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Uwharrie Capital Corp reported that executive Jeffrey L. Trout, President UB Mortgage, acquired 917 shares of common stock as a grant or award. The shares were granted on March 2, 2026 at a weighted average price of $10.90 per share. Following this transaction, his direct holdings increased to 16,122 common shares. The grant was made pursuant to the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust.
STONER CHRISTY D reported acquisition or exercise transactions in this Form 4 filing.
Uwharrie Capital Corp reported that Christy D. Stoner, President & CEO of Uwharrie Investment Advisors and CMO of Uwharrie Capital Corp, received a grant of 917 shares of common stock on March 2, 2026. The shares were granted under the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust at a weighted average price of $10.90 per share. Following this grant, her directly held common stock increased to 14,092 shares, with additional direct and indirect holdings reported for various custodial and family accounts.
Uwharrie Capital Corp EVP & Corporate Secretary Tamara M. Singletary acquired additional company stock through an equity grant. She received 458 shares of common stock on March 2, 2026 at a weighted average price of $10.90 per share, pursuant to the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust. Following this grant, she directly holds 49,598 common shares. She also has indirect holdings as custodian for her son and daughter, with 272 shares reported for each account.
Senter Brooke L reported acquisition or exercise transactions in this Form 4 filing.
Uwharrie Capital Corp insider Brooke L. Senter, Chief People Officer, reported an award of 458 shares of common stock on March 2, 2026 to The Senter Living Trust at a weighted average price of $10.90 per share. The filing also updates various direct and indirect common stock holdings for Senter and related family accounts.
Uwharrie Capital Corp’s Chief Credit Officer Cheryl P. Rinehardt reported an award of common stock on March 2, 2026. She acquired 458 shares of common stock at a weighted average price of $10.90 per share as a grant or other acquisition, increasing this directly held position to 3,028 shares (held "Self TOD Son"). A separate directly owned holding of 1,906 common shares is shown as being held by Cede & Co. as depository for an IRA for her benefit.
Uwharrie Capital Corp Chief Risk Officer R. David Beaver III reported an equity grant of common stock. On this Form 4, he received a grant or award acquisition of 1,834 shares of common stock held jointly with his spouse at a weighted average price of $10.90 per share, bringing this joint holding to 6,981 shares. The shares were granted pursuant to the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust.
The filing also updates his other direct holdings, showing 30,324 shares of common stock in a separate direct account, 3,962 shares in an IRA, and 1,268 shares held jointly with his mother, providing a fuller picture of his overall ownership position.
Andrew Jason R reported acquisition or exercise transactions in this Form 4 filing.
Uwharrie Capital Corp Chief Operations Officer Andrew Jason received a grant of 1376 shares of common stock held jointly with his spouse at a weighted average price of $10.9000, under the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust.
Following this award, he directly holds 16529 shares of common stock and is reported as indirectly owning 74 additional shares held by his great grandmother-in-law as custodian for his spouse.
Almond Heather H reported acquisition or exercise transactions in this Form 4 filing.
Uwharrie Capital Corp Chief Financial Officer Heather H. Almond reported receiving a grant of 1,376 shares of common stock held jointly with her spouse at a weighted average price of $10.90 per share. The award was made under the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust.
After this grant, Almond directly owns a total of 25,504 shares of Uwharrie Capital common stock.
Uwharrie Capital Corp reported solid growth for the year ended December 31, 2025. Consolidated total assets reached $1.20 billion, up from $1.13 billion a year earlier, a $68 million, or 6%, increase driven primarily by higher customer deposits across multiple product sectors.
Full-year net income rose to $11.4 million from $9.9 million in 2024. Net income available to common shareholders was $10.8 million, or $1.49 per share, compared with $9.3 million, or $1.26 per share. The 15% year-over-year improvement in net income is attributed to margin growth from increased loans while maintaining credit quality.
Uwharrie Capital Corp insider trading report: President and CEO Roger L. Dick reported open-market purchases of the company’s common stock. On 12/31/2025, he acquired 489 shares at a price of $10.9499 per share and 400 shares at a price of $10.95 per share.
Following these transactions, he beneficially owned 3,651 shares of common stock in one account, 92,105 shares in another account, and 9,516 shares in an IRA account, all held for his benefit through various custodians and trustees.