Over the 90-day window ending December 31, 2025, First Western Financial's three dominant insider ownership positions are held by Chairman And Ceo And President Scott C Wylie (758.48K shares), Director Luke A Latimer (56.57K shares), Chief Operating Officer Julie A Courkamp (55.82K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Scott C Wylie | Chairman And Ceo And President | 758,482 | 16 Dec, 2025 |
| Eric D Sipf | 184,316 | 03 Aug, 2023 | |
| Patrick H Hamill | 164,255 | 06 Jun, 2025 | |
| Luke A Latimer | 56,573 | 17 Dec, 2025 | |
| Julie A Courkamp | Chief Operating Officer | 55,816 | 12 Dec, 2025 |
| David R Duncan | 54,298 | 06 Jun, 2025 | |
| Mark L Smith | 52,652 | 12 Dec, 2025 | |
| Joseph C. Zimlich | 41,105 | 06 Jun, 2025 | |
| John Emery Sawyer | Chief Investment Officer | 30,624 | 04 Jan, 2024 |
| Thomas A Gart | 24,519 | 06 Jun, 2025 | |
| Julie A Caponi | 22,597 | 06 Jun, 2025 | |
| Matthew C. Cassell | Chief Revenue Officer | 15,802 | 05 Aug, 2025 |
| Scott J Lawley | Chief Credit Officer | 12,805 | 07 May, 2024 |
| Scott C Mitchell | 8,601 | 06 Jun, 2025 | |
| Eric E. Ensmann | Chief Risk Officer | 6,698 | 12 Aug, 2025 |
| David R. Weber | Chief Financial Officer | 5,964 | 05 May, 2025 |
| James Allen Scott | Chief Clientexperience Officer | 5,752 | 16 Feb, 2024 |
| Jesica J. Montgomery | Principal Accounting Officer | 3,220 | 07 May, 2024 |
| Ellen S. Robinson | 1,933 | 06 Jun, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | Luke A Latimer | Common Stock | A | 1,697 | $25.00 | 58,219 | D | M |
| 16 Dec, 2025 | Luke A Latimer | Common Stock | D | 1,646 | $25.78 | 56,573 | D | S |
| 12 Dec, 2025 | Scott C Wylie | Common Stock | A | 16,500 | $25.00 | 772,653 | D | M |
| 12 Dec, 2025 | Scott C Wylie | Common Stock | D | 16,171 | $25.72 | 756,482 | D | S |
| 11 Dec, 2025 | Mark L Smith | Common Stock | A | 1,697 | $25.00 | 54,298 | D | M |
| 11 Dec, 2025 | Mark L Smith | Common Stock | D | 1,646 | $25.79 | 52,652 | D | S |
| 10 Dec, 2025 | Julie A Courkamp | Common Stock | A | 3,000 | $25.00 | 58,749 | D | M |
| 10 Dec, 2025 | Julie A Courkamp | Common Stock | D | 2,933 | $25.82 | 55,816 | D | S |
| 25 Nov, 2025 | Scott C Wylie | Common Stock | D | 5,000 | $23.55 | 756,153 | D | S |
| 18 Nov, 2025 | Julie A Courkamp | Common Stock | A | 4,076 | $0.00 | 57,331 | D | A |
| 18 Nov, 2025 | Scott C Wylie | Common Stock | A | 6,521 | $0.00 | 763,685 | D | A |
| 18 Nov, 2025 | Julie A Courkamp | Common Stock | D | 411 | $22.99 | 56,920 | D | F |
| 18 Nov, 2025 | Scott C Wylie | Common Stock | D | 658 | $22.99 | 763,027 | D | F |
| 18 Nov, 2025 | Scott C Wylie | Common Stock | D | 1,874 | $22.99 | 761,153 | D | F |
| 18 Nov, 2025 | Julie A Courkamp | Common Stock | D | 1,171 | $22.99 | 55,749 | D | F |
| 11 Sep, 2025 | Scott C Wylie | Common Stock | D | 5,000 | $23.59 | 757,164 | D | S |
| 08 Aug, 2025 | Eric E. Ensmann | Common Stock | D | 342 | $20.61 | 6,698 | D | F |
| 08 Aug, 2025 | Eric E. Ensmann | - | - | 6,698 | D | |||
| 04 Aug, 2025 | Matthew C. Cassell | Common Stock | D | 1,005 | $21.08 | 15,802 | D | F |
| 04 Aug, 2025 | Matthew C. Cassell | - | - | 15,802 | D |