Every Form 4 that First Western Financial (MYFW) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow MYFW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MYFW filings page.
First Western Financial Inc (MYFW) reports that Chairman, CEO and President Scott C. Wylie sold 10,000 shares of common stock on August 31, 2026 at $30.55 per share in an open-market or private transaction, leaving 740,312 shares held directly.
He is also reported as having 2,000 shares held indirectly through the Wylie Family Foundation, for which he serves as President and Trustee and disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is reported.
Gart Thomas A reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Gart Thomas A reported receiving a grant of 974 shares of common stock in the form of restricted stock units. These units carry no purchase price and will vest in five substantially equal annual installments beginning on June 3, 2027, as long as he continues in service.
After this grant, he directly holds 25,493 shares of common stock. An additional 72,909 shares are reported as indirectly owned through Gart Investments, where he serves as Managing Partner and disclaims beneficial ownership beyond his pecuniary interest.
Hamill Patrick H reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Patrick H. Hamill received a grant of 974 restricted stock units as equity compensation. The award was made at no cash cost to him and increases his direct holdings to 165,229 shares of Common Stock.
The restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, and require Mr. Hamill’s continued service with the company to fully vest. This is a routine director compensation award rather than an open-market stock purchase or sale.
Latimer Luke A reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Luke A. Latimer received an equity award of 974 restricted stock units of common stock. The units were granted at no cash cost and will vest in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. Following this grant, Latimer holds a total of 57,547 shares of the company’s common stock directly. This filing reflects routine, compensation-related stock-based awards rather than an open-market purchase or sale.
First Western Financial Inc director Mitchell Scott C reported an acquisition of 974 shares of common stock in the form of restricted stock units. These units were granted at no cash cost and increase his direct holdings to 5,482 shares.
The restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, and require his continued service to the company. This is a routine equity compensation award rather than an open-market purchase or sale.
Robinson Ellen S. reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Ellen S. Robinson received a grant of 974 shares of common stock in the form of restricted stock units. The award was granted at no cash cost and increases her direct holdings to 2,907 shares. These restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, conditioned on her continued service with the company.
Smith Mark L reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Mark L. Smith received an equity award of 974 restricted stock units representing common stock. The units were granted at no cash cost as compensation rather than an open-market purchase.
The award vests in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. After this grant, Smith’s reported direct holdings total 53,626 shares of common stock, showing this grant is a small addition to an existing position.
Zimlich Joseph C. reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Joseph C. Zimlich received a grant of 974 shares of Common Stock in the form of restricted stock units. These units vest in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. Following this grant, he directly holds 42,079 shares of the company’s stock.
Duncan David R reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial director David R. Duncan received an equity grant of 974 shares of Common Stock as a compensation award. The grant is in the form of restricted stock units that vest in five substantially equal annual installments beginning on June 3, 2027, contingent on his continued service. Following this award, Duncan directly holds 44,652 shares of the company’s stock. This is a routine director compensation grant rather than an open-market purchase.
Caponi Julie A reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Julie A. Caponi received an equity grant of 974 shares of Common Stock in the form of restricted stock units. The grant was recorded at no cash cost per share and is a compensation-related award, not an open‑market purchase.
These restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, subject to her continued service. After this grant, Caponi directly holds 23,571 shares of Common Stock, showing this is a relatively small, routine addition to her overall stake.
First Western Financial Inc. Chairman, CEO and President Scott C. Wylie reported an open-market sale of 6,417 shares of common stock at $28.31 per share. After this sale, he directly holds 750,312 common shares. The filing also notes 2,000 shares held indirectly by the Wylie Family Foundation, where he serves as President and Trustee and disclaims beneficial ownership except to the extent of his pecuniary interest.
First Western Financial Inc Chairman, CEO and President Scott C. Wylie reported a small open-market sale of Common Stock. He sold 1,083 shares at $28.52 per share and now directly holds 756,729 shares. The filing also lists 2,000 shares held indirectly through the Wylie Family Foundation, for which he is President and Trustee and disclaims full beneficial ownership beyond his pecuniary interest.
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.
First Western Financial Inc Chief Financial Officer David R. Weber reported routine equity compensation and related tax-withholding transactions in common stock. He received a grant of 668 restricted stock units at $0.00 per share, which vest in five substantially equal annual installments beginning on May 1, 2027, subject to continued service.
