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UWHARRIE CAPITAL CORP·4

Jun 18, 2:07 PM ET

Bates Aaron David 4

4 · UWHARRIE CAPITAL CORP · Filed Jun 18, 2026

Research Summary

AI-generated summary of this filing

Updated

Uwharrie Capital (UWHR) Director Aaron Bates Receives 132-Share Award

What Happened

  • Aaron D. Bates, a director of Uwharrie Capital Corp (UWHR), received 132 shares on 2026-06-17 as an award/acquisition tied to his annual director retainer. The shares were acquired at a weighted average price of $11.29 per share for a total value of $1,491 (transaction coded A — award/grant).

Key Details

  • Transaction date: 2026-06-17; Form filed: 2026-06-18 (timely).
  • Shares acquired: 132 at $11.29 each; total value ≈ $1,491.
  • Transaction type: A (award/grant/acquisition) — shares issued/allocated as compensation rather than an open-market purchase or sale.
  • Footnotes: F1—payment represents part of the director’s annual retainer; F2–F3—share count based on the retainer amount divided by a weighted average price used for this payment; F4—shares held by Cede & Co., depository for a Simple IRA FBO Aaron D. Bates, Pershing LLC as custodian.
  • Shares owned after the transaction: not provided in the supplied filing details.

Context

  • This was a routine compensation issuance (director retainer) rather than a market buy or sale; such awards are common and do not necessarily signal a change in insider sentiment.
  • The weighted-average pricing method means the exact shares allocated were determined by dividing the retainer value by the average price used for this payment (see F2–F3).

Insider Transaction Report

Form 4
Period: 2026-06-17
UWHARRIE CAPITAL CORPUWHR
Bates Aaron David
Director
Transactions
  • Award

    Common Stock (Held by Self TOD Spouse)

    [F1][F2][F3]
    2026-06-17$11.29/sh+132$1,491→ 1,215 total
Holdings

  • Common Stock

    [F4]
    684
Footnotes (4)
  • [F1]This acquisition represents payment for a portion of the reporting person's Annual Retainer for serving in the capacity of Director.
  • [F2]The number of shares acquired by the reporting person is based on the amount of the Annual Retainer being paid divided by a weighted average price of the issuer's common stock acquired for this specific payment.
  • [F3]Represents a weighted average price of the issuer's common stock acquired for this specific payment.
  • [F4]Held by Cede & Co., Depository for Simple IRA FBO Aaron D. Bates Pershing LLC as Custodian
Signature
Aaron D. Bates by Tamara M. Singletary, EVP, Uwharrie Capital Corp|2026-06-18

Documents

2 files