Source-grounded facts extracted from First Western Financial Inc's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
First Western Financial Inc shareholders approved Advisory vote to approve the compensation paid to the Company's named executive officers at the 2026-06-03 meeting.
“The table below presents the final voting results for this proposal: Votes For Votes Against Abstentions 4,865,971 1,218,437 4,384”
First Western Financial Inc shareholders approved Ratification of the appointment of Crowe LLP as the independent registered public accounting firm for the year ending December 31, 2026 at the 2026-06-03 meeting.
“The table below presents the final voting results for this proposal: Votes For Votes Against Abstentions 6,578,057 181,161 1”
First Western Financial Inc shareholders approved Election of eleven directors at the 2026-06-03 meeting.
“The table below presents the final voting results for this proposal: Nominee Votes For Votes Withheld Broker Non-Votes Scott C. Wylie 6,058,928 29,864 670,427 Julie A. Caponi 5,783,658 305,134 670,427 Julie A. Courkamp 6,047,619 41,173 670,427 David R. Duncan 5,827,739 261,053 670,427 Thomas A. Gart 5,629,770 459,022 670,427 Patrick H. Hamill 5,765,781 323,011 670,427 Luke A. Latimer 6,046,846 41,946 670,427 Scott C. Mitchell 6,067,380 21,412 670,427 Ellen S. Robinson 6,056,427 32,365 670,427 Mark L. Smith 5,958,377 130,415 670,427 Joseph C. Zimlich 5,847,745 241,047 670,427”
First Western Financial Inc reported first quarter ended March 31, 2026 results: net income $6.2 million, EPS $0.63 per diluted share.
“Net income available to common shareholders of $6.2 million in Q1 2026, compared to $3.3 million in Q4 2025 • Diluted earnings per share of $0.63 in Q1 2026, compared to $0.34 in Q4 2025”
Matthew C. Cassell was appointed as Chief Revenue Officer at First Western Financial Inc.
“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”).”
Jesica J. Montgomery changed role as Principal Accounting Officer at First Western Financial Inc.
“Mr. Weber will assume the Principal Accounting Officer duties from Jesica J. Montgomery, who was promoted to oversee other functions within the Company.”
David R. Weber was appointed as Principal Accounting Officer at First Western Financial Inc.
“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.”
Eric D. Sipf retired as Director at First Western Financial Inc.
“the Company’s shareholders elected a new board member, Ellen S. Robinson to replace retiring board member Eric D. Sipf, effective immediately.”
Ellen S. Robinson was elected as Director at First Western Financial Inc.
“the Company’s shareholders elected a new board member, Ellen S. Robinson to replace retiring board member Eric D. Sipf, effective immediately.”
First Western Financial Inc reported first quarter 2024 results: net income $2.5 million, EPS $0.26 per diluted share.
“Net income available to common shareholders of $2.5 million in Q1 2024, compared to a Net loss of $3.2 million in Q4 2023. • Diluted earnings/(loss) per share of $0.26 in Q1 2024, compared to $(0.34) in Q4 2023”
First Western Financial Inc reported first quarter ended March 31, 2024 results: net income $2.5 million, EPS $0.26 per diluted share.
“On April 18, 2024, First Western Financial, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2024.”
First Western Financial Inc reported the fiscal year ended December 31, 2023 results: net income $3.5 million, net of tax, decrease to the fourth quarter and annual net income available to common stockholders.
“The charge-off resulted in a $3.5 million, net of tax, decrease to the fourth quarter and annual net income available to common stockholders.”
John E. Sawyer resigned as Chief Investment Officer at First Western Financial Inc.
“On March 1, 2024, John E. Sawyer, the appointed Chief Investment Officer of First Western Trust Bank, gave notice of his planned resignation.”
First Western Financial Inc reported financial results for the fourth quarter ended December 31, 2023.
“On January 25, 2024, First Western Financial, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter ended December 31, 2023. A copy of the press release is furnished as Exhibit 99.1 and is incorporated by reference herein.”
First Western Financial Inc reported third quarter ended September 30, 2023 results: revenue $22.5 million, net income $3.1 million, EPS $0.32 per diluted share.
