Tapewire

Nasdaq · USD

MYFW

First Western Financial Inc

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Tapewire entity
460
SEC CIK
0001327607
Parsed reports
268

Last 12 months

Inside the activity.

0 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202504
Jan 2026010
Feb 202604
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202601
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 02, 2024 Filed Jan 4, 2024 21:37 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
GrantCommon Stock 4,755 $0.00 $0.00
Disclosure

SEC source: 0001327607-24-000010 · wk-form4_1704404238.xml · nonDerivative · entry 1

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,047

F1 · shares: Represents performance stock units granted on May 1, 2019. The performance conditions were satisfied and the performance stock units vested on January 1, 2024.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:28 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 7,472 $19.62 $146,600.64
Disclosure

SEC source: 0001327607-24-000004 · wk-form4_1704403678.xml · nonDerivative · entry 2

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 789,888

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:28 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
GrantCommon Stock 24,456 $0.00 $0.00
Disclosure

SEC source: 0001327607-24-000004 · wk-form4_1704403678.xml · nonDerivative · entry 1

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 797,360

F1 · shares: Represents performance stock units granted on May 1, 2019. The performance conditions were satisfied and the performance stock units vested on January 1, 2024.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:24 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
Tax withholdingCommon Stock 1,554 $19.62 $30,489.48
Disclosure

SEC source: 0001327607-24-000002 · wk-form4_1704403445.xml · nonDerivative · entry 2

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,924

Read SEC document
January 02, 2024 Filed Jan 4, 2024 21:24 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
GrantCommon Stock 4,564 $0.00 $0.00
Disclosure

SEC source: 0001327607-24-000002 · wk-form4_1704403445.xml · nonDerivative · entry 1

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,478

F1 · shares: Represents performance stock units granted on May 1, 2019. The performance conditions were satisfied and the performance stock units vested on January 1, 2024.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 16:15 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 234 $16.54 $3,870.36
Disclosure

SEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 3

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,938

Read SEC document
November 20, 2023 Filed Nov 22, 2023 16:15 UTC
Lawley Scott JCHIEF CREDIT OFFICER
GrantCommon Stock 815 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 2

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,172

F1 · shares: Represents performance stock units granted on November 18, 2020. The performance conditions were satisfied and 50% of performance stock units vested on November 18, 2023.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 16:15 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 82 $16.54 $1,356.28
Disclosure

SEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 1

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,357

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:19 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 1,874 $16.54 $30,995.96
Disclosure

SEC source: 0001327607-23-000179 · wk-form4_1700687950.xml · nonDerivative · entry 3

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 772,904

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:19 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
GrantCommon Stock 6,521 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000179 · wk-form4_1700687950.xml · nonDerivative · entry 2

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 774,778

F1 · shares: Represents performance stock units granted on November 18, 2020. The performance conditions were satisfied and 50% of performance stock units vested on November 18, 2023.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:19 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 657 $16.54 $10,866.78
Disclosure

SEC source: 0001327607-23-000179 · wk-form4_1700687950.xml · nonDerivative · entry 1

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 768,257

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:17 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 1,171 $16.54 $19,368.34
Disclosure

SEC source: 0001327607-23-000178 · wk-form4_1700687844.xml · nonDerivative · entry 3

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,292

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:17 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
GrantCommon Stock 4,076 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000178 · wk-form4_1700687844.xml · nonDerivative · entry 2

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,463

F1 · shares: Represents performance stock units granted on November 18, 2020. The performance conditions were satisfied and 50% of performance stock units vested on November 18, 2023.

Read SEC document
November 20, 2023 Filed Nov 22, 2023 21:17 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 411 $16.54 $6,797.94
Disclosure

SEC source: 0001327607-23-000178 · wk-form4_1700687844.xml · nonDerivative · entry 1

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,387

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:18 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Exercise / conversionStock Option Right to Buy · Derivative 3,000 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0001327607-23-000142 · wk-form4_1693599471.xml · derivative · entry 2

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2023-08-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The Stock Options were granted on August 31, 2013. Stock options vested 20% annually for five years.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:18 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Exercise / conversionCommon Stock 3,000 $20.00 $60,000.00
Disclosure

SEC source: 0001327607-23-000142 · wk-form4_1693599471.xml · nonDerivative · entry 1

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,798

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 17, 2023 Filed Aug 21, 2023 20:15 UTC Amendment
Cassell Matthew C.CHIEF BANKING OFFICER
SaleCommon Stock 2,485 $19.78 $49,153.30
Disclosure

SEC source: 0001327607-23-000133 · wk-form4a_1692648910.xml · nonDerivative · entry 1

Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,697

F1 · date: Amendment filed to correct transaction date and price of shares sold.

