Filing Analysis
First Western Financial, Inc. is furnishing investor presentation materials via Exhibit 99.1 to satisfy Regulation FD disclosure requirements.
📋 Key Facts
- The company is providing an updated investor presentation (Exhibit 99.1).
- Materials are intended for use in meetings with investors and analysts during the fiscal year ending December 31, 2026.
- Filed on July 24, 2026.
First Western Financial, Inc. issued an 8-K to announce its second quarter 2026 financial results and scheduled an investor webcast for July 24, 2026.
📋 Key Facts
- Company announced Q2 2026 financial results on July 23, 2026.
- Investor call and webcast scheduled for Friday, July 24, 2026, at 10:00 a.m. Mountain Time.
- Earnings presentation provided as Exhibit 99.2.
First Western Financial Inc. reported the results of its Annual Meeting held on June 3, 2026. Shareholders elected eleven directors, ratified the appointment of Crowe LLP as the independent auditor for 2026, and approved executive compensation on an advisory basis.
📋 Key Facts
- Annual Meeting held on June 3, 2026.
- Eleven directors were elected to serve until the 2027 annual meeting.
- Crowe LLP was ratified as the independent registered public accounting firm for the year ending December 31, 2026.
- Executive compensation was approved via a non-binding advisory vote (4,865,971 For vs 1,218,437 Against).
First Western Financial Inc. filed an 8-K to disclose presentation materials that will be used during the company's annual meeting of shareholders scheduled for June 3, 2026.
📋 Key Facts
- The filing was made on June 2, 2026.
- The company is providing presentation materials as Exhibit 99.1.
- The materials are intended for the annual meeting of shareholders on June 3, 2026.
- The information is furnished under Item 7.01 (Regulation FD Disclosure) and is not deemed 'filed' under Section 18 of the Exchange Act.
First Western Financial announced that its Board of Directors has authorized a new $5 million stock repurchase program. The program, which received a 'no objection' notice from the Federal Reserve, is set to begin on June 12, 2026, upon the expiration of the company's existing plan.
📋 Key Facts
- Board authorized the repurchase of up to $5,000,000 of common stock.
- The Federal Reserve Board of Governors advised the Company of 'no objection' to the plan on April 29, 2026.
- The new Repurchase Plan is effective for one year beginning June 12, 2026.
- Repurchases may be conducted via open market, privately negotiated transactions, or Rule 10b5-1 trading plans.
First Western Financial, Inc. furnished an updated investor presentation to be used for meetings with analysts and investors throughout the 2026 fiscal year.
📋 Key Facts
- The filing was made under Item 7.01 Regulation FD Disclosure.
- The company included Exhibit 99.1, which is the First Western Financial, Inc. Investor Presentation.
- The materials are intended for use in meetings during the fiscal year ending December 31, 2026.
- The information is furnished and not deemed 'filed' for purposes of Section 18 of the Exchange Act.
First Western Financial Inc (MYFW) announced its first quarter 2026 financial results on April 23, 2026. The filing includes a press release and an investor presentation, with a scheduled conference call for the following day.
📋 Key Facts
- Announced Q1 2026 financial results on April 23, 2026
- Scheduled investor call for April 24, 2026, at 10:00 a.m. MT
- Furnished press release as Exhibit 99.1
- Furnished earnings presentation as Exhibit 99.2
First Western Financial, Inc. furnished an investor presentation to be used for meetings with investors and analysts during the 2026 fiscal year.
📋 Key Facts
- The filing was made under Item 7.01 Regulation FD Disclosure on February 24, 2026.
- Exhibit 99.1 contains the company's Investor Presentation.
- The materials are intended for use throughout the fiscal year ending December 31, 2026.
- The information is furnished and not deemed 'filed' for purposes of Section 18 of the Exchange Act.
First Western Financial, Inc. has filed an 8-K to announce its fourth quarter 2025 financial results for the period ended December 31, 2025.
📋 Key Facts
- Financial results for Q4 2025 were announced on January 22, 2026.
- An investor call and webcast to discuss the results is scheduled for January 23, 2026, at 10:00 a.m. Mountain Time.
- The filing includes an earnings press release (Exhibit 99.1) and an earnings presentation (Exhibit 99.2).
First Western Financial, Inc. is furnishing investor presentation materials via Exhibit 99.1 to satisfy Regulation FD disclosure requirements for the fiscal year ending December 31, 2025.
📋 Key Facts
- The company is providing an investor presentation (Exhibit 99.1) that may be used in meetings with investors and analysts.
- The materials are intended for use during the fiscal year ending December 31, 2025.
- The information provided under Item 7.01 is not considered 'filed' for purposes of Section 18 liability.
First Western Financial, Inc. filed an 8-K to announce its third quarter 2025 financial results for the period ended September 30, 2025. The filing includes a press release and an investor presentation.
📋 Key Facts
- Company announced Q3 2025 financial results on October 23, 2025.
- An investor call and webcast is scheduled for October 24, 2025, at 10:00 a.m. Mountain Time.
- The filing includes Exhibit 99.1 (Press Release) and Exhibit 99.2 (Earnings Presentation).
First Western Financial, Inc. is providing notice that it is furnishing investor presentation materials via Exhibit 99.1 to satisfy Regulation FD disclosure requirements.
📋 Key Facts
- The company is releasing investor presentation materials (Exhibit 99.1) for use in meetings with investors and analysts during fiscal year 2025.
- The filing was made on July 25, 2025.
- Information provided under Item 7.01 is not deemed 'filed' for purposes of Section 18 liability.
First Western Financial, Inc. filed an 8-K to announce its second quarter financial results for the period ended June 30, 2025. The filing includes a press release and an earnings presentation, with an investor call scheduled for July 25, 2025.
📋 Key Facts
- Company announced Q2 2025 financial results on July 24, 2025.
- Earnings presentation (Exhibit 99.2) provided to analysts and investors.
- Investor webcast/call scheduled for July 25, 2025, at 10:00 a.m. Mountain Time.
First Western Financial, Inc. announced the appointment of Matthew C. Cassell as Chief Revenue Officer of First Western Trust Bank, effective June 5, 2025.
📋 Key Facts
- Matthew C. Cassell appointed Chief Revenue Officer of First Western Trust Bank on June 5, 2025.
- Mr. Cassell previously served as Chief Banking Officer (appointed February 2023) and President of Commercial Banking at the Bank.
- Prior to joining the Company in May 2020, Mr. Cassell was Colorado President for Simmons Bank.
- The appointment is an internal promotion/reassignment within the existing management structure.
First Western Financial, Inc. reported the results of its annual meeting of stockholders held on June 4, 2025. Shareholders approved several key items including the election of eleven directors and an amended Omnibus Incentive Plan.
📋 Key Facts
- Annual Meeting held on June 4, 2025.
- Eleven directors were elected to serve until the 2026 annual meeting.
- Shareholders ratified the appointment of Crowe LLP as independent auditors for the year ending Dec 31, 2025.
- An advisory, non-binding 'Say on Pay' vote regarding executive compensation was approved (5,844,322 votes in favor).
- The amended and restated Omnibus Incentive Plan was approved, which includes an increase in the share reserve by 150,000 shares.
First Western Financial, Inc. is providing notice of presentation materials to be used at its upcoming annual meeting of shareholders scheduled for June 4, 2025.
📋 Key Facts
- The company is furnishing presentation materials (Exhibit 99.1) in connection with the annual meeting of shareholders.
- The shareholder meeting is scheduled for June 4, 2025.
- The filing was signed by David R. Weber, Chief Financial Officer and Treasurer.
First Western Financial, Inc. is furnishing investor presentation materials via Exhibit 99.1 to comply with Regulation FD disclosure requirements. The materials are intended for use in meetings with investors and analysts during the fiscal year ending December 31, 2025.
📋 Key Facts
- The company is releasing updated investor presentation materials (Exhibit 99.1).
- The filing date is May 29, 2025.
- The information is intended for use in meetings with investors and analysts throughout the current fiscal year.
First Western Financial, Inc. announced that the Federal Reserve has no objection to its $5 million common stock repurchase plan. The program is authorized for one year starting June 13, 2025.
📋 Key Facts
- Board of Directors authorized a repurchase of up to $5,000,000 of common stock on April 23, 2025.
- Federal Reserve Board of Governors advised no objection to the plan on May 14, 2025.
- The Repurchase Plan is effective for one year beginning June 13, 2025.
- Repurchases may occur via privately negotiated transactions or in the open market (including Rule 10b5-1 plans).
First Western Financial, Inc. announced that David R. Weber has been designated as the Company's Principal Accounting Officer, effective April 23, 2025. This follows the promotion of Jesica J. Montgomery to oversee other internal functions.
📋 Key Facts
- David R. Weber appointed as Principal Accounting Officer effective April 23, 2025.
- Mr. Weber currently serves as Chief Financial Officer and Treasurer.
- Jesica J. Montgomery is stepping down from the PAO role to oversee other functions within the Company.
- Mr. Weber has been with the Bank since 2018, previously serving as Treasury Manager and Director of Finance and Treasury.
First Western Financial, Inc. filed an 8-K to announce its financial results for the first quarter ended March 31, 2025 and to provide notice of an upcoming investor webcast.
📋 Key Facts
- Company released Q1 2025 financial results on April 24, 2025.
- An investor call and webcast is scheduled for April 25, 2025, at 10:00 a.m. Mountain Time.
- The filing includes an earnings press release (Exhibit 99.1) and an earnings presentation (Exhibit 99.2).
First Western Financial, Inc. is providing notice that it is furnishing investor presentation materials as part of its Regulation FD disclosure requirements for the 2025 fiscal year.
📋 Key Facts
- The company is furnishing investor presentation materials (Exhibit 99.1) to comply with Regulation FD.
- These materials may be used in meetings with investors, analysts, and other parties during the fiscal year ending December 31, 2025.
- The information provided in Exhibit 99.1 is not considered 'filed' under Section 18 of the Exchange Act.
First Western Financial, Inc. has filed an 8-K to announce its fourth quarter 2024 financial results and provide notice of an upcoming investor webcast.
📋 Key Facts
- Company released Q4 2024 financial results on January 23, 2025.
- An investor call and webcast is scheduled for Friday, January 24, 2025, at 10:00 a.m. Mountain Time.
- Earnings presentation (Exhibit 99.2) provided to supplement the press release.
First Western Financial, Inc. is providing investor presentation materials via Exhibit 99.1 in accordance with Regulation FD disclosure requirements.
📋 Key Facts
- The filing was made on November 5, 2024.
- Company is furnishing investor presentation materials as Exhibit 99.1.
- Materials may be presented at meetings with investors and analysts during the fiscal year ending December 31, 2024.
- Information in Exhibit 99.1 is provided under General Instruction B.2 and is not deemed 'filed' for purposes of Section 18 liability.
First Western Financial, Inc. filed an 8-K to announce its third quarter financial results for the period ended September 30, 2024 and to provide notice of an upcoming investor webcast.
📋 Key Facts
- Company announced Q3 2024 financial results on October 24, 2024.
- An investor call and webcast is scheduled for October 25, 2024, at 10:00 a.m. Mountain Time.
- The filing includes an earnings press release (Exhibit 99.1) and an earnings presentation (Exhibit 99.2).
First Western Financial, Inc. is furnishing investor presentation materials under Regulation FD disclosure. The company intends to use these materials for meetings with investors and analysts during the 2024 fiscal year.
📋 Key Facts
- The filing was made on July 29, 2024.
- Company is providing an investor presentation as Exhibit 99.1.
- Materials are intended for use in meetings with investors, analysts, and others throughout the fiscal year ending December 31, 2024.
First Western Financial, Inc. filed an 8-K to announce its second quarter 2024 financial results for the period ended June 30, 2024. The filing includes a press release and an investor presentation.
📋 Key Facts
- Financial results for Q2 2024 were announced on July 23, 2024.
- An investor call and webcast to discuss the results was scheduled for July 24, 2024, at 10:00 a.m. Mountain Time.
- The filing includes Exhibit 99.1 (Press Release) and Exhibit 99.2 (Earnings Presentation).
First Western Financial, Inc. announced that its Board of Directors has authorized a share repurchase program for up to 200,000 shares of common stock. The plan has received no objection from the Federal Reserve Board.
📋 Key Facts
- Board authorization date: June 13, 2024
- Repurchase volume: Up to 200,000 shares of common stock
- Timeframe: Within one year
- Regulatory status: Federal Reserve Board has advised no objection to the plan
- Methodology: Privately negotiated transactions or open market purchases (including Rule 10b5-1 plans)
First Western Financial, Inc. held its annual meeting of shareholders on June 5, 2024. The filing reports the results of shareholder votes regarding director elections, auditor ratification, and executive compensation advisory votes.
📋 Key Facts
- Annual Meeting held on June 5, 2024.
- Eleven directors were elected to serve until the 2025 annual meeting or respective successors are qualified.
- Shareholders ratified the appointment of Crowe LLP as independent registered public accounting firm for the year ending December 31, 2024 (7,534,228 votes in favor).
- Approved an advisory, non-binding vote regarding compensation paid to named executive officers (4,074,783 votes in favor).
- Approved a one-year frequency for future advisory votes on executive compensation (6,457,029 votes in favor).
First Western Financial Inc. announced the results of its annual meeting held on June 5, 2024, which included the election of Ellen S. Robinson to the Board of Directors. Ms. Robinson replaces retiring board member Eric D. Sipf and will serve on the Audit Committee.
📋 Key Facts
- Annual Meeting held on June 5, 2024.
- Ellen S. Robinson elected to the Board of Directors, effective immediately.
- Eric D. Sipf retired from the Board.
- Ms. Robinson appointed to serve on the Audit Committee.
- The Board determined Ms. Robinson is independent under NASDAQ rules.
First Western Financial, Inc. is providing presentation materials to be used at its upcoming annual meeting of shareholders scheduled for June 5, 2024.
📋 Key Facts
- The filing is a Regulation FD Disclosure (Item 7.01) regarding presentation materials.
- Presentation materials are attached as Exhibit 99.1.
- The annual meeting of shareholders is scheduled for June 5, 2024.
First Western Financial, Inc. is furnishing investor presentation materials via Exhibit 99.1 to comply with Regulation FD disclosure requirements. This filing serves as a mechanism to ensure all investors have access to the same information presented during meetings throughout fiscal year 2024.
📋 Key Facts
- The company is providing an investor presentation (Exhibit 99.1) for use in meetings with analysts and investors.
- The materials are intended for use during the fiscal year ending December 31, 2024.
- Information provided under Item 7.01 is not deemed 'filed' for purposes of Section 18 liability.
First Western Financial, Inc. announced the adoption of a Named Executive Officer (NEO) Discretionary Incentive Compensation Plan, effective January 1, 2024. The plan is designed to align executive compensation with the company's annual revenue and earnings growth objectives.
📋 Key Facts
- The Board of Directors adopted the NEO Discretionary Incentive Compensation Plan on April 24, 2024.
- The plan became effective retroactively as of January 1, 2024.
- Compensation is linked to annual growth objectives for revenues and earnings.
First Western Financial, Inc. issued an 8-K to announce its financial results for the first quarter ended March 31, 2024 and scheduled an investor webcast.
📋 Key Facts
- Company announced Q1 2024 financial results on April 18, 2024.
- An investor call and webcast is scheduled for April 19, 2024, at 10:00 a.m. Mountain Time.
- Earnings presentation provided as Exhibit 99.2.
First Western Financial, Inc. filed an amendment to its previous 8-K to report a subsequent event involving a $3.5 million net income reduction due to a loan charge-off following a borrower's Chapter 7 bankruptcy filing.
🚩 Red Flags
- Subsequent event requiring restatement of previously issued financial summaries.
- Credit loss realization on a Commercial and Industrial loan despite prior provisioning.
- Impact to net income due to borrower bankruptcy.
📋 Key Facts
- The company is amending its January 25, 2024, Form 8-K to reflect a subsequent event under ASC 855.
- A Commercial and Industrial loan was placed on non-accrual status in Q1 2023; the allowance for this loan had already been increased by $4.0 million during 2023.
- On February 28, 2024, the guarantor of said loan filed for Chapter 7 Bankruptcy.
- The charge-off resulted in a $3.5 million (net of tax) decrease to Q4 and annual net income available to common stockholders.
- The company adjusted its Allowance for credit losses by $4.0 million and decreased total Loans by $8.6 million.
First Western Financial, Inc. announced the resignation of John E. Sawyer from his position as Chief Investment Officer of its subsidiary, First Western Trust Bank.
📋 Key Facts
- John E. Sawyer resigned from his role as Chief Investment Officer of First Western Trust Bank.
- The notice of planned resignation was provided on March 1, 2024.
- The resignation became effective on March 5, 2024.
First Western Financial, Inc. is furnishing investor presentation materials via Exhibit 99.1 to comply with Regulation FD disclosure requirements.
📋 Key Facts
- The company is providing an updated investor presentation (Exhibit 99.1).
- The presentation may be used in meetings with investors and analysts throughout the fiscal year ending December 31, 2024.
- Information provided under Item 7.01 is not considered 'filed' for purposes of Section 18 liability.
First Western Financial, Inc. announced the entry into a new employment agreement with David R. Weber as Chief Financial Officer, effective February 14, 2024.
🚩 Red Flags
- The filing is categorized under Item 5.02 (Departure/Appointment), though the text primarily details a new employment agreement rather than an exit.
📋 Key Facts
- Effective date of employment agreement: February 14, 2024.
- Annualized base salary for CFO David R. Weber is $275,000.
- Agreement term expires December 31, 2024, with automatic one-year renewals unless 90 days' notice is given.
- Includes provisions for annual incentive compensation and long-term incentive plans.
- Contains non-competition and non-solicitation restrictions lasting 365 days post-termination.
- Severance terms include base salary, earned but unpaid bonuses, and specific provisions for Change in Control (90% of base salary).
First Western Financial, Inc. issued an 8-K to announce its fourth quarter 2023 financial results and scheduled an investor webcast for January 26, 2024.
📋 Key Facts
- Company announced Q4 2023 financial results on January 25, 2024.
- An investor call and webcast is scheduled for Friday, January 26, 2024, at 10:00 a.m. Mountain Time.
- The filing includes an earnings press release (Exhibit 99.1) and an earnings presentation (Exhibit 99.2).