Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | CHIEF REVENUE OFFICER | May 01, 2026 | May 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 May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,240 |
Ending reported balance
After 2026-05-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Grant · Acquired 862 · Balance 16,664 F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2027, subject to the continued service of the reporting person. Row 2 · 2026-05-01 · Tax withholding · Disposed 388 · Balance 16,276 Row 3 · 2026-05-04 · Tax withholding · Disposed 36 · Balance 16,240 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 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 |
|---|---|---|---|---|---|---|
| May 04, 2026 Filed May 5, 2026 20:11 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 36 | $28.55 | $1,027.80 |
DisclosureSEC source: 0001628280-26-030529 · wk-form4_1778011868.xml · nonDerivative · entry 3 Cassell Matthew C. · CIK 0001965041 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,240 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:11 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 388 | $28.55 | $11,077.40 |
DisclosureSEC source: 0001628280-26-030529 · wk-form4_1778011868.xml · nonDerivative · entry 2 Cassell Matthew C. · CIK 0001965041 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,276 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:11 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030529 · wk-form4_1778011868.xml · nonDerivative · entry 1 Cassell Matthew C. · CIK 0001965041 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,664 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2027, subject to the continued service of the reporting person. Read SEC document |
| August 04, 2025 Filed Aug 5, 2025 20:16 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 1,005 | $21.08 | $21,185.40 |
DisclosureSEC source: 0001513189-25-000016 · wk-form4_1754424963.xml · nonDerivative · entry 1 Cassell Matthew C. · CIK 0001965041 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,802 Read SEC document |
| May 02, 2025 Filed May 5, 2025 21:33 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 30 | $21.75 | $652.50 |
DisclosureSEC source: 0001327607-25-000046 · wk-form4_1746480822.xml · nonDerivative · entry 3 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,807 Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:33 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 233 | $20.89 | $4,867.37 |
DisclosureSEC source: 0001327607-25-000046 · wk-form4_1746480822.xml · nonDerivative · entry 2 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,837 Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:33 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-25-000046 · wk-form4_1746480822.xml · nonDerivative · entry 1 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,070 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2026, subject to the continued service of the reporting person. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:32 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 1,005 | $16.63 | $16,713.15 |
DisclosureSEC source: 0001327607-24-000165 · wk-form4_1722976366.xml · nonDerivative · entry 1 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,275 Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:08 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 36 | $17.39 | $626.04 |
DisclosureSEC source: 0001327607-24-000087 · wk-form4_1714766885.xml · nonDerivative · entry 3 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,280 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:08 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 150 | $16.95 | $2,542.50 |
DisclosureSEC source: 0001327607-24-000087 · wk-form4_1714766885.xml · nonDerivative · entry 2 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,316 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:08 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000087 · wk-form4_1714766885.xml · nonDerivative · entry 1 Cassell Matthew C. · CIK 0001965041 · CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,466 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2025, subject to the continued service of the reporting person. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 20:15 UTC Amendment | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 2,485 | $19.78 | $49,153.30 |
DisclosureSEC 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 | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 2,485 | $21.05 | $52,309.25 |
DisclosureSEC 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 | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 1,005 | $20.73 | $20,833.65 |
DisclosureSEC 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 |
| May 02, 2023 Filed May 3, 2023 20:45 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 31 | $14.98 | $464.38 |
DisclosureSEC 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 01, 2023 Filed May 3, 2023 20:45 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 2,217 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.