek Payments, Newtek Insurance, Newtek Payroll, and Newtek Technology. Barry Sloane founded the company in 1998, and it maintains its corporate headquarters in Boca Raton, Florida.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD15.19 +0.37 (+2.50%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
219.2K
Beta
1.35
Float Shares
24.91M
Free Float %
86.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.27% +1.26% +11.15% +5.40% +33.01% +20.35% +22.62% +24.64% -52.32% +6.39% -98.34%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Hold
Price Targets & DCF
Current price
15.19
Low 14.00 -7.8%
Consensus 14.00 -7.8%
Median 14.00 -7.8%
High 14.00 -7.8%
DCF (Unlevered) 124.33 +718.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 17% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
13.50
-11.1%
All Time 4
13.25
-12.8%
Quality scores
Altman Z-Score
0.60
Distress
Piotroski F-Score
3 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.0% Q1'26: -14.6% (vs Q1'25)
  • EPS growth
    +20.4% Q1'26: +22.9% (vs Q1'25)
  • FCF margin
    Q1'26: -124.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +62.9% (vs Q1'25)
  • ROIC
    Q1'26: +6.0% (vs Q1'25)
  • Share dilution
    +1.8% Q1'26: +22.0% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 13.08× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.35) × ERP
WACC = 30% × Ke + 70% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 124.33 Current price: 15.19
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
26.07M
est: 23.64M (+10.3%)
30.97M
est: 30.20M (+2.5%)
38.91M
est: 38.58M (+0.9%)
49.52M
est: 47.98M (+3.2%)
88.79M
est: 60.08M (+47.8%)
92.84M
est: 91.28M (+1.7%)
168.28M
est: 95.59M (+76.0%)
131.50M
est: 87.84M (+49.7%)
252.82M
est: 286.51M (-11.8%)
318.85M
est: 251.78M (+26.6%)
322.17M
est: 291.76M (+10.4%)
324.86M
321.96M – 329.12M
+11.3% YoY
358.01M
349.70M – 364.17M
+10.2% YoY
620.10M
609.79M – 629.73M
+73.2% YoY
EBITDA
620.0K
est: 7.44M (-91.7%)
-524.0K
est: 9.51M (-105.5%)
38.92M
est: 12.15M (+220.5%)
53.24M
est: 15.10M (+252.5%)
65.22M
est: 18.91M (+244.8%)
33.02M
est: 28.73M (+14.9%)
85.77M
est: 30.09M (+185.0%)
39.01M
est: 57.55M (-32.2%)
48.26M
est: 94.26M (-48.8%)
70.48M
est: 82.84M (-14.9%)
137.46M
est: 95.99M (+43.2%)
106.88M
105.92M – 108.28M
+11.3% YoY
117.78M
115.05M – 119.81M
+10.2% YoY
204.01M
200.62M – 207.18M
+73.2% YoY
EBIT
294.0K
est: 7.33M (-96.0%)
-820.0K
est: 9.36M (-108.8%)
52.55M
est: 11.95M (+339.7%)
52.82M
est: 14.86M (+255.3%)
64.72M
est: 18.61M (+247.7%)
32.62M
est: 28.28M (+15.4%)
85.47M
est: 5.76M (+1,383.2%)
38.78M
est: 9.92M (+291.1%)
45.37M
est: 92.96M (-51.2%)
68.69M
est: 81.69M (-15.9%)
136.79M
est: 94.66M (+44.5%)
105.40M
104.46M – 106.79M
+11.3% YoY
116.16M
113.46M – 118.16M
+10.2% YoY
201.20M
197.85M – 204.32M
+73.2% YoY
Net Income
35.74M
est: 48.73M (-26.7%)
27.31M
est: 40.12M (-31.9%)
38.98M
est: 44.87M (-13.1%)
35.68M
est: 48.06M (-25.8%)
41.14M
est: 58.68M (-29.9%)
33.62M
est: 54.32M (-38.1%)
84.14M
est: 75.25M (+11.8%)
32.31M
est: 41.00M (-21.2%)
47.33M
est: 39.17M (+20.8%)
50.85M
est: 48.97M (+3.8%)
60.51M
est: 57.32M (+5.6%)
60.57M
58.92M – 62.22M
+5.7% YoY
63.18M
59.03M – 67.32M
+4.3% YoY
88.74M
86.82M – 90.53M
+40.5% YoY
SGA
8.37M
est: 5.31M (+57.6%)
31.49M
est: 6.78M (+364.3%)
10.29M
est: 8.66M (+18.7%)
39.45M
est: 10.78M (+266.1%)
10.23M
est: 13.49M (-24.2%)
9.39M
est: 20.50M (-54.2%)
25.32M
est: 18.96M (+33.6%)
27.86M
est: 14.48M (+92.4%)
88.07M
est: 58.55M (+50.4%)
99.20M
est: 51.45M (+92.8%)
est: 59.62M (-100.0%)
66.39M
65.80M – 67.26M
+11.3% YoY
73.16M
71.46M – 74.42M
+10.2% YoY
126.72M
124.62M – 128.69M
+73.2% YoY
EPS
3.32
est: 1.94 (+71.6%)
1.88
est: 1.59 (+18.0%)
2.25
est: 1.78 (+26.3%)
1.91
est: 1.91 (+0.1%)
2.13
est: 2.33 (-8.6%)
1.59
est: 2.16 (-26.3%)
3.69
est: 3.41 (+8.4%)
1.34
est: 2.70 (-50.4%)
1.89
est: 1.52 (+24.6%)
1.97
est: 1.92 (+2.4%)
2.40
est: 2.23 (+7.6%)
2.36
2.30 – 2.43
+5.7% YoY
2.48
2.30 – 2.62
+5.1% YoY
3.46
3.39 – 3.53
+39.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 2/5 4/5 4/5 1/5 4/5 3/5
2026-05-08 A- 4/5 2/5 5/5 5/5 1/5 4/5 3/5
2026-05-07 A- 4/5 2/5 5/5 5/5 1/5 4/5 3/5
2026-05-06 A- 4/5 2/5 5/5 5/5 1/5 4/5 3/5
2026-05-05 A- 4/5 2/5 5/5 5/5 1/5 4/5 3/5
2026-05-04 A- 4/5 2/5 5/5 5/5 1/5 4/5 3/5
2026-05-01 A- 4/5 2/5 4/5 5/5 1/5 4/5 4/5
2026-04-30 A- 4/5 2/5 4/5 5/5 1/5 4/5 4/5
2026-04-29 A- 4/5 2/5 5/5 5/5 1/5 4/5 4/5
2026-04-28 A- 4/5 2/5 5/5 5/5 1/5 4/5 4/5
2026-04-27 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-24 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-23 A 4/5 3/5 5/5 5/5 1/5 4/5 4/5
