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First Western Financial, Inc. (MYFW)
USD33.40
+0.47 (+1.43%)
US NASDAQ Financial Services Banks - Regional
Address
1900 16th Street 80202
Denver, CO, US
Denver, CO, US
CEO
Scott C. Wylie
Website
myfw.com
IPO
2018-07-19
CIK 1327607 ISIN US33751L1052
Description
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.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Date | Filing |
|---|---|---|
| Teton | 2021-10-05 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD33.40
+0.47 (+1.43%)
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Volume Profile
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Liquidity & share structure
Average Volume
44.4K
Beta
0.74
Float Shares
7.77M
Free Float %
79.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.04% | +2.86% | +3.04% | +15.34% | +19.79% | +8.80% | +40.92% | +71.39% | +3.70% | +48.07% | +48.07% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (5 ratings, all time)
Buy
Price Targets & DCF
Current price
33.40
Low
27.00
-19.2%
Consensus
27.00
-19.2%
Median
27.00
-19.2%
High
27.00
-19.2%
DCF (Unlevered)
18.44
-44.8%
DCF (Levered)
36.29
+8.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | -1 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
27.00
-19.2%
|
| Last Year | 1 |
27.00
-19.2%
|
| All Time | 4 |
24.75
-25.9%
|
Quality scores
Altman Z-Score
-0.76
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+4.8% Q1'26: +7.6% (vs Q1'25)
-
EPS growth+54.0% Q1'26: +44.2% (vs Q1'25)
-
FCF margin— Q1'26: +30.5% (vs Q1'25)
-
EBIT margin— Q1'26: +16.9% (vs Q1'25)
-
ROIC— Q1'26: +39.9% (vs Q1'25)
-
Share dilution+1.9% Q1'26: +1.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.93× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
65.25M
est: 58.42M (+11.7%)
|
76.90M
est: 64.76M (+18.7%)
|
103.06M
est: 102.83M (+0.2%)
|
101.04M
est: 96.57M (+4.6%)
|
127.51M
est: 113.23M (+12.6%)
|
165.38M
est: 80.15M (+106.4%)
|
177.77M
est: 93.80M (+89.5%)
|
186.35M
est: 102.50M (+81.8%)
|
115.80M
115.70M – 115.90M
+13.0% YoY
|
126.90M
126.80M – 127.00M
+9.6% YoY
|
| EBITDA |
9.64M
est: 11.60M (-16.8%)
|
11.86M
est: 27.43M (-56.8%)
|
34.18M
est: 60.67M (-43.7%)
|
28.54M
est: 30.49M (-6.4%)
|
30.84M
est: 32.34M (-4.6%)
|
9.44M
est: 12.32M (-23.4%)
|
14.14M
est: 14.42M (-1.9%)
|
20.05M
est: 15.75M (+27.3%)
|
17.80M
17.78M – 17.81M
+13.0% YoY
|
19.51M
19.49M – 19.52M
+9.6% YoY
|
| EBIT |
7.42M
est: 10.81M (-31.3%)
|
10.19M
est: 11.98M (-14.9%)
|
33.06M
est: 19.02M (+73.8%)
|
27.28M
est: 31.69M (-13.9%)
|
28.83M
est: 34.86M (-17.3%)
|
7.06M
est: 11.23M (-37.1%)
|
11.58M
est: 13.14M (-11.9%)
|
17.99M
est: 14.36M (+25.3%)
|
16.22M
16.21M – 16.24M
+13.0% YoY
|
17.78M
17.76M – 17.79M
+9.6% YoY
|
| Net Income |
5.65M
est: 6.20M (-9.0%)
|
8.01M
est: 8.73M (-8.3%)
|
24.53M
est: 36.55M (-32.9%)
|
20.61M
est: 18.59M (+10.9%)
|
21.70M
est: 19.00M (+14.2%)
|
5.23M
est: 3.62M (+44.4%)
|
8.47M
est: 9.12M (-7.1%)
|
13.19M
est: 14.17M (-6.9%)
|
23.60M
23.57M – 23.62M
+66.5% YoY
|
27.02M
27.00M – 27.06M
+14.5% YoY
|
| SGA |
35.17M
est: 20.93M (+68.0%)
|
37.86M
est: 47.40M (-20.1%)
|
37.78M
est: 61.00M (-38.1%)
|
44.13M
est: 50.32M (-12.3%)
|
52.58M
est: 45.79M (+14.8%)
|
49.43M
est: 27.45M (+80.1%)
|
49.15M
est: 32.12M (+53.0%)
|
53.63M
est: 35.10M (+52.8%)
|
39.65M
39.62M – 39.69M
+13.0% YoY
|
43.46M
43.42M – 43.49M
+9.6% YoY
|
| EPS |
0.64
est: 0.64 (+0.8%)
|
1.02
est: 1.18 (-13.6%)
|
3.11
est: 3.45 (-9.8%)
|
2.58
est: 2.94 (-12.3%)
|
2.29
est: 2.40 (-4.7%)
|
0.55
est: 0.36 (+51.4%)
|
0.88
est: 0.92 (-3.9%)
|
1.36
est: 1.42 (-4.4%)
|
2.37
2.37 – 2.37
+66.5% YoY
|
2.72
2.71 – 2.72
+14.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Piper Sandler | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 3/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
3.78M
OE per share TTM
0.37
Owner's Yield
1.34%
Maintenance CapEx ratio
2.13%
Maint CapEx / Avg PPE
14.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
94
Total invested
163.38M
Insider transactions (90d)
11
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Scott C. Wylie | 832.7K | 8.70% | 832.7K | — | 832.7K | — | IN | United States | 2022-02-11 | ↗ |
| 2 | RMB Capital Holdings, LLC | 617.7K | 7.75% | — | 617.7K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 3 | RMB Capital Management, LLC | 617.7K | 7.75% | — | 617.7K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 4 | RMB Mendon Managers, LLC | 593.6K | 7.45% | — | 593.6K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 5 | (1) BlackRock, Inc. | 534.5K | 5.60% | 525.6K | — | 534.5K | — | HC | Delaware | 2024-01-29 | ↗ |
| 6 | Basswood Capital Management, L.L.C. | 498.1K | 6.20% | — | 498.1K | — | — | IA | Delaware | 2022-02-14 | ↗ |
| 7 | Bennett Lindenbaum | 498.1K | 6.20% | — | 498.1K | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 8 | Matthew Lindenbaum | 498.1K | 6.20% | — | 498.1K | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 9 | Cummings | 468.6K | 5.87% | — | 468.6K | — | 468.6K | HC | Ohio, U.S.A. | 2020-02-10 | ↗ |
| 10 | Park Capital Advisors, Ltd. | 468.6K | 5.87% | — | 468.6K | — | 468.6K | IA | Ohio, U.S.A. | 2020-02-10 | ↗ |
| 11 | FJ Capital Management LLC | 399.3K | 5.01% | — | 399.3K | — | — | IA | Delaware | 2018-11-06 | ↗ |
| 12 | Martin S. Friedman | 399.3K | 5.01% | — | 399.3K | — | — | IN | United States | 2018-11-06 | ↗ |
| 13 | BANC FUND IX L.P.37-1755531 | 390.9K | 4.70% | 390.9K | — | 390.9K | — | PN | USA | 2021-02-09 | ↗ |
| 14 | 43-1225960 | 365.8K | 3.90% | 346.1K | — | 365.8K | — | IA | — | 2022-02-14 | ↗ |
| 15 | BANC FUND X L.P.82-5185037 | 259.7K | 3.10% | 259.7K | — | 259.7K | — | PN | USA | 2021-02-09 | ↗ |
| 16 | Financial Hybrid Opportunity SPV I LLC | 233.8K | 2.93% | — | 233.8K | — | — | OO | Delaware | 2018-11-06 | ↗ |
| 17 | Financial Hybrid Opportunity Fund LLC | 165.4K | 2.08% | — | 165.4K | — | — | OO | Delaware | 2018-11-06 | ↗ |
| 18 | Iron Road Capital Partners LLC | 24.1K | 0.30% | — | 24.1K | — | — | OO | Delaware Limited Liability Company | 2019-02-14 | ↗ |
| 19 | BANC FUND VIII L.P.26-2334080 | — | 0.00% | — | — | — | — | PN | USA | 2021-02-09 | ↗ |
| 20 | BANC FUNDS CO LLC20-1818049 | — | 0.00% | — | — | — | — | PN | USA | 2019-02-15 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
94
-1 vs prev Q
New positions
7
Closed positions
8
Increased
41
Reduced
31
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | NORTH REEF CAPITAL MANAGEMENT LP | 686.0K +68.1K (+11.0%) | 18.39M +4.2M (+29.3%) | 7.10% +0.741 pp | 0.74% +0.075 pp | USD23.83 +12.5% | 15 qtrs — |
| 2 | BLACKROCK, INC. | 503.8K +8.9K (+1.8%) | 13.51M +2.1M (+18.5%) | 5.22% +0.120 pp | 0.00% +0.000 pp | USD20.10 +33.4% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 455.6K +28.2K (+6.6%) | 12.21M +2.4M (+24.1%) | 4.72% +0.316 pp | 0.00% +0.000 pp | USD20.92 +28.2% | 30 qtrs — |
| 4 | BANC FUNDS CO LLC | 346.1K -68.5K (-16.5%) | 9.28M -268.2K (-2.8%) | 3.58% -0.687 pp | 1.84% +0.168 pp | USD15.97 +67.9% | 30 qtrs — |
| 5 | ALGEBRIS (UK) LTD | 340.8K +25.4K (+8.0%) | 9.14M +1.9M (+26.0%) | 3.53% +0.281 pp | 0.72% -0.105 pp | USD23.31 +15.0% | 2 qtrs — |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 270.9K -40.6K (-13.0%) | 7.26M +91.7K (+1.3%) | 2.81% -0.403 pp | 0.42% +0.008 pp | USD18.66 +43.7% | 25 qtrs — |
| 7 | JACOBS ASSET MANAGEMENT, LLC | 267.7K -47.2K (-15.0%) | 7.18M -73.8K (-1.0%) | 2.77% -0.471 pp | 4.00% +0.029 pp | USD18.56 +44.5% | 7 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 255.3K +5.2K (+2.1%) | 6.84M +1.1M (+18.9%) | 2.64% +0.068 pp | 0.00% +0.000 pp | USD22.41 +19.6% | 25 qtrs — |
| 9 | MENDON CAPITAL ADVISORS CORP | 253.3K +— (+0.0%) | 6.79M +957.9K (+16.4%) | 2.62% +0.014 pp | 2.01% -0.226 pp | USD19.51 +37.4% | 9 qtrs — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 242.7K +132.0K (+119.2%) | 6.51M +4.0M (+155.2%) | 2.51% +1.373 pp | 0.00% +0.001 pp | USD25.09 +6.9% | 2 qtrs — |
| 11 | ALLIANCEBERNSTEIN L.P. | 204.0K +4.5K (+2.3%) | 5.47M +876.9K (+19.1%) | 2.11% +0.058 pp | 0.00% +0.000 pp | USD25.72 +4.2% | 17 qtrs — |
| 12 | RMB CAPITAL MANAGEMENT, LLC | 197.1K +— (+0.0%) | 5.28M +745.9K (+16.4%) | 2.04% +0.011 pp | 0.09% +0.008 pp | USD18.65 +43.8% | 9 qtrs — |
| 13 | TIETON CAPITAL MANAGEMENT, LLC | 183.6K +1.7K (+1.0%) | 4.92M +735.0K (+17.6%) | 1.90% +0.028 pp | 1.68% +0.230 pp | USD24.84 +7.9% | 20 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 180.2K -215.0 (-0.1%) | 4.83M +677.2K (+16.3%) | 1.87% +0.008 pp | 0.00% +0.000 pp | USD22.47 +19.3% | 26 qtrs — |
| 15 | DIAMOND HILL CAPITAL MANAGEMENT INC | 158.6K +5.3K (+3.4%) | 4.25M +721.7K (+20.4%) | 1.64% +0.063 pp | 0.02% +0.005 pp | USD20.42 +31.3% | 19 qtrs — |
| 16 | BOOTHBAY FUND MANAGEMENT, LLC | 155.2K -1.1K (-0.7%) | 4.16M +561.9K (+15.6%) | 1.61% -0.003 pp | 0.06% +0.010 pp | USD21.05 +27.4% | 6 qtrs — |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76.0K +75.8K (+36,113.3%) | 3.70M +3.7M (+76,436.0%) | 0.79% +0.786 pp | 0.00% +0.002 pp | USD26.80 +0.0% | 2 qtrs — |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 130.8K +— (+0.0%) | 3.51M +495.1K (+16.4%) | 1.35% +0.007 pp | 0.01% +0.001 pp | USD23.03 +16.4% | 2 qtrs — |
| 19 | STATE STREET CORP | 128.4K +113.0 (+0.1%) | 3.44M +488.6K (+16.5%) | 1.33% +0.008 pp | 0.00% +0.000 pp | USD23.64 +13.4% | 28 qtrs — |
| 20 | PMC FIG OPPORTUNITIES LLC | 107.2K -12.9K (-10.8%) | 2.87M +107.5K (+3.9%) | 1.11% -0.127 pp | 4.51% +0.343 pp | USD22.10 +21.3% | 6 qtrs — |
| 21 | ACADIAN ASSET MANAGEMENT LLC | 103.7K +9.7K (+10.3%) | 2.78M +614.0K (+28.4%) | 1.07% +0.105 pp | 0.00% +0.001 pp | USD22.07 +21.5% | 28 qtrs — |
| 22 | FIRST WESTERN TRUST BANK | 91.5K -18.0K (-16.5%) | 2.45M -68.8K (-2.7%) | 0.95% -0.181 pp | 0.12% +0.005 pp | USD29.89 -10.3% | 16 qtrs — |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80.7K +3.0K (+3.8%) | 2.16M +373.6K (+20.9%) | 0.84% +0.035 pp | 0.05% +0.007 pp | USD22.03 +21.7% | 23 qtrs — |
| 24 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 68.2K +68.2K (+100.0%) | 1.83M +1.8M (+100.0%) | 0.71% +0.706 pp | 0.02% +0.020 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 25 | NORTHERN TRUST CORP | 55.5K -6.5K (-10.5%) | 1.49M +59.9K (+4.2%) | 0.57% -0.064 pp | 0.00% +0.000 pp | USD24.75 +8.3% | 23 qtrs — |
| 26 | JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 55.1K +— (+0.0%) | 1.48M +208.6K (+16.4%) | 0.57% +0.003 pp | 1.37% +0.150 pp | USD19.55 +37.1% | 5 qtrs — |
| 27 | CHERRY CREEK INVESTMENT ADVISORS, INC. | 51.9K +— (+0.0%) | 1.39M +196.6K (+16.4%) | 0.54% +0.003 pp | 0.60% +0.078 pp | USD25.68 +4.4% | 19 qtrs — |
| 28 | SEI INVESTMENTS CO | 48.5K +48.5K (+100.0%) | 1.30M +1.3M (+100.0%) | 0.50% +0.502 pp | 0.00% +0.001 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 29 | MARSHALL WACE, LLP | 47.9K -37.5K (-43.9%) | 1.28M -682.4K (-34.7%) | 0.50% -0.384 pp | 0.00% -0.001 pp | USD22.56 +18.8% | 3 qtrs — |
| 30 | SIPPICAN CAPITAL ADVISORS | 47.8K +— (+0.0%) | 1.28M +181.0K (+16.4%) | 0.50% +0.003 pp | 0.82% +0.096 pp | USD20.22 +32.6% | 6 qtrs — |
| 31 | BILTMORE FAMILY OFFICE, LLC | 45.3K +— (+0.0%) | 1.21M +171.5K (+16.4%) | 0.47% +0.003 pp | 0.17% +0.019 pp | USD19.55 +37.1% | 5 qtrs — |
| 32 | LEVIN CAPITAL STRATEGIES, L.P. | 43.4K +43.4K (+100.0%) | 1.16M +1.2M (+100.0%) | 0.45% +0.450 pp | 0.10% +0.101 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 33 | ROUND ROCK ADVISORS, LLC | 41.1K +22.9K (+125.6%) | 1.10M +688.4K (+166.7%) | 0.43% +0.238 pp | 0.17% +0.100 pp | USD25.13 +6.7% | 2 qtrs — |
| 34 | RENAISSANCE TECHNOLOGIES LLC | 40.8K -21.5K (-34.5%) | 1.09M -340.6K (-23.7%) | 0.42% -0.219 pp | 0.00% 0.000 pp | USD22.56 +18.8% | 3 qtrs — |
| 35 | PERSISTENT ASSET PARTNERS LTD | 37.7K -948.0 (-2.5%) | 1.01M +120.7K (+13.6%) | 0.39% -0.008 pp | 0.45% -0.158 pp | USD21.40 +25.3% | 5 qtrs — |
| 36 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 35.6K +— (+0.0%) | 953.1K +134.6K (+16.4%) | 0.37% +0.002 pp | 0.54% +0.064 pp | USD23.03 +16.4% | 2 qtrs — |
| 37 | MORGAN STANLEY | 35.3K -1.0K (-2.8%) | 946.7K +110.4K (+13.2%) | 0.37% -0.008 pp | 0.00% +0.000 pp | USD21.32 +25.8% | 30 qtrs — |
| 38 | EMPOWERED FUNDS, LLC | 33.3K +3.0K (+9.7%) | 893.7K +194.3K (+27.8%) | 0.35% +0.032 pp | 0.01% +0.000 pp | USD20.05 +33.7% | 11 qtrs — |
