FIRST WESTERN FINANCIAL, INC. (MYFW)

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=jivedata("MYFW","financials")

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FIRST WESTERN FINANCIAL, INC.

MYFW • CIK 0001327607

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025	TTM
Interest and Fee Income, Loans and Leases	$135,429	$140,054	$145,376	$153,315
Interest and Dividend Income, Securities, Operating	$2,463	$2,658	$4,480	$6,289
Interest Income (Expense), Net	$71,105	$64,324	$75,368	$82,678
Interest Income, Federal Funds Sold	$5,711	$8,840	$9,044	$7,684
Provision for Other Credit Losses	$10,355	$1,933	$5,025	$1,975
Interest Income (Expense), after Provision for Loan Loss	$60,750	$62,391	$70,343	$80,703
Interest and Dividend Income, Operating	$145,558	$152,651	$159,787	$168,036
Revenues	$82,698	$90,071	$96,914	$106,665
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest	$7,061	$11,579	$17,074	$23,904
Income Tax Expense (Benefit)	$1,836	$3,106	$3,886	$5,467
Net Income (Loss) Attributable to Parent	$5,225	$8,473	$13,188	$18,437
Interest Expense, Deposits	$65,460	$82,541	$79,461	$80,734
Interest Expense, Borrowings	$8,993	$5,786	$4,958	$4,624
InterestExpenseOperating	—	—	$84,419	$85,358
Investment Banking Revenue	$18,788	$19,193	$18,452	$18,756
Gain (Loss) on Sale of Mortgage Loans	$2,826	$4,912	$4,443	$4,553
Bank Owned Life Insurance Income	$378	$431	$455	$468
Fair Value, Option, Credit Risk, Gains (Losses) on Assets	$-2,010	$-999	$6	$-55
Equity Securities, FV-NI, Unrealized Gain (Loss)	$-22	$-33	$14	$-6
Noninterest Income, Other	$-775	$581	$624	$283
Noninterest Income	$21,948	$27,680	$26,571	$25,962
Labor and Related Expense	$45,202	$45,040	$46,118	$49,588
Occupancy, Net	$7,597	$8,282	$8,228	$7,680
Professional Fees	$7,638	$7,951	$7,685	$7,212
Marketing and Advertising Expense	$1,540	$1,208	$1,220	$1,288
Amortization of Intangible Assets	$250	$226	$206	$199
Other Noninterest Expense	$5,374	$7,436	$7,336	$7,121
Noninterest Expense	$75,637	$78,492	$79,840	$82,761

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025	TTM
Cash and Due from Banks	$7,284	$9,770	$9,755	$14,310
Interest-bearing Deposits in Banks and Other Financial Institutions	$247,158	$226,271	$190,526	$160,576
DebtSecuritiesAvailableForSaleExcludingAccruedInterest	—	—	$45,607	$89,615
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents	$254,442	$236,041	$200,281	$174,886
DebtSecuritiesHeldToMaturityExcludingAccruedInterestAfterAllowanceForCreditLoss	—	—	$94,970	$116,766
Liabilities and Equity	$2,975,462	$2,919,037	$3,154,981	$3,238,006
Mortgages Held-for-sale, Fair Value Disclosure	$7,254	$25,455	$40,176	$24,675
Loans Held-for-sale, Fair Value Disclosure	$0	$251	$0	$0
FinancingReceivableAllowanceForCreditLossExcludingAccruedInterest	$23,931	$18,330	$21,441	$20,297
FinancingReceivableExcludingAccruedInterestAfterAllowanceForCreditLoss	$2,506,984	$2,407,235	$2,628,982	$2,691,506
Property, Plant and Equipment, Net	$25,256	$24,129	$25,687	$25,641
Interest Receivable	$11,428	$10,364	$11,209	$11,338
Accounts Receivable, after Allowance for Credit Loss	$5,095	$4,763	$4,579	$4,781
Other Receivables	$4,467	$5,710	$2,444	$171
Other Real Estate and Foreclosed Assets	—	$35,929	$3,040	$0
Deferred Income Tax Assets, Net	$6,407	$3,079	$4,003	$2,679
Bank Owned Life Insurance	$16,530	$16,961	$17,416	$17,651
Other Assets	$24,488	$35,905	$38,401	$41,277
Deposit Liabilities, Accrued Interest	$3,793	$1,995	$1,295	$1,243
Other Liabilities	$21,841	$40,908	$33,938	$28,926
Liabilities	$2,732,724	$2,666,715	$2,889,421	$2,957,413
Preferred Stock, Value, Issued	$0	$0	$0	$0
Additional Paid in Capital	$192,894	$193,585	$194,166	$195,042
Retained Earnings (Accumulated Deficit)	$51,042	$59,515	$72,703	$84,640
Accumulated Other Comprehensive Income (Loss), Net of Tax	$-1,198	$-778	$-1,309	$911
Stockholders' Equity Attributable to Parent	$242,738	$252,322	$265,560	$280,593
Noninterest-bearing Deposit Liabilities	$482,579	$375,603	$344,969	$381,826
Interest-bearing Deposit Liabilities	$2,046,460	$2,138,606	$2,401,606	$2,464,138
Deposits	$2,529,039	$2,514,209	$2,746,575	$2,845,964
Federal Funds Purchased	$125,711	$57,038	$62,841	$36,431
Junior Subordinated Notes	$52,340	$52,565	$44,772	$44,849
DebtSecuritiesAvailableForSaleAmortizedCostExcludingAccruedInterestAfterAllowanceForCreditLoss	—	—	$45,623	$89,745
DebtSecuritiesHeldToMaturityAllowanceForCreditLossExcludingAccruedInterest	$71	—	$74	$151
Debt Securities, Held-to-maturity, Fair Value	$66,617	$68,161	$90,635	$112,617
Preferred Stock, Shares Authorized	10,000,000	10,000,000	10,000,000	10,000,000
Preferred Stock, Shares Issued	0	0	0	0
Common Stock, Shares Authorized	90,000,000	90,000,000	90,000,000	90,000,000
Common Stock, Shares, Issued	9,581,183	9,667,142	9,725,731	9,765,129
Operating Lease, Right-of-Use Asset	$8,929	$19,161	$20,479	$18,298
Operating Lease, Liability	$10,900	$20,959	$23,012	$21,728

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025	TTM
Net Income (Loss) Attributable to Parent	$5,225	$8,473	$13,188	$18,437
Net Cash Provided by (Used in) Operating Activities	$21,880	$-544	$-1,799	$26,710
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Excluding Exchange Rate Effect	—	—	$-37,660	$-59,328
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents	$254,442	$236,041	$200,281	$192,750
Investment Income, Dividend	$620	$463	$576	$571
Provision for Other Credit Losses	$10,355	$1,933	$5,025	$1,975
Gain (Loss) on Sale of Mortgage Loans	$2,826	$4,912	$4,443	$4,553
Payments for Origination of Mortgage Loans Held-for-sale	$276,045	$383,307	$378,685	$461,936
Proceeds from Sale of Mortgage Loans Held-for-sale	$280,462	$369,629	$367,628	$464,871
Payments to Acquire Property, Plant, and Equipment	$2,347	$1,213	$3,970	$3,904
Disposal Group, Not Discontinued Operation, Gain (Loss) on Disposal	$-8	$0	$-43	$-423
Proceeds from Sale of Loans and Leases Held-for-investment	$40,602	$5,582	$0	$0
Depreciation, Depletion and Amortization	$2,377	$2,565	$2,636	$2,564
Payments to Acquire Loans and Leases Held-for-investment	$1,173	$23,259	$7,838	$5,509
Proceeds from Sale of Other Real Estate	$0	—	$31,999	$3,029
Deferred Income Tax Expense (Benefit)	$2,057	$3,123	$-770	$-411
Net Cash Provided by (Used in) Investing Activities	$-66,391	$66,441	$-264,438	$-274,770
Share-based Payment Arrangement, Noncash Expense	$1,843	$1,486	$2,173	$2,762
Real Estate Owned, Valuation Allowance, Provision	—	$1,107	$1,349	$1,349
Gains (Losses) on Sales of Investment Real Estate	$0	—	$459	$-7
Equity Securities, FV-NI, Unrealized Gain (Loss)	$-22	$-33	$14	$-6
Increase (Decrease) in Deposits	$123,810	$-14,830	$232,366	$316,835
Payments of FHLBank Borrowings, Financing Activities	$1,572,743	$276,201	$179,734	$316,134
Proceeds from FHLBank Borrowings, Financing Activities	$1,482,419	$240,026	$187,066	$190,433
Repayments of Subordinated Debt	$0	—	$8,000	$0
Payments for Repurchase of Common Stock	—	$89	$784	$447
Payment, Tax Withholding, Share-based Payment Arrangement	—	—	$802	$802
Net Cash Provided by (Used in) Financing Activities	$102,441	$-84,298	$228,577	$188,732
Interest Paid, Excluding Capitalized Interest, Operating Activities	$71,785	$90,125	$85,119	$85,521
Income Taxes Paid, Net	$2,907	$93	$0	$18
Operating Lease, Lease Income, Lease Payments	$3,163	$3,576	$3,090	$2,297
Right-of-Use Asset Obtained in Exchange for Operating Lease Liability	$2,992	$12,619	$4,160	$2,402
Real Estate Owned, Transfer to Real Estate Owned	$0	$27,390	$0	$0
Proceeds from Maturities, Prepayments and Calls of Debt Securities, Available-for-sale	$0	—	$4,376	$12,108
Payments to Acquire Debt Securities, Available-for-sale	—	—	$49,947	$101,911
Proceeds from Maturities, Prepayments and Calls of Held-to-maturity Securities	$7,243	$8,736	$13,367	$19,062
Payments to Acquire Held-to-maturity Securities	$0	$9,782	$32,446	$35,875
Increase (Decrease) in Accounts Receivable	$307	$-550	$18	$299

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Import this data to Google Sheets with:

=jivedata("MYFW","financials")

Full statements spill as a table. For one cell: =jivedata("MYFW","Revenue") or =jivedata("MYFW","Revenue","TTM"). Install the Jive Data add-on, then paste into a cell.