First Western Financial Ownership

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

Recent Insider Transactions

DB:33Q Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Nov 24	Sell€82,026	David Duncan	Individual	4,380	€18.73
30 Oct 24	Sell€150,696	David Duncan	Individual	8,600	€17.55
16 Sep 24	Sell€96,562	David Duncan	Individual	5,500	€17.60
06 Sep 24	Sell€156,770	Scott Wylie	Individual	9,274	€16.90
01 Feb 24	Sell€641,495	Scott Wylie	Individual	42,408	€15.13

Insider Trading Volume

Insider Buying: 33Q insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 33Q?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	722,320	7.47%
Individual Insiders	1,422,928	14.7%
General Public	2,344,364	24.3%
Institutions	5,174,489	53.5%

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

Top Shareholders

Top 25 shareholders own 64.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.47%	1st & Main Growth Partners	722,320	€13.9m	-4.33%	1.51%
7.33%	Scott Wylie	708,139	€13.6m	-0.09%	no data
5.46%	BlackRock, Inc.	527,380	€10.1m	3.51%	no data
4.62%	Wasatch Advisors LP	446,009	€8.6m	22.5%	0.03%
4.16%	The Vanguard Group, Inc.	401,626	€7.7m	1.89%	no data
3.64%	AllianceBernstein L.P.	351,564	€6.8m	2.3%	no data
3.6%	Punch & Associates Investment Management, Inc.	347,915	€6.7m	2.68%	0.4%
3.14%	North Reef Capital Management LP	303,421	€5.8m	1.64%	0.26%
2.58%	Strategic Value Bank Partners LLC	249,226	€4.8m	0%	2.15%
2.15%	Jacobs Asset Management, LLC	208,114	€4.0m	31.4%	3.06%
1.87%	Eric Sipf	181,119	€3.5m	0%	no data
1.84%	Dimensional Fund Advisors LP	178,246	€3.4m	11.7%	no data
1.81%	Geode Capital Management, LLC	174,570	€3.4m	1.55%	no data
1.69%	Patrick Hamill	163,055	€3.1m	0%	no data
1.56%	Tieton Capital Management, LLC	150,790	€2.9m	-0.41%	1.51%
1.46%	Diamond Hill Capital Management, Inc.	141,416	€2.7m	-12.5%	0.01%
1.41%	Kennedy Capital Management LLC	136,432	€2.6m	-28.9%	0.06%
1.24%	First Western Trust Bank, Asset Managemnet Arm	120,157	€2.3m	6.15%	0.11%
1.16%	State Street Global Advisors, Inc.	112,268	€2.2m	5.26%	no data
1.12%	BOCO Investments, LLC, Asset Mangement Arm	108,597	€2.1m	0%	no data
1.09%	FJ Capital Management, LLC	105,611	€2.0m	-68.7%	0.21%
1.06%	Mendon Capital Advisors Corp	102,166	€2.0m	43.1%	1.22%
0.96%	Thomas Gart	92,312	€1.8m	0%	no data
0.93%	Bohemian Investments	90,146	€1.7m	0%	no data
0.92%	Curi RMB Capital, LLC	89,374	€1.7m	25.2%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 09:47
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

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