| 39 | TWO SIGMA INVESTMENTS, LP | 30.8K -8.2K (-21.1%) | 824.5K -72.7K (-8.1%) | 0.32% -0.083 pp | 0.00% 0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 40 | FIRST TRUST ADVISORS LP | 28.1K -947.0 (-3.3%) | 754.3K +84.7K (+12.6%) | 0.29% -0.008 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 41 | GOLDMAN SACHS GROUP INC | 27.9K +1.7K (+6.6%) | 747.6K +145.3K (+24.1%) | 0.29% +0.019 pp | 0.00% +0.000 pp | USD17.93 +49.5% | 8 qtrs — |
| 42 | RAYMOND JAMES FINANCIAL INC | 25.0K +— (+0.0%) | 670.3K +94.6K (+16.4%) | 0.26% +0.001 pp | 0.00% +0.000 pp | USD19.55 +37.1% | 5 qtrs — |
| 43 | NUVEEN, LLC | 24.1K +— (+0.0%) | 646.1K +91.2K (+16.4%) | 0.25% +0.001 pp | 0.00% +0.000 pp | USD20.02 +33.9% | 4 qtrs — |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.6K -1.4K (-5.8%) | 606.4K +53.4K (+9.7%) | 0.23% -0.013 pp | 0.00% +0.000 pp | USD25.86 +3.7% | 15 qtrs — |
| 45 | TREXQUANT INVESTMENT LP | 21.8K +5.9K (+36.8%) | 585.7K +217.9K (+59.2%) | 0.23% +0.062 pp | 0.01% +0.001 pp | USD23.85 +12.4% | 3 qtrs — |
| 46 | BARCLAYS PLC | 21.8K +4.2K (+23.9%) | 584.1K +232.5K (+66.1%) | 0.23% +0.045 pp | 0.00% +0.000 pp | USD21.79 +23.0% | 23 qtrs — |
| 47 | STRS OHIO | 21.6K -1.0K (-4.4%) | 579.1K +58.7K (+11.3%) | 0.22% -0.009 pp | 0.00% +0.000 pp | USD16.45 +63.0% | 9 qtrs — |
| 48 | PERMANENT CAPITAL MANAGEMENT, LP | 21.0K +21.0K (+100.0%) | 563.0K +563.0K (+100.0%) | 0.22% +0.218 pp | 0.11% +0.110 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 49 | BANK OF NEW YORK MELLON CORP | 20.4K +1.4K (+7.4%) | 545.9K +109.4K (+25.1%) | 0.21% +0.016 pp | 0.00% +0.000 pp | USD25.93 +3.4% | 15 qtrs — |
| 50 | AMERIPRISE FINANCIAL INC | 19.0K +— (+0.0%) | 509.4K +71.9K (+16.4%) | 0.20% +0.001 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 51 | ELCO MANAGEMENT CO., LLC | 14.7K +— (+0.0%) | 395.3K +55.8K (+16.4%) | 0.15% +0.001 pp | 0.25% +0.072 pp | USD18.03 +48.7% | 7 qtrs — |
| 52 | AMERICAN CENTURY COMPANIES INC | 14.1K +— (+0.0%) | 377.4K +53.3K (+16.4%) | 0.15% +0.001 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 53 | LOS ANGELES CAPITAL MANAGEMENT LLC | 16.4K -4.3K (-20.7%) | 371.5K -104.3K (-21.9%) | 0.17% -0.043 pp | 0.00% 0.000 pp | USD22.56 +18.8% | 3 qtrs — |
| 54 | AQR CAPITAL MANAGEMENT LLC | 13.2K +1.2K (+10.0%) | 354.3K +77.6K (+28.0%) | 0.14% +0.013 pp | 0.00% +0.000 pp | USD23.37 +14.7% | 2 qtrs — |
| 55 | LIDO ADVISORS, LLC | 13.9K +— (+0.0%) | 320.6K +— (+0.0%) | 0.14% +0.001 pp | 0.00% +0.000 pp | USD19.80 +35.4% | 12 qtrs — |
| 56 | BANK OF AMERICA CORP /DE/ | 10.9K +3.3K (+44.1%) | 291.6K +117.8K (+67.8%) | 0.11% +0.035 pp | 0.00% +0.000 pp | USD22.38 +19.8% | 24 qtrs — |
| 57 | WELLS FARGO & COMPANY/MN | 10.6K +3.3K (+45.2%) | 284.3K +116.1K (+69.0%) | 0.11% +0.035 pp | 0.00% +0.000 pp | USD23.90 +12.2% | 25 qtrs — |
| 58 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10.1K -4.8K (-32.4%) | 270.9K -73.4K (-21.3%) | 0.10% -0.049 pp | 0.00% 0.000 pp | USD22.56 +18.8% | 3 qtrs — |
| 59 | RHUMBLINE ADVISERS | 10.0K -1.6K (-13.8%) | 266.9K +1.1K (+0.4%) | 0.10% -0.016 pp | 0.00% +0.000 pp | USD25.66 +4.5% | 15 qtrs — |
| 60 | CITADEL ADVISORS LLC | 7.9K +7.9K (+100.0%) | 210.5K +210.5K (+100.0%) | 0.08% +0.081 pp | 0.00% +0.000 pp | USD26.81 +0.0% | 9 qtrs — |
| 61 | R SQUARED LTD | 7.7K +7.7K (+100.0%) | 207.6K +207.6K (+100.0%) | 0.08% +0.080 pp | 0.10% +0.097 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 62 | DEUTSCHE BANK AG\ | 7.5K +— (+0.0%) | 201.5K +28.4K (+16.4%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 63 | UBS GROUP AG | 5.4K -476.0 (-8.1%) | 145.2K +9.5K (+7.0%) | 0.06% -0.005 pp | 0.00% +0.000 pp | USD20.39 +31.5% | 30 qtrs — |
| 64 | METLIFE INVESTMENT MANAGEMENT, LLC | 4.6K +— (+0.0%) | 123.9K +17.5K (+16.4%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD16.99 +57.8% | 15 qtrs — |
| 65 | JPMORGAN CHASE & CO | 4.2K -3.2K (-43.2%) | 112.0K -57.2K (-33.8%) | 0.04% -0.032 pp | 0.00% +0.000 pp | USD20.61 +30.1% | 23 qtrs — |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.8K -128.0 (-3.2%) | 102.7K +11.5K (+12.7%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD17.97 +49.2% | 7 qtrs — |
| 67 | FMR LLC | 3.3K +373.0 (+12.6%) | 89.4K +21.2K (+31.1%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD20.01 +34.0% | 14 qtrs — |
| 68 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.8K +— (+0.0%) | 74.9K +10.6K (+16.4%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD21.40 +25.3% | 4 qtrs — |
| 69 | BNP PARIBAS ARBITRAGE, SNC | 1.8K +194.0 (+11.9%) | 48.9K +11.4K (+30.3%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD21.18 +26.6% | 23 qtrs — |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND | 1.1K +— (+0.0%) | 28.6K +4.0K (+16.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD23.29 +15.1% | 15 qtrs — |
| 71 | RUSSELL INVESTMENTS GROUP, LTD. | 841.00 +— (+0.0%) | 22.5K +3.2K (+16.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 9 qtrs — |
| 72 | LEGAL & GENERAL GROUP PLC | 810.00 +— (+0.0%) | 21.7K +3.1K (+16.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD26.05 +2.9% | 15 qtrs — |
| 73 | CWM, LLC | 687.00 +32.0 (+4.9%) | 18.0K +3.0K (+20.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.07 +21.5% | 6 qtrs — |
| 74 | AMERITAS INVESTMENT PARTNERS, INC. | 592.00 +— (+0.0%) | 15.9K +2.2K (+16.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD27.19 -1.4% | 15 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 509.00 -70.0 (-12.1%) | 13.6K +315.0 (+2.4%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD27.19 -1.4% | 15 qtrs — |
| 76 | ROYAL BANK OF CANADA | 446.00 -3.2K (-87.7%) | 13.0K -71.0K (-84.5%) | 0.00% -0.033 pp | 0.00% +0.000 pp | USD23.27 +15.2% | 21 qtrs — |
| 77 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 476.00 +476.0 (+100.0%) | 12.0K +12.0K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.000 pp | USD26.81 +0.0% | 1 qtrs NEW |
| 78 | TOWER RESEARCH CAPITAL LLC (TRC) | 416.00 -220.0 (-34.6%) | 11.2K -3.5K (-23.8%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD20.49 +30.8% | 25 qtrs — |
| 79 | STERLING CAPITAL MANAGEMENT LLC | 328.00 -49.0 (-13.0%) | 8.8K +114.0 (+1.3%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD21.98 +22.0% | 6 qtrs — |
| 80 | AMALGAMATED BANK | 260.00 -14.0 (-5.1%) | 7.0K +1.0K (+16.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD27.18 -1.4% | 15 qtrs — |
