| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $1.8M | 0.00% | 57.36K | +217% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a MYFW trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.2 | 0.6 | -2.8 | 15.2 | 3.0 | 10.1 | -3.0 | -0.6 | -3.2 | -1.0 | +10.8% | ||
| 2025 | 7.9 | -5.7 | -1.2 | 7.3 | -1.2 | 8.3 | -4.0 | 7.9 | -1.4 | 0.3 | 5.5 | 10.1 | +37.1% |
| 2024 | -14.0 | -17.0 | 3.0 | 14.3 | 1.3 | 0.7 | 6.7 | 6.1 | 4.0 | -4.9 | 16.8 | -12.0 | −1.4% |
| 2023 | -6.7 | -1.4 | -23.5 | -10.3 | -4.2 | 9.3 | 11.5 | -2.0 | -10.7 | -26.3 | 24.2 | 19.5 | −29.6% |
| 2022 | 7.7 | 1.5 | -5.8 | 5.0 | -2.0 | -15.4 | 2.9 | -5.2 | -7.1 | 12.0 | 10.1 | -7.4 | −7.3% |
| 2021 | -5.6 | -1.2 | 37.0 | 2.6 | 8.1 | -6.7 | 0.1 | 4.4 | 6.6 | 0.6 | 3.3 | 1.3 | +55.1% |
| 2020 | 1.5 | 11.5 | -24.2 | -11.6 | 3.8 | 9.8 | -1.0 | -4.0 | -4.4 | 9.7 | 19.0 | 15.8 | +18.8% |
| 2019 | 19.6 | -1.8 | -4.7 | 7.3 | -6.5 | 0.8 | 6.0 | 0.4 | 21.0 | -3.5 | 3.6 | -3.6 | +40.6% |
| 2018 | 3.6 | -4.9 | -23.4 | -2.3 | -10.5 | −34.1% |
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 30, 2026 | Wylie Scott CChief Executive Officer | Sale at price 30.55 per share. | 10K | $305.50K |
| Jun 2, 2026 | Caponi Julie ADirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Zimlich Joseph CDirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Latimer Luke ADirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Duncan David RDirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Smith Mark LDirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Hamill Patrick HDirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Gart Thomas ADirector | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Mitchell Scott C.Director | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| Jun 2, 2026 | Robinson Ellen S.Director | Stock Award(Grant) at price 0.00 per share. | 974 | — |
| May 21, 2026 | Wylie Scott CChief Executive Officer | Sale at price 28.31 per share. | 6.4K | $181.66K |
| May 19, 2026 | Wylie Scott CChief Executive Officer | Sale at price 28.52 per share. | 1.1K | $30.89K |
| May 4, 2026 | Wylie Scott CChief Executive Officer | Sale at price 28.70 per share. | 7.5K | $215.25K |
| Apr 30, 2026 | Wylie Scott CChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 7K | — |
| Apr 30, 2026 | Courkamp Julie AChief Operating Officer | Stock Award(Grant) at price 0.00 per share. | 3.9K | — |
| Apr 30, 2026 | Cassell Matthew COfficer | Stock Award(Grant) at price 0.00 per share. | 862 | — |
| Apr 30, 2026 | Weber David R.Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 668 | — |
| Feb 3, 2026 | Mitchell Scott C.Director | Sale at price 23.56 - 26.00 per share. | 4.1K | $99.92K |
| Feb 2, 2026 | Duncan David RDirector | Sale at price 25.50 - 25.61 per share. | 8.6K | $220.51K |
| Jan 27, 2026 | Duncan David RDirector | Sale at price 24.95 per share. | 3.7K | $91.52K |
First Western Financial, Inc., a financial holding company, provides wealth advisory, private banking, personal trust, investment management, mortgage lending, and institutional asset management services to individual and corporate clients. The company operates in two segments, Wealth Management and Mortgage. The Wealth Management segment provides deposit products, including money market, demand deposit, time-deposit, interest checking, and saving accounts; loans comprising consumer and commercial purpose, unsecured consumer, construction and development, 1-4 residential, commercial real estate, and commercial and industrial loans; trust and investment management advisory products and services; and insurance. The Mortgage segment engages in soliciting, originating, and selling residential mortgage loans into the secondary market. It serves entrepreneurs, professionals, high net worth individuals or families, and business and philanthropic organizations. The company was incorporated in 2002 and is headquartered in Denver, Colorado.
Buy / hold / sell counts