2026-04-22 A 4/5 3/5 5/5 5/5 1/5 4/5 4/5
2026-04-21 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-20 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-17 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5
2026-04-16 A- 4/5 3/5 4/5 5/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-403.76M
OE per share TTM
-15.75
Owner's Yield
-94.84%
Maintenance CapEx ratio
2.88%
Maint CapEx / Avg PPE
3.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
4.63M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 52-2343049 2.04M 8.29% 2.04M 2.04M IA New York 2024-01-24
2 (1) BlackRock, Inc. 1.79M 7.30% 1.76M 1.79M HC Delaware 2024-01-26
3 The Vanguard Group - 23-1945930 1.35M 5.48% 21.0K IA Pennsylvania 2024-02-13
4 Barry Sloane 1.32M 5.35% 1.13M 193.7K 1.13M 11.00 IN 2024-05-15
5 Jeffrey G. Rubin 603.7K 4.13% 578.1K 25.6K 578.1K 25.6K IN United States 2017-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-109 vs prev Q
New positions
3
Closed positions
111
Increased
13
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 2.31M +— (+0.0%) 26.19M -230.8K (-0.9%) 9.17% +0.000 pp 8.17% -0.190 pp USD11.45 -0.9% 2 qtrs
2 BLACKROCK, INC. 2.16M +54.8K (+2.6%) 24.55M +411.2K (+1.7%) 8.59% +0.218 pp 0.00% +0.000 pp USD12.40 -8.5% 6 qtrs
3 VANGUARD GROUP INC 1.52M +57.0K (+3.9%) 17.21M +501.5K (+3.0%) 6.02% +0.227 pp 0.00% +0.000 pp USD15.27 -25.7% 11 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 618.0K -9.7K (-1.6%) 7.02M -173.5K (-2.4%) 2.46% -0.039 pp 0.00% +0.000 pp USD15.19 -25.3% 21 qtrs
5 GOLDMAN SACHS GROUP INC 549.2K +298.8K (+119.3%) 6.23M +3.4M (+117.4%) 2.18% +1.187 pp 0.00% +0.000 pp USD11.88 -4.5% 12 qtrs
6 AQR CAPITAL MANAGEMENT LLC 535.5K -41.4K (-7.2%) 6.08M -528.1K (-8.0%) 2.13% -0.165 pp 0.00% -0.001 pp USD11.60 -2.2% 7 qtrs
7 MARSHALL WACE, LLP 515.0K -42.6K (-7.6%) 5.85M -538.7K (-8.4%) 2.05% -0.169 pp 0.01% -0.001 pp USD11.94 -4.9% 18 qtrs
8 STATE STREET CORP 501.9K -10.2K (-2.0%) 5.79M -72.5K (-1.2%) 1.99% -0.040 pp 0.00% +0.000 pp USD15.12 -24.9% 11 qtrs
9 NORTH REEF CAPITAL MANAGEMENT LP 386.9K -1.0 (0.0%) 4.39M -38.7K (-0.9%) 1.54% +0.000 pp 0.18% -0.030 pp USD11.45 -0.9% 2 qtrs
10 PRICE T ROWE ASSOCIATES INC /MD/ 357.1K +340.0K (+1,987.6%) 4.05M +3.9M (+1,957.9%) 1.42% +1.351 pp 0.00% +0.000 pp USD11.40 -0.4% 7 qtrs
11 ROYCE & ASSOCIATES LP 337.5K +— (+0.0%) 3.83M -33.8K (-0.9%) 1.34% +0.000 pp 0.04% +0.000 pp USD15.86 -28.4% 17 qtrs
12 NUVEEN, LLC 272.8K +135.9K (+99.2%) 3.10M +1.5M (+97.5%) 1.08% +0.540 pp 0.00% +0.000 pp USD11.50 -1.3% 4 qtrs
13 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 268.7K +39.3K (+17.1%) 3.05M +422.7K (+16.1%) 1.07% +0.156 pp 0.01% 0.000 pp USD11.91 -4.7% 8 qtrs
14 TWO SIGMA INVESTMENTS, LP 257.8K +34.2K (+15.3%) 2.93M +365.3K (+14.3%) 1.02% +0.136 pp 0.00% +0.000 pp USD11.63 -2.4% 8 qtrs
15 D. E. SHAW & CO., INC. 233.3K -53.6K (-18.7%) 2.65M -637.3K (-19.4%) 0.93% -0.213 pp 0.00% 0.000 pp USD12.00 -5.4% 7 qtrs
16 NORTHERN TRUST CORP 171.9K -23.9K (-12.2%) 1.95M -290.6K (-13.0%) 0.68% -0.095 pp 0.00% +0.000 pp USD15.54 -27.0% 11 qtrs
17 MORGAN STANLEY 158.1K -991.0 (-0.6%) 1.79M -27.2K (-1.5%) 0.63% -0.004 pp 0.00% +0.000 pp USD15.40 -26.3% 45 qtrs
18 TREXQUANT INVESTMENT LP 145.3K +15.0K (+11.5%) 1.65M +157.0K (+10.5%) 0.58% +0.060 pp 0.01% -0.001 pp USD11.97 -5.2% 7 qtrs
19 AMERIPRISE FINANCIAL INC 138.5K -1.8K (-1.3%) 1.57M -34.9K (-2.2%) 0.55% -0.007 pp 0.00% +0.000 pp USD11.99 -5.3% 19 qtrs
20 PRUDENTIAL FINANCIAL INC 134.1K -37.4K (-21.8%) 1.52M -442.0K (-22.5%) 0.53% -0.149 pp 0.00% -0.001 pp USD11.51 -1.4% 4 qtrs
21 LSV ASSET MANAGEMENT 131.8K +— (+0.0%) 1.50M -13.0K (-0.9%) 0.52% +0.000 pp 0.00% 0.000 pp USD11.97 -5.2% 5 qtrs
22 SQUAREPOINT OPS LLC 131.7K +131.7K (+100.0%) 1.49M +1.5M (+100.0%) 0.52% +0.523 pp 0.00% +0.002 pp USD11.35 +0.0% 1 qtrs NEW
23 UBS GROUP AG 124.4K +78.4K (+170.1%) 1.41M +884.8K (+167.7%) 0.49% +0.311 pp 0.00% +0.000 pp USD11.67 -2.7% 45 qtrs
24 JPMORGAN CHASE & CO 108.8K -90.5K (-45.4%) 1.23M -1.0M (-45.9%) 0.43% -0.360 pp 0.00% 0.000 pp USD12.72 -10.8% 41 qtrs
25 BARRETT & COMPANY, INC. 106.0K -23.4K (-18.1%) 1.20M -278.1K (-18.8%) 0.42% -0.093 pp 0.40% -0.107 pp USD16.32 -30.5% 14 qtrs
26 BANK OF NEW YORK MELLON CORP 101.8K -171.3K (-62.7%) 1.16M -2.0M (-63.1%) 0.40% -0.681 pp 0.00% 0.000 pp USD13.80 -17.8% 11 qtrs
27 GSA CAPITAL PARTNERS LLP 99.2K +99.2K (+100.0%) 1.13M +1.1M (+100.0%) 0.39% +0.394 pp 0.10% +0.097 pp USD11.35 +0.0% 5 qtrs
