| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| NewtekOne, Inc. | EVP, Chief Accounting Officer | Common stock | 28.2K | $352K | $12.47 | Jul 1, 2024 | Direct |
| Amalgamated Financial Corp. | SVP & CAO | Common Stock | 0 | $27.00 | Jul 19, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NEWT | NewtekOne, Inc. | Jul 1, 2024 | 1 | $0 | 4 | Jul 2, 2024 | EVP, Chief Accounting Officer |
| NEWT | NewtekOne, Inc. | Mar 29, 2024 | 0 | $0 | 3 | Apr 3, 2024 | EVP, Chief Accounting Officer |
| AMAL | Amalgamated Financial Corp. | Jul 19, 2021 | 0 | $0 | 3 | Jul 21, 2021 | SVP & CAO |