First Western Financial Inc

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First Western Financial Inc
TickerMYFW
CIK #0001327607
CUSIP33751L105
SectorFinance - State Commercial Banks
Address1900 Sixteenth St, #1200, Denver, CO 80202
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
First Western Financial Inc 2022-12-15 20.0 M Exemption: 506(b) · Minimum: $1,000,000 · Duration: One year or less · Commission: $400,000 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001327607] 10-K
[0001327607] 10-Q
[0001327607] 3
[0001327607] 4
[0001327607] 8-K
[0001327607] D
[0001327607] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Wellington Management Group LLP First Western Financial Inc [2026-05-15] 0.0
North Reef Capital Management LP First Western Financial Inc [2025-08-14] 0.0
BlackRock Inc First Western Financial Inc [2024-01-29] 5.6
Basswood Capital Management LLC First Western Financial Inc [2022-02-14] 6.2
Kennedy Capital Management Inc First Western Financial Inc [2021-02-16] 6.6
Elizabeth Park Capital Advisors Ltd First Western Financial Inc [2020-02-10] 5.87
Banc Funds Co LLC First Western Financial Inc [2019-02-15] 0.0
RMB Capital Management LLC First Western Financial Inc [2019-02-14] 7.75
Wylie Scott C First Western Financial Inc [2019-02-13] 10.6
FJ Capital Management LLC First Western Financial Inc [2018-11-06] 2.08
Form 3/4/5 Filer 2011 - 2026
Duncan David R
First Western Financial Inc
Zimlich Joseph C
Caponi Julie A
Gart Thomas A
Hamill Patrick H
Latimer Luke A
Mitchell Scott C
Robinson Ellen S
Smith Mark L
Wylie Scott C
Courkamp Julie A
Cassell Matthew C
Weber David R
Ensmann Eric E
Meester Aimee N
Lawley Scott J
Montgomery Jesica J
Scott James Allen
Sawyer John Emery
SIPF Eric D
Thompson Daniel C
Wilson Josh M
Redpath Cammie A
Lutz Gary B
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Mitchell Scott C
Common Stock
2026-02-04 Sell 915 $26.00 23,790
Duncan David R
Common Stock
2026-02-03 Sell 3,000 $25.55 76,650
Duncan David R
Common Stock
2026-02-03 Sell 2,000 $25.50 51,000
Duncan David R
Common Stock
2026-02-03 Sell 3,626 $25.61 92,862
Duncan David R
Common Stock
2026-01-28 Sell 1,674 $24.95 41,766
Duncan David R
Common Stock
2026-01-28 Sell 1,994 $24.95 49,750
Duncan David R
Common Stock
2026-01-27 Sell 1,381 $24.99 34,511
Duncan David R
Common Stock
2026-01-27 Sell 3,025 $25.17 76,139
Mitchell Scott C
Common Stock
2026-01-26 Sell 100 $24.69 2,469
Mitchell Scott C
Common Stock
2026-01-26 Sell 100 $24.78 2,478
Mitchell Scott C
Common Stock
2026-01-26 Sell 582 $24.49 14,253
Mitchell Scott C
Common Stock
2026-01-26 Sell 224 $24.80 5,555
Mitchell Scott C
Common Stock
2026-01-26 Sell 2,013 $23.56 47,426
Mitchell Scott C
Common Stock
2026-01-26 Sell 159 $24.83 3,948
Weber David R
Common Stock
2026-01-05 Tax withheld 38 $26.65 1,013
Weber David R
Common Stock
2026-01-05 Grant 113 $0.00
Courkamp Julie A
Common Stock
2026-01-05 Grant 2,142 $0.00
Courkamp Julie A
Common Stock
2026-01-05 Tax withheld 729 $26.65 19,428
Wylie Scott C
Common Stock
2026-01-05 Grant 7,766 $0.00
Wylie Scott C
Common Stock
2026-01-05 Tax withheld 2,594 $26.65 69,130
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 95 6,525,091
2025-12-31 94 6,381,388
2025-09-30 92 6,212,966
2025-06-30 84 6,015,226
2025-03-31 72 5,814,125
2024-12-31 68 5,891,223
2024-09-30 72 5,616,586
2024-06-30 65 5,564,048
2024-03-31 58 5,515,995
2023-12-31 61 5,409,773
2023-09-30 59 5,288,680
2023-06-30 60 5,102,949
Form 13F Holdings
Firm Period DFND Voting Shares
Alaska Retirement Management Board [2026-06-30] SOLE 696 696
Gamma Investing LLC [2026-06-30] DFND 111 111
IFP Advisors LLC [2026-06-30] SOLE 46 46
Farther Finance Advisors LLC [2026-06-30] SOLE 0 16
Versant Capital Management Inc [2026-06-30] SOLE 12 12
True Wealth Design LLC [2026-06-30] SOLE 0 7
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