NewtekOne, Inc.
US ˙ NasdaqGM ˙ US6525262035

Introduction

This page provides a comprehensive analysis of the known insider trading history of Peter Mathison Downs. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

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Companies with Reported Insider Positions

The SEC filings indicate Peter Mathison Downs has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:NEWT / NewtekOne, Inc. President - Newtek Bank, N.A., Director 94,185
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Peter Mathison Downs. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases NEWT / NewtekOne, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in NEWT / NewtekOne, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2025-05-29 NEWT Downs Peter Mathison 500 11.0700 500 11.0700 5,535 85 12.4800 705 12.74
2025-05-15 NEWT Downs Peter Mathison 500 11.0600 500 11.0600 5,530
2024-12-23 NEWT Downs Peter Mathison 750 12.9300 750 12.9300 9,698
2024-10-21 NEWT Downs Peter Mathison 581 13.4600 581 13.4600 7,820
2024-07-19 NEWT Downs Peter Mathison 402 14.3800 402 14.3800 5,781
2024-04-15 NEWT Downs Peter Mathison 341 11.2200 341 11.2200 3,826
2024-01-12 NEWT Downs Peter Mathison 352 12.7900 352 12.7900 4,502
2023-10-20 NEWT Downs Peter Mathison 332 13.4000 332 13.4000 4,449
2023-09-13 NEWT Downs Peter Mathison 500 16.1000 500 16.1000 8,050
2023-09-06 NEWT Downs Peter Mathison 672 26.7000 672 26.7000 17,942
2023-07-21 NEWT Downs Peter Mathison 246 17.9200 246 17.9200 4,408
2023-04-14 NEWT Downs Peter Mathison 333 13.0500 333 13.0500 4,346
2023-03-22 NEWT Downs Peter Mathison 1,000 12.7300 1,000 12.7300 12,730
2022-12-30 NEWT Downs Peter Mathison 1,200 16.2500 1,200 16.2500 19,500
2022-09-30 NEWT Downs Peter Mathison 1,067 16.3200 1,067 16.3200 17,413
2022-06-30 NEWT Downs Peter Mathison 348 18.9300 348 18.9300 6,588
2022-03-31 NEWT Downs Peter Mathison 209 26.7000 209 26.7000 5,580
2021-12-30 NEWT Downs Peter Mathison 475 27.3900 475 27.3900 13,010
2021-09-30 NEWT Downs Peter Mathison 389 27.7300 389 27.7300 10,787
2021-06-30 NEWT Downs Peter Mathison 236 34.9200 236 34.9200 8,241
2021-03-31 NEWT Downs Peter Mathison 551 26.7000 551 26.7000 14,712
2020-12-30 NEWT Downs Peter Mathison 440 18.6500 440 18.6500 8,206
2020-09-30 NEWT Downs Peter Mathison 529 18.5700 529 18.5700 9,824
2020-07-31 NEWT Downs Peter Mathison 492 18.7300 492 18.7300 9,215
2020-03-31 NEWT Downs Peter Mathison 531 13.2100 531 13.2100 7,015
2020-03-18 NEWT Downs Peter Mathison 500 8.5000 500 8.5000 4,250
2020-03-13 NEWT Downs Peter Mathison 750 13.1600 750 13.1600 9,870
2019-12-30 NEWT Downs Peter Mathison 538 22.3700 538 22.3700 12,035
2019-09-30 NEWT Downs Peter Mathison 425 22.5800 425 22.5800 9,596
2019-06-28 NEWT Downs Peter Mathison 324 23.0000 324 23.0000 7,452
2019-03-29 NEWT Downs Peter Mathison 295 19.6400 295 19.6400 5,794
2018-12-28 NEWT Downs Peter Mathison 407 17.2800 407 17.2800 7,028
2018-12-20 NEWT Downs Peter Mathison 312 16.0700 312 16.0700 5,014
2018-09-30 NEWT Downs Peter Mathison 315 20.9400 315 20.9400 6,595
2018-06-30 NEWT Downs Peter Mathison 284 19.9100 284 19.9100 5,652
2018-03-30 NEWT Downs Peter Mathison 299 17.6200 299 17.6200 5,263
2017-11-06 NEWT Downs Peter Mathison 500 16.5460 500 16.5460 8,273
2017-06-30 NEWT Downs Peter Mathison 175 16.2900 175 16.2900 2,851
2017-03-31 NEWT Downs Peter Mathison 148 16.9800 148 16.9800 2,513
2015-11-23 NEWT Downs Peter Mathison 300 13.2900 300 13.2900 3,987
2015-11-18 NEWT Downs Peter Mathison 200 13.8000 200 13.8000 2,760
2015-08-25 NEWT Downs Peter Mathison 300 16.4594 300 16.4594 4,938

