First Western Financial, Inc. (MYFW)
Nasdaq: MYFW · State Commercial Banks · Denver, CO · filing with the SEC since 2005
Grade4.2
◀ Past 5.1● Present 2.4▶ Future 5.2
Who owns First Western Financial, Inc.
As filed with the SECHolders of 5% or more
2
Wellington Management Group LLP holds 7.7% of Common Stock, as its SCHEDULE 13G/A filed Aug 13, 2026 says.
Directors and officers
14
report now, of 24 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 10.5% in Aug 6, 2026
North Reef Capital Management LP
SCHEDULE 13G/A · filed Feb 17, 2026 · Common Stock, no par value · 5.6% in Aug 14, 2025
Banc Fund X L.P.
SCHEDULE 13G/A · filed Feb 17, 2026 · COMMON STOCK · reported falling below 5%
What MYFW reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
First Western Financial, Inc
An entity · consolidated entity · owns, named in the 10-K filed Feb 27, 2026
1 subsidiary in 1 country, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
23sales
0purchases
0sales on a scheduled plan
6people selling
$2.0Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 24 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 6 | $1.3M | 0 | 0 | $0 |
| Duncan David R | director | 7 | $400,000 | 0 | 0 | $0 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | 1 | $100,000 | 0 | 0 | $0 |
| Mitchell Scott C | director | 7 | $100,000 | 0 | 0 | $0 |
| Latimer Luke A | director | 1 | $0 | 0 | 0 | $0 |
| Smith Mark L | director | 1 | $0 | 0 | 0 | $0 |