Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
First Western Financial Inc
Report date May 01, 2019 · Filed May 03, 2019
Section 16 reporting ended · disclosed 2019-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,392 |
Reported balance
After 2019-05-01 transaction · row 1
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 2,471 · Balance 21,392 F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 744 |
Reported balance
Holding disclosure · report date 2019-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 744 F2: Consists of (i) 645 shares held by the reporting person's spouse and (ii) 99 restricted stock units held by the reporting person's spouse that vest in two substantially equal installments on January 1, 2020, and January 1, 2022, subject to the continued service of the reporting person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person.
F2: Consists of (i) 645 shares held by the reporting person's spouse and (ii) 99 restricted stock units held by the reporting person's spouse that vest in two substantially equal installments on January 1, 2020, and January 1, 2022, subject to the continued service of the reporting person's spouse.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2019 Filed May 3, 2019 20:08 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 2,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-026824 · a4.xml · nonDerivative · entry 1 Thompson Daniel C · CIK 0001745085 · Regional Pres., Ariz./Calif. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,392 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.