First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high-net worth individuals or families, and philanthropic and business organizations. The company operates 18 profit centers, including 14 boutique private trust bank offices with 2 locations in Arizona, 9 locations in Colorado, and 3 location in Wyoming; 2 loan production offices with 1 location in Ft. Collins, Colorado, and 1 location in Greenwood Village, Colorado; and 2 trust offices with 1 location in Laramie, Wyoming, and 1 location in Century City, California. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
Over the last 12 months, insiders at First Western Financial, Inc. have bought $0 and sold $797,378 worth of First Western Financial, Inc. stock.
On average, over the past 5 years, insiders at First Western Financial, Inc. have bought $138,664 and sold $1.34M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 500 shares for transaction amount of $8,000 was made by Duncan David R (director) on 2023‑05‑16.
2024-02-01 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 42,408 0.4086% | $16.41 | $695,915 | -6.82% | |
2023-08-17 | Sale | Cassell Matthew C. | CHIEF BANKING OFFICER | 2,485 0.026% | $19.78 | $49,153 | -13.45% | |
2023-08-04 | Sale | Cassell Matthew C. | CHIEF BANKING OFFICER | 2,485 0.0265% | $21.05 | $52,309 | -17.95% | |
2023-05-16 | Duncan David R | director | 500 0.0052% | $16.00 | $8,000 | +8.46% | ||
2022-12-14 | Sale | Duncan David R | director | 1,211 0.0128% | $29.04 | $35,167 | -35.04% | |
2022-12-13 | Sale | Duncan David R | director | 2,034 0.0214% | $29.53 | $60,064 | -36.10% | |
2022-12-09 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 1,611 0.0167% | $28.95 | $46,638 | -35.59% | |
2022-10-26 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 2,900 0.0306% | $26.97 | $78,213 | -26.35% | |
2022-09-07 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 900 0.0097% | $26.90 | $24,210 | -6.63% | |
2022-08-24 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 16 0.0002% | $27.74 | $444 | -8.14% | |
2022-08-22 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 157 0.0017% | $27.99 | $4,394 | -9.26% | |
2022-08-17 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 220 0.0023% | $28.49 | $6,268 | -12.19% | |
2022-08-15 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 100 0.0011% | $28.99 | $2,899 | -12.05% | |
2022-08-10 | Sale | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 2,500 0.0263% | $28.40 | $71,000 | -10.21% | |
2022-08-03 | Sawyer John Emery | CHIEF INVESTMENT OFFICER | 925 0.0097% | $27.29 | $25,243 | -5.98% | ||
2022-05-31 | Sale | Duncan David R | director | 6,538 0.069% | $32.06 | $209,608 | -16.02% | |
2022-05-27 | Sale | Duncan David R | 6,536 0.0685% | $32.06 | $209,544 | -16.55% | ||
2022-05-26 | Sale | Duncan David R | 10,000 0.1084% | $31.77 | $317,700 | -12.87% | ||
2022-05-24 | Sale | Duncan David R | 1,950 0.0205% | $30.76 | $59,982 | -12.52% | ||
2022-02-18 | Mitchell Scott C | director | 1,500 0.0158% | $32.98 | $49,470 | -14.43% |
Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 747480 7.8174% | $16.86 | 0 | 15 | |
Cassell Matthew C. | CHIEF BANKING OFFICER | 14697 0.1537% | $16.86 | 0 | 2 | |
SIPF ERIC D | director | 182354 1.9071% | $16.86 | 0 | 2 | |
Smith Mark L | director | 45093 0.4716% | $16.86 | 0 | 2 | |
Duncan David R | director | 39804 0.4163% | $16.86 | 1 | 7 | +8.46% |
Zimlich Joseph C. | director | 33597 0.3514% | $16.86 | 1 | 2 | +78.21% |
Courkamp Julie A | CHIEF FINANCIAL OFFICER | 21672 0.2267% | $16.86 | 0 | 1 | |
Lawley Scott J | Chief Credit Officer | 6897 0.0721% | $16.86 | 0 | 1 | |
Sawyer John Emery | CHIEF INVESTMENT OFFICER | 4700 0.0492% | $16.86 | 3 | 0 | +6.42% |
Mitchell Scott C | director | 3973 0.0416% | $16.86 | 2 | 0 | <0.0001% |
Banc Funds Co Llc | $11.17M | 7.97 | 766,386 | +1.05% | +$116,640.96 | 1.59 | |
BlackRock | $7.44M | 5.3 | 510,210 | -4.54% | -$353,535.80 | <0.0001 | |
