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.
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The Banc Funds Company, L.L.C. and related funds report a 3.4% passive ownership stake in First Western Financial Inc. common stock. The group discloses beneficial ownership of 346,090 shares, with sole voting and dispositive power over this amount.
The filing is an amended Schedule 13G that confirms the holders own 5 percent or less of the MYFW common stock class and states the shares are not held for the purpose of changing or influencing control of the company.
North Reef Capital Management LP and affiliates reported a sizable stake in First Western Financial, Inc. (MYFW). They beneficially own 685,954 shares of common stock, representing 7.06% of the company as of the event date.
The group, including North Reef Capital Management GP LLC and James H. Hanna III, has shared power to vote and dispose of all 685,954 shares and no sole voting or dispositive power. They state the shares were acquired and are held in the ordinary course of business, not to change or influence control of First Western Financial.
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, Inc. furnished an update on its financial results for the fourth quarter ended December 31, 2025. The company issued a press release detailing these results, which is attached as Exhibit 99.1.
The company also scheduled an investor call and webcast for January 23, 2026 at 10:00 a.m. Mountain Time to discuss its fourth quarter 2025 performance. An earnings presentation with additional information is provided as Exhibit 99.2. Both exhibits are furnished, not filed, under the securities laws.
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.