FFWM at a glance
First Foundation Inc. (FFWM, SEC CIK 1413837) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 1, 2026 and Form 4 insider filings as recently as April 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), First Foundation Inc. (FFWM) reported revenue of $34.4 million (down 5.1% from FY2024) and a net loss of $155.2 million. Diluted EPS was -$1.88.
- As of March 31, 2026, 25 institutional investment managers tracked by SignalX reported holding First Foundation Inc. (FFWM) shares worth $120.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $34.4M
- −5.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $120.4M · +0 vs prior quarter
- Latest 8-K
- Mar 12, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Management Discussion & Analysis
- Cash and equivalents up $0.7B at September 30, 2025 versus December 31, 2024
- AFS securities $1.6B, up from $1.3B; net unrealized losses improved to $1.1M from $17.2M
- Loans held for investment $7.3B, down $639M; loan fundings $700M versus $1.4B in payments and payoffs
- Deposits $9.3B, down $577M; average deposit rate 3.05% versus 3.09% at December 31, 2024
- ACL $101.9M, or 1.40% of loans versus 0.41% at December 31, 2024; economic uncertainty drove a $64.4M quarterly increase
Risk Factors
- Newly added merger risk triggered by October 27, 2025 FirstSun agreement
- Regulatory approval risk involving Federal Reserve Board and OCC conditions, delays, or denial
- $19.515 million Hedge Strategy cost reducing net income during the merger pendency
- $31.4 million termination fee potentially discouraging competing acquisition proposals
- Balance-sheet repositioning risk threatening standalone earnings and strategic flexibility before closing
AI summary of the FFWM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Federal Reserve approved FFWM merger into FirstSun Capital Bancorp (FFSUN), completing all required regulatory approvals
- OCC approval and shareholder votes from both companies already secured: no remaining regulatory hurdles
AI summaries of FFWM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FFWM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Britton James | D | Apr 1, 2026 | 59,223 | - |
| Britton James | D | Apr 1, 2026 | 21,147 | - |
| PAGLIARINI ELIZABETH A. | D | Apr 1, 2026 | 21,961 | - |
| PAGLIARINI ELIZABETH A. | D | Apr 1, 2026 | 22,956 | - |
| PAGLIARINI ELIZABETH A. | D | Apr 1, 2026 | 7,143 | - |
| MACKOVAK BENJAMIN | D | Apr 1, 2026 | 13,308 | - |
| MACKOVAK BENJAMIN | D | Apr 1, 2026 | 6,768,343 | - |
| SONENSHINE JACOB | D | Apr 1, 2026 | 23,863 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $35.3M | $36.2M | $34.4M |
| Net Income | -$199.1M | -$92.4M | -$155.2M |
| Net Margin | -564.4% | -255.1% | -451.4% |
| Balance Sheet | |||
| Total Assets | $13.3B | $12.6B | $11.9B |
| Equity | $925.3M | $1.1B | $912.6M |
| ROE | -21.5% | -8.8% | -17.0% |
| Per Share | |||
| EPS | - | $-1.41 | $-1.88 |
| Cash Flow | |||
| Operating CF | $5.8M | -$8.8M | -$31.9M |
| CapEx | $8.2M | $2.7M | $3.3M |
Source: XBRL data in First Foundation Inc. (FFWM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate FFWM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 25 | $120.4M |
| Q4 2025 | 25 | $155.4M |
| Q3 2025 | 27 | $140.9M |
| Q2 2025 | 25 | $119.1M |
| Q1 2025 | 21 | $108.0M |
| Q4 2024 | 17 | $113.0M |
| Q3 2024 | 16 | $46.3M |
- Millennium Management+1.20M (+2438%)
- Two Sigma Investments+372.0K (+54%)
- JPMorgan Chase & Co+161.4K (+11%)
- Citigroup+79.8K (+8%)
- Goldman Sachs Group+78.9K (+15%)
- FMR LLC (Fidelity)−3.20M (-100%)
- State Street Corp−1.03M (-42%)
- Morgan Stanley−617.5K (-62%)
- Dimensional Fund Advisors−405.3K (-18%)
- Bank of America Corp−243.2K (-83%)
- Vanguard Group Inc−4.35M
- Invesco Ltd−164.1K
- Citadel Advisors LLC−77.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 156 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FFWM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 31, 2026 | - | - | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 8-K | Feb 27, 2026 | - | Analysis | - |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 8-K | Feb 6, 2026 | - | - | |
| SC 13G | Jan 30, 2026 | - | - | |
| 8-K | Jan 29, 2026 | - | - | |
| 10-Q | Nov 10, 2025 | Sep 30, 2025 | Analysis | |
| SC 13D | Nov 3, 2025 | - | - | |
| 10-Q | Aug 11, 2025 | Jun 30, 2025 | - |
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FFWM SEC filings: frequently asked questions
Which institutions hold FFWM stock?
As of March 31, 2026, the largest First Foundation Inc. (FFWM) holders among the 13F filers tracked by SignalX were BlackRock ($29.1 million), Vanguard Capital Management LLC ($19.8 million), Dimensional Fund Advisors ($10.6 million), JPMorgan Chase & Co ($9.3 million), State Street Corp ($8.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FFWM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), First Foundation Inc. (FFWM) reported revenue of $34.4 million (down 5.1% from FY2024) and a net loss of $155.2 million. Diluted EPS was -$1.88. The figures come from the XBRL data in the 10-K.
What did FFWM report in its latest 8-K?
First Foundation Inc. (FFWM) filed an 8-K on March 12, 2026 reporting Item 8.01 (Other Events). Federal Reserve approved FFWM merger into FirstSun Capital Bancorp (FFSUN), completing all required regulatory approvals.
What are the latest FFWM SEC filings?
First Foundation Inc. (FFWM) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 1, 2026 and a Form 4 insider filing on April 1, 2026.
What is FFWM's SEC CIK number?
First Foundation Inc. (FFWM)'s SEC Central Index Key (CIK) is 1413837. EDGAR lists every FFWM filing under that number.
Ask anything about FFWM
The research agent reads FFWM's filings, financials, insider trades and 13F holders, then answers with sources.