[Form 4] First Western Financial Inc Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
First Western Financial Inc's chief operating officer, Julie A. Courkamp, reported routine equity compensation and related tax withholding transactions in company common stock.
On May 1, 2026, she acquired 3,940 shares of common stock at $0.00 per share as a stock grant, representing restricted stock units that will vest in five substantially equal annual installments beginning on May 1, 2027, subject to her continued service. On the same date and on May 4, 2026, a total of 1,489 shares were disposed of at $28.55 per share through tax-withholding dispositions to cover exercise price or tax liabilities, not open-market sales. After these transactions, she directly held 59,680 shares of First Western Financial common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Courkamp Julie A
Role
CHIEF OPERATING OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 417 | $28.55 | $12K |
| Grant/Award | Common Stock | 3,940 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,072 | $28.55 | $31K |
Holdings After Transaction:
Common Stock — 59,680 shares (Direct, null)
Footnotes (1)
- [object Object]
Key Figures
Stock grant: 3,940 shares
Tax withholding shares: 1,489 shares
Tax withholding on May 1: 1,072 shares
+3 more
6 metrics
Stock grant
3,940 shares
Common Stock granted at $0.00 per share on May 1, 2026
Tax withholding shares
1,489 shares
Shares disposed for tax withholding at $28.55 per share
Tax withholding on May 1
1,072 shares
Disposed at $28.55 per share on May 1, 2026
Tax withholding on May 4
417 shares
Disposed at $28.55 per share on May 4, 2026
Post-transaction holdings
59,680 shares
Common Stock held directly after May 4, 2026 transactions
Vesting start date
May 1, 2027
RSUs vest in five equal annual installments beginning this date
Key Terms
restricted stock units, tax-withholding disposition, grant, award, or other acquisition, Common Stock, +1 more
5 terms
restricted stock units financial
"Represents restricted stock units that vest in five substantially equal annual installments"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
Common Stock financial
"security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.