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
09 May 25	Sell€95,550	Scott Wylie	Individual	5,000	€19.11
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

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	636,177	6.55%
Individual Insiders	1,455,901	15%
General Public	2,125,062	21.9%
Institutions	5,498,292	56.6%

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

Top Shareholders

Top 25 shareholders own 65.65% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.55%	Scott Wylie	733,857	€13.9m	0.66%	no data
6.55%	1st & Main Growth Partners	636,177	€12.0m	0%	1.83%
5.34%	BlackRock, Inc.	518,905	€9.8m	-5.31%	no data
4.13%	The Vanguard Group, Inc.	401,490	€7.6m	-0.47%	no data
3.9%	North Reef Capital Management LP	379,178	€7.2m	21.4%	0.36%
3.8%	AllianceBernstein L.P.	369,564	€7.0m	4.23%	no data
3.35%	Jacobs Asset Management, LLC	325,177	€6.2m	4.18%	4.66%
2.65%	Mendon Capital Advisors Corp	257,598	€4.9m	0%	3.4%
2.58%	Wasatch Advisors LP	250,684	€4.7m	-24%	0.02%
2.32%	Rhino Investment Partners, Inc.	225,710	€4.3m	-2.79%	1.21%
2.17%	Punch & Associates Investment Management, Inc.	210,475	€4.0m	-40.8%	0.3%
2.07%	Dimensional Fund Advisors LP	201,321	€3.8m	4.48%	no data
2.02%	Curi RMB Capital, LLC	196,656	€3.7m	0%	0.1%
2.02%	Basswood Capital Management, L.L.C.	196,498	€3.7m	0%	0.24%
1.86%	Eric Sipf	181,119	€3.4m	0%	no data
1.86%	Tieton Capital Management, LLC	180,576	€3.4m	-2.19%	1.74%
1.8%	Geode Capital Management, LLC	175,277	€3.3m	1.96%	no data
1.64%	Patrick Hamill	159,378	€3.0m	-2.26%	no data
1.63%	Diamond Hill Capital Management, Inc.	158,544	€3.0m	2.37%	0.02%
1.15%	First Western Trust Bank, Asset Managemnet Arm	112,170	€2.1m	0.44%	0.11%
1.12%	BOCO Investments, LLC, Asset Mangement Arm	108,597	€2.1m	0%	no data
1.12%	State Street Global Advisors, Inc.	108,413	€2.1m	0.46%	no data
1.08%	Bridgeway Capital Management, LLC	105,008	€2.0m	17.2%	0.04%
0.96%	Boothbay Fund Management, LLC	93,552	€1.8m	54.7%	0.07%
0.95%	Thomas Gart	92,551	€1.8m	0.26%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/23 02:07
End of Day Share Price	2025/05/23 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