28 FIRST TRUST ADVISORS LP 97.2K +6.4K (+7.0%) 1.10M +63.6K (+6.1%) 0.39% +0.025 pp 0.00% +0.000 pp USD13.76 -17.5% 10 qtrs
29 JANE STREET GROUP, LLC 94.5K +53.7K (+131.5%) 1.07M +605.2K (+129.5%) 0.38% +0.213 pp 0.00% +0.000 pp USD11.77 -3.6% 9 qtrs
30 JUMP FINANCIAL, LLC 88.1K +15.8K (+21.8%) 999.8K +171.9K (+20.8%) 0.35% +0.063 pp 0.01% +0.002 pp USD11.63 -2.4% 9 qtrs
31 HUBER CAPITAL MANAGEMENT LLC 86.2K +86.2K (+100.0%) 978.4K +978.4K (+100.0%) 0.34% +0.343 pp 0.14% +0.144 pp USD11.35 +0.0% 1 qtrs NEW
32 BOSTON PARTNERS 79.8K -1.5K (-1.9%) 905.6K -25.5K (-2.7%) 0.32% -0.006 pp 0.00% +0.000 pp USD11.30 +0.4% 3 qtrs
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 71.6K +38.6K (+117.0%) 812.7K +434.8K (+115.1%) 0.28% +0.153 pp 0.00% +0.000 pp USD11.98 -5.3% 31 qtrs
34 CITADEL ADVISORS LLC 66.4K -47.9K (-41.9%) 753.4K -555.0K (-42.4%) 0.26% -0.190 pp 0.00% 0.000 pp USD11.72 -3.2% 14 qtrs
35 QUBE RESEARCH & TECHNOLOGIES LTD 63.9K +63.9K (+100.0%) 725.3K +725.3K (+100.0%) 0.25% +0.254 pp 0.00% +0.001 pp USD11.35 +0.0% 4 qtrs
36 AMERICAN CENTURY COMPANIES INC 63.6K -86.0 (-0.1%) 722.1K -7.3K (-1.0%) 0.25% 0.000 pp 0.00% +0.000 pp USD13.37 -15.1% 11 qtrs
37 ANCORA ADVISORS, LLC 63.2K -76.1K (-54.6%) 717.3K -878.0K (-55.0%) 0.25% -0.303 pp 0.01% -0.017 pp USD13.12 -13.5% 16 qtrs
38 MILLENNIUM MANAGEMENT LLC 61.9K -27.3K (-30.6%) 702.5K -319.1K (-31.2%) 0.25% -0.109 pp 0.00% 0.000 pp USD11.81 -3.9% 9 qtrs
39 CITIGROUP INC 57.3K +5.3K (+10.1%) 649.9K +54.6K (+9.2%) 0.23% +0.021 pp 0.00% +0.000 pp USD11.95 -5.0% 11 qtrs
40 ALMITAS CAPITAL LLC 53.6K +53.6K (+100.0%) 608.0K +608.0K (+100.0%) 0.21% +0.213 pp 0.13% +0.134 pp USD11.35 +0.0% 1 qtrs NEW
41 BANK OF AMERICA CORP /DE/ 51.7K -55.2K (-51.7%) 586.6K -637.4K (-52.1%) 0.21% -0.219 pp 0.00% +0.000 pp USD12.61 -10.0% 45 qtrs
42 BARCLAYS PLC 46.8K +16.6K (+55.0%) 531.4K +155.1K (+41.2%) 0.19% +0.066 pp 0.00% +0.000 pp USD11.94 -4.9% 11 qtrs
43 IEQ CAPITAL, LLC 45.9K -15.3K (-24.9%) 521.4K -179.3K (-25.6%) 0.18% -0.061 pp 0.00% -0.001 pp USD11.38 -0.3% 3 qtrs
44 MAN GROUP PLC 45.9K +2.8K (+6.4%) 521.0K +27.0K (+5.5%) 0.18% +0.011 pp 0.00% +0.000 pp USD12.30 -7.7% 6 qtrs
45 INVESCO LTD. 44.5K -3.2K (-6.8%) 505.3K -41.6K (-7.6%) 0.18% -0.013 pp 0.00% +0.000 pp USD14.43 -21.3% 25 qtrs
46 CREATIVE PLANNING 43.4K -1.6K (-3.5%) 493.1K -22.6K (-4.4%) 0.17% -0.006 pp 0.00% +0.000 pp USD11.45 -0.9% 5 qtrs
47 TWO SIGMA ADVISERS, LP 42.3K -10.6K (-20.0%) 480.1K -125.6K (-20.7%) 0.17% -0.042 pp 0.00% 0.000 pp USD11.58 -2.0% 4 qtrs
48 POINT72 ASSET MANAGEMENT, L.P. 41.1K +41.1K (+100.0%) 467.0K +467.0K (+100.0%) 0.16% +0.164 pp 0.00% +0.001 pp USD11.35 +0.0% 1 qtrs NEW
49 AVENIR CORP 40.8K +— (+0.0%) 463.1K -4.1K (-0.9%) 0.16% +0.000 pp 0.05% +0.002 pp USD17.89 -36.6% 20 qtrs
50 QUANTINNO CAPITAL MANAGEMENT LP 40.6K -3.9K (-8.7%) 460.3K -48.5K (-9.5%) 0.16% -0.015 pp 0.00% -0.001 pp USD11.55 -1.7% 4 qtrs
51 WELLS FARGO & COMPANY/MN 39.1K +6.9K (+21.5%) 443.6K +75.3K (+20.4%) 0.16% +0.028 pp 0.00% +0.000 pp USD12.92 -12.2% 45 qtrs
52 JEFFERIES FINANCIAL GROUP INC. 35.0K +35.0K (+100.0%) 397.3K +397.3K (+100.0%) 0.14% +0.139 pp 0.00% +0.002 pp USD11.35 +0.0% 1 qtrs NEW
53 GRAHAM CAPITAL MANAGEMENT, L.P. 33.0K +11.6K (+54.0%) 374.9K +129.4K (+52.7%) 0.13% +0.046 pp 0.01% +0.005 pp USD11.41 -0.5% 6 qtrs
54 FOUNDERS FINANCIAL ALLIANCE, LLC 30.4K +250.0 (+0.8%) 345.1K -179.0 (-0.1%) 0.12% +0.001 pp 0.07% +0.000 pp USD18.65 -39.1% 22 qtrs
55 BRIDGEWAY CAPITAL MANAGEMENT, LLC 29.7K +29.7K (+100.0%) 337.1K +337.1K (+100.0%) 0.12% +0.118 pp 0.01% +0.007 pp USD11.35 +0.0% 1 qtrs NEW
56 RHUMBLINE ADVISERS 29.2K -6.1K (-17.3%) 331.3K -73.0K (-18.0%) 0.12% -0.024 pp 0.00% 0.000 pp USD14.98 -24.2% 11 qtrs
57 SEGALL BRYANT & HAMILL, LLC 28.1K -242.7K (-89.6%) 318.5K -2.8M (-89.7%) 0.11% -0.965 pp 0.00% -0.037 pp USD11.65 -2.6% 4 qtrs
58 JACKSON THORNTON ASSET MANAGEMENT, LLC 26.0K -300.0 (-1.1%) 311.5K +16.2K (+5.5%) 0.10% -0.001 pp 0.03% -0.001 pp USD12.76 -11.1% 5 qtrs
59 RUSSELL INVESTMENTS GROUP, LTD. 25.7K -22.5K (-46.7%) 291.9K -260.3K (-47.1%) 0.10% -0.089 pp 0.00% 0.000 pp USD12.43 -8.7% 10 qtrs
60 ALLIANCEBERNSTEIN L.P. 25.7K +— (+0.0%) 291.4K -2.6K (-0.9%) 0.10% +0.000 pp 0.00% +0.000 pp USD13.67 -17.0% 10 qtrs
61 1620 INVESTMENT ADVISORS, INC. 24.6K -9.0K (-26.6%) 279.6K -104.9K (-27.3%) 0.10% -0.036 pp 0.19% -0.075 pp USD12.77 -11.1% 7 qtrs
62 METLIFE INVESTMENT MANAGEMENT, LLC 22.4K +— (+0.0%) 254.8K -2.2K (-0.9%) 0.09% +0.000 pp 0.00% +0.000 pp USD18.97 -40.2% 20 qtrs
63 QUEST PARTNERS LLC 22.2K +409.0 (+1.9%) 251.5K +2.5K (+1.0%) 0.09% +0.002 pp 0.01% -0.002 pp USD11.61 -2.2% 8 qtrs
64 CWM, LLC 21.8K +504.0 (+2.4%) 247.0K +3.0K (+1.2%) 0.09% +0.002 pp 0.00% 0.000 pp USD11.43 -0.7% 7 qtrs
65 RAYMOND JAMES FINANCIAL INC 21.2K +833.0 (+4.1%) 240.9K +7.4K (+3.2%) 0.08% +0.003 pp 0.00% +0.000 pp USD12.47 -9.0% 5 qtrs
66 LPL FINANCIAL LLC 21.2K +775.0 (+3.8%) 240.9K +6.8K (+2.9%) 0.08% +0.003 pp 0.00% +0.000 pp USD19.82 -42.7% 35 qtrs
67 DEUTSCHE BANK AG\ 17.9K -252.0 (-1.4%) 203.1K -4.7K (-2.2%) 0.07% -0.001 pp 0.00% +0.000 pp USD13.14 -13.6% 11 qtrs
68 KESTRA ADVISORY SERVICES, LLC 17.7K +2.1K (+13.7%) 201.4K +22.7K (+12.7%) 0.07% +0.009 pp 0.00% +0.000 pp USD11.31 +0.4% 3 qtrs
69 ARKADIOS WEALTH ADVISORS 16.8K -1.5K (-8.4%) 191.0K -19.4K (-9.2%) 0.07% -0.006 pp 0.00% -0.001 pp USD19.63 -42.2% 21 qtrs
70 BEACON INVESTMENT ADVISORS LLC 16.5K +314.0 (+1.9%) 187.3K +1.9K (+1.1%) 0.07% +0.001 pp 0.08% -0.001 pp USD14.24 -20.3% 13 qtrs
71 TUDOR INVESTMENT CORP ET AL 15.3K -3.5K (-18.8%) 173.1K -41.9K (-19.5%) 0.06% -0.014 pp 0.00% 0.000 pp USD12.43 -8.7% 6 qtrs
72 VERITION FUND MANAGEMENT LLC 15.2K -22.5K (-59.7%) 172.5K -259.5K (-60.1%) 0.06% -0.090 pp 0.00% -0.001 pp USD11.28 +0.6% 3 qtrs
73 BNP PARIBAS ARBITRAGE, SNC 15.1K -6.3K (-29.5%) 171.9K -74.1K (-30.1%) 0.06% -0.025 pp 0.00% 0.000 pp USD12.28 -7.6% 14 qtrs
74 CERITY PARTNERS LLC 13.7K +2.1K (+18.0%) 155.7K +22.6K (+17.0%) 0.05% +0.008 pp 0.00% +0.000 pp USD11.43 -0.7% 2 qtrs
75 ROUND ROCK ADVISORS, LLC 13.0K +— (+0.0%) 147.6K -1.3K (-0.9%) 0.05% +0.000 pp 0.02% -0.001 pp USD11.28 +0.6% 3 qtrs
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11.9K -1.5K (-11.2%) 142.3K -7.4K (-4.9%) 0.05% -0.006 pp 0.00% +0.000 pp USD11.45 -0.9% 2 qtrs
77 COLONY GROUP, LLC 12.5K +12.5K (+100.0%) 142.3K +142.3K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD11.35 +0.0% 1 qtrs NEW
78 MARINER, LLC 10.7K -2.0K (-15.4%) 121.5K -23.4K (-16.2%) 0.04% -0.008 pp 0.00% +0.000 pp USD11.45 -0.9% 2 qtrs
79 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 10.4K -1.2K (-10.6%) 118.4K -15.2K (-11.4%) 0.04% -0.005 pp 0.00% +0.000 pp USD12.50 -9.2% 7 qtrs
80 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 10.4K -2.0K (-16.2%) 118.0K -23.0K (-16.3%) 0.04% -0.008 pp 0.00% 0.000 pp USD20.09 -43.5% 32 qtrs
81 INTECH INVESTMENT MANAGEMENT LLC 10.3K +— (+0.0%) 117.3K -1.0K (-0.9%) 0.04% +0.000 pp 0.00% +0.000 pp USD11.96 -5.1% 4 qtrs
82 AQUATIC CAPITAL MANAGEMENT LLC 8.4K +929.0 (+12.5%) 95.0K +9.8K (+11.5%) 0.03% +0.004 pp 0.00% +0.001 pp USD11.64 -2.5% 8 qtrs
83 NEW YORK STATE COMMON RETIREMENT FUND 7.6K +— (+0.0%) 86.2K -760.0 (-0.9%) 0.03% +0.000 pp 0.00% +0.000 pp USD15.59 -27.2% 11 qtrs
84 LOS ANGELES CAPITAL MANAGEMENT LLC 7.1K -25.4K (-78.2%) 72.1K -299.5K (-80.6%) 0.03% -0.101 pp 0.00% -0.001 pp USD11.70 -3.0% 4 qtrs
85 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.9K +— (+0.0%) 67.3K -593.0 (-0.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD12.77 -11.1% 5 qtrs
86 FMR LLC 4.1K +1.6K (+62.1%) 46.7K +17.6K (+60.7%) 0.02% +0.006 pp 0.00% +0.000 pp USD11.76 -3.5% 11 qtrs
87 GLEN EAGLE ADVISORS, LLC 4.1K +— (+0.0%) 46.3K -408.0 (-0.9%) 0.02% +0.000 pp 0.01% 0.000 pp USD20.97 -45.9% 35 qtrs
88 ADVISOR GROUP HOLDINGS, INC. 3.5K -3.8K (-52.4%) 39.5K -50.8K (-56.3%) 0.01% -0.015 pp 0.00% 0.000 pp USD15.73 -27.8% 24 qtrs
89 TOWER RESEARCH CAPITAL LLC (TRC) 3.3K +1.6K (+92.5%) 36.9K +17.6K (+90.8%) 0.01% +0.006 pp 0.00% +0.000 pp USD11.58 -2.0% 16 qtrs
90 ALLWORTH FINANCIAL LP 2.4K +32.0 (+1.3%) 27.5K +124.0 (+0.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD11.30 +0.4% 3 qtrs
91 IFP ADVISORS, INC 2.1K -4.7K (-68.5%) 24.3K -53.5K (-68.7%) 0.01% -0.019 pp 0.00% -0.002 pp USD12.52 -9.3% 16 qtrs
92 CREWE ADVISORS LLC 2.0K +2.0K (+100.0%) 22.7K +22.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.002 pp USD11.35 +0.0% 1 qtrs NEW
93 PNC FINANCIAL SERVICES GROUP, INC. 1.9K +1.9K (+11,288.2%) 22.0K +21.8K (+11,168.2%) 0.01% +0.008 pp 0.00% +0.000 pp USD11.35 +0.0% 2 qtrs
94 AMERITAS INVESTMENT PARTNERS, INC. 1.9K +— (+0.0%) 21.8K -192.0 (-0.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.90 -28.6% 11 qtrs
95 VISION FINANCIAL MARKETS LLC 1.9K +21.0 (+1.1%) 21.7K +47.0 (+0.2%) 0.01% +0.000 pp 0.02% +0.004 pp USD12.71 -10.7% 5 qtrs
96 LEGAL & GENERAL GROUP PLC 1.9K -330.0 (-14.9%) 21.4K -4.0K (-15.6%) 0.01% -0.001 pp 0.00% +0.000 pp USD15.42 -26.4% 11 qtrs
97 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1.9K +1.9K (+100.0%) 21.3K +21.3K (+100.0%) 0.01% +0.008 pp 0.00% +0.002 pp USD11.35 +0.0% 1 qtrs NEW
