Uwharrie Capital Corp (UWHR) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Roger L Dick President/Ceo Of Ucc 0 85,951 23 Nov, 2022
Frank A Iii Rankin - 52,329 0 16 Dec, 2025
Tamara M Singletary Evp Corporate Secretary 49,598 0 03 Mar, 2026
Brooke L Senter Chief People Officer 45,071 0 12 Mar, 2026
Heather H Almond Chief Financial Officer 25,504 0 03 Mar, 2026
Thomas M Jr Hearne - 22,620 0 23 Nov, 2021
Joe S Brooks - 18,958 0 28 Dec, 2022
Joe S Brooks - 18,459 0 23 Nov, 2022
Jason R Andrew Chief Operations Officer 17,905 0 11 Mar, 2026
James E Nance - 16,203 0 09 Dec, 2021
Jeffrey L Trout President Ub Mortgage 16,122 0 03 Mar, 2026
Christy D Stoner President Ceo Uia Cmo Ucc 14,092 0 03 Mar, 2026
Cynthia L Mynatt - 11,258 0 09 Dec, 2021
Chris M Poplin - 9,874 0 16 Dec, 2025
Mary N Klauder - 9,526 0 16 Dec, 2025
Christy D Stoner President Ceo Uia Cmo Ucc 4,285 5,215 02 Dec, 2025
Vernon A Russell - 6,422 2,457 02 Dec, 2025
Dean M Bowers - 8,838 0 16 Dec, 2025
Wesley A Morgan - 8,118 0 16 Dec, 2025
Harvey H Iii Leavitt - 7,744 0 31 Oct, 2022
James E Nance - 0 7,686 23 Nov, 2021
James E Nance - 0 7,686 23 Nov, 2021
R David Iii Beaver Chief Risk Officer 6,981 0 03 Mar, 2026
W Chester Lowder - 6,953 0 28 Dec, 2022
James O Campbell - 6,905 0 22 Dec, 2023
James E Nance - 5,701 0 23 Nov, 2021
Merlin Amirtharaj - 5,174 0 16 Dec, 2025
Christy D Stoner President Ceo Uia Cmo Ucc 0 4,868 23 Nov, 2022
Stephen C Seltzer - 4,776 0 22 Dec, 2023
Allen K Furr - 4,371 0 16 Dec, 2025
Deidre B Foster - 4,062 0 16 Dec, 2025
R David Iii Beaver Chief Risk Officer 3,962 0 02 Dec, 2025
Tara G Eudy - 3,730 0 22 Dec, 2023
Roger L Dick President/Ceo Of Ucc 3,651 0 02 Jan, 2026
Matthew R Hudson - 3,647 0 18 Dec, 2024
Brooke L Senter Chief People Officer 0 3,492 02 Dec, 2025
Cheryl P Rinehardt Chief Credit Officer 3,028 0 03 Mar, 2026
Matthew A Shaver - 2,994 0 28 Dec, 2022
Vernon A Russell - 2,857 0 16 Dec, 2025
Randy T Russell - 2,663 0 28 Dec, 2022
Vanessa O Chambers - 2,594 0 16 Dec, 2025
S Todd Swaringen - 2,548 0 16 Dec, 2025
Brooke L Senter Chief People Officer 0 2,302 23 Nov, 2022
S Todd Swaringen - 2,252 0 02 Dec, 2025
James E Nance - 2,147 0 23 Nov, 2021
Cynthia B Hanson - 2,123 0 16 Dec, 2025
Vernon A Russell - 0 2,054 18 Dec, 2024
Cheryl P Rinehardt Chief Credit Officer 1,906 0 02 Dec, 2025
Matthew D. Mcaulay - 1,802 0 16 Dec, 2025
R David Iii Beaver Chief Risk Officer 1,268 0 02 Dec, 2025
Thomas M Jr Hearne - 1,231 0 09 Dec, 2021
Aaron David Bates - 1,083 0 16 Dec, 2025
Dean M Bowers - 0 1,028 28 Nov, 2023
Dean M Bowers - 0 1,008 23 Nov, 2022
Allen K Furr - 967 0 02 Dec, 2025
W Chester Lowder - 0 802 23 Nov, 2022
Aaron David Bates - 684 0 02 Dec, 2025
Matthew A Shaver - 0 628 23 Nov, 2022
Allen K Furr - 230 230 02 Dec, 2025
Joe S Brooks - 0 392 23 Nov, 2022
Tamara M Singletary Evp Corporate Secretary 0 272 02 Dec, 2025
Tamara M Singletary Evp Corporate Secretary 0 272 02 Dec, 2025
Allen K Furr - 0 216 23 Nov, 2022
Harvey H Iii Leavitt - 0 194 23 Nov, 2021
Aaron David Bates - 189 0 22 Jun, 2023
S Todd Swaringen - 0 80 16 Dec, 2025
Jason R Andrew Chief Operations Officer 0 74 02 Dec, 2025
Jason R Andrew Chief Operations Officer 0 72 19 Nov, 2024

* 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
11 Mar, 2026 Brooke L Senter Common Stock (Held as Trustee for The Senter Living Trust) D 458 $0.00 0 D J
11 Mar, 2026 Brooke L Senter Common Stock A 458 $0.00 45,071 D J
10 Mar, 2026 Jason R Andrew Common Stock (Held jointly with Spouse) D 1,376 $0.00 0 D J
10 Mar, 2026 Jason R Andrew Common Stock A 1,376 $0.00 17,905 D J
02 Mar, 2026 Cheryl P Rinehardt Common Stock (Held by Self TOD Son) A 458 $10.90 3,028 D A
02 Mar, 2026 R David Iii Beaver Common Stock (Held jointly with Spouse) A 1,834 $10.90 6,981 D A
02 Mar, 2026 Heather H Almond Common Stock (Held jointly with Spouse) A 1,376 $10.90 25,504 D A
02 Mar, 2026 Jeffrey L Trout Common Stock (Held by Self TOD Spouse) A 917 $10.90 16,122 D A
02 Mar, 2026 Christy D Stoner Common Stock (Held by Self) A 917 $10.90 14,092 D A
02 Mar, 2026 Jason R Andrew Common Stock (Held jointly with Spouse) A 1,376 $10.90 1,376 D A
02 Mar, 2026 Tamara M Singletary Common Stock (Held by Self) A 458 $10.90 49,598 D A
02 Mar, 2026 Brooke L Senter Common Stock (Held as Trustee for The Senter Living Trust) A 458 $10.90 458 D A
31 Dec, 2025 Roger L Dick Common Stock A 489 $10.95 3,251 D P
31 Dec, 2025 Roger L Dick Common Stock A 400 $10.95 3,651 D P
19 Dec, 2025 Brooke L Senter Common Stock D 44,613 $0.00 0 D J
19 Dec, 2025 Brooke L Senter Common Stock A 44,613 $0.00 44,613 D J
15 Dec, 2025 Vanessa O Chambers Common Stock (Held jointly with Spouse) A 142 $10.50 2,594 D A
15 Dec, 2025 S Todd Swaringen Common Stock (Held by Self) A 142 $10.50 2,548 D A
15 Dec, 2025 Frank A Iii Rankin Common Stock (Held by Self) A 142 $10.50 52,329 D A
15 Dec, 2025 Aaron David Bates Common Stock (Held by Self TOD Spouse) A 142 $10.50 1,083 D A