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NEWT / NewtekOne, Inc. Insider Trades
Insider Sales NEWT / NewtekOne, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in NEWT / NewtekOne, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

NEWT / NewtekOne, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Peter Mathison Downs as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change		 Share
Price		 Tran
Value		 Remaining
Value
2025-06-02 2025-05-29 4 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 500 94,185 0.53 11.07 5,535 1,042,628
2025-05-15 2025-05-15 4 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 500 93,685 0.54 11.06 5,530 1,036,156
2025-02-06 2024-10-21 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 581 93,185 0.63 13.46 7,820 1,254,270
2025-02-06 2024-07-19 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 402 93,185 0.43 14.38 5,781 1,340,000
2025-02-06 2024-04-15 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 341 93,185 0.37 11.22 3,826 1,045,536
2025-02-06 2024-01-12 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 352 93,185 0.38 12.79 4,502 1,191,836
2024-12-23 2024-12-23 4 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 750 92,129 0.82 12.93 9,698 1,191,228
2024-10-08 2024-10-04 4 NEWT NewtekOne, Inc.
Common stock 		A - Award 10,297 91,379 12.70
2024-07-02 2024-07-01 4 NEWT NewtekOne, Inc.
Common stock 		A - Award 9,944 81,082 13.98
2024-01-30 2023-10-20 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 332 70,517 0.47 13.40 4,449 944,928
2024-01-30 2023-09-06 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 672 70,517 0.96 26.70 17,942 1,882,804
2024-01-30 2023-07-21 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 246 70,517 0.35 17.92 4,408 1,263,665
2024-01-30 2023-04-14 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 333 70,517 0.47 13.05 4,346 920,247
2023-09-14 2023-09-13 4 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 500 68,937 0.73 16.10 8,050 1,109,886
2023-03-22 2023-03-22 4 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 1,000 68,437 1.48 12.73 12,730 871,203
2023-01-27 2022-12-30 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 1,200 67,437 1.81 16.25 19,500 1,095,851
2023-01-27 2022-09-30 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 1,067 67,437 1.61 16.32 17,413 1,100,572
2023-01-27 2022-06-30 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 348 67,437 0.52 18.93 6,588 1,276,582
2023-01-27 2022-03-31 5 NEWT NewtekOne, Inc.
Common stock 		P - Purchase 209 67,437 0.31 26.70 5,580 1,800,568
2022-08-05 2022-08-04 4 NEWT Newtek Business Services Corp.
Common Stock 		A - Award 17,655 64,613 37.60
2022-01-10 2021-12-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 475 46,958 1.02 27.39 13,010 1,286,180
2022-01-10 2021-09-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 389 46,958 0.84 27.73 10,787 1,302,145
2022-01-10 2021-06-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 236 46,958 0.51 34.92 8,241 1,639,773
2022-01-10 2021-03-31 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 551 46,958 1.19 26.70 14,712 1,253,779
2022-01-10 2021-03-15 5 NEWT Newtek Business Services Corp.
Common stock 		F - Taxes -6,081 46,958 -11.47 27.52 -167,349 1,292,284
2021-02-05 2021-02-03 4 NEWT Newtek Business Services Corp.
Common stock 		A - Award 11,557 51,388 29.02
