퍼스트 웨스턴 파이낸셜, Inc.
US ˙ NasdaqGS ˙ US33751L1052

SecurityMYFW / First Western Financial, Inc.
InsiderDavid R Duncan
This page shows the track record and history of Duncan David R 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 David R Duncan 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 (%)
2023-05-16 500 16.0000 500 16.0000 8,000 71 21.8600 2,930 36.62

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 David R Duncan 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 (%)
2026-02-03 2,000 25.5000 2,000 25.5000 51,000 34 23.6200 -3,760 -7.37
2026-02-03 3,000 25.5500 3,000 25.5500 76,650
2026-02-03 3,626 25.6100 3,626 25.6100 92,862
2026-01-28 1,674 24.9500 1,674 24.9500 41,766
2026-01-28 1,994 24.9500 1,994 24.9500 49,750
2026-01-27 1,381 24.9900 1,381 24.9900 34,511
2026-01-27 3,025 25.1700 3,025 25.1700 76,139
2024-11-07 1,700 20.2000 1,700 20.2000 34,340
2024-11-07 2,680 20.2000 2,680 20.2000 54,136
2024-10-30 2,600 19.0600 2,600 19.0600 49,556
2024-10-30 2,600 19.0000 2,600 19.0000 49,400
2024-10-30 1,700 19.0600 1,700 19.0600 32,402
2024-10-30 1,700 19.0000 1,700 19.0000 32,300
2024-09-16 3,500 19.5000 3,500 19.5000 68,250
2024-09-16 2,000 19.5800 2,000 19.5800 39,160
2023-02-16 1,755 26.8200 1,755 26.8200 47,069
2022-12-14 1,211 29.0400 1,211 29.0400 35,167
2022-12-13 2,034 29.5300 2,034 29.5300 60,064
2022-05-31 6,536 32.0600 6,536 32.0600 209,544
2022-05-31 6,538 32.0600 6,538 32.0600 209,608
2022-05-27 10,000 31.7700 10,000 31.7700 317,700
2022-05-27 558 31.8000 558 31.8000 17,744
2022-05-26 4,174 30.8800 4,174 30.8800 128,893
2021-12-09 3,568 29.7000 3,568 29.7000 105,970

