MYFW at a glance
First Western Financial Inc (MYFW, SEC CIK 1327607) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 24, 2026 and Form 4 insider filings as recently as September 2, 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 Western Financial Inc (MYFW) reported revenue of $96.9 million (up 7.6% from FY2024) and net income of $13.2 million. Diluted EPS was $1.34.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding First Western Financial Inc (MYFW) shares worth $55.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wylie Scott C on August 31, 2026 of 10,000 shares at $30.55 per share.
- In the last 90 days, MYFW insiders reported 0 open-market purchases ($0) and 1 open-market sale ($306K) on Form 4, a net sale of $306K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $96.9M
- +7.6% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$306K
- 13F holders
- 21 funds
- $55.3M · +1 vs prior quarter
- Latest 8-K
- Jul 24, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $5.7M, up 128.0% YoY from $2.5M
- Net interest income $21.8M, up 21.8% YoY from $17.9M
- Net interest margin 2.90% vs 2.67% YoY
- Wealth Management and Mortgage segments disclosed, but no comparative segment results provided
- Credit-loss release $0.5M vs $1.8M provision YoY; $0.4M technology write-off charge
Risk Factors
- No Risk Factors section provided in submitted text
- No newly added or changed risks identifiable from excerpts
- 2026 Repurchase Plan authorization: $5,000,000 remaining
- Employee restricted-stock net settlement: 12,840 shares at $28.91 per share in May 2026
AI summary of the MYFW 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 EX-99.1: Item EX-99.1
- Investor presentation highlights $3.24B assets, $2.71B loans, $2.85B deposits, and $7.28B AUM as of 6/30/2026
- 2Q26 diluted EPS $2.22, gross revenue $111.4M, and net interest margin 2.90%, signaling stronger earnings momentum
Item 7.01: Regulation FD Disclosure
- Investor presentation materials furnished as Exhibit 99.1 for meetings during fiscal 2026
- Presentation may be modified or used in whole or part, limiting comparability across investor communications
Item EX-99.1: Item EX-99.1
- 2Q26 net income $5.7 million, or $0.57 diluted EPS, up 129% and 119% year-over-year respectively
- Net interest income rose 21.7% year-over-year to $21.8 million as net interest margin expanded to 2.90%
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item 7.01: Regulation FD Disclosure
- Investor call scheduled July 24, 2026 at 10:00 a.m. Mountain Time
- Discussion covers second-quarter results ended June 30, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders re-elected all 11 director nominees, with votes for ranging from 5,629,770 to 6,067,380
- Crowe LLP’s appointment ratified for 2026, with 6,578,057 votes for versus 181,161 against
AI summaries of MYFW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MYFW
Don't miss the next MYFW filing
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- Fund moves. Which tracked funds opened, added or cut MYFW, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wylie Scott C | Sell | Aug 31, 2026 | 10,000 | $30.55 |
| Hamill Patrick H | A | Jun 3, 2026 | 974 | - |
| Mitchell Scott C | A | Jun 3, 2026 | 974 | - |
| Gart Thomas A | A | Jun 3, 2026 | 974 | - |
| Zimlich Joseph C. | A | Jun 3, 2026 | 974 | - |
| Latimer Luke A | A | Jun 3, 2026 | 974 | - |
| Caponi Julie A | A | Jun 3, 2026 | 974 | - |
| Smith Mark L | A | Jun 3, 2026 | 974 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $82.7M | $90.1M | $96.9M |
| Net Income | $5.2M | $8.5M | $13.2M |
| Net Margin | 6.3% | 9.4% | 13.6% |
| Balance Sheet | |||
| Total Assets | $3.0B | $2.9B | $3.2B |
| Equity | $242.7M | $252.3M | $265.6M |
| ROE | 2.2% | 3.4% | 5.0% |
| Per Share | |||
| EPS | - | $0.87 | $1.34 |
| Cash Flow | |||
| Operating CF | $21.9M | -$544K | -$1.8M |
| CapEx | $2.3M | $1.2M | $4.0M |
Source: XBRL data in First Western Financial Inc (MYFW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MYFW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $55.3M |
| Q1 2026 | 20 | $37.8M |
| Q4 2025 | 20 | $44.2M |
| Q3 2025 | 19 | $37.6M |
| Q2 2025 | 18 | $37.5M |
| Q1 2025 | 14 | $18.3M |
| Q4 2024 | 9 | $16.3M |
| Q3 2024 | 6 | $7.8M |
- BlackRock+46.3K (+9%)
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- AQR Capital Management+14.4K (+103%)
- Two Sigma Investments+10.9K (+92%)
- Morgan Stanley−1.9K (-7%)
- Ameriprise Financial−1.4K (-7%)
- Bank of America Corp−727 (-6%)
- Vanguard Capital Management LLC−310 (-0%)
- FMR LLC (Fidelity)−22 (-1%)
- T. Rowe Price Group+7.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 127 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MYFW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis |
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MYFW SEC filings: frequently asked questions
Are MYFW insiders buying or selling?
In the last 90 days, First Western Financial Inc (MYFW) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $305,500 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MYFW stock?
As of June 30, 2026, the largest First Western Financial Inc (MYFW) holders among the 13F filers tracked by SignalX were BlackRock ($17.4 million), Vanguard Capital Management LLC ($11.4 million), Dimensional Fund Advisors ($9.2 million), State Street Corp ($4.5 million), Northern Trust ($2.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MYFW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), First Western Financial Inc (MYFW) reported revenue of $96.9 million (up 7.6% from FY2024) and net income of $13.2 million. Diluted EPS was $1.34. The figures come from the XBRL data in the 10-K.
What did MYFW report in its latest 8-K?
First Western Financial Inc (MYFW) filed an 8-K on July 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor presentation highlights $3.24B assets, $2.71B loans, $2.85B deposits, and $7.28B AUM as of 6/30/2026.
What are the latest MYFW SEC filings?
First Western Financial Inc (MYFW) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 24, 2026 and a Form 4 insider filing on September 2, 2026.
What is MYFW's SEC CIK number?
First Western Financial Inc (MYFW)'s SEC Central Index Key (CIK) is 1327607. EDGAR lists every MYFW filing under that number.
Ask anything about MYFW
The research agent reads MYFW's filings, financials, insider trades and 13F holders, then answers with sources.