98 FARTHER FINANCE ADVISORS, LLC 1.7K -369.0 (-18.0%) 19.0K -4.4K (-18.7%) 0.01% -0.002 pp 0.00% 0.000 pp USD14.28 -20.5% 13 qtrs
99 ROYAL BANK OF CANADA 1.7K +955.0 (+130.3%) 18.0K +9.0K (+100.0%) 0.01% +0.004 pp 0.00% +0.000 pp USD12.32 -7.9% 40 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 69 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.51% 1.33M 0.65%
2 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.17% 156.0K 0.63%
3 iShares Micro-Cap ETF IWC 0.08% 1.26M 0.60%
4 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.06% 618.7K 0.20%
5 Vanguard U.S. Value Factor ETF VFVA 0.05% 430.5K 0.13%
6 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.04% 122.8K 0.39%
7 WisdomTree U.S. SmallCap Fund EES 0.04% 282.2K 0.38%
8 Vanguard Global Value Factor ETF VVL.TO 0.03% 159.3K 0.38%
9 iShares Russell 2000 Value ETF IWN 0.03% 3.95M 0.24%
10 WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L 0.03% 57.5K 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
9
Sells
0
Shares acquired
20.0K
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+20,008
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-01-27 Cestare Thomas David Director Common Stock 0 0.00 70 D
2026-01-14 Schwartz Michael Adam Officer P-Purchase A Common Stock 2,247 13.91 31.3K 49,713 D
2026-01-14 SLOANE BARRY Director / Officer P-Purchase A Common Stock 3,595 13.91 50.0K 1,194,180 D
2026-01-14 Razon-Feingold Halli Director / Officer A-Award A Common Stock 1,258 13.91 17.5K 22,915 D
2026-01-14 Downs Peter Mathison Director / Officer A-Award A Common Stock 2,696 13.91 37.5K 86,756 D
2026-01-14 DeMaria Frank M Officer P-Purchase A Common Stock 1,556 13.91 21.6K 35,220 D
2025-12-31 Zink Gregory L Director 0 0.00 0
2025-12-31 Schwartz Michael Adam Officer 0 0.00 0
2025-12-31 SLOANE BARRY Director / Officer 0 0.00 0
2025-12-31 SALUTE RICHARD J Director 0 0.00 0
2025-12-31 Razon-Feingold Halli Director / Officer 0 0.00 0
2025-12-31 PEREZ-HICKMAN FERNANDO Director 0 0.00 0
2025-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2025-12-31 DeMaria Frank M Officer 0 0.00 0
2025-12-31 Brunet Craig Jeffry Director 0 0.00 0
2025-12-15 Zink Gregory L Director P-Purchase A Common stock 500 12.06 6.0K 37,707 D
2025-12-08 SALUTE RICHARD J Director P-Purchase A Common stock 900 11.28 10.2K 44,505 D
2025-12-05 Brunet Craig Jeffry Director P-Purchase A Common stock 789 11.31 8.9K 5,572 D
2025-11-03 Zink Gregory L Director P-Purchase A Common stock 1,000 10.43 10.4K 37,207 D
2025-11-03 SLOANE BARRY Director / Officer P-Purchase A Common stock 2,000 10.23 20.5K 1,212,459 D
2025-08-01 SALUTE RICHARD J Director P-Purchase A Common stock 1,400 11.25 15.7K 43,605 D
2025-06-30 Zink Gregory L Director A-Award A Common stock 2,283 10.95 25.0K 36,207 D
2025-06-30 SALUTE RICHARD J Director A-Award A Common stock 2,283 10.95 25.0K 41,505 D
2025-06-30 PEREZ-HICKMAN FERNANDO Director A-Award A Common stock 2,283 10.95 25.0K 8,264 D
2025-06-30 Brunet Craig Jeffry Director A-Award A Common stock 2,283 10.95 25.0K 4,783 D
2025-06-20 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 10.39 10.4K 1,202,459 D
2025-05-29 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 10.91 10.9K 1,200,459 D
2025-05-29 Downs Peter Mathison Director / Officer P-Purchase A Common stock 500 11.07 5.5K 94,185 D
2025-05-19 SLOANE BARRY Director / Officer P-Purchase A Common stock 3,000 11.23 33.7K 1,185,459 D
2025-05-16 DeMaria Frank M Officer P-Purchase A Common stock 500 11.22 5.6K 33,526 D
2025-05-15 Downs Peter Mathison Director / Officer P-Purchase A Common stock 500 11.06 5.5K 93,685 D
2025-05-13 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 11.64 11.6K 1,180,459 D
2025-05-12 SALUTE RICHARD J Director P-Purchase A Common stock 281 11.05 3.1K 38,203 D
2025-05-12 Brunet Craig Jeffry Director P-Purchase A Common stock 1,000 10.94 10.9K 2,500 D
2025-05-09 Zink Gregory L Director P-Purchase A Common stock 1,000 10.46 10.5K 32,924 D
2025-03-21 Zink Gregory L Director P-Purchase A Common stock 500 12.34 6.2K 31,924 D
2025-03-20 Brunet Craig Jeffry Director P-Purchase A Common stock 500 12.48 6.2K 1,500 D
2024-12-31 Zink Gregory L Director 0 0.00 0
2024-12-31 YOUNG NICOLAS Officer 0 0.00 0
2024-12-31 Schwartz Michael Adam Officer 0 0.00 0
2024-12-31 SLOANE BARRY Director / Officer 0 0.00 0
2024-12-31 SALUTE RICHARD J Director 0 0.00 0
2024-12-31 Razon-Feingold Halli Director / Officer 0 0.00 0
2024-12-31 PRICE MICHAEL SCOTT Officer 0 0.00 0
2024-12-31 PEREZ-HICKMAN FERNANDO Director 0 0.00 0
