First Western Financial Inc MYFW
We take great care to ensure that the data presented and summarized in this overview for First Western Financial Inc is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MYFW
View all-
Banc Funds CO LLC Chicago, IL722KShares$14.8 Million2.12% of portfolio
-
Black Rock Inc. New York, NY510KShares$10.4 Million0.0% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT446KShares$9.12 Million0.04% of portfolio
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Vanguard Group Inc Valley Forge, PA402KShares$8.21 Million0.0% of portfolio
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Alliancebernstein L.P. New York, NY352KShares$7.19 Million0.0% of portfolio
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Punch & Associates Investment Management, Inc. Edina, MN348KShares$7.11 Million0.41% of portfolio
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North Reef Capital Management LP Laguna Beach, CA303KShares$6.2 Million0.28% of portfolio
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Strategic Value Bank Partners LLC Cleveland, OH249KShares$5.09 Million3.62% of portfolio
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Jacobs Asset Management, LLC New York, NY208KShares$4.25 Million2.81% of portfolio
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Dimensional Fund Advisors LP Austin, TX178KShares$3.64 Million0.0% of portfolio
Latest Institutional Activity in MYFW
Top Purchases
Top Sells
About MYFW
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high-net worth individuals or families, and philanthropic and business organizations. The company operates 18 profit centers, including 14 boutique private trust bank offices with 2 locations in Arizona, 9 locations in Colorado, and 3 location in Wyoming; 2 loan production offices with 1 location in Ft. Collins, Colorado, and 1 location in Greenwood Village, Colorado; and 2 trust offices with 1 location in Laramie, Wyoming, and 1 location in Century City, California. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
Insider Transactions at MYFW
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 07
2024
|
David R Duncan Director |
SELL
Open market or private sale
|
Indirect |
4,380
-22.2%
|
$87,600
$20.2 P/Share
|
|
Oct 30
2024
|
David R Duncan Director |
SELL
Open market or private sale
|
Indirect |
8,600
-15.62%
|
$163,400
$19.03 P/Share
|
|
Sep 16
2024
|
David R Duncan Director |
SELL
Open market or private sale
|
Indirect |
5,500
-12.73%
|
$104,500
$19.54 P/Share
|
|
Sep 06
2024
|
Scott C Wylie CHAIRMAN, CEO AND PRESIDENT |
SELL
Open market or private sale
|
Direct |
9,274
-1.23%
|
$166,932
$18.77 P/Share
|
|
Aug 08
2024
|
Eric E. Ensmann Chief Risk Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,963
+50.0%
|
-
|
|
Aug 05
2024
|
Matthew C. Cassell CHIEF BANKING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,005
-6.17%
|
$16,080
$16.63 P/Share
|
|
Jun 05
2024
|
Ellen S. Robinson Director |
BUY
Grant, award, or other acquisition
|
Direct |
733
+50.0%
|
-
|
|
Jun 05
2024
|
David R Duncan Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+3.34%
|
-
|
|
Jun 05
2024
|
Luke A Latimer Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+2.58%
|
-
|
|
Jun 05
2024
|
Thomas A Gart Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+5.91%
|
-
|
|
Jun 05
2024
|
Scott C Mitchell Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+16.53%
|
-
|
|
Jun 05
2024
|
Mark L Smith Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+2.77%
|
-
|
|
Jun 05
2024
|
Patrick H Hamill Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+0.89%
|
-
|
|
Jun 05
2024
|
Julie A Caponi Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+6.41%
|
-
|
|
Jun 05
2024
|
Joseph C. Zimlich Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,466
+3.54%
|
-
|
|
May 03
2024
|
Scott C Wylie CHAIRMAN, CEO AND PRESIDENT |
SELL
Payment of exercise price or tax liability
|
Direct |
811
-0.11%
|
$13,787
$17.45 P/Share
|
|
May 03
2024
|
Julie A Courkamp CHIEF OPERATING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
223
-0.5%
|
$3,791
$17.45 P/Share
|
|
May 03
2024
|
Jesica J. Montgomery Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
13
-0.4%
|
$221
$17.45 P/Share
|
|
May 03
2024
|
David R. Weber Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
28
-0.66%
|
$476
$17.45 P/Share
|
|
May 03
2024
|
Scott J Lawley CHIEF CREDIT OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
80
-0.62%
|
$1,360
$17.45 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 95.9K shares |
|---|
| Payment of exercise price or tax liability | 23.6K shares |
|---|---|
| Open market or private sale | 70.2K shares |