First Western Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MYFW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Jun 25	SellUS$105,000	Scott Wylie	Individual	5,000	US$21.00
09 May 25	SellUS$107,650	Scott Wylie	Individual	5,000	US$21.53
07 Nov 24	SellUS$88,476	David Duncan	Individual	4,380	US$20.20
30 Oct 24	SellUS$163,658	David Duncan	Individual	8,600	US$19.06
16 Sep 24	SellUS$107,410	David Duncan	Individual	5,500	US$19.58
06 Sep 24	SellUS$174,073	Scott Wylie	Individual	9,274	US$18.77

Insider Trading Volume

Insider Buying: MYFW insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MYFW?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	636,177	6.55%
Individual Insiders	1,455,934	15%
General Public	2,335,672	24%
Institutions	5,287,649	54.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.5%	Scott Wylie	728,857	US$15.2m	-0.03%	no data
6.55%	1st & Main Growth Partners	636,177	US$13.2m	0%	1.79%
5.34%	BlackRock, Inc.	518,905	US$10.8m	-5.31%	no data
4.13%	The Vanguard Group, Inc.	401,490	US$8.4m	-0.47%	no data
3.9%	North Reef Capital Management LP	379,178	US$7.9m	21.4%	0.34%
3.8%	AllianceBernstein L.P.	369,564	US$7.7m	4.23%	no data
3.35%	Jacobs Asset Management, LLC	325,177	US$6.8m	4.18%	4.49%
2.65%	Mendon Capital Advisors Corp	257,207	US$5.4m	-0.15%	2.7%
2.58%	Wasatch Advisors LP	250,684	US$5.2m	-24%	0.02%
2.32%	Rhino Investment Partners, Inc.	225,710	US$4.7m	-2.79%	1.16%
2.17%	Punch & Associates Investment Management, Inc.	210,475	US$4.4m	-40.8%	0.29%
2.07%	Dimensional Fund Advisors LP	201,321	US$4.2m	4.48%	no data
2.02%	Curi RMB Capital, LLC	196,656	US$4.1m	0%	0.09%
2.02%	Basswood Capital Management, L.L.C.	196,498	US$4.1m	0%	0.23%
1.86%	Eric Sipf	181,119	US$3.8m	0%	no data
1.86%	Tieton Capital Management, LLC	180,576	US$3.8m	-2.19%	1.6%
1.8%	Geode Capital Management, LLC	175,277	US$3.6m	1.96%	no data
1.64%	Patrick Hamill	159,378	US$3.3m	-2.26%	no data
1.63%	Diamond Hill Capital Management, Inc.	158,544	US$3.3m	2.37%	0.02%
1.15%	First Western Trust Bank, Asset Managemnet Arm	112,170	US$2.3m	0.44%	0.11%
1.12%	BOCO Investments, LLC, Asset Mangement Arm	108,597	US$2.3m	0%	no data
1.12%	State Street Global Advisors, Inc.	108,413	US$2.3m	0.46%	no data
1.08%	Bridgeway Capital Management, LLC	105,008	US$2.2m	17.2%	0.04%
0.96%	Boothbay Fund Management, LLC	93,552	US$1.9m	54.7%	0.07%
0.95%	Thomas Gart	92,551	US$1.9m	0.26%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/13 00:30
End of Day Share Price	2025/06/13 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

First Western Financial, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brett Rabatin	Hovde Group, LLC
Christopher McGratty	Keefe, Bruyette, & Woods
Wood Lay	Keefe, Bruyette, & Woods