2024-12-31 Mulia Salvatore Francis Director 0 0.00 0
2024-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2024-12-31 DeMaria Frank M Officer 0 0.00 0
2024-12-23 Zink Gregory L Director P-Purchase A Common stock 500 12.75 6.4K 33,517 D
2024-12-23 SLOANE BARRY Director / Officer P-Purchase A Common stock 3,000 12.95 38.8K 1,164,855 D
2024-12-23 SALUTE RICHARD J Director P-Purchase A Common stock 1,000 12.83 12.8K 34,117 D
2024-12-23 Downs Peter Mathison Director / Officer P-Purchase A Common stock 750 12.93 9.7K 92,129 D
2024-12-23 Brunet Craig Jeffry Director P-Purchase A Common stock 500 12.83 6.4K 1,000 D
2024-11-26 SLOANE BARRY Director / Officer P-Purchase A Common stock 3,000 14.75 44.3K 1,161,855 D
2024-11-15 Zink Gregory L Director P-Purchase A Common stock 1,000 13.95 13.9K 33,017 D
2024-10-31 Brunet Craig Jeffry Director Common stock 0 0.00 500 D
2024-10-04 YOUNG NICOLAS Officer A-Award A Common stock 8,237 0.00 46,883 D
2024-10-04 Schwartz Michael Adam Officer A-Award A Common stock 11,326 0.00 60,655 D
2024-10-04 SLOANE BARRY Director / Officer A-Award A Common stock 11,532 0.00 1,158,855 D
2024-10-04 Razon-Feingold Halli Director / Officer A-Award A Common stock 7,208 0.00 30,739 D
2024-10-04 PRICE MICHAEL SCOTT Officer A-Award A Common stock 4,119 0.00 27,789 D
2024-10-04 Downs Peter Mathison Director / Officer A-Award A Common stock 10,297 0.00 91,379 D
2024-10-04 DeMaria Frank M Officer A-Award A Common stock 4,119 0.00 32,326 D
2024-09-24 SLOANE BARRY Director / Officer G-Gift D Common stock 40,134 0.00 1,147,323 D
2024-09-23 SLOANE BARRY Director / Officer P-Purchase A Common stock 10,000 11.80 118.0K 1,157,323 D
2024-09-20 SALUTE RICHARD J Director P-Purchase A Common stock 500 11.73 5.9K 33,117 D
2024-09-20 Mulia Salvatore Francis Director P-Purchase A Common stock 500 11.72 5.9K 45,791 D
2024-09-18 Zink Gregory L Director P-Purchase A Common stock 1,000 11.38 11.4K 32,017
2024-08-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 12.51 9.4K 45,291
2024-08-15 Mulia Salvatore Francis Director G-Gift D Common stock 100 12.17 1.2K 46,141
2024-08-14 SLOANE BARRY Director / Officer P-Purchase A Common stock 649 12.15 7.9K 1,144,323
2024-07-22 Mulia Salvatore Francis Director S-Sale D Common stock 750 14.33 10.7K 46,241
2024-07-01 YOUNG NICOLAS Officer A-Award A Common stock 7,955 0.00 38,646
2024-07-01 Schwartz Michael Adam Officer A-Award A Common stock 9,944 0.00 49,329
2024-07-01 Razon-Feingold Halli Director / Officer A-Award A Common stock 5,967 0.00 23,531
2024-07-01 PRICE MICHAEL SCOTT Officer A-Award A Common stock 1,989 0.00 23,670
2024-07-01 Downs Peter Mathison Director / Officer A-Award A Common stock 9,944 0.00 81,082
2024-07-01 DeMaria Frank M Officer A-Award A Common stock 19,889 0.00 28,207
2024-06-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 12.47 9.4K 46,991
2024-06-18 SALUTE RICHARD J Director P-Purchase A Common stock 700 12.62 8.8K 32,617
2024-06-17 Zink Gregory L Director P-Purchase A Common stock 1,000 12.92 12.9K 29,085
2024-06-17 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 12.92 12.9K 1,136,674
2024-06-17 PRICE MICHAEL SCOTT Officer P-Purchase A Common stock 1,000 12.61 12.6K 21,681
2024-06-14 Zink Gregory L Director A-Award A Common stock 1,932 12.94 25.0K 31,017
2024-06-14 SALUTE RICHARD J Director A-Award A Common stock 1,932 12.94 25.0K 31,917
2024-06-14 PEREZ-HICKMAN FERNANDO Director A-Award A Common stock 1,932 12.94 25.0K 5,875
2024-06-14 Mulia Salvatore Francis Director A-Award A Common stock 1,932 12.94 25.0K 47,741
2024-05-22 YOUNG NICOLAS Officer P-Purchase A Common stock 500 13.23 6.6K 30,691
2024-05-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 13.16 9.9K 45,809
2024-05-15 Zink Gregory L Director P-Purchase A Common stock 800 14.14 11.3K 28,085
2024-05-15 SLOANE BARRY Director / Officer P-Purchase A Common stock 428 14.01 6.0K 1,130,674
2024-04-22 Mulia Salvatore Francis Director S-Sale D Common stock 750 10.87 8.2K 46,462
2024-03-29 DeMaria Frank M Officer D Common stock 0 0.00 8,119
2024-03-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 10.71 8.0K 47,212
2024-02-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 11.48 8.6K 47,962
2024-01-26 Mulia Salvatore Francis Director G-Gift D Common stock 4,000 13.16 52.6K 48,712
2024-01-22 Mulia Salvatore Francis Director S-Sale D Common stock 750 12.56 9.4K 58,503
2023-12-31 Zink Gregory L Director 0 0.00 0
2023-12-31 YOUNG NICOLAS Officer 0 0.00 0
