Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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 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 | 42,079 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 974 · Balance 42,079 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 20:16 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041220 · wk-form4_1780690594.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,079 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 20:20 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-25-000085 · wk-form4_1749241202.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,105 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 20:14 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000130 · wk-form4_1717791237.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,905 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 20:15 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 03, 2023 Filed Mar 6, 2023 22:25 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionStock Option Right to Buy · Derivative | 2,880 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 22:25 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionCommon Stock | 2,880 | $20.00 | $57,600.00 |
DisclosureSEC 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. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:38 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004621 · form4-05042022_020544.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,351 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 |
| November 30, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionStock Option Right to Buy · Derivative | 9 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · derivative · entry 8 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9 shares Expires 2022-01-17 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 January 17, 2012. 20% of the options vested immediately and the remainder vested 20% annually for four years. Read SEC document |
| November 30, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 8 | $30.91 | $247.28 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · nonDerivative · entry 4 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,597 Read SEC document |
| November 30, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionCommon Stock | 9 | $25.00 | $225.00 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · nonDerivative · entry 3 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,605 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 |
| November 29, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionStock Option Right to Buy · Derivative | 4,078 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · derivative · entry 7 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9 Underlying: Common Stock · 4,078 shares Expires 2022-01-17 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 January 17, 2012. 20% of the options vested immediately and the remainder vested 20% annually for four years. Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 3,391 | $30.09 | $102,035.19 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · nonDerivative · entry 2 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,596 Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 21:57 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionCommon Stock | 4,078 | $25.00 | $101,950.00 |
DisclosureSEC source: 0001415889-21-005589 · form4-11302021_011101.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,987 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 |
| May 03, 2021 Filed May 4, 2021 23:06 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002265 · form4-05042021_040547.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,909 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 |
| January 01, 2021 Filed Jan 5, 2021 23:07 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 120 | $19.57 | $2,348.40 |
DisclosureSEC source: 0001415889-21-000147 · form4-01052021_030146.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,936 Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 23:11 UTC | First Western Financial Inc MYFW · Entity 460 | PurchaseCommon Stock | 2,878 | $14.49 | $41,702.22 |
DisclosureSEC source: 0001415889-20-002534 · form4-11032020_031103.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,056 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: 0001104659-20-056885 · a4.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,178 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 02:04 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-066103 · a4.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,177 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: 0001104659-18-056491 · a4.xml · derivative · entry 6 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Bohemian Investments, LLC Disclosed balance after: 0 Underlying: Common Stock · 8,772 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. F3 · ownership.nature: The reporting person serves as Managing Member of the sole member of Bohemian Investments, LLC, and has voting and dispositive power over the shares held by Bohemian Investments, LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. 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: 0001104659-18-056491 · a4.xml · derivative · entry 5 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 875 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 | 8,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-056491 · a4.xml · nonDerivative · entry 2 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Bohemian Investments, LLC Disclosed balance after: 90,146 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. F3 · ownership.nature: The reporting person serves as Managing Member of the sole member of Bohemian Investments, LLC, and has voting and dispositive power over the shares held by Bohemian Investments, LLC. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose. Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 00:06 UTC | First Western Financial Inc MYFW · Entity 460 | Exercise / conversionCommon Stock | 875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-056491 · a4.xml · nonDerivative · entry 1 Zimlich Joseph C. · CIK 0001745088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,262 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. F2 · balance_after: Includes 701 restricted stock units that vest in two substantially equal installments on January 1, 2021, and January 1, 2023, 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.