Newtekone, Inc. current report, 26 June 2023

NewtekOne, Inc. Form 8-K Summary

Business Context and Reporting Period

This Current Report on Form 8-K was filed by NewtekOne, Inc. on June 26, 2023. The report addresses a corporate event regarding the company's inclusion in major market indices following the annual reconstitution of the Russell indexes.

Key Financial Metrics

This filing does not contain financial statements, revenue, profit, cash flow, margin, debt, or liquidity data. The document is limited to reporting a specific corporate event.

Material Changes

  • Index Inclusion: Effective June 26, 2023, NewtekOne, Inc. was added to the Russell 3000 Index and the Russell 2000 Index.
  • Timing: The inclusion became effective at the opening of the US market on June 26, 2023.

Guidance, Outlook, and Risks

The filing contains no management guidance, financial outlook, risk factors, or discussion of contingencies. It solely references a press release (Exhibit 99.1) announcing the index inclusion.

Key Facts for Investor Verification

  • Verify the effective date of index inclusion (June 26, 2023 market open).
  • Confirm the specific indices: Russell 3000 and Russell 2000.
  • Note that this filing does not provide updated financial performance data; investors should refer to the most recent 10-Q or 10-K for financial metrics.