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 Duncan David R MYFW Common Stock A - Award D 974 44,652
2026-02-04 2026-02-03 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 25.6100 -3,626 -93 0
2026-02-04 2026-02-03 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 25.5500 -3,000 -77 3,626
2026-02-04 2026-02-03 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 25.5000 -2,000 -51 6,626
2026-01-29 2026-01-28 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 24.9500 -1,994 -50 8,626
2026-01-29 2026-01-28 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 24.9500 -1,674 -42 0
2026-01-28 2026-01-27 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 25.1700 -3,025 -76 1,674
2026-01-28 2026-01-27 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 24.9900 -1,381 -35 4,699
2025-06-06 2025-06-04 4 Duncan David R MYFW Common Stock A - Award D 1,200 43,678
2024-11-12 2024-11-07 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 20.2000 -2,680 -54 6,080
2024-11-12 2024-11-07 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 20.2000 -1,700 -34 10,620
2024-10-31 2024-10-30 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 19.0000 -1,700 -32 8,760
2024-10-31 2024-10-30 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 19.0600 -1,700 -32 10,460
2024-10-31 2024-10-30 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 19.0000 -2,600 -49 12,320
2024-10-31 2024-10-30 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 19.0600 -2,600 -50 14,920
2024-09-18 2024-09-16 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 19.5800 -2,000 -39 17,520
2024-09-18 2024-09-16 4 Duncan David R Sara C. Duncan Revocable Trust MYFW Common Stock S - Sale I 19.5000 -3,500 -68 19,520
2024-06-07 2024-06-05 4 Duncan David R MYFW Common Stock A - Award D 1,466 42,478
2023-08-03 2023-08-01 4 Duncan David R MYFW Common Stock A - Award D 1,208 41,012
2023-05-18 2023-05-16 4 Duncan David R MYFW Common Stock P - Purchase D 16.0000 500 8 39,804
2023-03-22 2023-02-16 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 26.8200 -1,755 -47 12,160
2022-12-15 2022-12-14 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 29.0400 -1,211 -35 13,915
2022-12-15 2022-12-13 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 29.5300 -2,034 -60 15,126
2022-06-02 2022-05-31 4/A Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 32.0600 -6,538 -210 17,160
2022-06-01 2022-05-31 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 32.0600 -6,536 -210 17,162
2022-06-01 2022-05-27 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 31.8000 -558 -18 23,698
2022-05-27 2022-05-27 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 31.7700 -10,000 -318 24,256
2022-05-27 2022-05-26 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 30.8800 -4,174 -129 34,256
2022-05-26 2022-05-25 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 30.7600 -1,950 -60 38,430
2022-05-26 2022-05-24 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock S - Sale I 30.7700 -1,780 -55 40,380
2022-05-04 2022-05-02 4 Duncan David R MYFW Common Stock A - Award D 754 39,304
2022-04-07 2021-10-05 4 Duncan David R MYFW Common Stock J - Other D 3,289 38,550
2022-04-07 2021-10-05 4 Duncan David R By Electra Energy Company MYFW Common Stock J - Other I -13,158 0
2021-12-10 2021-12-09 4 Duncan David R MYFW Stock Option Right to Buy M - Exercise D 25.00 -4,087 0
2021-12-10 2021-12-09 4 Duncan David R MYFW Common Stock S - Sale D 29.7000 -3,568 -106 35,261
2021-12-10 2021-12-09 4 Duncan David R MYFW Common Stock M - Exercise D 25.0000 4,087 102 38,829
2021-05-04 2021-05-03 4 Duncan David R MYFW Common Stock A - Award D 973 34,742
2021-04-12 2020-05-01 4/A Duncan David R MYFW Common Stock A - Award D 2,001 33,909
2021-04-12 2020-10-28 4/A Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock J - Other I 42,160 42,160
2021-04-12 2020-10-28 4/A Duncan David R By Raymond T. Duncan Estate Trust MYFW Common Stock J - Other I -42,160 0
2021-01-05 2021-01-01 4 Duncan David R MYFW Common Stock F - Taxes D 19.5700 -140 -3 6,977
2020-10-28 2020-10-28 4 Duncan David R Sara C. Duncan GST Exempt Marital Trust MYFW Common Stock J - Other I 36,522 36,522
2020-10-28 2020-10-28 4 Duncan David R By Raymond T. Duncan Estate Trust MYFW Common Stock J - Other I -36,522 0
2020-05-05 2020-05-01 4 Duncan David R MYFW Common Stock A - Award D 2,001 7,117
2018-11-05 2018-11-01 4 Duncan David R MYFW Common Stock A - Award D 1,915 5,116
2018-09-12 2018-09-10 4 Duncan David R By Rawah Partners, LLC MYFW Make Whole Right M - Exercise I 0.00 0
2018-09-12 2018-09-10 4 Duncan David R By Electra Energy Company MYFW Make Whole Right M - Exercise I 0.00 0
2018-09-12 2018-09-10 4 Duncan David R By Electra Energy Company MYFW Common Stock M - Exercise I 4,386 13,158
2018-09-12 2018-09-10 4 Duncan David R By Rawah Partners, LLC MYFW Common Stock M - Exercise I 8,750 186,927
2018-07-20 2018-07-18 4 Duncan David R By Rawah Partners , LLC MYFW Common Stock A - Award I 19.0000 25,000 475 178,177
2018-07-18 3 Duncan David R MYFW Common Stock D 168,351
2018-07-18 3 Duncan David R By Rawah Partners, LLC MYFW Common Stock I 318,327
2018-07-18 3 Duncan David R By Electra Energy Company MYFW Common Stock I 173,922
2018-07-18 3 Duncan David R MYFW Common Stock D 168,351
2018-07-18 3 Duncan David R By Rawah Partners, LLC MYFW Common Stock I 318,327
2018-07-18 3 Duncan David R By Electra Energy Company MYFW Common Stock I 173,922
2018-07-18 3 Duncan David R MYFW Common Stock D 168,351
2018-07-18 3 Duncan David R By Rawah Partners, LLC MYFW Common Stock I 318,327
2018-07-18 3 Duncan David R By Electra Energy Company MYFW Common Stock I 173,922
P
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매입
S
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매각
A
자사로부터 유가증권(옵션 등)을 보조, 지급 또는 기타 취득
C
파생상품 전환
D
자사에게 유가증권을 매각 또는 양도
F
기업으로부터 인도 받은 유가증권의 일부를 사용한 행사 가격 또는 조세 채무의 지급
G
내부자에 의한 또는 내부자에게 증권 증여
K
지분스왑 및 유사 위험 회피거래
M
자사로부터 인도 받은 파생증권(옵션 등)의 행사 또는 전환
V
보고서 양식 4에 자진 신고된 거래
J
기타 (거래 내용을 설명하는 각주와 동반)