undamentalytics Newsletter

First Western Financial Inc insider trading

Every open-market purchase and sale by First Western Financial Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
First Western Financial Inc insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following First Western Financial Inc’s insiders pay?

From March 19, 2019 to September 2, 2026, 11 insiders reported 4 open-market purchases and 46 sales not made under a pre-set plan in First Western Financial Inc. Twelve months after each purchase was reported, the shares were +6.0% against the S&P 500 on average (median −5.4%), over 4 purchases with a full year of prices; 50% beat the index. After sales, the shares moved −10.9% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 4, 2020 into $16,404 by November 2, 2026, +8.7% a year. It held shares 46% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $15,845 (+8.0% a year), and held throughout $23,875 (+15.7%).

$0$10.0k$20.0k 2020202120222023202420252026 $23.9k$16.4k$15.8k
Copying First Western Financial Inc's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by First Western Financial Inc's insiders from November 4, 2020, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 46% of the time.
First Western Financial Inc: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Wylie Scott C CHAIRMAN, CEO AND PRESIDENT 0 — — 24 −8.0% (18) September 2, 2026
Duncan David R Director 0 — — 12 −28.3% (9) February 4, 2026
Courkamp Julie A CHIEF OPERATING OFFICER 0 — — 2 +9.9% (1) December 12, 2025
Mitchell Scott C Director 1 −18.3% (1) 0% 1 — February 5, 2026
Sawyer John Emery CHIEF INVESTMENT OFFICER 2 −13.0% (2) 50% 0 — August 4, 2022
Smith Mark L Director 0 — — 2 +10.3% (1) December 12, 2025
Zimlich Joseph C. Director 1 +68.2% (1) 100% 1 +8.8% (1) November 30, 2021
Cassell Matthew C. CHIEF BANKING OFFICER 0 — — 1 −41.2% (1) August 7, 2023
Latimer Luke A Director 0 — — 1 — December 17, 2025
Lawley Scott J Chief Credit Officer 0 — — 1 +42.1% (1) July 29, 2020
Sipf Eric D Director 0 — — 1 +9.0% (1) November 10, 2021

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded First Western Financial Inc

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of First Western Financial Inc in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 2 selling crowds, +12.4%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
December 31, 20254 selling−3.6%+12.4%not yet
December 31, 20216 selling+8.7%+12.3%+8.2%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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