2021-02-05 2020-12-30 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 440 39,831 1.12 18.65 8,206 742,848
2021-02-05 2020-09-30 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 529 39,831 1.35 18.57 9,824 739,662
2021-02-05 2020-07-31 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 492 39,831 1.25 18.73 9,215 746,035
2021-02-05 2020-03-31 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 531 39,831 1.35 13.21 7,015 526,168
2020-03-18 2020-03-18 4 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 500 38,082 1.33 8.50 4,250 323,697
2020-03-13 2020-03-13 4 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 750 37,582 2.04 13.16 9,870 494,579
2020-02-25 2019-12-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 538 36,832 1.48 22.37 12,035 823,932
2020-02-25 2019-09-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 425 36,832 1.17 22.58 9,596 831,667
2020-02-25 2019-06-28 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 324 36,832 0.89 23.00 7,452 847,136
2020-02-25 2019-03-29 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 295 36,832 0.81 19.64 5,794 723,380
2019-04-30 2019-04-26 4 NEWT Newtek Business Services Corp.
Common stock 		A - Award 1,446 35,250 4.28
2019-02-04 2018-12-28 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 407 33,510 1.23 17.28 7,028 579,057
2019-02-04 2018-09-30 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 315 33,510 0.95 20.94 6,595 701,704
2019-02-04 2018-06-30 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 284 33,510 0.85 19.91 5,652 667,189
2019-02-04 2018-03-30 5 NEWT Newtek Business Services Corp.
Common Stock 		P - Purchase 299 33,510 0.90 17.62 5,263 590,450
2018-12-20 2018-12-20 4 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 312 32,206 0.98 16.07 5,014 517,550
2018-02-27 2018-02-26 4 NEWT Newtek Business Services Corp.
Common stock 		A - Award 13,158 31,894 70.23
2018-01-16 2017-08-15 5 NEWT Newtek Business Services Corp.
Common stock 		F - Taxes -3,583 18,736 -16.05 16.96 -60,768 317,763
2018-01-16 2017-06-30 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 175 18,736 0.94 16.29 2,851 305,209
2018-01-16 2017-03-31 5 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 148 18,736 0.80 16.98 2,513 318,137
2017-11-06 2017-11-06 4 NEWT Newtek Business Services Corp.
Peter Downs 		P - Purchase 500 21,996 2.33 16.55 8,273 363,946
2017-01-09 2016-12-31 5 NEWT Newtek Business Services Corp.
Common Stock 		J - Other 171 21,496 0.80 15.90 2,719 341,786
2017-01-09 2016-09-30 5 NEWT Newtek Business Services Corp.
Common Stock 		J - Other 199 21,325 0.94 14.26 2,838 304,094
2016-08-02 2016-08-02 4 NEWT Newtek Business Services Corp.
Common Stock 		A - Award 6,600 21,126 45.44
2016-01-19 2015-12-31 5 NEWT Newtek Business Services Corp.
Common stock 		J - Other 1,695 14,526 13.21 13.48 22,849 195,810
2015-11-23 2015-11-23 4 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 300 12,831 2.39 13.29 3,987 170,524
2015-11-18 2015-11-18 4 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 200 12,531 1.62 13.80 2,760 172,928
2015-08-25 2015-08-25 4 NEWT Newtek Business Services Corp.
Common stock 		P - Purchase 300 12,331 2.49 16.46 4,938 202,961
2015-08-07 3/A NEWT Newtek Business Services Corp.
Common Stock 		655
2014-11-17 3 NEWT Newtek Business Services Corp.
Common Stock 		22,752
2014-11-17 3 NEWT Newtek Business Services Corp.
Common Stock 		22,752
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)