F1 · price: Amendment filed to correct transaction date and price of shares sold.

Read SEC document
August 04, 2023 Filed Aug 7, 2023 20:15 UTC
Cassell Matthew C.CHIEF BANKING OFFICER
SaleCommon Stock 2,485 $21.05 $52,309.25
Disclosure

SEC source: 0001327607-23-000130 · wk-form4_1691439304.xml · nonDerivative · entry 2

Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,697

Read SEC document
August 03, 2023 Filed Aug 7, 2023 20:15 UTC
Cassell Matthew C.CHIEF BANKING OFFICER
Tax withholdingCommon Stock 1,005 $20.73 $20,833.65
Disclosure

SEC source: 0001327607-23-000130 · wk-form4_1691439304.xml · nonDerivative · entry 1

Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,182

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:25 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000125 · wk-form4_1691094335.xml · nonDerivative · entry 1

Duncan David R · CIK 0001744991 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,012

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:15 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000117 · wk-form4_1691093705.xml · nonDerivative · entry 1

Zimlich Joseph C. · CIK 0001745088 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,439

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 16:18 UTC
SIPF ERIC DDirector
GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000119 · wk-form4_1691093905.xml · nonDerivative · entry 1

SIPF ERIC D · CIK 0001219797 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,316

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:22 UTC
Smith Mark LDirector
GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000122 · wk-form4_1691094109.xml · nonDerivative · entry 1

Smith Mark L · CIK 0001746537 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,935

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:24 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000124 · wk-form4_1691094253.xml · nonDerivative · entry 1

Gart Thomas A · CIK 0001745025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,853

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:23 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000123 · wk-form4_1691094174.xml · nonDerivative · entry 1

Hamill Patrick H · CIK 0001745027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,589

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:20 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000121 · wk-form4_1691094048.xml · nonDerivative · entry 1

Latimer Luke A · CIK 0001518457 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,856

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:19 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000120 · wk-form4_1691093972.xml · nonDerivative · entry 1

Mitchell Scott C · CIK 0001859548 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,935

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
August 01, 2023 Filed Aug 3, 2023 20:17 UTC GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000118 · wk-form4_1691093842.xml · nonDerivative · entry 1

Caponi Julie A · CIK 0001397068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,931

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 1, 2024, subject to the continued service of the reporting person.

Read SEC document
July 03, 2023 Filed Jul 3, 2023 16:15 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 432 $27.19 $11,746.08
Disclosure

SEC source: 0001327607-23-000099 · wk-form4_1688415310.xml · nonDerivative · entry 1

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,439

Read SEC document
May 16, 2023 Filed May 18, 2023 20:34 UTC PurchaseCommon Stock 500 $16.00 $8,000.00
Disclosure

SEC source: 0001327607-23-000076 · wf-form4_168444203599546.xml · nonDerivative · entry 1

Duncan David R · CIK 0001744991 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,804

Read SEC document
May 03, 2023 Filed May 5, 2023 16:37 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 78 $14.69 $1,145.82
Disclosure

SEC source: 0001327607-23-000067 · wf-form4_168331901144676.xml · nonDerivative · entry 1

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,871

Read SEC document
May 03, 2023 Filed May 5, 2023 20:40 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 812 $14.69 $11,928.28
Disclosure

SEC source: 0001327607-23-000069 · wf-form4_168331921356970.xml · nonDerivative · entry 1

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 768,914

Read SEC document
May 03, 2023 Filed May 5, 2023 20:34 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
Tax withholdingCommon Stock 141 $14.69 $2,071.29
Disclosure

SEC source: 0001327607-23-000065 · wf-form4_168331883999622.xml · nonDerivative · entry 1

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,914

Read SEC document
May 03, 2023 Filed May 5, 2023 20:31 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 224 $14.69 $3,290.56
Disclosure

SEC source: 0001327607-23-000063 · wf-form4_168331866338535.xml · nonDerivative · entry 1

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,798

Read SEC document
May 02, 2023 Filed May 3, 2023 16:42 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 41 $14.98 $614.18
Disclosure

SEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 3

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,949

Read SEC document
May 02, 2023 Filed May 3, 2023 20:48 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 196 $14.98 $2,936.08
Disclosure

SEC source: 0001327607-23-000057 · wf-form4_168314690376345.xml · nonDerivative · entry 3

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,022

Read SEC document
May 02, 2023 Filed May 3, 2023 20:45 UTC
Cassell Matthew C.CHIEF BANKING OFFICER
Tax withholdingCommon Stock 31 $14.98 $464.38
Disclosure

SEC source: 0001327607-23-000055 · wf-form4_168314671653074.xml · nonDerivative · entry 2

Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,187

Read SEC document
May 02, 2023 Filed May 3, 2023 20:40 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 629 $14.98 $9,422.42
Disclosure

SEC source: 0001327607-23-000052 · wf-form4_168314642035204.xml · nonDerivative · entry 3

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 769,726

Read SEC document
May 02, 2023 Filed May 3, 2023 20:33 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
Tax withholdingCommon Stock 109 $14.98 $1,632.82
Disclosure

SEC source: 0001327607-23-000050 · wf-form4_168314597286903.xml · nonDerivative · entry 3

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,055

Read SEC document
May 01, 2023 Filed May 3, 2023 16:42 UTC
Lawley Scott JCHIEF CREDIT OFFICER
Tax withholdingCommon Stock 270 $16.91 $4,565.70
Disclosure

SEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 2

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,990

Read SEC document
May 01, 2023 Filed May 3, 2023 16:42 UTC
Lawley Scott JCHIEF CREDIT OFFICER
GrantCommon Stock 977 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 1

Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,260

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2024, subject to the continued service of the reporting person.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:48 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
Tax withholdingCommon Stock 471 $16.91 $7,964.61
Disclosure

SEC source: 0001327607-23-000057 · wf-form4_168314690376345.xml · nonDerivative · entry 2

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,218

Read SEC document
May 01, 2023 Filed May 3, 2023 20:48 UTC
Courkamp Julie ADirector · CHIEF OPERATING OFFICER
GrantCommon Stock 6,652 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000057 · wf-form4_168314690376345.xml · nonDerivative · entry 1

Courkamp Julie A · CIK 0001746056 · Director · CHIEF OPERATING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,689

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2024, subject to the continued service of the reporting person.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:45 UTC
Cassell Matthew C.CHIEF BANKING OFFICER
GrantCommon Stock 2,217 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000055 · wf-form4_168314671653074.xml · nonDerivative · entry 1

Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,218

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2024, subject to the continued service of the reporting person.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:40 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
Tax withholdingCommon Stock 1,620 $16.91 $27,394.20
Disclosure

SEC source: 0001327607-23-000052 · wf-form4_168314642035204.xml · nonDerivative · entry 2

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 770,355

Read SEC document
May 01, 2023 Filed May 3, 2023 20:40 UTC
Wylie Scott CDirector · CHAIRMAN, CEO AND PRESIDENT
GrantCommon Stock 11,827 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000052 · wf-form4_168314642035204.xml · nonDerivative · entry 1

Wylie Scott C · CIK 0001745087 · Director · CHAIRMAN, CEO AND PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771,975

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2024, subject to the continued service of the reporting person.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:33 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
Tax withholdingCommon Stock 464 $16.91 $7,846.24
Disclosure

SEC source: 0001327607-23-000050 · wf-form4_168314597286903.xml · nonDerivative · entry 2

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,164

Read SEC document
May 01, 2023 Filed May 3, 2023 20:33 UTC
Sawyer John EmeryCHIEF INVESTMENT OFFICER
GrantCommon Stock 3,696 $0.00 $0.00
Disclosure

SEC source: 0001327607-23-000050 · wf-form4_168314597286903.xml · nonDerivative · entry 1

Sawyer John Emery · CIK 0001746147 · CHIEF INVESTMENT OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,628

F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2024, subject to the continued service of the reporting person.

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March 03, 2023 Filed Mar 6, 2023 22:25 UTC Exercise / conversionStock Option Right to Buy · Derivative 2,880 $0.00 Strike: $20.00 $0.00
Disclosure

SEC source: 0001327607-23-000015 · wf-form4_167814152788271.xml · derivative · entry 4

Zimlich Joseph C. · CIK 0001745088 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,880 shares

Expires 2023-04-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The stock options were granted on April 17, 2013. Stock options vested 20% annually for five years.

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March 03, 2023 Filed Mar 6, 2023 22:25 UTC Exercise / conversionCommon Stock 2,880 $20.00 $57,600.00
Disclosure

SEC source: 0001327607-23-000015 · wf-form4_167814152788271.xml · nonDerivative · entry 1

Zimlich Joseph C. · CIK 0001745088 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,231

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.