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AI brief of an SEC Form 8-K · First Western Financial Inc (MYFW)

First Western Financial furnishes July 2026 investor presentation with June 30 figures

Neutral Impact 2 of 5 other Written later

First Western Financial filed a July 2026 investor presentation as Exhibit 99.1 to a Form 8-K under Regulation FD, for use at investor meetings through fiscal 2026. The deck reports June 30, 2026 figures, including $3.24 billion in assets and tangible book value per share of $25.53, but it does not add new financial results beyond those already disclosed, and the filing states the material is not deemed filed under Section 18.

Key points

  • Presentation furnished as Exhibit 99.1 and dated July 2026; filed July 24, 2026 by CEO Scott C. Wylie
  • As of June 30, 2026: assets $3.24 billion, total loans $2.71 billion, total deposits $2.85 billion, AUM $7.28 billion
  • TBV per share $25.53 at June 30, 2026, up from $24.87 at March 31, 2026
  • Average annual net charge-offs of 8 basis points over the last 10 years, per the presentation

The filing

CompanyFirst Western Financial Inc (MYFW)
Form8-K, current report
Filed with the SECJul 24, 2026, 4:15 PM ET
Accession number0001628280-26-049602

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 24, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.