Highest-materiality recent filing
First Western annual meeting elects 11 directors, ratifies Crowe LLP, approves say-on-pay
All 11 director nominees elected with 5.6M to 6.1M votes for; broker non-votes of 670,427.
First Western files annual meeting presentation; content not fully disclosed
Presentation to be used at annual meeting on June 3, 2026.
First Western Financial authorizes $5M stock repurchase plan commencing June 12, 2026
Board authorized up to $5M of common stock repurchases; plan effective for one year from June 12, 2026.
First Western Financial's May 2026 investor presentation contains no new material information
No financial results, guidance changes, or strategic updates appear in the filed presentation.
First Western Q1 net income $6.2M; EPS $0.63, up 85% QoQ; NIM expands to 2.81%
Net income available to common shareholders $6.2M ($0.63 diluted EPS), up from $3.3M ($0.34) in Q4 2025.
First Western furnishes investor presentation; no specific material facts disclosed
Company filed an 8-K furnishing a February 2026 investor presentation as Exhibit 99.1.
First Western Financial Reports Q4 2025 Net Income of $3.3M and EPS of $0.34
Net income available to common shareholders was $3.3M in Q4 2025, compared to $3.2M in Q3 2025 and $2.7M in Q4 2024.
First Western furnishes investor presentation; no financial results disclosed
Company made investor presentation available for meetings with investors and analysts.
First Western Q3 net income $3.2M ($0.32 EPS) vs $2.5M in Q2; deposits up 12.6%
Net income available to common shareholders $3.2M ($0.32 diluted EPS) in Q3 2025, compared to $2.5M ($0.26) in Q2 2025 and $2.1M ($0.22) in Q3 2024.
First Western furnishes investor presentation; no material new information disclosed
Company filed 8-K to furnish investor presentation materials for meetings with investors and analysts.
First Western Q2 2025 EPS $0.26; loans up 4.7%, NIM expands to 2.67%
Net income $2.5M ($0.26 diluted EPS) vs $4.2M ($0.43) in Q1 2025; vs $1.1M ($0.11) in Q2 2024.
First Western appoints Matthew C. Cassell as Chief Revenue Officer
Appointment effective June 5, 2025; Cassell will serve as CRO of First Western Trust Bank.
Shareholders approve amended omnibus incentive plan with 150,000 share increase
Stockholders approved Plan amendment and restatement, increasing share reserve by 150,000 shares.
First Western furnishes annual meeting presentation; no specific disclosures available
Presentation furnished as Exhibit 99.1 for June 4, 2025 annual shareholder meeting.
First Western furnishes investor presentation; no specific new details in filed excerpt
Exhibit 99.1 is an investor presentation for use during fiscal 2025 meetings.
First Western Financial authorizes $5M share repurchase; Federal Reserve no objection
Board authorized up to $5M in common stock repurchases on April 23, 2025.
David R. Weber appointed Principal Accounting Officer of First Western Financial
Weber, already CFO and Principal Financial Officer, adds Principal Accounting Officer role effective April 23, 2025.
First Western Q1 net income rises to $4.2M ($0.43 EPS); NIM expands 16 bps to 2.61%
Net income available to common shareholders of $4.2M, up from $2.7M in Q4 2024; diluted EPS $0.43 vs $0.28.
First Western Financial furnishes investor presentation; no material new information
Company furnished investor presentation as Exhibit 99.1 for use in meetings during FY 2025.
First Western Q4 2024 net income $2.7M ($0.28 EPS) vs net loss year ago
Net income $2.7M ($0.28 diluted EPS) in Q4 2024 vs $2.1M ($0.22) in Q3 2024 and net loss $3.2M ($0.34) in Q4 2023.
First Western Financial furnishes investor presentation; no specifics in filing text
Company filed an 8-K furnishing an investor presentation dated November 2024 under Item 7.01.
First Western Q3 net income $2.1M ($0.22 EPS); deposits up 3.7%, loan-to-deposit ratio down to 95.2%
Net income $2.1M ($0.22 diluted EPS) vs $1.1M ($0.11) in Q2 2024 and $3.1M ($0.32) in Q3 2023.
Filing furnishes an investor presentation under Regulation FD, but the provided exhibit text is truncated.
First Western Q2 net income drops to $1.1M, EPS $0.11; NPLs rise to $49.3M
Net income available to common shareholders $1.1M ($0.11 diluted EPS) vs Q1 $2.5M ($0.26) and Q2 2023 $1.5M ($0.16).
First Western authorizes 200,000-share buyback (~2% of outstanding) over one year
Board authorized repurchase of up to 200,000 shares (~2% of outstanding) over a one-year period.
First Western appoints Ellen S. Robinson to board; Eric D. Sipf retires
Ellen S. Robinson appointed to board effective June 5, 2024, replacing retiring director Eric D. Sipf.
First Western Financial annual meeting elects all 11 directors, ratifies Crowe LLP
Eleven directors elected with majorities exceeding 6.3M votes; broker non-votes of 871,892.
First Western furnishes annual meeting presentation; full content not available in filing
Presentation will be used at annual shareholder meeting on June 5, 2024.
First Western Financial furnishes investor presentation with no material new facts disclosed
Company filed an 8-K under Item 7.01 to furnish an investor presentation dated May 2024.
First Western adopts NEO incentive plan linking cash bonuses to annual financial goals
Plan effective Jan 1, 2024; ties NEO bonuses to gross revenues, ROE, EBT, operating EPS, and qualitative goals.