| 81 | CITIGROUP INC | 188.00 -137.0 (-42.2%) | 5.0K -2.4K (-32.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD19.47 +37.7% | 16 qtrs — |
| 82 | OPTIVER HOLDING B.V. | 142.00 +— (+0.0%) | 3.8K +537.0 (+16.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.03 +16.4% | 2 qtrs — |
| 83 | HARBOR CAPITAL ADVISORS, INC. | 123.00 -2.0 (-1.6%) | 3.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.98 +34.2% | 6 qtrs — |
| 84 | GAMMA INVESTING LLC | 92.00 +— (+0.0%) | 2.5K +349.0 (+16.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.55 +18.9% | 3 qtrs — |
| 85 | EVERSOURCE WEALTH ADVISORS, LLC | 48.00 +2.0 (+4.3%) | 1.3K +228.0 (+21.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.42 +19.6% | 4 qtrs — |
| 86 | PNC FINANCIAL SERVICES GROUP, INC. | 23.00 +3.0 (+15.0%) | 617.00 +156.0 (+33.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.57 +30.3% | 4 qtrs — |
| 87 | VERSANT CAPITAL MANAGEMENT, INC | 12.00 +— (+0.0%) | 322.00 +46.0 (+16.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.08 +48.3% | 10 qtrs — |
| 88 | NISA INVESTMENT ADVISORS, LLC | 10.00 +— (+0.0%) | 268.00 +38.0 (+16.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.60 +44.1% | 11 qtrs — |
| 89 | TRUE WEALTH DESIGN, LLC | 9.00 +1.0 (+12.5%) | 242.00 +57.0 (+30.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.78 +23.1% | 4 qtrs — |
| 90 | IFP ADVISORS, INC | 9.00 -1.0 (-10.0%) | 241.00 +11.0 (+4.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +16.6% | 2 qtrs — |
| 91 | ALLWORTH FINANCIAL LP | 8.00 +— (+0.0%) | 215.00 +30.0 (+16.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.50 +19.2% | 3 qtrs — |
| 92 | FARTHER FINANCE ADVISORS, LLC | 5.00 +— (+0.0%) | 134.00 +19.0 (+16.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.80 +59.6% | 7 qtrs — |
| 93 | MAI CAPITAL MANAGEMENT | 4.00 +4.0 (+100.0%) | 108.00 +108.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD26.75 +0.2% | 1 qtrs NEW |
| 94 | SUNBELT SECURITIES, INC. | 1.00 +1.0 (+100.0%) | 27.00 +27.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD26.00 +3.1% | 1 qtrs NEW |
| 95 | JUMP FINANCIAL, LLC | — -8.9K (-100.0%) | — -204.9K (-100.0%) | 0.00% -0.092 pp | 0.00% -0.003 pp | USD— | 2 qtrs SOLD |
| 96 | COVESTOR LTD | — -24.0 (-100.0%) | — -1.0K (-100.0%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 97 | SRS CAPITAL ADVISORS, INC. | — -122.0 (-100.0%) | — -2.8K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 98 | JANE STREET GROUP, LLC | — -11.7K (-100.0%) | — -270.5K (-100.0%) | 0.00% -0.121 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 99 | VICTORY CAPITAL MANAGEMENT INC | — -39.3K (-100.0%) | — -905.3K (-100.0%) | 0.00% -0.405 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 100 | COLONY GROUP, LLC | — -2.1K (-100.0%) | — -883.0K (-100.0%) | 0.00% -0.022 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 66 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.32% | 835.7K | 0.65% |
| 2 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.13% | 116.6K | 0.63% |
| 3 | Acuitas Small Cap Active ETF AIMS | 0.13% | 95.4K | 0.75% |
| 4 | iShares Micro-Cap ETF IWC | 0.07% | 972.2K | 0.60% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.05% | 5.4K | 0.29% |
| 6 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.04% | 674.4K | 0.47% |
| 7 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.68M | 0.24% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.02% | 460.2K | 0.25% |
| 9 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 5.2K | 0.39% |
| 10 | iShares Russell 2000 ETF IWM | 0.01% | 7.60M | 0.19% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.40
Bearish
Ratio by volume
0.88
Neutral
Buys
4
Sells
10
Shares acquired
12.5K
Shares disposed
14.2K
Cash buys
—
Cash sales
2.00
Net activity
-1,710
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 6,417 | 28.31 | 181.7K | 750,312 | D | ↗ |
| 2026-05-20 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 1,083 | 28.52 | 30.9K | 756,729 | D | ↗ |
| 2026-05-05 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 7,500 | 28.70 | 215.3K | 757,812 | D | ↗ |
| 2026-05-04 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 1,440 | 28.55 | 41.1K | 765,312 | D | ↗ |
| 2026-05-04 | Weber David R. | Officer | F-InKind | D | Common Stock | 102 | 28.55 | 2.9K | 6,365 | D | ↗ |
| 2026-05-04 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 417 | 28.55 | 11.9K | 59,680 | D | ↗ |
| 2026-05-04 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 36 | 28.55 | 1.0K | 16,240 | D | ↗ |
| 2026-05-01 | Wylie Scott C | Director / Officer | A-Award | A | Common Stock | 7,005 | 0.00 | — | 768,659 | D | ↗ |
| 2026-05-01 | Weber David R. | Officer | A-Award | A | Common Stock | 668 | 0.00 | — | 6,707 | D | ↗ |
| 2026-05-01 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 3,940 | 0.00 | — | 61,169 | D | ↗ |
| 2026-05-01 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 388 | 28.55 | 11.1K | 16,276 | D | ↗ |
| 2026-02-04 | Mitchell Scott C | Director | S-Sale | D | Common Stock | 915 | 26.00 | 23.8K | 4,508 | D | ↗ |
| 2026-02-03 | Duncan David R | Director | S-Sale | D | Common Stock | 2,000 | 25.50 | 51.0K | 6,626 | I | ↗ |
| 2026-01-28 | Duncan David R | Director | S-Sale | D | Common Stock | 1,674 | 24.95 | 41.8K | 0 | I | ↗ |
| 2026-01-27 | Duncan David R | Director | S-Sale | D | Common Stock | 3,025 | 25.17 | 76.1K | 1,674 | I | ↗ |
| 2026-01-26 | Mitchell Scott C | Director | S-Sale | D | Common Stock | 2,013 | 23.56 | 47.4K | 6,588 | D | ↗ |
| 2026-01-05 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 2,594 | 26.65 | 69.1K | 761,654 | D | ↗ |
| 2026-01-05 | Weber David R. | Officer | F-InKind | D | Common Stock | 38 | 26.65 | 1.0K | 6,039 | D | ↗ |
| 2026-01-05 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 729 | 26.65 | 19.4K | 57,229 | D | ↗ |
| 2025-12-16 | Latimer Luke A | Director | M-Exempt | A | Common Stock | 1,697 | 25.00 | 42.4K | 58,219 | D | ↗ |
| 2025-12-12 | Wylie Scott C | Director / Officer | M-Exempt | A | Common Stock | 16,500 | 25.00 | 412.5K | 772,653 | D | ↗ |
| 2025-12-11 | Smith Mark L | Director | M-Exempt | D | Stock Option Right to Buy | 1,697 | 25.00 | 42.4K | 0 | D | ↗ |
