Welcome to our dedicated page for NewtekOne SEC filings (Ticker: NEWT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SBA loan concentrations, digital-bank deposits, payment-processing margins—NewtekOne’s disclosures pack all of that into hundreds of pages. If you have ever hunted for non-performing loan ratios or wondered how a new warehouse line will affect funding costs, you know the challenge. That is why investors searching for “NewtekOne SEC filings explained simply” land here. Our platform translates complex numbers and legal notes into plain English so you can move from data to decision swiftly.
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NewtekOne, Inc. disclosed the closing of a private placement-style exchange under a Purchase and Exchange Agreement with Patriot, completed in reliance on the Section 4(a)(2) exemption of the Securities Act. The exchanged Shares were not registered and carry a two-year transfer restriction absent Company consent, subject to customary exceptions. The agreement made limited, non-substantive amendments to the existing Investor Rights Agreement and Registration Rights Agreement that originally dated to February 3, 2023. The transaction did not alter Patriot’s outstanding warrants to purchase an aggregate of 47,540 shares. The Company furnished a press release about the closing as Exhibit 99.1.
On August 13, 2025, NewtekOne, Inc. entered into an underwriting agreement with Keefe, Bruyette & Woods, Inc. and Raymond James & Associates, Inc. to issue, offer and sell 2,000,000 depositary shares representing a 1/40th interest in each share of the Company’s 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B. Each preferred share carries a $1,000 liquidation preference, equivalent to $25.00 per Depositary Share. The agreement also grants the underwriters an option to purchase up to an additional 150,000 depositary shares at the public offering price less the underwriting discount. The Underwriting Agreement is filed as Exhibit 1.1 and is incorporated by reference.
NewtekOne, Inc. reported stronger profitability for the quarter and year-to-date while increasing loan originations and deposits. Net income for the three months ended June 30, 2025 was $13.703 million versus $10.945 million a year earlier, producing basic earnings per share of $0.53 (diluted $0.52). Net interest income rose to $13.923 million from $9.126 million as loan yields and interest-earning assets expanded. Total assets were $2.126 billion and loans held for investment at amortized cost increased to $767.8 million. Deposits grew to $1.0838 billion, supporting balance sheet growth.
Credit reserves and cash flow showed pressure. The allowance for credit losses grew to $42.625 million from $30.233 million and the six-month provision for credit losses was $22.622 million, with charge-offs of $9.946 million in the period. Net cash used in operating activities was $(260.518) million for the six months, and cash and cash equivalents fell to $213.289 million. The company recognized a $31.465 million gain on residuals in securitizations and closed the 2025-1 securitization backed by $216.565 million of collateral while retaining a $77.701 million residual interest.
The company completed the sale of Newtek Technology Solutions for $4.0 million cash plus 4.0 million shares of IPM preferred stock and accounts for that investment at fair value under ASC 321.
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