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NEWTEKONE INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and NEWTEKONE INC.’s Form 8-K, filed June 16, 2025 (Item 5.07 on EDGAR). Page generated October 25, 2026.

5Ballot items
136Asset managers
710Fund votes
June 13, 2025Meeting date

Results at a glance

Meeting of June 13, 2025: 5 items on NEWTEKONE INC.’s Form 8-K, filed June 16, 2025: 5 without a stated outcome.

Material dissent

Elect Director: Gregory Zink 73% of votes cast Outcome not stated Director under 80%

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore NEWTEKONE INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by NEWTEKONE INC.

These tallies are NEWTEKONE INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 16, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

NEWTEKONE INC. — official shareholder meeting results, meeting held June 13, 2025
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Gregory Zink	10,995,823	--	--	4,018,676	--	73%	Not verified	—
Elect Director: Halli Razon-Feingold	12,396,589	--	--	2,617,910	--	83%	Not verified	—
Elect Director: Fernando Perez-Hickman	13,484,834	--	--	1,529,665	--	90%	Not verified	—
Proposal II: To ratify the selection of RSM US LLP as the Company's independent registered accounting firm (independent auditors) for the fiscal year ended December 31, 2025:	20,193,631	1,215,133	102,693	--	--	94%	Not verified	—
Proposal III: To approve, on an advisory basis, the compensation of the Company's named executive officers:	12,795,595	1,948,335	270,569	--	--	87%	Not verified	—

Source: NEWTEKONE INC., Form 8-K, filed with the SEC on June 16, 2025 — read the filing on EDGAR.

How asset managers voted at the NEWTEKONE INC. 2024-2025 meeting

Each item below shows how the 136 asset managers that disclosed a NEWTEKONE INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: Fernando Perez-Hickman

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%

FOR: 13,484,834WITHHELD: 1,529,665

Details: description as filed, official tally, votes by 40 asset managers

Description as filed by funds: Election of Directors: Fernando Perez-Hickman

NEWTEKONE INC.’s own tally for this item (“Elect Director: Fernando Perez-Hickman”): 13,484,834 for, 1,529,665 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 90% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 40 asset managers below reported 4,474,863 for, 86,578 withheld, 21,615 abstained.

FOR

FOR: 4,474,863ABSTAIN: 21,615WITHHOLD: 86,578

Largest asset managers voting on “Election of Directors: Fernando Perez-Hickman” at NEWTEKONE INC., 2024-2025
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,375,504	0	0	For
BlackRock	1,030,604	7,615	0	For
Fidelity	547,726	0	0	For
Royce	508,035	0	0	For
WisdomTree	213,096	0	0	For
Charles Schwab	201,007	0	0	For
First Trust	94,538	0	0	For
American Century	84,978	0	0	For
Equitable	44,187	0	27,770	Mixed
TIAA	0	0	56,883	Withhold
ANCORA TRUST	46,072	0	0	For
SEI	44,272	0	0	For
QUANTITATIVE MASTER SERIES LLC	42,736	0	0	For
Lincoln Financial	34,533	0	0	For
ALPS ETF Trust	30,175	0	0	For
Russell Investments	26,302	0	0	For
Nationwide	20,823	0	0	For
Global X	15,136	0	0	For
Prudential/PGIM	14,100	0	0	For
RBC FUNDS TRUST	0	14,000	0	Abstain
Pacific Life	13,873	0	0	For
AIG/SunAmerica	12,972	0	0	For
Bridge Builder Trust	12,742	0	0	For
Northern Trust	11,918	0	0	For
John Hancock	8,909	0	0	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

2. Elect Director: Gregory Zink

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

73% Majority: yes · of votes cast

FOR 73%WITHHELD

FOR: 10,995,823WITHHELD: 4,018,676

Details: description as filed, official tally, votes by 40 asset managers

Description as filed by funds: Election of Directors: Gregory Zink

NEWTEKONE INC.’s own tally for this item (“Elect Director: Gregory Zink”): 10,995,823 for, 4,018,676 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 73% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 40 asset managers below reported 3,028,023 for, 444,726 withheld, 1,110,307 abstained.

FORABSTAIN

FOR: 3,028,023ABSTAIN: 1,110,307WITHHOLD: 444,726

Largest asset managers voting on “Election of Directors: Gregory Zink” at NEWTEKONE INC., 2024-2025
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,375,504	0	0	For
BlackRock	0	1,038,219	0	Abstain
Fidelity	547,726	0	0	For
Royce	508,035	0	0	For
WisdomTree	213,096	0	0	For
Charles Schwab	0	0	201,007	Withhold
First Trust	94,538	0	0	For
American Century	84,978	0	0	For
Equitable	0	0	71,957	Withhold
TIAA	0	0	56,883	Withhold
ANCORA TRUST	46,072	0	0	For
SEI	0	0	44,272	Withhold
QUANTITATIVE MASTER SERIES LLC	0	42,736	0	Abstain
Lincoln Financial	34,533	0	0	For
ALPS ETF Trust	30,175	0	0	For
Russell Investments	0	0	26,302	Withhold
Nationwide	13,500	0	7,323	Mixed
Global X	0	0	15,136	Withhold
Prudential/PGIM	14,100	0	0	For
RBC FUNDS TRUST	0	14,000	0	Abstain
Pacific Life	0	0	13,873	Withhold
AIG/SunAmerica	12,972	0	0	For
Bridge Builder Trust	0	12,742	0	Abstain
Northern Trust	11,918	0	0	For
John Hancock	8,909	0	0	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

