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.
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First Western Financial reported insider activity by a director in a Form 4. On December 16, 2025, the director exercised 1,697 stock options at an exercise price of $25.00 per share, receiving the same number of common shares. On the same day, the director sold 1,646 common shares at a price of $25.78 per share. After these transactions, the director directly owned 56,573 shares of First Western Financial common stock. The options exercised were originally granted on December 23, 2015 and vested 20% each year over five years.
First Western Financial Inc's chairman, CEO and president reported stock transactions dated 12/12/2025. He exercised stock options to acquire 16,500 shares of common stock at $25 per share and then sold 16,171 shares of common stock at $25.72 per share.
Following these transactions, he directly owned 756,482 shares of common stock and had 0 stock options remaining. He is also reported as indirectly holding 2,000 shares through the Wylie Family Foundation, where he serves as president and trustee, while disclaiming beneficial ownership beyond his pecuniary interest.
First Western Financial Inc insider activity: A director and chief operating officer reported exercising stock options for 3,000 shares of common stock at $25.00 per share on 12/10/2025, converting derivative awards into shares.
On the same date, the insider sold 2,933 common shares at $25.82 per share, and after these transactions directly owned 55,816 common shares. The options exercised were granted on December 23, 2015 and vested 20% annually for five years.
First Western Financial Inc. (MYFW) reported an insider stock sale by its Chairman, CEO and President, who is also a director. On 11/25/2025, the reporting person sold 5,000 shares of common stock at a price of $23.55 per share. After this transaction, the insider directly owned 756,153 shares of MYFW common stock.
The filing also notes an additional 2,000 shares held indirectly through the Wylie Family Foundation, where the reporting person serves as President and Trustee. The insider formally disclaims beneficial ownership of these indirectly held shares except to the extent of any economic interest.
First Western Financial Inc. (MYFW) director and chief operating officer reported equity transactions in company stock. On 11/18/2025, the insider acquired 4,076 shares of common stock at a stated price of $0, tied to performance stock units originally granted on November 18, 2020. The filing notes that the performance conditions were met, with 50% of these units vesting on November 18, 2023 and the remaining 50% vesting on November 18, 2025. On the same date, the insider disposed of 411 shares and 1,171 shares of common stock at a price of $22.99 per share. After these transactions, the insider directly beneficially owned 55,749 shares of MYFW common stock.
First Western Financial Inc. (MYFW) Chairman, CEO and President reported equity-related transactions on common stock dated 11/18/2025. The filing shows an acquisition of 6,521 shares of common stock at $0, reflecting vested performance stock units originally granted on 11/18/2020. It also reports dispositions of 658 and 1,874 shares of common stock at $22.99 per share. After these transactions, the reporting person directly beneficially owned 761,153 shares and indirectly held 2,000 shares through the Wylie Family Foundation, where he serves as President and Trustee and disclaims beneficial ownership beyond his pecuniary interest.
First Western Financial, Inc. (MYFW) furnished an investor presentation as Exhibit 99.1 in an Item 7.01 Form 8-K. The materials may be used in meetings with investors and analysts during the fiscal year ending December 31, 2025.
The presentation is furnished under Regulation FD and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings except if expressly referenced.
First Western Financial (MYFW)
The press release is provided as Exhibit 99.1 and an earnings presentation as Exhibit 99.2. The information under Items 2.02 and 7.01 is being furnished and is not deemed filed under the Exchange Act.
North Reef Capital and related persons report holding 545,722 shares of First Western Financial common stock, representing 5.6% of the class. The filing shows that these shares are subject to shared voting and shared dispositive power, with no sole voting or dispositive authority reported. The statement notes the position is held in the ordinary course of business and is not held for the purpose of changing or influencing control of the issuer. The filing names three reporting persons: North Reef Capital Management LP, North Reef Capital Management GP LLC and James H. Hanna, III.
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