“First Western Reports Third Quarter 2023 Financial Results Third Quarter 2023 Summary • Net revenue increased $2.0 million, or 9.6%, to $22.5 million in Q3 2023, compared to $20.6 million in Q2 2023 • Net income available to common shareholders of $3.1 million in Q3 2023, compared to $1.5 million in Q2 2023 and $6.2 million in Q3 2022 • Diluted EPS of $0.32 in Q3 2023, compared to $0.16 in Q2 2023 and $0.64 in Q3 2022”
Julie A. Courkamp changed role as Chief Operating Officer at First Western Financial Inc.
“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.”
Jesica J. Montgomery changed role as Principal Accounting Officer at First Western Financial Inc.
“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.”
David R. Weber was appointed as Chief Financial Officer and Treasurer at First Western Financial Inc.
“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.”
Julie A. Courkamp changed role as President of the Bank at First Western Financial Inc.
“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.”
David R. Weber was appointed as Chief Financial Officer and Treasurer at First Western Financial Inc.
“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.”
First Western Financial Inc reported the second quarter ended June 30, 2023 results: net income $1.5 million, EPS $0.16.
“First Western Reports Second Quarter 2023 Financial Results Second Quarter 2023 Summary • Total assets of $3.0 billion and assets under management of $6.5 billion • Net income available to common shareholders of $1.5 million in Q2 2023, compared to $3.8 million in Q1 2023 and $4.5 million in Q2 2022 • Diluted EPS of $0.16 in Q2 2023, compared to $0.39 in Q1 2023 and $0.46 in Q2 2022”
First Western Financial Inc shareholders approved Ratification of appointment of Crowe LLP as independent registered public accounting firm for fiscal year ending December 31, 2023 at the 2023-06-21 meeting.
“The Company held its annual meeting of shareholders (the “Annual Meeting”) on June 21, 2023. At the Annual Meeting, the Company’s shareholders (i) elected eleven directors to serve on the Company’s board of directors until the Company’s 2024 annual meeting of shareholders or each until their respective successor or successors are duly elected and qualified or until their earlier resignation or removal and (ii) ratified the appointment of Crowe LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2023.”
First Western Financial Inc shareholders approved Election of eleven directors at the 2023-06-21 meeting.
“The Company held its annual meeting of shareholders (the “Annual Meeting”) on June 21, 2023. At the Annual Meeting, the Company’s shareholders (i) elected eleven directors to serve on the Company’s board of directors until the Company’s 2024 annual meeting of shareholders or each until their respective successor or successors are duly elected and qualified or until their earlier resignation or removal and (ii) ratified the appointment of Crowe LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2023.”
First Western Financial Inc reported the first quarter ended March 31, 2023 results: net income Net income available to common shareholders of $3.8 million, EPS Diluted EPS of $0.39.
“On April 27, 2023, First Western Financial, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2023.”
First Western Financial Inc reported financial results for the fourth quarter ended December 31, 2022.
“On January 26, 2023, First Western Financial, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter ended December 31, 2022.”
First Western Financial Inc incurred senior notes of $20,000,000 in aggregate principal amount with the purchasers named therein at 7.00% fixed rate until December 15, 2027, then Three-Month Term SOFR plus 328 bp maturing December 15, 2032.
“On December 5, 2022, First Western Financial, Inc. (the "Company") completed the issuance and sale (the "Offering") of $20,000,000 in aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2032 (the "Notes") pursuant to Subordinated Note Purchase Agreement, dated December 5, 2022 (the "Note Purchase Agreement"), by and among the Company and the purchasers named therein (the "Purchasers").”
First Western Financial Inc entered into Subordinated Note Purchase Agreement with the purchasers named therein valued at $20,000,000 (effective 2022-12-05).
“On December 5, 2022, First Western Financial, Inc. (the “Company”) completed the issuance and sale (the “Offering”) of $20,000,000 in aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2032 (the “Notes”) pursuant to Subordinated Note Purchase Agreement, dated December 5, 2022 (the “Note Purchase Agreement”), by and among the Company and the purchasers named therein (the “Purchasers”).”
Julie A. Courkamp was appointed as Chief Operating Officer at First Western Financial Inc.
“the appointment of Julie A. Courkamp, age 42, to the newly created position of Chief Operating Officer, effective immediately.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.