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Compiled from SEC Form N-PX filings and FIRST WESTERN FINANCIAL INC.’s Form 8-K, filed June 6, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 4, 2025: 14 items on FIRST WESTERN FINANCIAL INC.’s Form 8-K, filed June 6, 2025: 2 approved · 12 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2024-2025 2025-2026
Explore FIRST WESTERN FINANCIAL INC. in the interactive database Compare manager voting policies
These tallies are FIRST WESTERN FINANCIAL INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 6, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Scott C. Wylie | 6,293,614 | -- | -- | 42,149 | 820,998 | 99.3% | Not verified | — |
| Elect Director: Julie A. Caponi | 5,911,741 | -- | -- | 424,022 | 820,998 | 93% | Not verified | — |
| Elect Director: Julie A. Courkamp | 6,311,861 | -- | -- | 23,902 | 820,998 | 99.6% | Not verified | — |
| Elect Director: David R. Duncan | 5,923,822 | -- | -- | 411,941 | 820,998 | 93% | Not verified | — |
| Elect Director: Thomas A. Gart | 6,284,789 | -- | -- | 50,974 | 820,998 | 99.1% | Not verified | — |
| Elect Director: Patrick H. Hamill | 5,920,547 | -- | -- | 415,216 | 820,998 | 93% | Not verified | — |
| Elect Director: Luke A. Latimer | 6,205,153 | -- | -- | 130,610 | 820,998 | 98% | Not verified | — |
| Elect Director: Scott C. Mitchell | 6,217,716 | -- | -- | 118,047 | 820,998 | 98% | Not verified | — |
| Elect Director: Ellen S. Robinson | 6,315,007 | -- | -- | 20,756 | 820,998 | 99.6% | Not verified | — |
| Elect Director: Mark L. Smith | 6,219,661 | -- | -- | 116,102 | 820,998 | 98% | Not verified | — |
| Elect Director: Joseph C. Zimlich | 5,814,886 | -- | -- | 520,877 | 820,998 | 92% | Not verified | — |
| Proposal 2: Ratification of Appointment of Crowe LLP as the Company's Independent Registered Public Accounting Firm At the Annual Meeting, the Company's shareholders ratified the appointment of Crowe LLP as the independent registered public accounting firm of | 6,968,273 | 188,488 | 0 | -- | -- | 97% | Approved | — |
| Proposal 3: Advisory, Non-Binding Vote to Approve the Compensation Paid to the Company's Named Executive Officers At the Annual Meeting, the Company's shareholders approved, on an advisory, non-binding basis, the compensation of the Company's named executive o | 5,844,322 | 463,102 | 28,339 | -- | -- | 93% | Approved | — |
| 4. Approval of First Western Financial, Inc | 5,183,553 | 1,151,810 | 400 | -- | -- | 82% | Not verified | — |
Source: FIRST WESTERN FINANCIAL INC., Form 8-K, filed with the SEC on June 6, 2025 — read the filing on EDGAR.
Each item below shows how the 101 asset managers that disclosed a FIRST WESTERN FINANCIAL INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: David R. Duncan
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: David R. Duncan”): 5,923,822 for, 411,941 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,630,291 for, 3,040 withheld, 24,880 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 0 | 3,040 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ellen S. Robinson
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Ellen S. Robinson”): 6,315,007 for, 20,756 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,658,211 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Joseph C. Zimlich
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Joseph C. Zimlich”): 5,814,886 for, 520,877 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,596,821 for, 29,910 withheld, 31,480 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 0 | 25,979 | Withhold |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 0 | 3,040 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Julie A. Caponi
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Julie A. Caponi”): 5,911,741 for, 424,022 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,630,291 for, 3,040 withheld, 24,880 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 0 | 3,040 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Julie A. Courkamp
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Julie A. Courkamp”): 6,311,861 for, 23,902 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,658,211 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Luke A. Latimer
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Luke A. Latimer”): 6,205,153 for, 130,610 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,626,139 for, 592 withheld, 31,480 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Mark L. Smith
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Mark L. Smith”): 6,219,661 for, 116,102 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,625,840 for, 891 withheld, 31,480 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Patrick H. Hamill
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Patrick H. Hamill”): 5,920,547 for, 415,216 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,629,992 for, 3,339 withheld, 24,880 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 0 | 3,040 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Scott C. Mitchell
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Scott C. Mitchell”): 6,217,716 for, 118,047 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,626,139 for, 592 withheld, 31,480 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Scott C. Wylie
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Scott C. Wylie”): 6,293,614 for, 42,149 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,633,331 for, 24,880 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Thomas A. Gart
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Thomas A. Gart”): 6,284,789 for, 50,974 withheld, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.1% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,651,563 for, 6,648 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 4,848 | Withhold |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 2 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Description as filed by funds: To approve the First Western Financial, Inc. Omnibus Incentive Plan, as amended and restated April 23, 2025.
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“4. Approval of First Western Financial, Inc”): 5,183,553 for, 1,151,810 against, per its Form 8-K filed June 6, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 82% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 45 asset managers below reported 1,267,332 for, 390,879 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 0 | 114,000 | 0 | 0 | Against |
| Dimensional | 0 | 106,909 | 0 | 0 | Against |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 54,082 | 0 | 0 | Against |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 0 | 25,979 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 25,391 | 0 | 0 | Against |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 20,968 | 0 | 0 | Against |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 6,600 | 0 | 0 | Against |
| Lincoln Financial | 5,900 | 385 | 0 | 0 | Mixed |
| First Trust | 0 | 5,669 | 0 | 0 | Against |
| American Century | 0 | 5,464 | 0 | 0 | Against |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 3,972 | 0 | 0 | Against |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 3,372 | 0 | 0 | Against |
| John Hancock | 0 | 3,330 | 0 | 0 | Against |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Approved · of votes cast
Description as filed by funds: Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers.
