Uwharrie director reports 5,174-share holding

Uwharrie Capital Corp director Amirtharaj Merlin reported an ownership position rather than a new trade.

(Neutral)

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

Uwharrie Capital Corp director Amirtharaj Merlin reported an ownership position rather than a new trade. The Form 4 lists 5,174 shares of common stock held directly, jointly with a spouse, after the reported date. The filing records this as a holding entry with no shares classified as bought or sold.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Amirtharaj Merlin

Role Director

Type	Security	Shares	Price	Value
holding	Common Stock (Held jointly with Spouse)	--	--	--

Holdings After Transaction: Common Stock (Held jointly with Spouse) — 5,174 shares (Direct)

Key Figures

Shares held after filing: 5,174 shares Holding entries: 1 entry Shares bought in this filing: 0 shares +1 more

4 metrics

Shares held after filing 5,174 shares Common stock held jointly with spouse, direct ownership

Holding entries 1 entry Reported as a holding, not a trade

Shares bought in this filing 0 shares Buy share count in transaction summary

Shares sold in this filing 0 shares Sell share count in transaction summary

Key Terms

Common Stock (Held jointly with Spouse), Form 4, beneficial ownership, direct ownership

4 terms

Common Stock (Held jointly with Spouse) financial

"security_title: Common Stock (Held jointly with Spouse)"

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.

beneficial ownership financial

"providing an updated snapshot of current beneficial ownership"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

direct ownership financial

"categorized as directly owned and held jointly with a spouse"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Amirtharaj Merlin's latest Form 4 for UWHR show?

The Form 4 shows director Amirtharaj Merlin reporting 5,174 shares of Uwharrie Capital common stock held directly and jointly with a spouse, reflecting an updated ownership position rather than a newly reported purchase or sale.

How many Uwharrie Capital (UWHR) shares does Merlin hold after this filing?

After the reported date, Merlin is shown holding 5,174 shares of Uwharrie Capital common stock. The filing classifies these as directly owned and held jointly with a spouse, providing an updated snapshot of current beneficial ownership.

Does Merlin buy or sell Uwharrie Capital stock in this Form 4?

The filing does not record any shares as bought or sold. It classifies the entry as a holding, with buy and sell share counts both at zero, indicating this Form 4 primarily updates the reported ownership position.

How is the Uwharrie Capital stock held in Merlin's Form 4?

The Form 4 describes the security as common stock held jointly with a spouse and categorized as directly owned. This clarifies the nature of beneficial ownership and how the 5,174 shares are attributed for reporting purposes.

What transaction type is indicated in Merlin's UWHR Form 4?

The filing labels the entry as a holding with an unknown transaction code. Transaction summary data show no buys, sells, exercises, gifts, or tax withholdings, emphasizing it is an ownership report rather than a trade disclosure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 05/21/2026 - 10:43 AM EDT

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Amirtharaj Merlin

(Last)

(First)

(Middle)

PO BOX 338

(Street)

ALBEMARLE

NORTH CAROLINA

28002-0338

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
UWHARRIE CAPITAL CORP [ UWHR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/19/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock (Held jointly with Spouse)								5,174	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

Merlin Amirtharaj's term expired as of Uwharrie Capital Corp's Annual Meeting of Shareholders 05-19-2026.

	Merlin Amirtharaj by Tamara M. Singletary, EVP, Uwharrie Capital Corp	05/21/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR