Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | CHIEF CREDIT 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 | 12,805 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Tax withholding · Disposed 80 · Balance 12,805 |
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 16:13 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 80 | $17.45 | $1,396.00 |
DisclosureSEC source: 0001327607-24-000105 · wk-form4_1715112818.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,805 Read SEC document |
| May 02, 2024 Filed May 3, 2024 16:12 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 41 | $17.39 | $712.99 |
DisclosureSEC source: 0001327607-24-000090 · wk-form4_1714767115.xml · nonDerivative · entry 3 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,885 Read SEC document |
| May 01, 2024 Filed May 3, 2024 16:12 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 297 | $16.95 | $5,034.15 |
DisclosureSEC source: 0001327607-24-000090 · wk-form4_1714767115.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,926 Read SEC document |
| May 01, 2024 Filed May 3, 2024 16:12 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 884 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000090 · wk-form4_1714767115.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,223 F1 · kind: 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 16:31 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 1,239 | $19.62 | $24,309.18 |
DisclosureSEC source: 0001327607-24-000006 · wk-form4_1704403866.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,339 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 16:31 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 3,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000006 · wk-form4_1704403866.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,578 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 |
| November 20, 2023 Filed Nov 22, 2023 16:15 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 234 | $16.54 | $3,870.36 |
DisclosureSEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 3 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,938 Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 16:15 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,172 F1 · shares: Represents performance stock units granted on November 18, 2020. The performance conditions were satisfied and 50% of performance stock units vested on November 18, 2023. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 16:15 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 82 | $16.54 | $1,356.28 |
DisclosureSEC source: 0001327607-23-000177 · wk-form4_1700687707.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,357 Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 16:15 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 432 | $27.19 | $11,746.08 |
DisclosureSEC source: 0001327607-23-000099 · wk-form4_1688415310.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,439 Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:37 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 78 | $14.69 | $1,145.82 |
DisclosureSEC source: 0001327607-23-000067 · wf-form4_168331901144676.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,871 Read SEC document |
| May 02, 2023 Filed May 3, 2023 16:42 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 41 | $14.98 | $614.18 |
DisclosureSEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 3 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,949 Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:42 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 270 | $16.91 | $4,565.70 |
DisclosureSEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,990 Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:42 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-23-000053 · wf-form4_168314656193334.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,260 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 |
| November 18, 2022 Filed Nov 22, 2022 16:58 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 83 | $29.00 | $2,407.00 |
DisclosureSEC source: 0001415889-22-011693 · form4-11222022_091104.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,283 Read SEC document |
| May 03, 2022 Filed May 4, 2022 18:04 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 80 | $33.22 | $2,657.60 |
DisclosureSEC source: 0001415889-22-004631 · form4-05042022_030558.xml · nonDerivative · entry 3 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 Read SEC document |
| May 02, 2022 Filed May 4, 2022 18:04 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004631 · form4-05042022_030558.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,446 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 |
| May 02, 2022 Filed May 4, 2022 18:04 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 247 | $32.82 | $8,106.54 |
DisclosureSEC source: 0001415889-22-004631 · form4-05042022_030558.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,717 Read SEC document |
| November 18, 2021 Filed Nov 30, 2021 17:06 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 83 | $31.48 | $2,612.84 |
DisclosureSEC source: 0001415889-21-005595 · form4-11302021_021141.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,964 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 15:03 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 434 | $26.15 | $11,349.10 |
DisclosureSEC source: 0001415889-21-003373 · form4-07022021_120705.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,047 Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:18 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002283 · form4-05042021_040517.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,481 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 |
| May 01, 2021 Filed May 4, 2021 19:18 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 246 | $25.67 | $6,314.82 |
DisclosureSEC source: 0001415889-21-002283 · form4-05042021_040517.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,081 Read SEC document |
| November 18, 2020 Filed Feb 10, 2021 17:52 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,430 | $17.48 | $24,996.40 |
DisclosureSEC source: 0001415889-21-000629 · form4-02102021_020225.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · CHIEF CREDIT OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,327 Read SEC document |
| July 29, 2020 Filed Jul 29, 2020 17:13 UTC | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 318 | $14.14 | $4,496.52 |
DisclosureSEC source: 0001104659-20-087843 · a4.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,897 Read SEC document |
| July 29, 2020 Filed Jul 29, 2020 17:13 UTC | First Western Financial Inc MYFW · Entity 460 | SaleCommon Stock | 1,000 | $14.65 | $14,650.00 |
DisclosureSEC source: 0001104659-20-087843 · a4.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,215 Read SEC document |
| May 01, 2020 Filed May 5, 2020 16:10 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-056862 · a4.xml · nonDerivative · entry 2 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,215 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 |
| May 01, 2020 Filed May 5, 2020 16:10 UTC | First Western Financial Inc MYFW · Entity 460 | Tax withholdingCommon Stock | 167 | $12.49 | $2,085.83 |
DisclosureSEC source: 0001104659-20-056862 · a4.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,260 Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:07 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 2,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-026822 · a4.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,427 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 |
| July 18, 2018 Filed Jul 20, 2018 19:11 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 1,000 | $19.00 | $19,000.00 |
DisclosureSEC source: 0001104659-18-046332 · a4.xml · nonDerivative · entry 1 Lawley Scott J · CIK 0001745029 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents shares of common stock, no par value ("Common Stock") of the issuer purchased through a directed share program in connection with the initial public offering of the Common Stock. F2 · balance_after: Includes 3,000 restricted stock units that vest in two equal installments on June 30, 2020, and June 30, 2022, 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.