Uwharrie Capital Corp

OTCPK:UWHR Stock Report

Market Cap: US$63.4m

Uwharrie Capital Ownership

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

Recent Insider Transactions

OTCPK:UWHR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Nov 24BuyUS$1,117Jeffrey TroutIndividual140US$7.98
30 Sep 24BuyUS$2,000Jeffrey TroutIndividual255US$7.84

Insider Trading Volume

Insider Buying: UWHR insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UWHR?
Owner TypeNumber of SharesOwnership Percentage
Institutions19,8910.281%
Individual Insiders863,01312.2%
General Public6,204,58787.5%

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

Top Shareholders

Top 25 shareholders own 12.22% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.86%
Roger Dick
415,363US$3.7m0%no data
0.78%
Brooke Senter
55,566US$496.8k-0.03%no data
0.77%
Christy Stoner
54,273US$485.2k0%no data
0.71%
Frank Rankin
50,508US$451.5k0.35%no data
0.67%
Tamara Singletary
47,673US$426.2k0%no data
0.56%
Joe Brooks
39,336US$351.7k0%no data
0.53%
R. Beaver
37,251US$333.0k0%no data
0.31%
Heather Almond
21,726US$194.2k0%no data
0.28%
Uwharrie Capital Corp Supplemental Executive Retirement Plan
19,891US$177.8k0%no data
0.2%
Jason Andrew
14,420US$128.9k-0.01%no data
0.19%
Jeffrey Trout
13,630US$121.9k1.03%no data
0.16%
Vernon Russell
11,099US$99.2k1.62%no data
0.14%
Allen Furr
9,655US$86.3k1.85%no data
0.13%
Dean Bowers
9,333US$83.4k1.93%no data
0.13%
Chris Poplin
9,290US$83.1k1.94%no data
0.13%
Mary Klauder
8,952US$80.0k2.03%no data
0.11%
W. Lowder
8,068US$72.1k0%no data
0.11%
Wesley Morgan
7,585US$67.8k2.4%no data
0.099%
James Campbell
7,043US$63.0k0%no data
0.069%
Stephen Seltzer
4,872US$43.6k0%no data
0.067%
Merlin Amirtharaj
4,727US$42.3k3.91%no data
0.062%
Stephen Swaringen
4,364US$39.0k4.23%no data
0.054%
Tara Eudy
3,805US$34.0k0%no data
0.053%
Cheryl Rinehardt
3,781US$33.8k-0.03%no data
0.053%
Matthew Shaver
3,768US$33.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 18:42
End of Day Share Price 2024/12/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Uwharrie Capital Corp is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution