Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | Director · CHIEF OPERATING 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 | 59,680 |
Ending reported balance
After 2026-05-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Grant · Acquired 3,940 · Balance 61,169 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 1,072 · Balance 60,097 Row 3 · 2026-05-04 · Tax withholding · Disposed 417 · Balance 59,680 |
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 01, 2019 Filed May 2, 2019 21:32 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 3,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-026529 · a4.xml · nonDerivative · entry 2 Courkamp Julie A · CIK 0001746056 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,047 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 |
| April 30, 2019 Filed May 2, 2019 21:32 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 274 | $14.07 | $3,855.18 |
DisclosureSEC source: 0001104659-19-026529 · a4.xml · nonDerivative · entry 1 Courkamp Julie A · CIK 0001746056 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,877 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.