First Western Financial, Inc.

First Western Financial, Inc.

MYFW·NASDAQ

$28.22

-2.9%
Financial ServicesBanks - Regional

First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high-net worth individuals or families, and philanthropic and business organizations. The company operates 18 profit centers, including 14 boutique private trust bank offices with 2 locations in Arizona, 9 locations in Colorado, and 3 location in Wyoming; 2 loan production offices with 1 location in Ft. Collins, Colorado, and 1 location in Greenwood Village, Colorado; and 2 trust offices with 1 location in Laramie, Wyoming, and 1 location in Century City, California. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.

At a Glance

Live Snapshot
Market Cap$274.55M
EPS1.3600
P/E Ratio20.75
Earnings Date07/23/2026
3.41%
Return on Invested Capital
62%
3Y-28.0%
5Y-51.0%
10Y+140.0%
4.97%
Return on Equity
48%
3Y-45.0%
5Y-69.0%
10Y+107.0%
0.42%
Return on Assets
44%
3Y-45.0%
5Y-66.0%
10Y+66.0%
First Western Financial, Inc.

First Western Financial, Inc. Management Team

MYFW · NASDAQ
MM

Mr. Matthew C. Cassell

Chief Banking Officer of First Western Trust Bank

Compensation

$376,940

Born 1977(Age 49)
male
MJ

Ms. Julie A. Courkamp

Chief Operating Officer & Director

Compensation

$488,365

Born 1980(Age 46)
female
MS

Mr. Scott C. Wylie

Founder, Chairman, Chief Executive Officer & President

Compensation

$862,478

Born 1958(Age 68)
male
MD

Mr. David R. Weber

Principal Accounting Officer, Chief Financial Officer & Treasurer

Born 1988(Age 38)
male
myfw

First Western Financial, Inc. Insider Positioning

MYFW · NASDAQ

During the last 12 months, insiders have sold $1.50M worth of MYFW shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

15.0K

427.80K

Net Activity

-428K

-$428K

3-6 Months

Bought

0

0.00

Sold

27.8K

708.22K

Net Activity

-708K

-$708K

6-9 Months

Bought

0

0.00

Sold

10.0K

235.70K

Net Activity

-236K

-$236K

9-12 Months

Bought

0

0.00

Sold

6.3K

133.23K

Net Activity

-133K

-$133K

Top Buyers

No buying activity

Top Sellers

1
WSC

Wylie Scott C

Director, Officer: Chairman, Ceo And President

46.2K shares8 transactions

$1.18M

2
DDR

Duncan David R

Director

3.4K shares2 transactions

$84K

3
CJA

Courkamp Julie A

Director, Officer: Chief Operating Officer

2.9K shares1 transactions

$76K

4
MSC

Mitchell Scott C

Director

2.0K shares1 transactions

$47K

5
SML

Smith Mark L

Director

1.6K shares1 transactions

$42K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.50M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$428K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

MYFW - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 24, 2026
April 24, 2026
2026
DEF 14A

DEF 14A 2025

N/A

April 25, 2025
April 25, 2025
2025
DEF 14A

DEF 14A 2024

N/A

April 26, 2024
April 26, 2024
2024
DEF 14A

DEF 14A 2023

N/A

April 27, 2023
April 27, 2023
2023
DEF 14A

DEF 14A 2022

N/A

April 28, 2022
June 08, 2022
2022
DEF 14A

DEF 14A 2021

N/A

April 29, 2021
June 09, 2021
2021
DEF 14A

DEF 14A 2020

N/A

April 29, 2020
June 10, 2020
2020
DEF 14A

DEF 14A 2019

N/A

April 26, 2019
June 05, 2019
2019
Showing 1 to 8 of 8 filings