North Reef Capital Management Lp | $5.86M | 4.18 | 401,832 | -9.39% | -$607,388.27 | 0.31 | |
The Vanguard Group | $5.38M | 3.84 | 369,313 | +1.21% | +$64,370.71 | <0.0001 | |
FJ Capital Management | $5.38M | 3.84 | 369,263 | 0% | +$0 | 0.55 | |
Wasatch Advisors | $5.31M | 3.78 | 363,990 | +14.53% | +$673,187.73 | 0.03 | |
Punch & Associates Investment Management, Inc. | $5.06M | 3.61 | 346,915 | +29.75% | +$1.16M | 0.29 | |
AllianceBernstein | $4.81M | 3.43 | 330,023 | -1.41% | -$68,700.96 | <0.01 | |
Kennedy Capital Management Inc | $3.59M | 2.56 | 246,196 | -18.69% | -$825,257.23 | 0.08 | |
Strategic Value Bank Partners Llc | $3.22M | 2.29 | 220,663 | New | +$3.22M | 2.1 | |
Diamond Hill Investment Group Inc | $2.45M | 1.75 | 168,354 | +4.04% | +$95,294.87 | 0.01 | |
Geode Capital Management | $2.39M | 1.7 | 163,613 | +1.68% | +$39,326.85 | <0.0001 | |
Tieton Capital Management LLC | $2.2M | 1.57 | 151,150 | -1.05% | -$23,476.28 | 1.16 | |
Dimensional Fund Advisors | $2.16M | 1.54 | 148,443 | +3.22% | +$67,607.46 | <0.01 | |
First Western Trust Bank | $1.77M | 1.26 | 121,120 | 0% | +$0 | 0.08 | |
State Street | $1.57M | 1.12 | 107,495 | 0% | +$0 | <0.0001 | |
Stifel | $1.12M | 0.8 | 77,000 | 0% | +$0 | <0.01 | |
Northern Trust | $984,908.00 | 0.7 | 67,552 | +6.09% | +$56,555.81 | <0.0001 | |
Cherry Creek Inv Adv | $757,271.00 | 0.54 | 51,939 | -10.36% | -$87,480.04 | 0.3 | |
Cresset Asset Management Llc | $660,707.00 | 0.47 | 45,316 | New | +$660,707.00 | <0.01 | |
Bridgeway Capital Management | $636,490.00 | 0.45 | 43,655 | -49.23% | -$617,098.60 | 0.01 | |
GOLDEN CAPITAL MANAGEMENT LLC | $611,879.00 | 0.44 | 41,967 | +112.72% | +$324,230.11 | 0.01 | |
Ohio Strs | $456,000.00 | 0.33 | 31,300 | +158.68% | +$279,718.85 | <0.01 | |
Mendon Capital Advisors Corp | $1.17M | 0.33 | 31,277 | -45.19% | -$967,612.70 | 0.67 | |
Nuveen | $371,863.00 | 0.27 | 25,505 | 0% | +$0 | <0.0001 | |
Raymond James Associates | $364,500.00 | 0.26 | 25,000 | 0% | +$0 | <0.0001 | |
BNY Mellon | $327,307.00 | 0.23 | 22,449 | -3.49% | -$11,824.40 | <0.0001 | |
Empowered Funds Llc | $325,192.00 | 0.23 | 22,304 | +7.6% | +$22,963.48 | 0.01 | |
Invesco | $320,425.00 | 0.23 | 21,977 | New | +$320,425.00 | <0.0001 | |
Goldman Sachs | $306,384.00 | 0.22 | 21,014 | New | +$306,384.00 | <0.0001 | |
Charles Schwab | $305,626.00 | 0.22 | 20,962 | 0% | +$0 | <0.0001 | |
Lido Advisors, LLC | $203,012.00 | 0.15 | 13,924 | 0% | +$0 | <0.01 | |
RhumbLine Advisers | $179,312.00 | 0.13 | 12,299 | +2.31% | +$4,053.07 | <0.0001 | |
Morgan Stanley | $158,265.00 | 0.11 | 10,855 | -30.12% | -$68,204.85 | <0.0001 | |
Two Sigma Advisers LP | $154,548.00 | 0.11 | 10,600 | 0% | +$0 | <0.0001 | |
JPMorgan Chase | $154,023.00 | 0.11 | 10,564 | +21.58% | +$27,337.48 | <0.0001 | |
Bank of America | $134,472.00 | 0.1 | 9,223 | -39.23% | -$86,809.75 | <0.0001 | |
Barclays | $135,000.00 | 0.1 | 9,270 | -31.12% | -$60,990.29 | <0.0001 | |
UBS | $116,276.00 | 0.08 | 7,975 | +1.03% | +$1,180.98 | <0.0001 | |
Deutsche Bank | $104,991.00 | 0.08 | 7,201 | +9.76% | +$9,331.24 | <0.0001 | |
Royal Bank of Canada | $99,000.00 | 0.07 | 6,780 | -24.2% | -$31,612.83 | <0.0001 | |
New York State Common Retirement Fund | $81,000.00 | 0.06 | 5,569 | 0% | +$0 | <0.0001 | |
Wells Fargo | $64,575.00 | 0.05 | 4,429 | +8.95% | +$5,307.14 | <0.0001 | |
American International Group | $57,591.00 | 0.04 | 3,950 | -0.85% | -$495.72 | <0.0001 | |
Acadian Asset Management | $56,000.00 | 0.04 | 3,867 | 0% | +$0 | <0.0001 | |
Tower Research Capital | $32,645.00 | 0.02 | 2,239 | +328.93% | +$25,034.15 | <0.0001 | |
Citigroup | $22,570.00 | 0.02 | 1,548 | +23.84% | +$4,344.87 | <0.0001 | |
CalSTRS | $11,751.00 | 0.01 | 806 | -38.89% | -$7,479.23 | <0.0001 | |
Legal & General | $9,623.00 | 0.01 | 660 | 0% | +$0 | <0.0001 | |
Ameritas Investment Partners Inc | $8,631.00 | 0.01 | 592 | 0% | +$0 | <0.0001 |