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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.

The First Western Financial, Inc. (NASDAQ: MYFW) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. First Western is a Colorado-incorporated financial services holding company headquartered in Denver, Colorado, and an SEC registrant with its common stock listed on the Nasdaq Global Select Market.

Through this page, users can review current reports on Form 8-K, which First Western uses to furnish quarterly earnings press releases, investor presentations, and information about conference calls and webcasts. These filings often reference the company’s financial results for specific periods, including net interest income, non-interest income, loan and deposit balances, credit quality measures, capital ratios, and assets under management. They also document management’s prepared remarks and slide presentations that provide additional context on performance and strategy.

In addition to 8-Ks, investors typically look to annual reports on Form 10-K and quarterly reports on Form 10-Q for more detailed discussions of First Western’s business segments, including its Wealth Management and Mortgage segments, risk factors, accounting policies, and regulatory capital information. Filings also describe the status of First Western Trust Bank, which the company has reported as “well capitalized” under applicable regulatory standards at various quarter-ends.

Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly identify changes in earnings drivers, credit quality, capital metrics, and other disclosures relevant to a financial services holding company. Users can monitor new MYFW filings as they are posted to EDGAR and use the summaries to focus on the sections most important to their analysis.

Rhea-AI Summary

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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First Western Financial, Inc. reported higher profitability and balance sheet growth for the period ended September 30, 2025. Quarterly net income available to common shareholders was $3.2 million, up from $2.1 million a year earlier, and year-to-date net income rose to $9.9 million from $5.7 million.

Total assets increased to $3.24 billion from $2.92 billion, driven by loan growth to $2.59 billion and a larger securities portfolio. Deposits grew to $2.85 billion, with interest-bearing balances comprising the majority. Net interest income improved both for the quarter and year-to-date as interest income outpaced interest expense.

The allowance for credit losses on loans increased to $21.0 million, reflecting higher provisions and some charge-offs, while non-accrual and collateral-dependent loans rose, mainly in commercial and industrial and real estate-related categories. Other real estate owned declined substantially as properties were sold at a gain earlier in the year. Shareholders’ equity increased to $261.5 million, supported by retained earnings despite other comprehensive losses from securities and hedging valuation changes.

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First Western Financial (MYFW) furnished an update on its quarterly reporting. The company announced it issued a press release with financial results for the third quarter ended September 30, 2025, and will host an investor call and webcast on October 24, 2025 at 10:00 a.m. Mountain Time.

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.

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FAQ

How many First Western Financial (MYFW) SEC filings are available on StockTitan?

StockTitan tracks 27 SEC filings for First Western Financial (MYFW), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for First Western Financial (MYFW)?

The most recent SEC filing for First Western Financial (MYFW) was filed on January 6, 2026.