Courkamp Julie A 4
Research Summary
AI-generated summary
First Western (MYFW) COO Julie Courkamp Receives RSUs, Sells Shares
What Happened
- Julie A. Courkamp, Chief Operating Officer of First Western Financial Inc. (MYFW), was granted 3,940 restricted stock units (RSUs) on May 1, 2026 (reported as an acquisition at $0.00). To satisfy tax withholding on the grant, 1,072 shares were withheld on May 1, 2026 and 417 shares were withheld on May 4, 2026 at $28.55 per share — proceeds reported of $30,606 and $11,905, respectively (total ~ $42,511). The RSU grant’s notional market value using $28.55 would be roughly $112,500, though the filing shows an acquisition price of $0 for the award.
Key Details
- Transaction dates and prices:
- 2026-05-01: Award of 3,940 RSUs (A) — acquisition price $0.00.
- 2026-05-01: Tax withholding/disposition of 1,072 shares (F) at $28.55 ($30,606).
- 2026-05-04: Tax withholding/disposition of 417 shares (F) at $28.55 ($11,905).
- Shares owned after the transaction: Not disclosed in this filing.
- Footnote: The RSUs vest in five substantially equal annual installments beginning May 1, 2027, subject to continued service (per filing footnote F1).
- Filing timeliness: Report filed May 5, 2026 for transactions dated May 1–4, 2026 — the filing does not indicate a late report.
Context
- These transactions reflect an equity award (RSUs) and routine tax-withholding via share disposition (code F), not an open-market sale. Withholding of shares to cover taxes is common when RSUs vest or are delivered and does not necessarily indicate a change in the insider’s view of the company.