ファースト・ウェスタン・ファイナンシャル株式会社
US ˙ NasdaqGS ˙ US33751L1052

SecurityMYFW / First Western Financial, Inc.
InsiderZimlich Joseph C.
This page shows the track record and history of Zimlich Joseph C. insider trades in First Western Financial, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Zimlich Joseph C. in MYFW / First Western Financial, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2020-11-02 2,878 14.4900 2,878 14.4900 41,702 365 29.9500 44,494 106.70

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

MYFW / First Western Financial, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Zimlich Joseph C. in MYFW / First Western Financial, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2021-11-30 8 30.9100 8 30.9100 247 315 24.5200 -51 -20.58
2021-11-29 3,391 30.0900 3,391 30.0900 102,035

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

MYFW / First Western Financial, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2026-06-05 2026-06-03 4 Zimlich Joseph C. MYFW Common Stock A - Award D 974 42,079
2025-06-06 2025-06-04 4 Zimlich Joseph C. MYFW Common Stock A - Award D 1,200 41,105
2024-06-07 2024-06-05 4 Zimlich Joseph C. MYFW Common Stock A - Award D 1,466 39,905
2023-08-03 2023-08-01 4 Zimlich Joseph C. MYFW Common Stock A - Award D 1,208 38,439
2023-03-06 2023-03-03 4 Zimlich Joseph C. MYFW Common Stock M - Exercise D 20.0000 2,880 58 37,231
2022-05-04 2022-05-02 4 Zimlich Joseph C. MYFW Common Stock A - Award D 754 34,351
2021-11-30 2021-11-30 4 Zimlich Joseph C. MYFW Stock Option Right to Buy M - Exercise D 25.00 -9 0
2021-11-30 2021-11-30 4 Zimlich Joseph C. MYFW Common Stock S - Sale D 30.9100 -8 -0 33,597
2021-11-30 2021-11-30 4 Zimlich Joseph C. MYFW Common Stock M - Exercise D 25.0000 9 0 33,605
2021-11-30 2021-11-29 4 Zimlich Joseph C. MYFW Stock Option Right to Buy M - Exercise D 25.00 -4,078 9
2021-11-30 2021-11-29 4 Zimlich Joseph C. MYFW Common Stock S - Sale D 30.0900 -3,391 -102 33,596
2021-11-30 2021-11-29 4 Zimlich Joseph C. MYFW Common Stock M - Exercise D 25.0000 4,078 102 36,987
2021-05-04 2021-05-03 4 Zimlich Joseph C. MYFW Common Stock A - Award D 973 32,909
2021-01-05 2021-01-01 4 Zimlich Joseph C. MYFW Common Stock F - Taxes D 19.5700 -120 -2 31,936
2020-11-03 2020-11-02 4 Zimlich Joseph C. MYFW Common Stock P - Purchase D 14.4900 2,878 42 32,056
2020-05-05 2020-05-01 4 Zimlich Joseph C. MYFW Common Stock A - Award D 2,001 29,178
2018-11-05 2018-11-01 4 Zimlich Joseph C. MYFW Common Stock A - Award D 1,915 27,177
2018-09-12 2018-09-10 4 Zimlich Joseph C. MYFW Make Whole Right M - Exercise D 0.00 0
2018-09-12 2018-09-10 4 Zimlich Joseph C. By Bohemian Investments, LLC MYFW Make Whole Right M - Exercise I 0.00 0
2018-09-12 2018-09-10 4 Zimlich Joseph C. By Bohemian Investments, LLC MYFW Common Stock M - Exercise I 8,772 90,146
2018-09-12 2018-09-10 4 Zimlich Joseph C. MYFW Common Stock M - Exercise D 875 25,262
2018-07-18 3 Zimlich Joseph C. MYFW Common Stock D 353,186
2018-07-18 3 Zimlich Joseph C. By Bohemian Investments, LLC MYFW Common Stock I 410,173
2018-07-18 3 Zimlich Joseph C. By BOCO Investments, LLC MYFW Common Stock I 437,396
2018-07-18 3 Zimlich Joseph C. By L. Lee Stryker Irrevocable Trust UAD 09-10-1974 MYFW Common Stock I 443,240
2018-07-18 3 Zimlich Joseph C. MYFW Common Stock D 353,186
2018-07-18 3 Zimlich Joseph C. By Bohemian Investments, LLC MYFW Common Stock I 410,173
2018-07-18 3 Zimlich Joseph C. By BOCO Investments, LLC MYFW Common Stock I 437,396
2018-07-18 3 Zimlich Joseph C. By L. Lee Stryker Irrevocable Trust UAD 09-10-1974 MYFW Common Stock I 443,240
2018-07-18 3 Zimlich Joseph C. MYFW Common Stock D 353,186
2018-07-18 3 Zimlich Joseph C. By Bohemian Investments, LLC MYFW Common Stock I 410,173
2018-07-18 3 Zimlich Joseph C. By BOCO Investments, LLC MYFW Common Stock I 437,396
2018-07-18 3 Zimlich Joseph C. By L. Lee Stryker Irrevocable Trust UAD 09-10-1974 MYFW Common Stock I 443,240
P
非デリバティブまたはデリバティブ証券の公開市場または非公開購入
S
非デリバティブ証券またはデリバティブ証券の公開市場または非公開売却
A
会社からの有価証券の交付、授与その他の取得 (オプション等)
C
デリバティブの転換
D
有価証券の会社への売却または譲渡
F
会社から受領した有価証券の一部を使用した、行使価格または納税義務のお支払い
G
内部者によるまたは内部者に対する有価証券の贈与
K
株式スワップと類似のヘッジ取引
M
会社から受け取ったデリバティブ証券 (オプションなど) の行使または転換
V
フォーム4により任意に報告した取引
J
その他 (取引を説明する脚注を含む)