| 2025-12-10 | Courkamp Julie A | Director / Officer | M-Exempt | A | Common Stock | 3,000 | 25.00 | 75.0K | 58,749 | D | ↗ |
| 2025-11-25 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 5,000 | 23.55 | 117.8K | 756,153 | D | ↗ |
| 2025-11-18 | Wylie Scott C | Director / Officer | A-Award | A | Common Stock | 6,521 | 0.00 | — | 763,685 | D | ↗ |
| 2025-11-18 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 4,076 | 0.00 | — | 57,331 | D | ↗ |
| 2025-09-11 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 5,000 | 23.59 | 118.0K | 757,164 | D | ↗ |
| 2025-08-08 | Ensmann Eric E. | Officer | F-InKind | D | Common Stock | 342 | 20.61 | 7.0K | 6,698 | D | ↗ |
| 2025-08-04 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 1,005 | 21.08 | 21.2K | 15,802 | D | ↗ |
| 2025-06-09 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 3,047 | 21.00 | 64.0K | 762,164 | D | ↗ |
| 2025-06-06 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 1,953 | 21.00 | 41.0K | 765,211 | D | ↗ |
| 2025-06-04 | Zimlich Joseph C. | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 41,105 | D | ↗ |
| 2025-06-04 | Smith Mark L | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 52,601 | D | ↗ |
| 2025-06-04 | Robinson Ellen S. | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 1,933 | D | ↗ |
| 2025-06-04 | Mitchell Scott C | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 8,601 | D | ↗ |
| 2025-06-04 | Latimer Luke A | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 56,522 | D | ↗ |
| 2025-06-04 | Hamill Patrick H | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 164,255 | D | ↗ |
| 2025-06-04 | Gart Thomas A | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 24,519 | D | ↗ |
| 2025-06-04 | Duncan David R | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 43,678 | D | ↗ |
| 2025-06-04 | Caponi Julie A | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 22,597 | D | ↗ |
| 2025-05-09 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 5,000 | 21.53 | 107.7K | 767,164 | D | ↗ |
| 2025-05-02 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 1,439 | 21.75 | 31.3K | 772,164 | D | ↗ |
| 2025-05-02 | Weber David R. | Officer | F-InKind | D | Common Stock | 101 | 21.75 | 2.2K | 5,964 | D | ↗ |
| 2025-05-02 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 417 | 21.75 | 9.1K | 53,255 | D | ↗ |
| 2025-05-02 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 30 | 21.75 | 652.50 | 16,807 | D | ↗ |
| 2025-05-01 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 2,508 | 20.89 | 52.4K | 773,603 | D | ↗ |
| 2025-05-01 | Weber David R. | Officer | F-InKind | D | Common Stock | 148 | 20.89 | 3.1K | 6,065 | D | ↗ |
| 2025-05-01 | Ensmann Eric E. | Officer | A-Award | A | Common Stock | 1,077 | 0.00 | — | 7,040 | D | ↗ |
| 2025-05-01 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 5,385 | 0.00 | — | 54,722 | D | ↗ |
| 2025-05-01 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 233 | 20.89 | 4.9K | 16,837 | D | ↗ |
| 2025-01-02 | Wylie Scott C | Director / Officer | A-Award | A | Common Stock | 30,024 | 0.00 | — | 775,636 | D | ↗ |
| 2025-01-02 | Weber David R. | Officer | A-Award | A | Common Stock | 333 | 0.00 | — | 4,531 | D | ↗ |
| 2025-01-02 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 7,506 | 0.00 | — | 51,892 | D | ↗ |
| 2024-11-18 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 657 | 20.57 | 13.5K | 745,612 | D | ↗ |
| 2024-11-18 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 411 | 20.57 | 8.5K | 44,386 | D | ↗ |
| 2024-11-07 | Duncan David R | Director | S-Sale | D | Common Stock | 1,700 | 20.20 | 34.3K | 10,620 | I | ↗ |
| 2024-10-30 | Duncan David R | Director | S-Sale | D | Common Stock | 2,600 | 19.00 | 49.4K | 12,320 | I | ↗ |
| 2024-09-16 | Duncan David R | Director | S-Sale | D | Common Stock | 3,500 | 19.50 | 68.3K | 19,520 | — | ↗ |
| 2024-09-06 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 9,274 | 18.77 | 174.1K | 746,269 | — | ↗ |
| 2024-08-08 | Meester Aimee N. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-08 | Ensmann Eric E. | Officer | A-Award | A | Common Stock | 5,963 | 0.00 | — | 5,963 | — | ↗ |
| 2024-08-05 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 1,005 | 16.63 | 16.7K | 15,275 | — | ↗ |
| 2024-06-05 | Zimlich Joseph C. | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 39,905 | — | ↗ |
| 2024-06-05 | Smith Mark L | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 51,401 | — | ↗ |
| 2024-06-05 | Robinson Ellen S. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-05 | Mitchell Scott C | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 7,401 | — | ↗ |
| 2024-06-05 | Latimer Luke A | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 55,322 | — | ↗ |
| 2024-06-05 | Hamill Patrick H | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 163,055 | — | ↗ |
| 2024-06-05 | Gart Thomas A | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 23,319 | — | ↗ |
| 2024-06-05 | Ensmann Eric E. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-05 | Duncan David R | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 42,478 | — | ↗ |
| 2024-06-05 | Caponi Julie A | Director | A-Award | A | Common Stock | 1,466 | 0.00 | — | 21,397 | — | ↗ |
| 2024-05-03 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 811 | 17.45 | 14.2K | 755,543 | — | ↗ |
| 2024-05-03 | Weber David R. | Officer | F-InKind | D | Common Stock | 28 | 17.45 | 488.60 | 4,198 | — | ↗ |
| 2024-05-03 | Montgomery Jesica J. | Officer | F-InKind | D | Common Stock | 13 | 17.45 | 226.85 | 3,220 | — | ↗ |
| 2024-05-03 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 80 | 17.45 | 1.4K | 12,805 | — | ↗ |
| 2024-05-03 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 223 | 17.45 | 3.9K | 44,797 | — | ↗ |
| 2024-05-02 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 628 | 17.39 | 10.9K | 756,354 | — | ↗ |
| 2024-05-02 | Weber David R. | Officer | F-InKind | D | Common Stock | 74 | 17.39 | 1.3K | 4,226 | — | ↗ |
| 2024-05-02 | Montgomery Jesica J. | Officer | F-InKind | D | Common Stock | 71 | 17.39 | 1.2K | 3,233 | — | ↗ |
| 2024-05-02 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 41 | 17.39 | 712.99 | 12,885 | — | ↗ |
