First Western Financial Inc — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Montgomery Jesica J. | Principal Accounting Officer | Tax Withholding | 13 | $17.45 | $227 | 3,220 | May 3, 2024 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Award / Grant | 6,637 | — | — | 46,065 | May 2, 2024 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Award / Grant | 11,799 | — | — | 759,279 | May 1, 2024 |
| Weber David R. | Chief Financial Officer | Award / Grant | 597 | — | — | 4,463 | May 1, 2024 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Tax Withholding | 41 | $17.39 | $713 | 12,885 | May 1, 2024 |
| Montgomery Jesica J. | Principal Accounting Officer | Tax Withholding | 71 | $17.39 | $1,235 | 3,233 | May 1, 2024 |
| Cassell Matthew C. | CHIEF BANKING OFFICER | Tax Withholding | 36 | $17.39 | $626 | 16,280 | May 1, 2024 |
| Scott James Allen | Chief ClientExperience Officer | Award / Grant | 5,752 | — | — | 5,752 | Feb 15, 2024 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sale | 42,408 | $16.41 | $695,915 | 747,480 | Feb 1, 2024 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Tax Withholding | 1,619 | $19.62 | $31,765 | 39,428 | Jan 2, 2024 |
| Weber David R. | Chief Financial Officer | Award / Grant | 607 | — | — | 4,072 | Jan 2, 2024 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Award / Grant | 3,640 | — | — | 13,578 | Jan 2, 2024 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Tax Withholding | 7,472 | $19.62 | $146,601 | 789,888 | Jan 2, 2024 |
| Sawyer John Emery | CHIEF INVESTMENT OFFICER | Award / Grant | 4,564 | — | — | 27,478 | Jan 2, 2024 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Tax Withholding | 1,874 | $16.54 | $30,996 | 772,904 | Nov 20, 2023 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Tax Withholding | 411 | $16.54 | $6,798 | 33,387 | Nov 20, 2023 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Award / Grant | 815 | — | — | 10,172 | Nov 20, 2023 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Option Exercise | 3,000 | $20.00 | $60,000 | 33,798 | Aug 31, 2023 |
| Cassell Matthew C. | CHIEF BANKING OFFICER | Sale | 2,485 | $19.78 | $49,153 | 14,697 | Aug 17, 2023 |
| Cassell Matthew C. | CHIEF BANKING OFFICER | Sale | 2,485 | $21.05 | $52,309 | 14,697 | Aug 3, 2023 |
| Duncan David R | — | Award / Grant | 1,208 | — | — | 41,012 | Aug 1, 2023 |
| Gart Thomas A | — | Award / Grant | 1,208 | — | — | 21,853 | Aug 1, 2023 |
| Hamill Patrick H | — | Award / Grant | 1,208 | — | — | 161,589 | Aug 1, 2023 |
| Smith Mark L | — | Award / Grant | 1,208 | — | — | 49,935 | Aug 1, 2023 |
| Latimer Luke A | — | Award / Grant | 1,208 | — | — | 53,856 | Aug 1, 2023 |
| Mitchell Scott C | — | Award / Grant | 1,208 | — | — | 5,935 | Aug 1, 2023 |
| SIPF ERIC D | — | Award / Grant | 1,208 | — | — | 184,316 | Aug 1, 2023 |
| Caponi Julie A | — | Award / Grant | 1,208 | — | — | 19,931 | Aug 1, 2023 |
| Zimlich Joseph C. | — | Award / Grant | 1,208 | — | — | 38,439 | Aug 1, 2023 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Tax Withholding | 432 | $27.19 | $11,746 | 9,439 | Jul 3, 2023 |
| Duncan David R | — | Purchase | 500 | $16.00 | $8,000 | 39,804 | May 16, 2023 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Tax Withholding | 812 | $14.69 | $11,928 | 768,914 | May 3, 2023 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Tax Withholding | 78 | $14.69 | $1,146 | 9,871 | May 3, 2023 |
| Sawyer John Emery | CHIEF INVESTMENT OFFICER | Tax Withholding | 141 | $14.69 | $2,071 | 22,914 | May 3, 2023 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Tax Withholding | 224 | $14.69 | $3,291 | 30,798 | May 3, 2023 |
| Courkamp Julie A | CHIEF OPERATING OFFICER | Tax Withholding | 196 | $14.98 | $2,936 | 31,022 | May 1, 2023 |
| Cassell Matthew C. | CHIEF BANKING OFFICER | Tax Withholding | 31 | $14.98 | $464 | 18,187 | May 1, 2023 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Award / Grant | 977 | — | — | 10,260 | May 1, 2023 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Tax Withholding | 1,620 | $16.91 | $27,394 | 770,355 | May 1, 2023 |
| Sawyer John Emery | CHIEF INVESTMENT OFFICER | Tax Withholding | 464 | $16.91 | $7,846 | 23,164 | May 1, 2023 |
| Zimlich Joseph C. | — | Option Exercise | 2,880 | $20.00 | $57,600 | 37,231 | Mar 3, 2023 |
| Duncan David R | — | Sale | 1,755 | $26.82 | $47,069 | 12,160 | Feb 16, 2023 |
| Smith Mark L | — | Option Exercise | 2,880 | $20.00 | $57,600 | 48,727 | Feb 7, 2023 |
| Sawyer John Emery | CHIEF INVESTMENT OFFICER | Tax Withholding | 347 | $28.15 | $9,768 | 19,932 | Jan 3, 2023 |
| Duncan David R | — | Sale | 1,211 | $29.04 | $35,167 | 13,915 | Dec 13, 2022 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sale | 1,611 | $28.95 | $46,638 | 760,148 | Dec 9, 2022 |
| Lawley Scott J | CHIEF CREDIT OFFICER | Tax Withholding | 83 | $29.00 | $2,407 | 9,283 | Nov 18, 2022 |
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Tax Withholding | 662 | $29.00 | $19,198 | 761,759 | Nov 18, 2022 |
| Courkamp Julie A | CHIEF FINANCIAL OFFICER | Tax Withholding | 414 | $29.00 | $12,006 | 25,037 | Nov 18, 2022 |
| Courkamp Julie A | CHIEF FINANCIAL OFFICER | Award / Grant | 377 | — | — | 25,451 | Nov 2, 2022 |