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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On June 12, 2026, the Company issued a press release entitled “NewtekOne, Inc. Declares Dividends on Common Stock and Series B Preferred Shares” (the “Press Release”). A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this report and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the…
Results of Operations and Financial Condition. On April 30, 2026, NewtekOne issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exch…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information required by
Other Events On April 28, 2026, a wholly-owned subsidiary of NewtekOne, Inc. (the “Company”), Newtek Business Services Holdco 6, Inc. (the “NH6 Borrower”), and its wholly-owned subsidiary NBL SPV, LLC (the “SPV Borrower”, and together with the NH6 Borrower, the “Borrowers”), together with the Company as a guarantor thereunder, entered into a Term Loan Agreement (the “Loan Agreement”) with D2 Asset Based Credit Partners, LP, Inc. as the Initial Lender thereunder (the “Initial Lender”) and D2 A…
Results of Operations and Financial Condition. On April 6, 2026, NewtekOne issued a press release (the “Press Release”) entitled, “Technological Advances, Including AI, Drive Record Number of Loan Unit Originations for 1Q26,” reporting, inter alia, loan originations for the first quarter of 2026. A copy of the Press Release is furnished as Exhibit 99.1 to this report. The information in this Current Report on Form 8-K and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 1, 2026, NewtekOne, Inc. (the “Company”) renewed for additional one-year terms the employment agreements with its executive officers Barry Sloane, Chief Executive Officer and President (the “Sloane Employment Agreement”); Michael A. Schwartz, Chief Legal Officer and Corporate Secretary (the “Schwartz Employment Agreement”); and Frank DeMar…
Entry into a Material Definitive Agreement. On March 13, 2026, NewtekOne (the “Company”) entered into a Securities Distribution Agreement (the “Securities Distribution Agreement”), by and among the Company, B. Riley Securities, Inc., Compass Point Research and Trading, LLC and Roth Capital Partners, LLC (collectively, the “Placement Agents”). Pursuant to the Securities Distribution Agreement, the Company may offer and sell up to $50,000,000 aggregate principal amount (with respect to the Note…
Results of Operations and Financial Condition. On March 13, 2026, the Company issued a press release entitled “NewtekOne, Inc. Declares Dividends on Common Stock and Series B Preferred Shares” (the “Press Release”). A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this report and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to th…
Other Events On February 17, 2026, NewtekOne, Inc. (the “Company”) completed an exempt offering of $15.0 million aggregate principal amount of its 8.375% note due 2033 (the “Note” and the "Offering"). The Offering was consummated pursuant to the terms of a purchase agreement (the “Purchase Agreement”) dated February 17, 2026 between the Company and an institutional accredited investor (the “Purchaser”). The Purchase Agreement provided for the Note to be issued to the Purchaser in a private pl…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information required by
Results of Operations and Financial Condition. On January 29, 2026, NewtekOne issued a press release announcing its financial results for the quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amen…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On January 27, 2026, the Board of Directors (the “Board”) of NewtekOne, Inc. (the “Company”) increased the number of directors constituting the entire Board from seven to eight, and elected Thomas Cestare to serve as a Class I director of the Company, which term will expire at the Company’s Annual Meeting of Shareholders in 2027, and to hold such p…
Other Events. On January 23, 2026, NewtekOne issued a press release announcing its offer to exchange its outstanding 5.50% Notes due 2026 for an equal principal amount of newly issued 8.50% Fixed Rate Senior Notes due 2031 had expired as of 5:00 p.m., Eastern time on January 23, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. The information in this Current Report on Form 8-K and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the S…
Results of Operations and Financial Condition. On January 21, 2026, NewtekOne issued a press release (the “Press Release”) announcing it closed a securitization pursuant to which the Company’s subsidiary, Newtek Business Service Holdco 6, Inc. (“Newtek ALP Holdings”), sold $251,880,000 of Class A Notes, $35,880,000 of Class B Notes, and $6,840,000 of a Class C Note (collectively, the “Notes”) issued by NALP Business Loan Trust 2026-1. The Notes are backed by $341,776,148 of collateral, consis…
Other Events. On January 12, 2026, NewtekOne issued a press release announcing the expiration date with respect to its previously announced offer to exchange (the “Exchange Offer”) its outstanding 5.50% Notes due 2026 (the “Old Notes”) for an equal principal amount of newly issued 8.50% Fixed Rate Senior Notes due 2031 (the “New Notes”) has been extended to January 23, 2026 in order to provide holders of Old Notes additional time to participate in the Exchange Offer and exchange their Old Not…
Results of Operations and Financial Condition.
Results of Operations and Financial Condition. On December 10, 2025, the Company issued press releases entitled “NewtekOne, Inc. Declares a Quarterly Dividend of $0.19 per Common Share” and “NewtekOne, Inc. Declares Dividend on Series B Preferred Shares”(collectively, the “Press Releases”). Copies of the Press Releases are furnished as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K. The information in this report and Exhibits 99.1 and 99.2 hereto shall not be deemed “filed” for pur…
Results of Operations and Financial Condition. On December 1, 2025, the Company issued a press release entitled, "NewtekOne, Inc. Announces Investor/Analyst Day and Provides 4Q25 Update." A copy of the press release is furnished as Exhibit 99.1 and incorporated herein by reference. The information in this report shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section, and shall not be in…
Other Events. On December 1, 2025, NewtekOne issued a press release announcing the commencement of an offer to exchange any and all of its outstanding 5.50% Notes due 2026 for an equal principal amount of newly issued 8.50% Fixed Rate Senior Notes due 2031.A copy of the press release is furnished as Exhibit 99.1 to this report.
Other Events. On November 7, 2025, the Board of Directors (the "Board") of NewtekOne approved a twelve month extension of the repurchase program (the “Program”) the Board previously approved on November 1, 2024, under which the Company may repurchase up to 1,000,000 shares of the Company's common stock. The actual timing and amount of any repurchases under the Program will be determined by the Company in its discretion, and will depend on a number of factors, including market conditions, appl…
Results of Operations and Financial Condition. On October 29, 2025, NewtekOne issued a press release announcing its financial results for the three and nine months periods ended ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange…
Results of Operations and Financial Condition. On September 30, 2025, the Company issued a press release entitled “NewtekOne, Inc. Declares a Quarterly Dividend of $0.19 per Share” (the “Press Release”). A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this report and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilitie…
Termination of a Material Definitive Agreement. On September 26, 2025 (the “Closing Date”), the Company’s wholly-owned subsidiary Newtek Merchant Solutions, LLC (“NMS”) repaid in full all of the outstanding obligations under that certain Credit Agreement, dated as of November 8, 2018 (as amended, restated, supplemented or otherwise modified, the “ Webster Credit Agreement” and the credit facility made available thereunder, the “Webster Facility”), by and among NMS, the other loan parties part…
Other Events. On the Closing Date, NMS and its wholly-owned subsidiary, Mobil Money, LLC (collectively, the “Borrowers”), together with NBSH Holdings, LLC, the direct sole member of NMS, as guarantor, entered into a Credit and Guaranty Agreement (the “Goldman Credit Agreement”), with Private Credit at Goldman Sachs Alternatives ("Goldman") as Administrative Agent and Collateral Agent thereunder and the lenders party thereto from time to time (the “Lenders”). Pursuant to the terms of the Goldm…
Results of Operations and Financial Condition. On September 29, 2025, the Company issued a press release entitled “NewtekOne, Inc. Declares Dividend on Series B Preferred Shares” (the “Press Release”). A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this report and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities…
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