Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| First Western Financial IncMYFW · Entity 460 | Chief ClientExperience Officer | February 15, 2024 | February 16, 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 February 15, 2024 · Filed February 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,752 |
Reported balance
After 2024-02-15 transaction · row 1
1 source rowRow 1 · 2024-02-15 · Grant · Acquired 5,752 · Balance 5,752 F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 10, 2024, subject to the continued service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 10, 2024, 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 |
|---|---|---|---|---|---|---|
| February 15, 2024 Filed Feb 16, 2024 21:15 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 5,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001327607-24-000030 · wk-form4_1708118105.xml · nonDerivative · entry 1 Scott James Allen · CIK 0001990415 · Chief ClientExperience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,752 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on August 10, 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.