UWHARRIE CAPITAL CORP·4

Jun 29, 3:11 PM ET

Andrew Jason R 4

4 · UWHARRIE CAPITAL CORP · Filed Jun 29, 2026

Research Summary

AI-generated summary of this filing

Updated

UWHARRIE (UWHR) COO Andrew Jason R Transfers 74 Shares

What Happened Andrew Jason R, Chief Operations Officer of Uwharrie Capital Corp (UWHR), had a transfer recorded on 2026-06-29 that shows 74 shares disposed and 74 shares acquired at $0.00 each (total value $0). The dual entries reflect a change in registration rather than a market sale or purchase.

Key Details

  • Transaction date: 2026-06-29; reported same day (filing appears timely).
  • Reported entries: one disposition of 74 shares @ $0.00 and one acquisition of 74 shares @ $0.00 (Form 4 code "J" — other acquisition/disposition).
  • Total cash exchanged: $0.00 (no money received or paid).
  • Shares owned after transaction: not specified in the filing.
  • Relevant footnotes:
    • F1/F2/F3/F4 indicate the shares were transferred from a custodial registered holder (held by great-grandmother-in-law as custodian for spouse) to a jointly registered account (Jason R. Andrew & Kellie M. Andrew, per F5/Cede & Co. custodial depository).
    • F3/F4 explicitly state no money was received/paid; the entries reflect a registration transfer.

Context This was an administrative transfer of share registration (custodial → joint), not an open-market buy or sell. Such transfers are common for estate, gifting, or account-structure reasons and do not by themselves signal insider confidence or lack thereof.

Insider Transaction Report

Form 4
Period: 2026-06-29
Andrew Jason R
Chief Operations Officer
Transactions
  • Other

    Common Stock

    [F1][F2][F3]
    2026-06-29740 total(indirect: By Great Grandmother-in-Law as custodian)
  • Other

    Common Stock (Held jointly with Spouse)

    [F2][F4]
    2026-06-29+7474 total
Holdings
  • Common Stock

    [F5]
    17,905
Footnotes (5)
  • [F1]Held by Great Grandmother-in-Law as Custodian for Spouse
  • [F2]Transfer of shares from custodial registered holder(s) account to joint registered holder(s) account.
  • [F3]No money was received by the shareholder(s) for the Disposed shares. The shares were disposed of as a result of a transfer of shares from a custoidal registered holder(s) account to a joint registered holder(s) account.
  • [F4]No money was paid by the shareholder(s) for the Acquired shares. The shares were acquired as a result of a transfer of shares from a custodial registered holder(s) account to a joint registered holder(s) account.
  • [F5]Held by Cede & Co., Depository for Pershing, LLC Safekeeper for Jason R. Andrew & Kellie M. Andrew Jt Ten
Signature
Jason R. Andrew by Tamara M. Singletary, EVP, Uwharrie Capital Corp|2026-06-29

Documents

1 file
  • 4
    ownership.xmlPrimary

    4