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, Inc. SEC filings document the regulatory record of a financial services holding company and its First Western Trust private trust bank platform. Form 8-K reports cover quarterly results, Regulation FD investor presentations, and capital actions such as common stock repurchase authorizations, including related banking regulatory notices when applicable.
Proxy materials disclose board matters, shareholder voting items, executive compensation, equity awards, and governance practices. Together, the filings describe the company's operating performance, capital structure, public-company controls, and recurring disclosure obligations tied to its wealth management, banking, lending, trust, investment management, and mortgage activities.
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, 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.
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.
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.
Ensmann Eric E., Chief Risk Officer and director of First Western Financial Inc (MYFW), reported a common stock transaction dated 08/08/2025. The Form 4 records 342 shares associated with the reported transaction at a price of $20.61 and shows 6,698 shares beneficially owned following the transaction, held in a direct capacity. The filing lists transaction code F.