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| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
7,970,000 |
| Market
Cap: |
130.31(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$13.12 - $21.86 |
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| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile First Western Financial is a financial holding company. Through its subsidiaries, Co. provides a suite of wealth management services on its private trust bank platform, which includes a selection of deposit, loan, trust, wealth planning and investment management products and services. Co.'s loan portfolio includes commercial and industrial loans, residential real estate loans, commercial real estate loans and other consumer loans. Co. provides a range of deposit products and services, including demand deposits, interest-bearing transaction accounts, money market accounts, time and savings deposits, certificates of deposit and CDARS® reciprocal products.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
Download:
|
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|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
500 |
1,425 |
| Total Buy Value |
$0 |
$0 |
$8,000 |
$33,243 |
| Total People Bought |
0 |
0 |
1 |
2 |
| Total Buy Transactions |
0 |
0 |
1 |
2 |
| Total Shares Sold |
42,408 |
42,408 |
47,378 |
110,763 |
| Total Sell Value |
$695,915 |
$695,915 |
$797,377 |
$2,685,154 |
| Total People Sold |
1 |
1 |
2 |
3 |
| Total Sell Transactions |
1 |
1 |
3 |
28 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Duncan David R |
|
– • – |
2021-05-03 |
4 |
A |
$0.00 |
$0 |
D/D |
973 |
34,742 |
|
- |
|
| Smith Mark L |
|
– • – |
2021-05-03 |
4 |
A |
$0.00 |
$0 |
D/D |
973 |
44,712 |
|
- |
|
| Latimer Luke A |
|
– • – |
2021-05-03 |
4 |
A |
$0.00 |
$0 |
D/D |
973 |
51,894 |
|
- |
|
| Wylie Scott C |
CHAIRMAN, CEO AND PRESIDENT |
• • • |
2021-05-03 |
4 |
A |
$0.00 |
$0 |
D/D |
14,121 |
809,664 |
|
- |
|
| Courkamp Julie A |
CHIEF FINANCIAL OFFICER |
• • – |
2021-05-01 |
4 |
D |
$25.67 |
$12,142 |
D/D |
(473) |
18,127 |
|
- |
|
| Lawley Scott J |
CHIEF CREDIT OFFICER |
• – – |
2021-05-01 |
4 |
D |
$25.67 |
$6,315 |
D/D |
(246) |
8,081 |
|
- |
|
| Sawyer John Emery |
CHIEF INVESTMENT OFFICER |
• – – |
2021-05-01 |
4 |
D |
$25.67 |
$11,962 |
D/D |
(466) |
16,567 |
|
- |
|
| Wylie Scott C |
CHAIRMAN, CEO AND PRESIDENT |
• • • |
2021-05-01 |
4 |
D |
$25.67 |
$41,816 |
D/D |
(1,629) |
795,543 |
|
- |
|
| Courkamp Julie A |
CHIEF FINANCIAL OFFICER |
• • – |
2021-04-30 |
4 |
D |
$25.67 |
$6,058 |
D/D |
(236) |
18,600 |
|
- |
|
| Wylie Scott C |
CHAIRMAN, CEO AND PRESIDENT |
• • • |
2021-04-30 |
4 |
D |
$25.67 |
$166,675 |
D/D |
(6,493) |
797,172 |
|
- |
|
| Smith Mark L |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$3,542 |
D/D |
(181) |
43,739 |
|
- |
|
| Gart Thomas A |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$2,348 |
D/D |
(120) |
18,918 |
|
- |
|
| Zimlich Joseph C. |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$2,348 |
D/D |
(120) |
31,936 |
|
- |
|
| Hamill Patrick H |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$3,542 |
D/D |
(181) |
154,567 |
|
- |
|
| Sipf Eric D |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$2,348 |
D/D |
(120) |
181,381 |
|
- |
|
| Sawyer John Emery |
CHIEF INVESTMENT OFFICER |
• – – |
2021-01-01 |
4 |
D |
$19.57 |
$6,713 |
D/D |
(343) |
17,033 |
|
- |
|
| Latimer Luke A |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$2,251 |
D/D |
(115) |
50,921 |
|
- |
|
| Duncan David R |
|
– • – |
2021-01-01 |
4 |
D |
$19.57 |
$2,740 |
D/D |
(140) |
6,977 |
|
- |
|
| Wylie Scott C |
CHAIRMAN, CEO AND PRESIDENT |
• • • |
2020-11-18 |
4 |
A |
$17.48 |
$199,989 |
D/D |
11,441 |
803,665 |
|
- |
|
| Courkamp Julie A |
CHIEF FINANCIAL OFFICER |
• • – |
2020-11-18 |
4 |
A |
$17.48 |
$124,999 |
D/D |
7,151 |
18,836 |
|
- |
|
| Lawley Scott J |
CHIEF CREDIT OFFICER |
• – – |
2020-11-18 |
4 |
A |
$17.48 |
$24,996 |
D/D |
1,430 |
8,327 |
|
- |
|
| Zimlich Joseph C. |
|
– • – |
2020-11-02 |
4 |
B |
$14.49 |
$41,702 |
D/D |
2,878 |
32,056 |
0.01 |
61% |
|
| Duncan David R |
|
– • – |
2020-10-28 |
4/A |
A |
$0.00 |
$0 |
I/I |
42,160 |
42,160 |
|
- |
|
| Duncan David R |
|
– • – |
2020-10-28 |
4/A |
D |
$0.00 |
$0 |
I/I |
(42,160) |
0 |
|
- |
|
| Duncan David R |
|
– • – |
2020-10-28 |
4 |
A |
$0.00 |
$0 |
I/I |
36,522 |
36,522 |
|
- |
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236 Records found
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Page 7 of 10 |
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