Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | Chief Financial 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 | 6,365 |
Ending reported balance
After 2026-05-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-01 · Grant · Acquired 668 · Balance 6,707 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 240 · Balance 6,467 Row 3 · 2026-05-04 · Tax withholding · Disposed 102 · Balance 6,365 |
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 20:12 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 102 | $28.55 | $2,912.10 |
DisclosureSEC source: 0001628280-26-030533 · wk-form4_1778011919.xml · nonDerivative · entry 3 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,365 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:12 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 240 | $28.55 | $6,852.00 |
DisclosureSEC source: 0001628280-26-030533 · wk-form4_1778011919.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,467 Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:12 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030533 · wk-form4_1778011919.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,707 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 |
| January 05, 2026 Filed Jan 6, 2026 21:16 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 38 | $26.65 | $1,012.70 |
DisclosureSEC source: 0001628280-26-000904 · wk-form4_1767734156.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,039 Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 21:16 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000904 · wk-form4_1767734156.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,077 F1 · shares: Represents performance stock units granted on May 3, 2021. The performance conditions were satisfied and the performance stock units vested on January 3, 2026. Read SEC document |
| May 02, 2025 Filed May 5, 2025 21:30 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 101 | $21.75 | $2,196.75 |
DisclosureSEC source: 0001327607-25-000044 · wk-form4_1746480624.xml · nonDerivative · entry 3 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,964 Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:30 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 148 | $20.89 | $3,091.72 |
DisclosureSEC source: 0001327607-25-000044 · wk-form4_1746480624.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,065 Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:30 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-25-000044 · wk-form4_1746480624.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,213 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 |
| January 02, 2025 Filed Jan 3, 2025 22:11 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 113 | $19.55 | $2,209.15 |
DisclosureSEC source: 0001513189-25-000006 · wk-form4_1735942280.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,418 Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 22:11 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001513189-25-000006 · wk-form4_1735942280.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,531 F1 · shares: Represents performance stock units granted on May 1, 2020. The performance conditions were satisfied and the performance stock units vested on January 1, 2025. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:12 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 28 | $17.45 | $488.60 |
DisclosureSEC source: 0001327607-24-000104 · wk-form4_1715112725.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,198 Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:13 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 74 | $17.39 | $1,286.86 |
DisclosureSEC source: 0001327607-24-000091 · wk-form4_1714767208.xml · nonDerivative · entry 3 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,226 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:13 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 163 | $16.95 | $2,762.85 |
DisclosureSEC source: 0001327607-24-000091 · wk-form4_1714767208.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:13 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 597 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000091 · wk-form4_1714767208.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,463 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 |
| January 02, 2024 Filed Jan 4, 2024 21:34 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 206 | $19.62 | $4,041.72 |
DisclosureSEC source: 0001327607-24-000008 · wk-form4_1704404047.xml · nonDerivative · entry 2 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,866 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:34 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000008 · wk-form4_1704404047.xml · nonDerivative · entry 1 Weber David R. · CIK 0001992720 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,072 F1 · shares: Represents performance stock units granted on May 1, 2019. The performance conditions were satisfied and the performance stock units vested on January 1, 2024. 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.