3. Elect Director: Halli Razon-Feingold

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

83% Majority: yes · of votes cast

FOR 83%WITHHELD

FOR: 12,396,589WITHHELD: 2,617,910

Details: description as filed, official tally, votes by 40 asset managers

Description as filed by funds: Election of Directors: Halli Razon-Feingold

NEWTEKONE INC.’s own tally for this item (“Elect Director: Halli Razon-Feingold”): 12,396,589 for, 2,617,910 withheld, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 83% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 40 asset managers below reported 4,024,814 for, 541,632 withheld, 16,610 abstained.

FOR

FOR: 4,024,814ABSTAIN: 16,610WITHHOLD: 541,632

Largest asset managers voting on “Election of Directors: Halli Razon-Feingold” at NEWTEKONE INC., 2024-2025
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,375,504	0	0	For
BlackRock	1,038,219	0	0	For
Fidelity	547,726	0	0	For
Royce	508,035	0	0	For
WisdomTree	0	0	213,096	Withhold
Charles Schwab	0	0	201,007	Withhold
First Trust	94,538	0	0	For
American Century	84,978	0	0	For
Equitable	71,957	0	0	For
TIAA	56,883	0	0	For
ANCORA TRUST	46,072	0	0	For
SEI	0	0	44,272	Withhold
QUANTITATIVE MASTER SERIES LLC	42,736	0	0	For
Lincoln Financial	15,933	0	18,600	Mixed
ALPS ETF Trust	30,175	0	0	For
Russell Investments	0	0	26,302	Withhold
Nationwide	20,823	0	0	For
Global X	0	0	15,136	Withhold
Prudential/PGIM	0	0	14,100	Withhold
RBC FUNDS TRUST	0	14,000	0	Abstain
Pacific Life	13,873	0	0	For
AIG/SunAmerica	12,972	0	0	For
Bridge Builder Trust	12,742	0	0	For
Northern Trust	11,918	0	0	For
John Hancock	8,909	0	0	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

4. Proposal III: To approve, on an advisory basis, the compensation of the Company's named executive officers:

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%

FOR: 12,795,595AGAINST: 1,948,335

Details: description as filed, official tally, votes by 136 asset managers

Description as filed by funds: To approve, on an advisory basis, the compensation of our named executive officers.

NEWTEKONE INC.’s own tally for this item (“Proposal III: To approve, on an advisory basis, the compensation of the Company's named executive officers:”): 12,795,595 for, 1,948,335 against, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 87% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 40 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at NEWTEKONE INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	1,375,504	0	For
BlackRock	1,038,219	0	For
Fidelity	547,726	0	For
Royce	508,035	0	For
WisdomTree	0	213,096	Against
Charles Schwab	201,007	0	For
First Trust	94,538	0	For
American Century	0	84,978	Against
Equitable	71,957	0	For
TIAA	56,883	0	For
ANCORA TRUST	46,072	0	For
SEI	44,272	0	For
QUANTITATIVE MASTER SERIES LLC	42,736	0	For
Lincoln Financial	34,533	0	For
ALPS ETF Trust	30,175	0	For
Russell Investments	26,302	0	For
Nationwide	7,323	13,500	Mixed
Global X	15,136	0	For
Prudential/PGIM	14,100	0	For
RBC FUNDS TRUST	14,000	0	For
Pacific Life	13,873	0	For
AIG/SunAmerica	12,972	0	For
Bridge Builder Trust	12,742	0	For
Northern Trust	11,918	0	For
John Hancock	8,909	0	For

Fund voting reports, all 40 managers: 4,269,258 for, 313,798 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 111 asset managers voting on “To approve, on an advisory basis, the compensation of our named executive officers.” at NEWTEKONE INC., 2024-2025
Asset manager	For	Against	Withheld	Vote
BlackRock	730,835	5,969	0	For
GEODE CAPITAL MANAGEMENT, LLC	616,561	0	0	For
State Street	472,546	0	0	For
SEGALL BRYANT & HAMILL, LLC	316,959	0	0	For
Charles Schwab	201,106	0	0	For
Connor, Clark & Lunn Investment Management Ltd.	154,900	0	0	For
MARSHALL WACE, LLP	142,356	0	0	For
Northern Trust	139,305	0	0	For
Ancora Advisors LLC	92,292	0	0	For
American Century	0	84,998	0	Against
Two Sigma	75,161	0	0	For
MELLON INVESTMENTS Corp	0	71,166	0	Against
AQR	70,995	0	0	For
Nuveen	63,362	0	0	For
AMERIPRISE FINANCIAL INC	61,187	0	0	For
Wellington	60,000	0	0	For
Citadel	53,386	0	0	For
LSV ASSET MANAGEMENT	40,028	5,300	0	Mixed
Prudential/PGIM	44,043	1,200	0	For
SEI	44,272	0	0	For
AVENIR CORP	0	0	37,800	Withhold
1620 INVESTMENT ADVISORS, INC.	33,423	0	0	For
Russell Investments	32,348	0	0	For
AllianceBernstein	27,770	0	0	For
T. Rowe Price	26,713	0	0	For

Institutional-manager reports, all 111 managers: 3,770,061 for, 221,724 against, 37,800 withheld, 1,724 not voted. Showing the 25 largest; see all in the interactive database.

