Michael Adam Schwartz
CIK: 0001337003
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
NewtekOne, Inc.
Discretionary Trading P&L
Holdings
Transaction History (16 total)
- Jan 14, 2026NEWT
NewtekOne, Inc.
Award(A)Direct2.2K shares at avg. $13.91$31K - Jan 14, 2026NEWT
NewtekOne, Inc.
Purchase(P)Direct2.2K shares at avg. $13.91$31K - Oct 24, 2025NEWT
NewtekOne, Inc.
Purchase(P)Direct207 shares at avg. $11.05$2K - Oct 15, 2025NEWT
NewtekOne, Inc.
Tax Payment(F)Direct5.1K shares at avg. $11.00$56K - Aug 15, 2025NEWT
NewtekOne, Inc.
Tax Payment(F)Direct6.5K shares at avg. $12.11$79K - Jul 21, 2025NEWT
NewtekOne, Inc.
Purchase(P)Direct660 shares at avg. $11.48$8K - Jul 15, 2025NEWT
NewtekOne, Inc.
Tax Payment(F)Direct4.6K shares at avg. $11.38$53K - Apr 30, 2025NEWT
NewtekOne, Inc.
Purchase(P)Direct715 shares at avg. $10.40$7K - Jan 13, 2025NEWT
NewtekOne, Inc.
Purchase(P)Direct603 shares at avg. $12.14$7K - Oct 21, 2024NEWT
NewtekOne, Inc.
Purchase(P)Direct537 shares at avg. $13.46$7K - Oct 4, 2024NEWT
NewtekOne, Inc.
Award(A)Direct11.3K shares- - Jul 19, 2024NEWT
NewtekOne, Inc.
Purchase(P)Direct348 shares at avg. $14.38$5K - Apr 15, 2024NEWT
NewtekOne, Inc.
Purchase(P)Direct273 shares at avg. $11.22$3K - Mar 15, 2024NEWT
NewtekOne, Inc.
Tax Payment(F)Direct391 shares at avg. $10.90$4K - Feb 15, 2024NEWT
NewtekOne, Inc.
Tax Payment(F)Direct966 shares at avg. $11.52$11K - Jan 12, 2024NEWT
NewtekOne, Inc.
Purchase(P)Direct329 shares at avg. $12.79$4K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jan 14, 2026 | NEWT NewtekOne, Inc. | Award(A) | 2,247 | $13.91 | $31,256 | Direct |
| Jan 14, 2026 | NEWT NewtekOne, Inc. | Purchase(P) | 2,247 | $13.91 | $31,256 | Direct |
| Oct 24, 2025 | NEWT NewtekOne, Inc. | Purchase(P) | 207 | $11.05 | $2,287 | Direct |
| Oct 15, 2025 | NEWT NewtekOne, Inc. | Tax Payment(F) | 5,084 | $11.00 | $55,924 | Direct |
| Aug 15, 2025 | NEWT NewtekOne, Inc. | Tax Payment(F) | 6,527 | $12.11 | $79,042 | Direct |
| Jul 21, 2025 | NEWT NewtekOne, Inc. | Purchase(P) | 660 | $11.48 | $7,577 | Direct |
| Jul 15, 2025 | NEWT NewtekOne, Inc. | Tax Payment(F) | 4,648 | $11.38 | $52,894 | Direct |
| Apr 30, 2025 | NEWT NewtekOne, Inc. | Purchase(P) | 715 | $10.40 | $7,436 | Direct |
| Jan 13, 2025 | NEWT NewtekOne, Inc. | Purchase(P) | 603 | $12.14 | $7,320 | Direct |
| Oct 21, 2024 | NEWT NewtekOne, Inc. | Purchase(P) | 537 | $13.46 | $7,228 | Direct |
| Oct 4, 2024 | NEWT NewtekOne, Inc. | Award(A) | 11,326 | - | $0 | Direct |
| Jul 19, 2024 | NEWT NewtekOne, Inc. | Purchase(P) | 348 | $14.38 | $5,004 | Direct |
| Apr 15, 2024 | NEWT NewtekOne, Inc. | Purchase(P) | 273 | $11.22 | $3,063 | Direct |
| Mar 15, 2024 | NEWT NewtekOne, Inc. | Tax Payment(F) | 391 | $10.90 | $4,262 | Direct |
| Feb 15, 2024 | NEWT NewtekOne, Inc. | Tax Payment(F) | 966 | $11.52 | $11,128 | Direct |
| Jan 12, 2024 | NEWT NewtekOne, Inc. | Purchase(P) | 329 | $12.79 | $4,208 | Direct |
1-16 of 16 transactions
About Schwartz Michael Adam
Schwartz Michael Adam (SEC CIK 0001337003) files insider reports with the SEC as Chief Legal Officer of NewtekOne, Inc. (NEWT).
Signal8 holds 5 ownership filings by Schwartz Michael Adam (3 Form 4, 2 Form 5), filed between Oct 8, 2024 and Jan 16, 2026. Those filings report 16 transactions, from Jan 12, 2024 to Jan 14, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Schwartz Michael Adam's filings is in BOCA RATON, FL.
Recent filings by Schwartz Michael Adam
- Jan 14, 2026: Grant or award of NEWT shares (Form 4, code A).
- Jan 14, 2026: Open-market purchase of NEWT shares (Form 4, code P).
- Oct 24, 2025: Open-market purchase of NEWT shares (Form 5, code P).
- Oct 15, 2025: Tax withholding of NEWT shares (Form 5, code F).
- Aug 15, 2025: Tax withholding of NEWT shares (Form 5, code F).
Other insiders filing for NewtekOne, Inc. (NEWT)
- Cestare Thomas David, Director
- SALUTE RICHARD J, Director
- Zink Gregory L, Director
- PEREZ-HICKMAN FERNANDO, Director
- Brunet Craig Jeffry, Director
- SLOANE BARRY, President, Chairman & CEO