Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | Principal Accounting Officer | May 03, 2024 | May 07, 2024 |
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 03, 2024 · Filed May 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,220 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Tax withholding · Disposed 13 · Balance 3,220 |
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 03, 2024 Filed May 7, 2024 20:10 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 13 | $17.45 | $226.85 |
DisclosureSEC source: 0001327607-24-000103 · wk-form4_1715112609.xml · nonDerivative · entry 1 Montgomery Jesica J. · CIK 0001995771 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,220 Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:10 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 71 | $17.39 | $1,234.69 |
DisclosureSEC source: 0001327607-24-000089 · wk-form4_1714767031.xml · nonDerivative · entry 3 Montgomery Jesica J. · CIK 0001995771 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,233 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:10 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 89 | $16.95 | $1,508.55 |
DisclosureSEC source: 0001327607-24-000089 · wk-form4_1714767031.xml · nonDerivative · entry 2 Montgomery Jesica J. · CIK 0001995771 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,304 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:10 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 615 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000089 · wk-form4_1714767031.xml · nonDerivative · entry 1 Montgomery Jesica J. · CIK 0001995771 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,393 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.