STOCK TITAN

First Western Financial SEC Filings

MYFW NASDAQ

Welcome to our dedicated page for First Western Financial SEC filings (Ticker: MYFW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

First Western Financial’s dual focus on private trust banking and residential mortgage lending means its SEC disclosures combine banking regulations, fiduciary trust details, and housing-market risk data—often stretching past 200 pages. Finding the loan-to-deposit ratio, fee-based wealth revenue, or recent mortgage charge-offs shouldn’t require a weekend with spreadsheets.

That’s why Stock Titan pairs every document with AI-powered summaries. Whether you need First Western Financial annual report 10-K simplified or a quick take on today’s First Western Financial 8-K material events explained, our engine highlights segment performance, credit metrics, and risk factors in plain English. Real-time alerts flag First Western Financial insider trading Form 4 transactions, so you’ll see First Western Financial Form 4 insider transactions real-time minutes after they hit EDGAR. And if you’re preparing for earnings season, the platform links the latest First Western Financial quarterly earnings report 10-Q filing to trend charts and peer benchmarks.

Common investor questions are answered up front: understanding First Western Financial SEC documents with AI, decoding a First Western Financial proxy statement executive compensation table, or drilling into segment footnotes for a deeper First Western Financial earnings report filing analysis. Use our dashboard to:

  • Track First Western Financial executive stock transactions Form 4 alongside historical patterns
  • Receive concise AI briefings on risk-weighted assets from each 10-K and 10-Q
  • Export key numbers without poring over PDFs

With comprehensive coverage, real-time updates, and approachable explanations, Stock Titan turns dense filings into practical insights—so you can focus on decisions, not document hunting.

Rhea-AI Summary

First Western Financial (MYFW) has filed a Form S-8 to register an additional 150,000 shares of common stock under its amended and restated Omnibus Incentive Plan. The plan, effective April 23, 2025, is a continuation of the 2016 Omnibus Incentive Plan and was approved by shareholders on June 4, 2025.

Key details:

  • Total maximum shares issuable under the plan increased to 1,530,644
  • Previously registered 1,380,644 shares under the original plan in September 2018
  • Company is classified as both an accelerated filer and smaller reporting company
  • Plan amendments received unanimous board approval and subsequent shareholder approval

The filing incorporates by reference several documents including the company's 2024 Annual Report, Q1 2025 Quarterly Report, and recent Current Reports. Scott C. Wylie serves as Chairman, CEO and President, with Julie A. Courkamp as COO and David R. Weber as CFO.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
registration

FAQ

What is the current stock price of First Western Financial (MYFW)?

The current stock price of First Western Financial (MYFW) is $22.56 as of June 30, 2025.

What is the market cap of First Western Financial (MYFW)?

The market cap of First Western Financial (MYFW) is approximately 214.2M.

What are the primary operating segments of First Western Financial?

The company operates through two primary segments: the Wealth Management segment, which focuses on a range of financial services including investment and trust management, and the Mortgage segment, which provides residential mortgage services.

How does First Western Financial differentiate itself from larger banks?

The firm differentiates itself by leveraging a local, client-centric approach, offering personalized wealth management combined with a comprehensive private trust banking platform, which caters to the specific needs of high net worth clients in its regions.

What services are included in the company’s wealth management offering?

Its wealth management offering includes a spectrum of services such as wealth planning, investment management, private banking, trust and fiduciary services, and additional support in areas like retirement consulting and insurance.

In what way does First Western Financial manage risk effectively?

The company employs cautious risk management practices by maintaining a conservative approach to new loan production, disciplined expense control, and a focus on sustaining a strong balance sheet with healthy liquidity ratios.

What is the significance of the company’s local expertise?

Local expertise enables First Western Financial to understand the unique economic conditions and client needs in its operating regions, thereby providing highly personalized financial solutions and building stronger client relationships.

How does the integrated financial services model benefit clients?

The integrated model allows the firm to offer a seamless set of financial services—from deposit solutions to trust and mortgage services—ensuring that clients receive comprehensive, interconnected advice and products tailored to their financial goals.

What role does the mortgage segment play in the company’s overall strategy?

While the wealth management segment is the primary revenue driver, the mortgage segment complements the overall strategy by broadening the product offering and supporting client needs in real estate financing, thereby enhancing the full-service banking experience.

Why is First Western Financial considered a comprehensive financial institution?

The company is viewed as comprehensive due to its ability to manage a wide range of financial services—from tailored wealth management and trust services to residential mortgage solutions—under one integrated platform, reflecting its commitment to holistic client care.
First Western Financial

NASDAQ:MYFW

MYFW Rankings

MYFW Stock Data

214.23M
8.21M
17.42%
61.47%
0.43%
Banks - Regional
State Commercial Banks
Link
United States
DENVER