2023-12-31 Schwartz Michael Adam Officer 0 0.00 0
2023-12-31 SLOANE BARRY Director / Officer 0 0.00 0
2023-12-31 SALUTE RICHARD J Director 0 0.00 0
2023-12-31 Razon-Feingold Halli Director / Officer 0 0.00 0
2023-12-31 PRICE MICHAEL SCOTT Officer 0 0.00 0
2023-12-31 PEREZ-HICKMAN FERNANDO Director 0 0.00 0
2023-12-31 Mulia Salvatore Francis Director 0 0.00 0
2023-12-31 Leger Nicholas J Officer 0 0.00 0
2023-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2023-12-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 14.34 10.8K 59,253
2023-12-13 SLOANE BARRY Director / Officer P-Purchase A Common stock 3,000 13.45 40.3K 1,140,280
2023-11-27 SLOANE BARRY Director / Officer P-Purchase A Common stock 979 12.95 12.7K 1,137,280
2023-11-22 SALUTE RICHARD J Director P-Purchase A Common stock 200 13.03 2.6K 28,843
2023-11-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 13.53 10.1K 60,003
2023-10-20 Mulia Salvatore Francis Director S-Sale D Common stock 750 13.70 10.3K 60,753
2023-09-22 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 14.86 14.9K 1,132,048
2023-09-21 Mulia Salvatore Francis Director S-Sale D Common stock 750 15.38 11.5K 61,503
2023-09-15 Zink Gregory L Director P-Purchase A Common stock 500 16.50 8.3K 26,789
2023-09-15 Mulia Salvatore Francis Director G-Gift D Common stock 225 0.00 62,253
2023-09-14 SALUTE RICHARD J Director P-Purchase A Common stock 143 16.67 2.4K 28,643
2023-09-13 SLOANE BARRY Director / Officer P-Purchase A Common stock 2,000 16.23 32.5K 1,130,048
2023-09-13 Downs Peter Mathison Director / Officer P-Purchase A Common stock 500 16.10 8.1K 68,937
2023-09-07 SLOANE BARRY Director / Officer P-Purchase A Common stock 2,000 17.27 34.5K 1,128,048
2023-09-06 Zink Gregory L Director P-Purchase A Common stock 1,000 17.01 17.0K 26,289
2023-08-15 SLOANE BARRY Director / Officer P-Purchase A Common stock 2,000 17.57 35.1K 1,126,048
2023-07-10 Zink Gregory L Director A-Award A Common stock 1,568 0.00 25,289
2023-07-10 SALUTE RICHARD J Director A-Award A Common stock 1,568 0.00 28,143
2023-07-10 PEREZ-HICKMAN FERNANDO Director A-Award A Common stock 1,568 0.00 42,068
2023-07-10 Mulia Salvatore Francis Director A-Award A Common stock 1,568 0.00 62,478
2023-07-07 PRICE MICHAEL SCOTT Officer A-Award A Common stock 18,645 0.00 18,645
2023-06-16 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 15.67 15.7K 1,124,048
2023-06-07 Zink Gregory L Director P-Purchase A Common stock 1,000 15.06 15.1K 23,721
2023-05-17 Zink Gregory L Director P-Purchase A Common stock 500 11.40 5.7K 22,721
2023-05-17 SLOANE BARRY Director / Officer P-Purchase A Common stock 5,000 11.28 56.4K 1,123,048
2023-05-16 PRICE MICHAEL SCOTT Officer D Common stock 0 0.00 0
2023-05-04 Mulia Salvatore Francis Director G-Gift D Common Stock 300 11.30 3.4K 60,910
2023-03-22 Schwartz Michael Adam Officer P-Purchase A Common stock 300 12.78 3.8K 40,966
2023-03-22 SALUTE RICHARD J Director P-Purchase A Common stock 1,100 12.59 13.8K 26,575
2023-03-22 Leger Nicholas J Officer P-Purchase A Common stock 1,000 12.69 12.7K 18,493
2023-03-22 Downs Peter Mathison Director / Officer P-Purchase A Common stock 1,000 12.73 12.7K 68,437
2023-03-21 YOUNG NICOLAS Officer P-Purchase A Common stock 3,000 12.45 37.4K 31,539
2023-03-21 Razon-Feingold Halli Director / Officer P-Purchase A Common stock 500 12.83 6.4K 18,145
2023-03-21 Mulia Salvatore Francis Director P-Purchase A Common stock 766 12.79 9.8K 61,210
2023-03-20 Zink Gregory L Director P-Purchase A Common Stock 1,200 12.02 14.4K 21,221
2023-03-20 SLOANE BARRY Director / Officer P-Purchase A Common Stock 10,000 11.74 117.4K 1,118,048
2023-03-02 SLOANE BARRY Director / Officer P-Purchase A Common Stock 10,000 15.32 153.2K 1,108,048
2022-12-31 Zink Gregory L Director 0 0.00 0
2022-12-31 YOUNG NICOLAS 0
2022-12-31 Schwartz Michael Adam Officer 0 0.00 0
2022-12-31 SLOANE BARRY 0
2022-12-31 SALUTE RICHARD J 0
2022-12-31 Mulia Salvatore Francis Director 0 0.00 0
2022-12-31 Leger Nicholas J Officer 0 0.00 0
2022-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2022-12-29 SLOANE BARRY Officer A-Award A Common Stock 61,652 0.00 1,096,749
2022-08-04 YOUNG NICOLAS Officer A-Award A Common Stock 9,416 0.00 27,851
2022-08-04 Schwartz Michael Adam Officer A-Award A Common Stock 14,124 0.00 40,056
2022-08-04 SLOANE BARRY Officer A-Award A Common Stock 47,081 0.00 1,035,097
2022-08-04 Razon-Feingold Halli Director A-Award A Common Stock 7,062 0.00 17,375
2022-08-04 Leger Nicholas J Officer A-Award A Common Stock 10,593 0.00 16,015