| 2024-05-02 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 194 | 17.39 | 3.4K | 45,020 | — | ↗ |
| 2024-05-02 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 36 | 17.39 | 626.04 | 16,280 | — | ↗ |
| 2024-05-01 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 2,297 | 16.95 | 38.9K | 756,982 | — | ↗ |
| 2024-05-01 | Weber David R. | Officer | F-InKind | D | Common Stock | 163 | 16.95 | 2.8K | 4,300 | — | ↗ |
| 2024-05-01 | Montgomery Jesica J. | Officer | F-InKind | D | Common Stock | 89 | 16.95 | 1.5K | 3,304 | — | ↗ |
| 2024-05-01 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 297 | 16.95 | 5.0K | 12,926 | — | ↗ |
| 2024-05-01 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 6,637 | 0.00 | — | 46,065 | — | ↗ |
| 2024-05-01 | Cassell Matthew C. | Officer | A-Award | A | Common Stock | 1,769 | 0.00 | — | 16,466 | — | ↗ |
| 2024-02-15 | Scott James Allen | Officer | A-Award | A | Common Stock | 5,752 | 0.00 | — | 5,752 | — | ↗ |
| 2024-02-01 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 42,408 | 16.41 | 695.9K | 747,480 | — | ↗ |
| 2024-01-02 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 7,472 | 19.62 | 146.6K | 789,888 | — | ↗ |
| 2024-01-02 | Weber David R. | Officer | F-InKind | D | Common Stock | 206 | 19.62 | 4.0K | 3,866 | — | ↗ |
| 2024-01-02 | Sawyer John Emery | Officer | F-InKind | D | Common Stock | 1,554 | 19.62 | 30.5K | 25,924 | — | ↗ |
| 2024-01-02 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 1,239 | 19.62 | 24.3K | 12,339 | — | ↗ |
| 2024-01-02 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 1,619 | 19.62 | 31.8K | 39,428 | — | ↗ |
| 2023-11-20 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 657 | 16.54 | 10.9K | 768,257 | — | ↗ |
| 2023-11-20 | Lawley Scott J | Officer | A-Award | A | Common Stock | 815 | 0.00 | — | 10,172 | — | ↗ |
| 2023-11-20 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 4,076 | 0.00 | — | 37,463 | — | ↗ |
| 2023-10-01 | Weber David R. | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,465 | — | ↗ |
| 2023-10-01 | Montgomery Jesica J. | Officer | — | D | Common Stock | 0 | 0.00 | — | 2,778 | — | ↗ |
| 2023-08-31 | Courkamp Julie A | Director / Officer | M-Exempt | A | Common Stock | 3,000 | 20.00 | 60.0K | 33,798 | — | ↗ |
| 2023-08-17 | Cassell Matthew C. | Officer | S-Sale | D | Common Stock | 2,485 | 19.78 | 49.2K | 14,697 | — | ↗ |
| 2023-08-09 | Scott James Allen | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-04 | Cassell Matthew C. | Officer | S-Sale | D | Common Stock | 2,485 | 21.05 | 52.3K | 14,697 | — | ↗ |
| 2023-08-03 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 1,005 | 20.73 | 20.8K | 17,182 | — | ↗ |
| 2023-08-01 | Zimlich Joseph C. | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 38,439 | — | ↗ |
| 2023-08-01 | Smith Mark L | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 49,935 | — | ↗ |
| 2023-08-01 | SIPF ERIC D | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 184,316 | — | ↗ |
| 2023-08-01 | Mitchell Scott C | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 5,935 | — | ↗ |
| 2023-08-01 | Latimer Luke A | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 53,856 | — | ↗ |
| 2023-08-01 | Hamill Patrick H | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 161,589 | — | ↗ |
| 2023-08-01 | Gart Thomas A | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 21,853 | — | ↗ |
| 2023-08-01 | Duncan David R | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 41,012 | — | ↗ |
| 2023-08-01 | Caponi Julie A | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 19,931 | — | ↗ |
| 2023-07-03 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 432 | 27.19 | 11.7K | 9,439 | — | ↗ |
| 2023-05-16 | Duncan David R | Director | P-Purchase | A | Common Stock | 500 | 16.00 | 8.0K | 39,804 | — | ↗ |
| 2023-05-03 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 812 | 14.69 | 11.9K | 768,914 | — | ↗ |
| 2023-05-03 | Sawyer John Emery | Officer | F-InKind | D | Common Stock | 141 | 14.69 | 2.1K | 22,914 | — | ↗ |
| 2023-05-03 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 78 | 14.69 | 1.1K | 9,871 | — | ↗ |
| 2023-05-03 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 224 | 14.69 | 3.3K | 30,798 | — | ↗ |
| 2023-05-02 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 629 | 14.98 | 9.4K | 769,726 | — | ↗ |
| 2023-05-02 | Sawyer John Emery | Officer | F-InKind | D | Common Stock | 109 | 14.98 | 1.6K | 23,055 | — | ↗ |
| 2023-05-02 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 41 | 14.98 | 614.18 | 9,949 | — | ↗ |
| 2023-05-02 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 196 | 14.98 | 2.9K | 31,022 | — | ↗ |
| 2023-05-02 | Cassell Matthew C. | Officer | F-InKind | D | Common Stock | 31 | 14.98 | 464.38 | 18,187 | — | ↗ |
| 2023-05-01 | Wylie Scott C | Director / Officer | A-Award | A | Common Stock | 11,827 | 0.00 | — | 771,975 | — | ↗ |
| 2023-05-01 | Sawyer John Emery | Officer | A-Award | A | Common Stock | 3,696 | 0.00 | — | 23,628 | — | ↗ |
| 2023-05-01 | Lawley Scott J | Officer | A-Award | A | Common Stock | 977 | 0.00 | — | 10,260 | — | ↗ |
| 2023-05-01 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 471 | 16.91 | 8.0K | 31,218 | — | ↗ |
| 2023-05-01 | Cassell Matthew C. | Officer | A-Award | A | Common Stock | 2,217 | 0.00 | — | 18,218 | — | ↗ |
| 2023-03-03 | Zimlich Joseph C. | Director | M-Exempt | A | Common Stock | 2,880 | 20.00 | 57.6K | 37,231 | — | ↗ |
| 2023-02-16 | Duncan David R | Director | S-Sale | D | Common Stock | 1,755 | 26.82 | 47.1K | 12,160 | — | ↗ |
| 2023-02-07 | Smith Mark L | Director | M-Exempt | A | Common Stock | 2,880 | 20.00 | 57.6K | 48,727 | — | ↗ |
| 2023-02-01 | Cassell Matthew C. | Officer | — | D | Common Stock | 0 | 0.00 | — | 16,001 | — | ↗ |
| 2023-01-03 | Sawyer John Emery | Director / Officer | F-InKind | D | Common Stock | 347 | 28.15 | 9.8K | 19,932 | — | ↗ |
| 2022-12-14 | Duncan David R | Director | S-Sale | D | Common Stock | 1,211 | 29.04 | 35.2K | 13,915 | — | ↗ |
| 2022-12-13 | Duncan David R | Director | S-Sale | D | Common Stock | 2,034 | 29.53 | 60.1K | 15,126 | — | ↗ |
