NEWTEKONE INC (NEWT)

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2026 Annual Meeting Analysis

NEWTEKONE INC · Meeting: June 12, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

2

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Two Directors to Serve Until the 2029 Annual Meeting

2 FOR
✓ FOR
Richard Salute

Salute has served since 2015 and brings deep audit and financial expertise (39+ years, CPA, former Arthur Andersen partner) that is directly relevant to his role as Audit Committee Chair; the 3-year TSR gap versus QABA is -46.2pp, which does not meet the 65pp threshold required to trigger an AGAINST vote for a company with strong positive absolute 3-year TSR, attendance is confirmed at 75%+, and no overboarding or other policy flags are present.

✓ FOR
Craig Brunet

Brunet joined the board in 2024, placing him within the 24-month new-director exemption window and making him automatically exempt from the TSR trigger; his 50+ years of technology and financial services experience is clearly relevant to NewtekOne's business, and no overboarding, attendance, or independence concerns are present.

Both nominees pass all policy screens: the TSR underperformance gap versus QABA (-46.2pp) does not reach the 65pp threshold applicable to companies with strong positive absolute 3-year returns, Brunet is exempt as a director appointed within the past 24 months, both directors attended at least 75% of meetings, neither is overboarded, and both have clearly relevant experience for this financial services company.

Say on Pay

✓ FOR

CEO

Barry Sloane

Total Comp

$1,000,000

Prior Support

87%%

pay mix concern

CEO Barry Sloane received $1,000,000 in total compensation for 2025, consisting entirely of base salary with no bonus and no equity award, which is a modest and straightforward pay package for the CEO of a $367M market-cap financial holding company. The prior say-on-pay vote received approximately 87% support, well above the 70% threshold, signaling that shareholders are broadly comfortable with the compensation program. The primary concern is pay mix — because the CEO received only fixed salary in 2025 with no variable or performance-linked pay, there is no incentive alignment component for this year; however, the overall compensation level is conservative and well within reasonable benchmarks for this role and company size, and the company does have a clawback policy in place, so the vote is FOR on balance.

Auditor Ratification

✓ FOR

Auditor

RSM US LLP

Tenure

N/A

Audit Fees

$2,394,000

Non-Audit Fees

$425,000

The non-audit fees (audit-related fees of $247K + tax fees of $73K + all other fees of $105K = $425K) represent approximately 17.8% of core audit fees ($2,394K), well below the 50% threshold that would raise independence concerns; RSM's tenure is not explicitly disclosed in the proxy so the tenure trigger cannot fire; no material restatements are mentioned; and RSM is a large national firm appropriate for NewtekOne's size and complexity.

Overall Assessment

The 2026 NewtekOne annual meeting presents three standard proposals: a director election where both nominees pass all policy screens including the QABA-benchmarked TSR test, an auditor ratification where RSM's non-audit fee ratio is well within acceptable limits, and a say-on-pay vote where the CEO's $1M all-salary package is conservative in level but lacks variable pay, resulting in a cautious FOR vote supported by 87% prior-year shareholder approval. No stockholder proposals appear on this ballot.

Filing date: April 24, 2026·Policy v1.2·high confidence