2022-08-04 Downs Peter Mathison Officer A-Award A Common Stock 17,655 0.00 64,613
2022-06-29 Zink Gregory L Director A-Award A Common stock 2,000 0.00 17,777
2022-06-29 SALUTE RICHARD J Director A-Award A Common stock 2,000 0.00 22,229
2022-06-29 PEREZ-HICKMAN FERNANDO Director A-Award A Common stock 2,000 0.00 2,000
2022-06-29 Mulia Salvatore Francis Director A-Award A Common stock 2,000 0.00 59,096
2022-05-18 SLOANE BARRY Officer P-Purchase A Common Stock 4,200 24.20 101.6K 988,016
2021-12-31 Zink Gregory L Director 0 0.00 0
2021-12-31 YOUNG NICOLAS Officer 0 0.00 0
2021-12-31 Schwartz Michael Adam Officer 0 0.00 0
2021-12-31 SLOANE BARRY Director / Officer 0 0.00 0
2021-12-31 SALUTE RICHARD J Director 0 0.00 0
2021-12-31 Razon-Feingold Halli Director 0 0.00 0
2021-12-31 Mulia Salvatore Francis Director 0 0.00 0
2021-12-31 Leger Nicholas J Officer 0 0.00 0
2021-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2021-09-28 Razon-Feingold Halli Director D Common stock 0 0.00 9,805
2021-09-28 PEREZ-HICKMAN FERNANDO Director D Common Stock 0 0.00 0
2021-08-02 YOUNG NICOLAS Officer A-Award A Common Stock 17,197 0.00 17,197
2021-03-15 SLOANE BARRY Officer F-InKind D Common Stock 31,329 27.52 862.2K 974,330
2021-03-09 Schwartz Michael Adam Officer A-Award A Common Stock 3,213 0.00 31,861
2021-02-05 Leger Nicholas J Officer D Common Stock 0 0.00 390
2021-02-03 Schwartz Michael Adam Officer A-Award A Common Stock 2,312 0.00 28,648
2021-02-03 SLOANE BARRY Director / Officer A-Award A Common stock 83,209 0.00 1,065,659
2021-02-03 Leger Nicholas J Officer A-Award A Common stock 4,623 0.00 5,012
2021-02-03 Downs Peter Mathison Director / Officer A-Award A Common stock 11,557 0.00 51,388
2020-12-31 Zink Gregory L Director 0 0.00 0
2020-12-31 TOWERS CHRISTOPHER Officer 0 0.00 0
2020-12-31 Schwartz Michael Adam Officer 0 0.00 0
2020-12-31 SLOANE BARRY Director / Officer 0 0.00 0
2020-12-31 SALUTE RICHARD J Director 0 0.00 0
2020-12-31 Mulia Salvatore Francis Director 0 0.00 0
2020-12-31 Downs Peter Mathison Director / Officer 0 0.00 0
2020-12-30 SALUTE RICHARD J Director D Common Stock 0 18.47 18,174
2020-11-18 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 17.95 18.0K 1,055,094
2020-09-30 SALUTE RICHARD J Director D Common Stock 0 18.92 18,174
2020-09-09 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 19.23 19.2K 1,054,094
2020-07-31 SALUTE RICHARD J Director D Common Stock 0 18.33 18,174
2020-05-18 SLOANE BARRY Director / Officer P-Purchase A Common stock 500 15.25 7.6K 1,052,594
2020-05-15 SALUTE RICHARD J Director P-Purchase A Common stock 500 14.35 7.2K 16,344
2020-05-14 SLOANE BARRY Director / Officer P-Purchase A Common stock 1,000 13.00 13.0K 1,052,094
2020-05-13 Zink Gregory L Director P-Purchase A Common Stock 500 13.91 7.0K 13,304

Executive team

Top executives
EBIT / Employee
231.5K
Shares Outstanding
28.83M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 4
2026-05-08 4
2026-05-08 10-Q
2026-04-30 8-K
2026-04-29 8-K
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-06 8-K
2026-04-03 8-K
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Barry Scott Sloane President, Chairman & Chief Executive Officer 1M male
Peter Mathison Downs President of Newtek Bank N.A. & Director 850.0K male
Michael Adam Schwartz Chief Legal Officer, Chief Compliance Officer & Secretary 775.0K male
Frank DeMaria Executive VP & CFO 558.0K male
Ron Lay Chief Technology Officer male
Taylor Quinn Senior Vice President & Chief Risk Officer male
Andrew Kaplan Chief Strategy Officer male
Vaibhav Mahajan Chief Investment Officer male
Bryce Wells Rowe Vice President of Investor Relations male
Halli Razon-Feingold Chief Administrative & Human Resources Officer and Director female
Justine Martin Chief Revenue Officer of Newtek Merchant Solutions, LLC female
ESG Rating
B
ASSET MANAGEMENT
2026
E (Environmental)
50.0 / 67.2
Company / Sector avg.
S (Social)
85.6 / 77.3
Company / Sector avg.
G (Governance)
76.3 / 74.6
Company / Sector avg.
ESG Total
70.6 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2202-09-19 2022-10-12 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2022-09-27 2022-10-12 Virginia Foxx NC05 Joint Sale (Full) $15,001 - $50,000
2022-09-20 2022-10-12 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2022-09-06 2022-10-12 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2022-09-01 2022-10-12 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2021-08-30 2022-09-08 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits