Michael Adam Schwartz - Net Worth and Insider Trading

Michael Adam Schwartz Net Worth

The estimated net worth of Michael Adam Schwartz is at least $503,882 dollars as of 2023-06-01. Michael Adam Schwartz is the Chief Legal&Compliance Officer of NewtekOne Inc and owns about 40,966 shares of NewtekOne Inc (NEWT) stock worth over $503,882. Details can be seen in Michael Adam Schwartz's Latest Holdings Summary section.

Transaction Summary of Michael Adam Schwartz


Michael Adam Schwartz Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Michael Adam Schwartz owns 1 companies in total, including NewtekOne Inc (NEWT) .

Click here to see the complete history of Michael Adam Schwartz’s form 4 insider trades.

Insider Ownership Summary of Michael Adam Schwartz

Ticker Comapny Transaction Date Type of Owner
NEWT NewtekOne Inc 2015-01-01 Chief Legal Officer & Secretary

Michael Adam Schwartz Latest Holdings Summary

Michael Adam Schwartz currently owns a total of 1 stock. Michael Adam Schwartz owns 40,966 shares of NewtekOne Inc (NEWT) as of March 22, 2023, with a value of $503,882.

Latest Holdings of Michael Adam Schwartz

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
NEWT NewtekOne Inc 2023-03-22 40,966 12.30 503,882

Holding Weightings of Michael Adam Schwartz

Michael Adam Schwartz Form 4 Trading Tracker

According to the SEC Form 4 filings, Michael Adam Schwartz has made a total of 1 transactions in NewtekOne Inc (NEWT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in NewtekOne Inc is the acquisition of 630 shares on March 22, 2023, which cost Michael Adam Schwartz around $8,058.

Insider Trading History of Michael Adam Schwartz

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Michael Adam Schwartz Trading Performance

GuruFocus tracks the stock performance after each of Michael Adam Schwartz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Michael Adam Schwartz is 1.34%. GuruFocus also compares Michael Adam Schwartz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Michael Adam Schwartz within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Michael Adam Schwartz's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Michael Adam Schwartz

Average Relative Return


Average relative return per transaction

Outperforming Transactions


1 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) -2.46 1.34 2.54 3.45 9.15 9.06
Relative Return to S&P 500(%) -5.02 -1.03 0.33 -5.35 -3.4 -1.17

Michael Adam Schwartz Ownership Network

Ownership Network List of Michael Adam Schwartz

No Data

Ownership Network Relation of Michael Adam Schwartz

Michael Adam Schwartz Owned Company Details

What does NewtekOne Inc do?

NewtekOne Inc is a financial holding company engaged in providing financial solutions, It has developed a financial and technology-based business model that enables itself to acquire and process its clients in a very cost-effective manner. This capability is supported in large part by NewTracker, its patented prospect management technology software, that will allow NewtekOne clients to easily interact with NewtekOne subject matter experts in the areas of Banking, Lending, Payments, Technology, Payroll, and Insurance. It offers NewtekOne's clients a single online dashboard to access all of NewtekOne's business and financial solutions.

Who are the key executives at NewtekOne Inc?

Michael Adam Schwartz is the Chief Legal Officer & Secretary of NewtekOne Inc. Other key executives at NewtekOne Inc include Chief Risk Officer Nicolas Young , Chief Accounting Officer Nicholas J Leger , and Chief Accounting Officer Christopher Towers .

NewtekOne Inc (NEWT) Insider Trades Summary

Over the past 18 months, Michael Adam Schwartz made 1 insider transaction in NewtekOne Inc (NEWT) with a net purchase of 630. Other recent insider transactions involving NewtekOne Inc (NEWT) include a net purchase of 14,200 shares made by Barry Sloane , a net purchase of 2,200 shares made by Gregory L Zink , and a net purchase of 40,500 shares made by Fernando Perez-hickman .

In summary, during the past 3 months, insiders sold 0 shares of NewtekOne Inc (NEWT) in total and bought 61,998 shares, with a net purchase of 61,998 shares. During the past 18 months, 0 shares of NewtekOne Inc (NEWT) were sold and 66,198 shares were bought by its insiders, resulting in a net purchase of 66,198 shares.

NewtekOne Inc (NEWT)'s detailed insider trading history can be found in Insider Trading Tracker table.


NewtekOne Inc Insider Transactions

No Available Data

Michael Adam Schwartz Mailing Address

Above is the net worth, insider trading, and ownership report for Michael Adam Schwartz. You might contact Michael Adam Schwartz via mailing address: C/o Newtek Business Services Inc, 462 Seventh Avenue, 14th Floor, New York Ny 10018.