{"schema_version":"secwatch.filing_event.v1","accession":"0001327607-23-000146","form_type":"8-K","ticker":"MYFW","cik":"0001327607","company_name":"First Western Financial Inc","filed_at":"2023-09-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.594603+00:00","generated_at":"2026-06-10T06:49:45.862238+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"confidence":"high","headline":"First Western designates Weber as PFO, Montgomery as PAO; Courkamp retains COO role","bullets":["David R. Weber designated as Principal Financial Officer and appointed CFO/Treasurer of bank subsidiary, effective Oct 1, 2023.","Jesica J. Montgomery designated as Principal Accounting Officer and appointed Controller/Cashier of bank, effective Oct 1, 2023.","Julie A. Courkamp relinquishes PFO and PAO duties but remains COO and President of the Bank.","Weber previously Director of Finance and Treasury; Montgomery previously Controller. Both internal promotions."],"urls":{"canonical":"https://secwatch.observer/filing/0001327607-23-000146","json":"https://secwatch.observer/filing/0001327607-23-000146.json","markdown":"https://secwatch.observer/filing/0001327607-23-000146.md","text":"https://secwatch.observer/filing/0001327607-23-000146.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/myfw-20230925.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T06:49:45.862238+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"07864722b6","claim":"Jesica J. Montgomery changed role as Principal Accounting Officer at First Western Financial Inc.","evidence_excerpt":"On September 25, 2023, the Board of Directors of the Company designated its Controller, Jesica J. Montgomery, to serve as the Principal Accounting Officer of the Company effective October 1, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"designated"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"434154db3c","claim":"David R. Weber was appointed as Chief Financial Officer and Treasurer at First Western Financial Inc.","evidence_excerpt":"On September 25, 2023, the Board of Directors of First Western Financial, Inc. (the 'Company') designated David R. Weber, the Company's Chief Financial Officer, to serve as its Principal Financial Officer effective October 1, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer and Treasurer"}],"fact_type":"executive_change"},{"claim_id":"779d85e0be","claim":"Julie A. Courkamp changed role as Chief Operating Officer at First Western Financial Inc.","evidence_excerpt":"However, Ms. Courkamp will no longer serve as the Company's Principal Financial Officer nor Principal Accounting Officer as of the effective date of Mr. Weber's and Ms. Montgomery's appointments.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"will no longer serve"},{"label":"Role","value":"Chief Operating Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}