| 2022-12-09 | Wylie Scott C | Director | S-Sale | D | Common Stock | 1,611 | 28.95 | 46.6K | 760,148 | — | ↗ |
| 2022-11-18 | Wylie Scott C | Director / Officer | F-InKind | D | Common Stock | 662 | 29.00 | 19.2K | 761,759 | — | ↗ |
| 2022-11-18 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 83 | 29.00 | 2.4K | 9,283 | — | ↗ |
| 2022-11-18 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 414 | 29.00 | 12.0K | 25,037 | — | ↗ |
| 2022-11-02 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 377 | 0.00 | — | 25,451 | — | ↗ |
| 2022-10-26 | Wylie Scott C | Director | S-Sale | D | Common Stock | 2,900 | 26.97 | 78.2K | 762,421 | — | ↗ |
| 2022-09-13 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 602 | 26.20 | 15.8K | 765,554 | — | ↗ |
| 2022-09-12 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 1,203 | 26.49 | 31.9K | 767,656 | — | ↗ |
| 2022-09-09 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 1,053 | 26.50 | 27.9K | 769,759 | — | ↗ |
| 2022-09-08 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 188 | 26.50 | 5.0K | 771,812 | — | ↗ |
| 2022-09-07 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 146 | 26.26 | 3.8K | 772,000 | — | ↗ |
| 2022-08-25 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 2,000 | 27.49 | 55.0K | 772,162 | — | ↗ |
| 2022-08-24 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 2,000 | 27.36 | 54.7K | 774,162 | — | ↗ |
| 2022-08-22 | Wylie Scott C | Director | S-Sale | D | Common Stock | 157 | 27.99 | 4.4K | 776,162 | — | ↗ |
| 2022-08-19 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 265 | 28.80 | 7.6K | 776,539 | — | ↗ |
| 2022-08-18 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 17 | 28.98 | 492.66 | 776,804 | — | ↗ |
| 2022-08-17 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 1,559 | 29.10 | 45.4K | 776,821 | — | ↗ |
| 2022-08-16 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 4,579 | 28.99 | 132.7K | 778,380 | — | ↗ |
| 2022-08-15 | Wylie Scott C | Director | S-Sale | D | Common Stock | 100 | 28.99 | 2.9K | 782,959 | — | ↗ |
| 2022-08-10 | Wylie Scott C | Director / Officer | S-Sale | D | Common Stock | 5,000 | 27.94 | 139.7K | 785,559 | — | ↗ |
| 2022-08-03 | Sawyer John Emery | Director / Officer | P-Purchase | A | Common Stock | 925 | 27.29 | 25.2K | 4,700 | — | ↗ |
| 2022-05-31 | Duncan David R | Director | S-Sale | D | Common Stock | 6,538 | 32.06 | 209.6K | 17,160 | — | ↗ |
| 2022-05-27 | Duncan David R | Director | S-Sale | D | Common Stock | 558 | 31.80 | 17.7K | 23,698 | — | ↗ |
| 2022-05-26 | Duncan David R | Director | S-Sale | D | Common Stock | 4,174 | 30.88 | 128.9K | 34,256 | — | ↗ |
| 2022-05-24 | Duncan David R | Director | S-Sale | D | Common Stock | 1,780 | 30.77 | 54.8K | 40,380 | — | ↗ |
| 2022-05-03 | Wylie Scott C | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 817 | 33.22 | 27.1K | 790,559 | — | ↗ |
| 2022-05-03 | Sawyer John Emery | Officer | F-InKind | D | Common Stock | 141 | 33.22 | 4.7K | 20,279 | D | ↗ |
| 2022-05-02 | Zimlich Joseph C. | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 34,351 | — | ↗ |
| 2022-05-02 | Wylie Scott C | Director | A-Award | A | Common Stock | 10,935 | 0.00 | — | 791,376 | — | ↗ |
| 2022-05-02 | Smith Mark L | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 45,847 | — | ↗ |
| 2022-05-02 | Sawyer John Emery | Officer | A-Award | A | Common Stock | 1,885 | 0.00 | — | 20,420 | D | ↗ |
| 2022-05-02 | SIPF ERIC D | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 183,108 | — | ↗ |
| 2022-05-02 | Mitchell Scott C | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 4,727 | — | ↗ |
| 2022-05-02 | Lawley Scott J | Director / Officer | F-InKind | D | Common Stock | 80 | 33.22 | 2.7K | 9,366 | — | ↗ |
| 2022-05-02 | Latimer Luke A | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 52,648 | — | ↗ |
| 2022-05-02 | Hamill Patrick H | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 160,381 | — | ↗ |
| 2022-05-02 | Gart Thomas A | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 20,645 | — | ↗ |
| 2022-05-02 | Duncan David R | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 39,304 | — | ↗ |
| 2022-05-02 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 710 | 32.82 | 23.3K | 22,284 | — | ↗ |
| 2022-05-02 | Caponi Julie A | Director | A-Award | A | Common Stock | 754 | 0.00 | — | 18,723 | — | ↗ |
| 2022-02-18 | Mitchell Scott C | Director | P-Purchase | A | Common Stock | 1,500 | 32.98 | 49.5K | 3,973 | — | ↗ |
| 2022-02-15 | Mitchell Scott C | Director | P-Purchase | A | Common Stock | 1,500 | 33.20 | 49.8K | 2,473 | — | ↗ |
| 2022-01-03 | Wylie Scott C | Director / Officer / 10% Owner | A-Award | A | Common Stock | 4,111 | 0.00 | — | 789,969 | — | ↗ |
| 2022-01-03 | Courkamp Julie A | Director / Officer | A-Award | A | Common Stock | 2,010 | 0.00 | — | 23,682 | — | ↗ |
| 2021-12-13 | Wylie Scott C | Director / Officer / 10% Owner | M-Exempt | D | Stock Option Right to Buy | 20,000 | 25.00 | 500.0K | 0 | — | ↗ |
| 2021-12-13 | Hamill Patrick H | Director | M-Exempt | D | Stock Option Right to Buy | 4,087 | 25.00 | 102.2K | 0 | — | ↗ |
| 2021-12-09 | Duncan David R | Director | M-Exempt | A | Common Stock | 4,087 | 25.00 | 102.2K | 38,829 | — | ↗ |
| 2021-12-09 | Courkamp Julie A | Director / Officer | M-Exempt | A | Common Stock | 750 | 25.00 | 18.8K | 22,358 | — | ↗ |
| 2021-11-30 | Zimlich Joseph C. | Director | M-Exempt | A | Common Stock | 9 | 25.00 | 225.00 | 33,605 | — | ↗ |
| 2021-11-29 | Zimlich Joseph C. | Director | M-Exempt | D | Stock Option Right to Buy | 4,078 | 25.00 | 102.0K | 9 | — | ↗ |
| 2021-11-18 | Wylie Scott C | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 662 | 31.48 | 20.8K | 784,002 | — | ↗ |
| 2021-11-18 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 83 | 31.48 | 2.6K | 8,964 | — | ↗ |
| 2021-11-18 | Courkamp Julie A | Director / Officer | F-InKind | D | Common Stock | 414 | 31.48 | 13.0K | 21,608 | — | ↗ |
| 2021-11-10 | SIPF ERIC D | Director | M-Exempt | A | Common Stock | 1,624 | 25.00 | 40.6K | 183,978 | — | ↗ |
| 2021-11-09 | SIPF ERIC D | Director | M-Exempt | A | Common Stock | 1,101 | 25.00 | 27.5K | 183,455 | — | ↗ |
