Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/FCF · Entity 4484 | Director | December 31, 2021 | January 27, 2022 |
| First Western Financial IncMYFW · Entity 460 | Director | June 03, 2026 | June 05, 2026 |
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.
FIRST COMMONWEALTH FINANCIAL CORP /PA/
Report date December 31, 2021 · Filed January 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,933 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 48,933 F1: Includes 769 shares purchased from the automatic reinvestment of dividends in February and May 2021 as a participant in First Commonwealth's dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 769 shares purchased from the automatic reinvestment of dividends in February and May 2021 as a participant in First Commonwealth's dividend reinvestment plan.
First Western Financial Inc
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,571 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 974 · Balance 23,571 F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on June 3, 2027, subject to the continued service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on June 3, 2027, subject to the continued service of the reporting person.
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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 5, 2026 20:15 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041208 · wk-form4_1780690539.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,571 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on June 3, 2027, subject to the continued service of the reporting person. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:18 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-25-000078 · wk-form4_1749241082.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,597 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on June 4, 2026, subject to the continued service of the reporting person. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:13 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000129 · wk-form4_1717791170.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,397 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on June 5, 2025, subject to the continued service of the reporting person. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:17 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC 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 |
| May 02, 2022 Filed May 4, 2022 21:41 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004622 · form4-05042022_020543.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,723 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 2, 2023, subject to the continued service of the reporting person. Read SEC document |
| May 03, 2021 Filed May 4, 2021 23:08 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002270 · form4-05042021_040538.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,969 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 3, 2022, subject to the continued service of the reporting person. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:16 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 2,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-056884 · a4.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,996 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2021, subject to the continued service of the reporting person. Read SEC document |
| November 01, 2018 Filed Nov 6, 2018 02:05 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-066104 · a4.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,995 F1 · shares: Represents 1,915 restricted stock units awarded pursuant to the First Western Financial, Inc. 2016 Omnibus Incentive Plan, as amended and restated, that vest in two substantially equal installments on November 1, 2021, and November 1, 2023, subject to the continued service of the reporting person. Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 00:06 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionMake Whole Right · Derivative | Not disclosed | Not disclosed Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-056492 · a4.xml · derivative · entry 2 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,860 shares Expires not disclosed 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 · kind: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · reported_value: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · price: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · derivative.exercise_date: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · derivative.expiration_date: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · derivative.underlying_shares: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 00:06 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionCommon Stock | 3,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-056492 · a4.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,080 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 · kind: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. F1 · price: First Western Financial, Inc. (the "Company") issued such shares of the Company's common stock, no par value, pursuant to Make Whole Rights described in the prospectus filed with the SEC pursuant to Rule 424(b)(4) on July 19, 2018. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 23:14 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,500 | $19.00 | $28,500.00 |
DisclosureSEC source: 0001104659-18-046336 · a4.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,220 F1 · shares: Represents shares of common stock, no par value ("Common Stock") of the issuer purchased through a directed share program in connection with the initial public offering of the Common Stock. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 15:23 UTC | FIRST COMMONWEALTH FINANCIAL CORP /PA/ FCF · Entity 4484 | GrantCommon Stock | 1,707 | $15.23 | $25,997.61 |
DisclosureSEC source: 0001229952-18-000024 · primary_doc.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,887 F1 · shares: Shares issued as payment of Ms. Caponi's retainer for service as a director pursuant to the First Commonwealth Financial Corporation Director Retainer Plan (based on NYSE/FCF closing price on this date) F1 · price: Shares issued as payment of Ms. Caponi's retainer for service as a director pursuant to the First Commonwealth Financial Corporation Director Retainer Plan (based on NYSE/FCF closing price on this date) F2 · balance_after: Balance also includes 232 shares purchased in January through the automatic reinvestment of dividends as a participant in First Commonwealth's dividend reinvestment plan. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 18:35 UTC | FIRST COMMONWEALTH FINANCIAL CORP /PA/ FCF · Entity 4484 | GrantCommon Stock | 1,804 | $13.30 | $23,993.20 |
DisclosureSEC source: 0001229952-17-000028 · primary_doc.xml · nonDerivative · entry 1 Caponi Julie A · CIK 0001397068 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,181 F1 · price: Shares issued as payment of Mrs. Caponi's retainer for service as a director pursuant to the First Commonwealth Financial Corporation Director Retainer Plan (based on the NYSE/FCF closing price on this date). 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.