To cover tax liabilities, 240 shares and 102 shares of common stock were disposed of at $28.55 per share on May 1, 2026 and May 4, 2026, respectively, as tax-withholding dispositions rather than open-market sales. After these transactions, Weber directly owns 6,365 shares of common stock.
First Western Financial Inc chief revenue officer Matthew C. Cassell reported routine equity compensation activity in the company’s common stock. He received a grant of 862 restricted stock units at a stated price of $0.00 per share, increasing his direct equity-based compensation stake.
The restricted stock units vest in five substantially equal annual installments beginning on May 1, 2027, subject to his continued service. To cover tax obligations, 388 shares on May 1, 2026 and 36 shares on May 4, 2026 were disposed of through tax-withholding transactions at $28.55 per share. After these events, he directly holds 16,240 shares of common stock.
First Western Financial Inc Chairman, CEO and President Scott C. Wylie reported a mix of equity compensation, tax withholding, and a small open-market sale of common stock. On May 1, 2026, he received 7,005 shares as a grant, described as restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2027, subject to continued service.
Also on May 1 and May 4, a total of 3,347 shares were disposed of in tax-withholding transactions at $28.55 per share to cover obligations tied to equity awards. On May 5, 2026, he executed an open-market sale of 7,500 shares at $28.70 per share. Following these transactions, Wylie directly holds 757,812 shares of common stock and has an additional 2,000 shares reported as indirectly held by the Wylie Family Foundation, where he serves as President and Trustee while disclaiming beneficial ownership beyond his pecuniary interest.
First Western Financial director Mitchell Scott C reported sales of company common stock in several market transactions. On January 26, 2026, he sold multiple blocks of shares at prices between $23.56 and $24.83. On February 4, 2026, he sold an additional 915 shares at $26.00 per share. Across these trades, he disposed of 4,093 shares and now directly owns 4,508 shares of First Western Financial common stock.
First Western Financial director-related trust reports stock sales. A revocable trust associated with director David R. Duncan sold a total of 8,626 shares of First Western Financial common stock on February 3, 2026 in three open market transactions at prices between $25.50 and $25.61 per share.
After these sales, the trust reported holding zero shares, while Duncan separately reported 43,678 shares held directly. The filing notes Duncan is trustee of the trust and disclaims beneficial ownership of the trust’s shares except to the extent of his pecuniary interest.
First Western Financial director David R. Duncan, through trusts for which he serves as trustee, reported sales of First Western Financial Inc. common stock. On January 28, 2026, the Sara C. Duncan GST Exempt Marital Trust sold 1,674 shares at $24.95 per share, and the Sara C. Duncan Revocable Trust sold 1,994 shares at $24.95 per share. Following these transactions, the Revocable Trust held 8,626 shares, and Duncan also reported 43,678 shares of common stock held directly. The filing notes that he reports the trust-held shares in his capacity as trustee and disclaims beneficial ownership except to the extent of his pecuniary interest.
First Western Financial director reports trust-related stock sales. On January 27, 2026, a trust for which director David R. Duncan serves as trustee, the Sara C. Duncan GST Exempt Marital Trust, sold 1,381 First Western Financial common shares at $24.99 and 3,025 shares at $25.17. After these transactions, that trust held 1,674 shares. Separately, 10,620 shares were reported as held by the Sara C. Duncan Revocable Trust, and 43,678 shares were held directly. The filing notes that Duncan disclaims beneficial ownership of the trust-held shares except to the extent of his pecuniary interest.
First Western Financial Chief Financial Officer David R. Weber reported two stock transactions involving the company’s common stock. On January 5, 2026, he acquired 113 shares at a price of $0, representing the vesting of performance stock units that were granted on May 3, 2021 and whose performance conditions were satisfied on January 3, 2026. On the same day, 38 shares were disposed of in a transaction coded “F” at $26.65 per share, typically used for shares withheld or sold to cover taxes. After these transactions, Weber directly owned 6,039 shares of First Western Financial common stock.
First Western Financial (MYFW) chief operating officer Julie A. Courkamp reported equity transactions in the company’s common stock. On January 5, 2026, she acquired 2,142 shares at $0 per share upon vesting of performance stock units that were originally granted on May 3, 2021 and whose performance conditions were satisfied, leading to vesting on January 3, 2026.
On the same date, 729 shares were disposed of at $26.65 per share in a transaction coded “F,” indicating shares withheld to cover tax obligations related to the award. After these transactions, Courkamp directly held 57,229 shares of First Western Financial common stock.
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.