| 2021-10-26 | Smith Mark L | Director | S-Sale | D | Common Stock | 34 | 28.76 | 977.84 | 45,093 | — | ↗ |
| 2021-10-22 | Smith Mark L | Director | M-Exempt | D | Stock Option Right to Buy | 4,051 | 25.00 | 101.3K | 36 | — | ↗ |
| 2021-10-05 | Duncan David R | Director | J-Other | A | Common Stock | 3,289 | 0.00 | — | 38,550 | — | ↗ |
| 2021-09-14 | Sawyer John Emery | Officer | P-Purchase | A | Common Stock | 3,575 | 26.50 | 94.7K | 3,775 | — | ↗ |
| 2021-09-01 | Sawyer John Emery | Officer | P-Purchase | A | Common Stock | 200 | 26.50 | 5.3K | 200 | — | ↗ |
| 2021-08-18 | Wylie Scott C | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 25,000 | 26.25 | 656.3K | 784,664 | — | ↗ |
| 2021-07-01 | Lawley Scott J | Officer | F-InKind | D | Common Stock | 434 | 26.15 | 11.3K | 9,047 | — | ↗ |
Executive team
Top executives
EBIT / Employee
56.2K
Shares Outstanding
9.73M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Scott C. Wylie Chairman, Chief Executive Officer, and President of First Western Financial, Inc. | 623.7K | — | 1.64M | — | 368.3K | 12.0K | 2.65M | 62.05% | ↗ |
| 2 | 2025 | Julie A. Courkamp Director, Chief Operating Officer, and President of First Western Trust Bank | 379.3K | — | 572.8K | — | 161.2K | 12.0K | 1.13M | 50.91% | ↗ |
| 3 | 2025 | Matthew Cassell Chief Revenue Officer | 328.3K | — | 75.0K | — | 92.5K | 12.2K | 508.0K | 14.76% | ↗ |
| 4 | 2024 | Scott C. Wylie Chairman, Chief Executive Officer, and President of First Western Financial, Inc. | 605.2K | — | 400.0K | — | 245.1K | 12.2K | 1.26M | 31.68% | ↗ |
| 5 | 2024 | Julie A. Courkamp Director, Chief Operating Officer, and President of First Western Trust Bank | 368.4K | — | 225.0K | — | 108.0K | 12.0K | 713.4K | 31.54% | ↗ |
| 6 | 2024 | Matthew Cassell Chief Banking Officer | 306.8K | — | 60.0K | — | 58.0K | 12.2K | 436.9K | 13.73% | ↗ |
| 7 | 2024 | Matthew Cassell Chief Revenue Officer | 306.8K | — | 60.0K | — | 58.0K | 12.2K | 436.9K | 13.73% | ↗ |
| 8 | 2023 | Scott C. Wylie Chairman, Chief Executive Officer, and President of First Western Financial, Inc. | 575.0K | — | 400.0K | — | 322.6K | 11.0K | 1.31M | 30.57% | ↗ |
| 9 | 2023 | Julie A. Courkamp Director, Chief Operating Officer, and President of First Western Trust Bank | 350.0K | — | 225.0K | — | 142.8K | 10.8K | 728.6K | 30.88% | ↗ |
| 10 | 2023 | John E. Sawyer Former Chief Investment Officer | 320.0K | — | 125.0K | — | 100.0K | 10.0K | 555.0K | 22.52% | ↗ |
| 11 | 2023 | Matthew Cassell Chief Banking Officer | 295.2K | — | 75.0K | — | 75.0K | 10.9K | 456.1K | 16.44% | ↗ |
| 12 | 2022 | Scott C. Wylie Chairman, Chief Executive Officer and President | 575.0K | — | 725.0K | — | 350.0K | 10.6K | 1.66M | 43.66% | ↗ |
| 13 | 2022 | Scott C. Wylie Chairman, Chief Executive Officer, and President of First Western Financial, Inc. | 575.0K | — | 725.0K | — | 350.0K | 10.1K | 1.66M | 43.67% | ↗ |
| 14 | 2022 | Julie A. Courkamp Director, Chief Operating Officer, Chief Financial Officer and Treasurer | 350.0K | — | 220.7K | — | 225.0K | 10.6K | 806.3K | 27.37% | ↗ |
| 15 | 2022 | Julie A. Courkamp Director, Chief Operating Officer, and President of First Western Trust Bank | 350.0K | — | 220.7K | — | 225.0K | 10.1K | 805.8K | 27.39% | ↗ |
| 16 | 2022 | John E. Sawyer Chief Investment Officer | 320.0K | — | 125.0K | — | 125.0K | 10.0K | 580.0K | 21.55% | ↗ |
| 17 | 2022 | John E. Sawyer Former Chief Investment Officer | 320.0K | — | 125.0K | — | 125.0K | 6.1K | 576.1K | 21.69% | ↗ |
| 18 | 2021 | Scott C. Wylie Chairman, Chief Executive Officer and President | 550.0K | — | 737.1K | — | 700.0K | 10.1K | 2.00M | 36.91% | ↗ |
| 19 | 2021 | Julie A. Courkamp Director, Chief Operating Officer, Chief Financial Officer and Treasurer | 325.0K | — | 203.3K | — | 157.5K | 10.1K | 696.0K | 29.21% | ↗ |
| 20 | 2021 | John E. Sawyer Chief Investment Officer | 300.0K | — | 127.1K | — | 133.7K | 6.1K | 566.8K | 22.42% | ↗ |
| 21 | 2020 | Scott C. Wylie Chairman, Chief Executive Officer and President | 468.8K | — | 900.0K | — | 366.4K | 10.0K | 1.75M | 51.57% | ↗ |
| 22 | 2020 | Julie A. Courkamp Director, Chief Financial Officer and Treasurer | 300.0K | — | 375.0K | — | 96.4K | 10.0K | 781.4K | 47.99% | ↗ |
| 23 | 2020 | Julie A. Courkamp Director, Chief Operating Officer, Chief Financial Officer and Treasurer | 300.0K | — | 375.0K | — | 96.4K | 10.0K | 781.4K | 47.99% | ↗ |
| 24 | 2020 | John E. Sawyer Chief Investment Officer | 297.0K | — | 125.0K | — | 50.5K | 840.00 | 473.4K | 26.41% | ↗ |
| 25 | 2019 | Scott C. Wylie Chairman, Chief Executive Officer and President | 450.0K | — | 337.5K | — | — | 79.1K | 866.6K | 38.94% | ↗ |
| 26 | 2019 | Julie A. Courkamp Director, Chief Financial Officer and Treasurer | 295.8K | — | 87.5K | — | — | 9.6K | 392.9K | 22.27% | ↗ |
| 27 | 2019 | Julie A. Courkamp Chief Financial Officer and Treasurer | 295.8K | — | 87.5K | — | — | 9.6K | 392.9K | 22.27% | ↗ |
| 28 | 2019 | John E. Sawyer Chief Investment Officer | 280.0K | — | 84.0K | — | — | 8.0K | 372.0K | 22.58% | ↗ |
| 29 | 2018 | Scott C. Wylie Chairman, Chief Executive Officer and President | 450.0K | 234.0K | — | — | — | 23.6K | 707.6K | 0.00% | ↗ |
| 30 | 2018 | Julie A. Courkamp Chief Financial Officer and Treasurer | 242.5K | 55.0K | — | — | — | 8.2K | 305.7K | 0.00% | ↗ |
| 31 | 2018 | John E. Sawyer Chief Investment Officer | 240.0K | — | 57.0K | — | — | 5.4K | 302.4K | 18.85% | ↗ |
| 32 | 2017 | Scott C. Wylie Chairman, Chief Executive Officer and President | 450.0K | 220.0K | 3.15M | — | — | 30.2K | 3.85M | 81.79% | ↗ |
| 33 | 2017 | Julie A. Courkamp Chief Financial Officer and Treasurer | 220.0K | 55.0K | 165.0K | — | — | 7.4K | 447.4K | 36.88% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott C. Wylie | Founder, Chairman, Chief Executive Officer & President | 1M | male |
| Julie A. Courkamp | Chief Operating Officer & Director | 552.4K | female |
| Matthew C. Cassell | Chief Revenue Officer of First Western Trust Bank | 433.0K | male |
| David Weber | Principal Accounting Officer, Chief Financial Officer & Treasurer | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
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Market share among peers
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