5. Proposal II: To ratify the selection of RSM US LLP as the Company's independent registered accounting firm (independent…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

94% Majority: yes · of votes cast

FOR 94%

FOR: 20,193,631AGAINST: 1,215,133

Details: description as filed, official tally, votes by 40 asset managers

Description as filed by funds: TO RATIFY THE SELECTION OF RSM US LLP AS THE COMPANY'S INDEPENDENT REGISTERED ACCOUNTING FIRM (INDEPENDENT AUDITORS) FOR THE FISCAL YEAR ENDING DECEMBER 31, 2025.

NEWTEKONE INC.’s own tally for this item (“Proposal II: To ratify the selection of RSM US LLP as the Company's independent registered accounting firm (independent auditors) for the fiscal year ended December 31, 2025:”): 20,193,631 for, 1,215,133 against, per its Form 8-K filed June 16, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 40 asset managers below reported 4,582,954 for, 102 against.

FOR

FOR: 4,582,954AGAINST: 102

Largest asset managers voting on “TO RATIFY THE SELECTION OF RSM US LLP AS THE COMPANY'S INDEPENDENT REGISTERED ACCOUNTING FIRM (INDEPENDENT AUD” at NEWTEKONE INC., 2024-2025
Asset manager	For	Vote
Vanguard	1,375,504	For
BlackRock	1,038,219	For
Fidelity	547,726	For
Royce	508,035	For
WisdomTree	213,096	For
Charles Schwab	201,007	For
First Trust	94,538	For
American Century	84,978	For
Equitable	71,957	For
TIAA	56,883	For
ANCORA TRUST	46,072	For
SEI	44,272	For
QUANTITATIVE MASTER SERIES LLC	42,736	For
Lincoln Financial	34,533	For
ALPS ETF Trust	30,175	For
Russell Investments	26,302	For
Nationwide	20,823	For
Global X	15,136	For
Prudential/PGIM	14,100	For
RBC FUNDS TRUST	14,000	For
Pacific Life	13,873	For
AIG/SunAmerica	12,972	For
Bridge Builder Trust	12,742	For
Northern Trust	11,918	For
John Hancock	8,909	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

Largest NEWTEKONE INC. shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 26,342,027 shares outstanding at the time of that meeting.

Fund voting reports: top NEWTEKONE INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2024-2025
#	Asset manager	% of shares outstanding
1	Vanguard	5.22%
2	BlackRock	3.94%
3	Fidelity	2.08%
4	Royce	1.93%
5	WisdomTree	0.81%
6	Charles Schwab	0.76%
7	First Trust	0.36%
8	American Century	0.32%
9	Equitable	0.27%
10	TIAA	0.22%

Institutional-manager reports: top NEWTEKONE INC. shareholders by shares voted on “To approve, on an advisory basis, the compensation of our named executive officers.”, 2024-2025
#	Asset manager	% of shares outstanding
1	BlackRock	2.80%
2	GEODE CAPITAL MANAGEMENT, LLC	2.34%
3	State Street	1.79%
4	SEGALL BRYANT & HAMILL, LLC	1.20%
5	Charles Schwab	0.77%
6	Connor, Clark & Lunn Investment Management Ltd.	0.59%
7	MARSHALL WACE, LLP	0.54%
8	Northern Trust	0.53%
9	Ancora Advisors LLC	0.35%
10	American Century	0.32%

Reported NEWTEKONE INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

NEWTEKONE INC. holdings and ownership disclosed for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Patriot Financial Partners IV, L.P.	8.76%	13D
BlackRock	8.07%	13F
Vanguard Group	5.36%	13F
Barry Sloane, CEO	5.18%	DEF14A
Barry Sloane, CEO and President	5.18%	DEF14A
SLOANE, BARRY	5.18%	13D
Geode Capital	2.34%	13F
State Street	1.92%	13F
BNY Mellon	1.02%	13F
JPMorgan Chase	0.81%	13F

Percentages above are of 26,342,027 shares outstanding, as reported by NEWTEKONE INC. on its Form 10-Q dated May 9, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from NEWTEKONE INC.’s 10-Q dated May 9, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At NEWTEKONE INC.'s shareholder meeting held June 13, 2025, in the 2024-2025 proxy season, 136 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 710 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our named executive officers. — FOR was 87% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: NEWTEKONE INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 16, 2025.

NEWTEKONE INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.