First Western Financial Inc
MYFW23.280USD
-0.090-0.39%
Handelsschluss 09/19, 16:00（ET）Kurse um 15 Minuten verzögert
226.23MMarktkapitalisierung
19.55KGV TTM
mehr Informationen über First Western Financial Inc Unternehmen
First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.
Unternehmensinformationen
BörsenkürzelMYFW
Name des UnternehmensFirst Western Financial Inc
IPO-datumJul 19, 2018
CEOMr. Scott C. Wylie
Anzahl der mitarbeiter321
WertpapierartOrdinary Share
GeschäftsjahresendeJul 19
Addresse1900 Sixteenth St, #1200
StadtDENVER
BörseNASDAQ Global Select Consolidated
LandUnited States of America
Postleitzahl80202
Telefon13035318100
Websitehttps://myfw.gcs-web.com/
BörsenkürzelMYFW
IPO-datumJul 19, 2018
CEOMr. Scott C. Wylie
Führungskräfte
Name
Name/Position
Position
Aktienbesitz
Veränderung
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
733.14K
-0.68%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Mr. Mark L. Smith
Mr. Mark L. Smith
Independent Director
Independent Director
49.96K
+2.46%
Ms. Julie A. Courkamp
Ms. Julie A. Courkamp
Chief Operating Officer, Director and President of First Western Trust Bank
Chief Operating Officer, Director and President of First Western Trust Bank
40.38K
+10.74%
Ms. Julie A. Caponi
Ms. Julie A. Caponi
Independent Director
Independent Director
19.96K
+6.40%
Mr. Matthew C. Cassell
Mr. Matthew C. Cassell
Chief Banking Officer
Chief Banking Officer
9.34K
-9.71%
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Name
Name/Position
Position
Aktienbesitz
Veränderung
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
733.14K
-0.68%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Umsatzaufteilung
Keine Daten
Keine Daten
Nach Geschäftsbereich
Nach Region
Keine Daten
Aktionärsstatistik
Aktualisiert: Fri, Aug 15
Aktualisiert: Fri, Aug 15
Aktionäre
Aktionärstypen
Aktionäre
Aktionäre
Anteil
Wylie (Scott C)
7.54%
North Reef Capital Management LP
5.62%
1st & Main Growth Partners
5.05%
BlackRock Institutional Trust Company, N.A.
4.73%
The Vanguard Group, Inc.
4.46%
Andere
72.60%
Aktionäre
Aktionäre
Anteil
Wylie (Scott C)
7.54%
North Reef Capital Management LP
5.62%
1st & Main Growth Partners
5.05%
BlackRock Institutional Trust Company, N.A.
4.73%
The Vanguard Group, Inc.
4.46%
Andere
72.60%
Aktionärstypen
Aktionäre
Anteil
Investment Advisor
24.63%
Investment Advisor/Hedge Fund
24.59%
Individual Investor
15.43%
Hedge Fund
15.04%
Research Firm
0.95%
Pension Fund
0.27%
Bank and Trust
0.10%
Insurance Company
0.03%
Andere
18.97%
Institutionelle Beteiligung
Aktualisiert: Tue, Jul 1
Aktualisiert: Tue, Jul 1
Berichtszeitraum
Anzahl der Institutionen
Gehaltenen Aktien
Anteil
Veränderung
2025Q2
164
7.55M
77.65%
-570.24K
2025Q1
166
7.64M
78.71%
-714.49K
2024Q4
167
7.67M
79.33%
+28.19K
2024Q3
166
7.33M
75.88%
-420.67K
2024Q2
163
7.27M
75.26%
-692.48K
2024Q1
166
7.19M
74.78%
-617.54K
2023Q4
167
7.13M
74.43%
-525.56K
2023Q3
164
7.09M
74.31%
-423.33K
2023Q2
166
6.88M
72.24%
-368.45K
2023Q1
169
6.68M
70.41%
-545.07K
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Aktionärsaktivitäten
Name
Gehaltenen Aktien
Anteil
Veränderung
Änderung%
Datum
Wylie (Scott C)
738.14K
7.6%
-5.00K
-0.67%
Jun 09, 2025
North Reef Capital Management LP
379.18K
3.9%
+66.75K
+21.37%
Mar 31, 2025
1st & Main Growth Partners
636.18K
6.55%
--
--
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
475.30K
4.89%
-17.65K
-3.58%
Mar 31, 2025
The Vanguard Group, Inc.
401.49K
4.13%
-1.90K
-0.47%
Mar 31, 2025
AllianceBernstein L.P.
369.56K
3.8%
+14.99K
+4.23%
Mar 31, 2025
Jacobs Asset Management, LLC
325.18K
3.35%
+13.05K
+4.18%
Mar 31, 2025
Punch & Associates Investment Management, Inc.
210.47K
2.17%
-145.00K
-40.79%
Mar 31, 2025
Mendon Capital Advisors Corp.
257.21K
2.65%
-391.00
-0.15%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
201.32K
2.07%
+8.64K
+4.48%
Mar 31, 2025
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Verbundene ETFs
Aktualisiert: Sat, Sep 6
Aktualisiert: Sat, Sep 6
Name
Anteil
First Trust Dow Jones Select MicroCap Index Fund
0.28%
First Trust NASDAQ ABA Community Bank Index Fund
0.11%
iShares Micro-Cap ETF
0.04%
iShares Russell 2000 ETF
0.01%
iShares Russell 2000 Value ETF
0.01%
Global X Russell 2000 ETF
0.01%
DFA Dimensional US Small Cap Value ETF
0.01%
Avantis US Small Cap Equity ETF
0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
0.01%
iShares Core S&P Total U.S. Stock Market ETF
0%
Mehr Anzeigen
First Trust Dow Jones Select MicroCap Index Fund
Anteil0.28%
First Trust NASDAQ ABA Community Bank Index Fund
Anteil0.11%
iShares Micro-Cap ETF
Anteil0.04%
iShares Russell 2000 ETF
Anteil0.01%
iShares Russell 2000 Value ETF
Anteil0.01%
Global X Russell 2000 ETF
Anteil0.01%
DFA Dimensional US Small Cap Value ETF
Anteil0.01%
Avantis US Small Cap Equity ETF
Anteil0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
Anteil0.01%
iShares Core S&P Total U.S. Stock Market ETF
Anteil0%
Dividende
In den vergangenen 5 Jahren wurden insgesamt
0.00
USD an Dividenden ausgeschüttet.
Datum
Dividende
Stichtag für die Aktienregistrierung
Zahltag
Ex-Dividendentag
Keine Daten
Aktien-Split
Datum
Art
Verhältnis
Keine Daten
Datum
Art
Verhältnis
Keine Daten