First Western Q1 2024 net income $2.5M ($0.26/diluted) vs Q4 2023 loss $3.2M
Net income available to common $2.5M (diluted EPS $0.26) compared to net loss $3.2M (loss $0.34) in Q4 2023 and net income $3.8M ($0.39) in Q1 2023.
First Western restates Q4 results: $3.5M charge-off on C&I loan after guarantor bankruptcy
Charge-off of $3.5M net of tax reduces Q4 and FY 2023 net income available to common stockholders.
First Western Financial subsidiary CIO John E. Sawyer resigns effective March 5
John E. Sawyer resigned as Chief Investment Officer of First Western Trust Bank, effective March 5, 2024.
First Western furnishes investor presentation; no specific numbers or guidance in excerpt
Company furnished investor presentation materials under Item 7.01 as Exhibit 99.1.
CFO David Weber enters new employment agreement with $275K base salary
Base salary of $275,000, reviewed annually; term expires Dec 31, 2024 with auto-renewal.
First Western Q4 2023 net income drops to $0.3M; EPS $0.03 vs $0.32 in Q3
Net income available to common shareholders $0.3M, down from $3.1M in Q3; diluted EPS $0.03 vs $0.32.
First Western files investor presentation; details limited (low confidence)
Investor presentation dated November 2023 furnished on October 31, 2023.
Net income available to common shareholders $3.1M, diluted EPS $0.32 vs $0.16 Q2 and $0.64 YoY.
First Western designates Weber as PFO, Montgomery as PAO; Courkamp retains COO role
David R. Weber designated as Principal Financial Officer and appointed CFO/Treasurer of bank subsidiary, effective Oct 1, 2023.
First Western names David Weber CFO; Julie Courkamp promoted to Bank President
David R. Weber appointed CFO and Treasurer effective Oct 1, 2023; base salary $275,000.
First Western Financial files August 2023 investor presentation; no material new information
Investor presentation dated August 2023 furnished under Item 7.01.
First Western Q2 net income $1.5M, EPS $0.16 vs $0.39 Q1; revenue down 5% QoQ
Gross revenue $24.8M, down 5.0% QoQ; net interest income $18.4M, down 5.8% due to higher deposit costs.
First Western Financial enters employment agreement with CBO Cassell; $300k base salary
Employment agreement effective June 22, 2023 with Chief Banking Officer Matthew C. Cassell; base salary $300,000.48.
First Western Financial shareholders elect 11 directors, ratify Crowe LLP as auditor for 2023
All 11 director nominees elected with over 5.7M votes for each; Scott C. Wylie received 6,047,629 votes for.
First Western Financial furnishes annual meeting presentation with no material updates
Presentation filed under Item 7.01 for June 21, 2023 annual meeting.
First Western Financial furnishes investor presentation; content not fully disclosed in filing
Company furnished investor presentation as Exhibit 99.1 under Item 7.01 Regulation FD.
Amended employment agreements for CEO, CFO, CIO; updated severance multiples and equity vesting
Scott Wylie (Chairman/CEO) severance: 2x Base Amount (non-CIC) or 2.99x (CIC), plus pro-rata equity vesting.
First Western Q1 earnings drop: EPS $0.39 vs $0.57 YoY; NIM falls 37bps to 2.93%
Net income available to common shareholders $3.8M, down 30% from $5.5M in Q4 2022 and Q1 2022.
First Western Financial furnishes investor presentation; no material new info disclosed
Filing under Item 7.01 provides investor presentation for March 2023.
First Western Q4 net income $5.5M ($0.56 EPS); deposits grow 43.9% annualized, NPAs rise to $12.3M
Net income available to common shareholders $5.5M, diluted EPS $0.56, vs $6.2M ($0.64) Q3 2022 and $1.9M ($0.23) Q4 2021.
On and effective June 5, 2025, the Board of Directors of First Western Financial, Inc. (the “Company”) appointed Matthew C. Cassell to serve as Chief Revenue Officer of First Western Trust Bank (the “Bank”).
On April 23, 2025, the Board of Directors of First Western Financial, Inc. (the “Company”) designated David R. Weber, the Company’s Chief Financial Officer and Principal Financial Officer, to serve as its Principal Accounting Officer effective April 23, 2025.
Mr. Weber will assume the Principal Accounting Officer duties from Jesica J. Montgomery, who was promoted to oversee other functions within the Company.
the Company’s shareholders elected a new board member, Ellen S. Robinson to replace retiring board member Eric D. Sipf, effective immediately.
the Company’s shareholders elected a new board member, Ellen S. Robinson to replace retiring board member Eric D. Sipf, effective immediately.
On March 1, 2024, John E. Sawyer, the appointed Chief Investment Officer of First Western Trust Bank, gave notice of his planned resignation.
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.
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.
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.
Also announced on August 28, 2023, was the promotion of the Company’s current Chief Operating Officer, Chief Financial Officer and Treasurer, Julie A. Courkamp, age 44, to President of the Bank effective October 1, 2023.
On August 28, 2023, First Western Financial, Inc. (the "Company") announced the appointment, effective October 1, 2023, of David R. Weber to serve as its Chief Financial Officer and Treasurer.
the appointment of Julie A. Courkamp, age 42, to the newly created position of Chief Operating Officer, effective immediately.
Max materiality 0.80 · Median 0.30 · Most common event other