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Proposal 3: Advisory, Non-Binding Vote to Approve the Compensation Paid to the Company's Named Executive Officers At the Annual Meeting, the Company's shareholders approved, on an advisory, non-binding basis, the compens”): 5,844,322 for, 463,102 against — passed, per its Form 8-K filed June 6, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3 – Advisory, Non-Binding Vote to Approve the Compensation Paid to the Company's Named Executive Officers At the Annual Meeting, the Company's shareholders approved, on an advisory, non-binding basis, the compensation of the Company's named executive officers.”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 0 | 25,979 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 3,040 | 0 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Fund voting reports, all 44 managers: 1,604,312 for, 29,019 against, 24,880 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| AllianceBernstein | 0 | 373,651 | 0 | 0 | Against |
| WASATCH ADVISORS LP | 228,171 | 0 | 0 | 0 | For |
| Rhino Investment Partners, Inc | 220,713 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 210,505 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 175,622 | 0 | 0 | 0 | For |
| BlackRock | 140,311 | 0 | 0 | 0 | For |
| Tieton Capital Management, LLC | 133,804 | 0 | 0 | 0 | For |
| First Western Trust Bank | 101,454 | 0 | 0 | 0 | For |
| State Street | 96,777 | 0 | 0 | 0 | For |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 87,207 | 0 | 0 | 0 | For |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 68,221 | 0 | 0 | 0 | For |
| Northern Trust | 55,565 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,482 | 0 | 0 | 0 | For |
| Biltmore Family Office, LLC | 45,316 | 0 | 0 | 0 | For |
| Maryland State Retirement & Pension System | 35,845 | 0 | 0 | 0 | For |
| Family Management Corp | 30,515 | 0 | 0 | 0 | For |
| Dimensional | 28,405 | 0 | 0 | 0 | For |
| Nuveen | 0 | 28,148 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 27,209 | 0 | 0 | 0 | For |
| STRS OHIO | 24,900 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Citadel | 21,244 | 0 | 0 | 0 | For |
| Obermeyer Wealth Partners | 20,078 | 0 | 0 | 0 | For |
| Fourthstone LLC | 15,108 | 0 | 0 | 0 | For |
| Renaissance | 7,400 | 0 | 0 | 0 | For |
Institutional-manager reports, all 70 managers: 1,910,900 for, 410,712 against. Showing the 25 largest; see all in the interactive database.
97% Approved · of votes cast
Description as filed by funds: To ratify the appointment of Crowe LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2025.
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Crowe LLP as the Company's Independent Registered Public Accounting Firm At the Annual Meeting, the Company's shareholders ratified the appointment of Crowe LLP as the independe”): 6,968,273 for, 188,488 against — passed, per its Form 8-K filed June 6, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 – Ratification of Appointment of Crowe LLP as the Company's Independent Registered Public Accounting Firm At the Annual Meeting, the Company's shareholders ratified the appointment of Crowe LLP as the independent registered public accounting firm of the Company for the year ending Decemb…”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,621,151 for, 37,060 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 17,394 | 12,180 | 0 | 0 | Mixed |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 24,880 | 0 | 0 | Against |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 9,715,432 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.07% |
| 2 | BlackRock | 3.33% |
| 3 | RMB INVESTORS TRUST | 2.02% |
| 4 | Fidelity | 1.60% |
| 5 | WASATCH FUNDS TRUST | 1.17% |
| 6 | Dimensional | 1.10% |
| 7 | DIAMOND HILL FUNDS | 0.66% |
| 8 | BRIDGEWAY FUNDS INC | 0.56% |
| 9 | FORUM FUNDS II | 0.30% |
| 10 | TIAA | 0.27% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | AllianceBernstein | 3.85% |
| 2 | WASATCH ADVISORS LP | 2.35% |
| 3 | Rhino Investment Partners, Inc | 2.27% |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.17% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.81% |
| 6 | BlackRock | 1.44% |
| 7 | Tieton Capital Management, LLC | 1.38% |
| 8 | First Western Trust Bank | 1.04% |
| 9 | State Street | 1.00% |
| 10 | DIAMOND HILL CAPITAL MANAGEMENT INC | 0.90% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Scott C. Wylie | 7.81% | DEF14A |
| The Banc Funds Company, L.L.C. | 7.81% | DEF14A |
| Wellington Management Group LLP | 5.36% | 13G |
| BlackRock | 5.34% | 13F |
| Vanguard Group | 4.13% | 13F |
| Joseph C. Zimlich | 2.47% | DEF14A |
| Dimensional Fund Advisors | 2.07% | 13F |
| Geode Capital | 1.80% | 13F |
| Patrick H. Hamill | 1.70% | DEF14A |
| State Street | 1.12% | 13F |
Percentages above are of 9,715,432 shares outstanding, as reported by FIRST WESTERN FINANCIAL INC. on its Form 10-Q dated May 5, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FIRST WESTERN FINANCIAL INC.’s 10-Q dated May 5, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At FIRST WESTERN FINANCIAL INC.'s shareholder meeting held June 4, 2025, in the 2024-2025 proxy season, 101 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 1,685 separate fund positions. On the most widely held item on that ballot — Advisory, non-binding vote to approve the compensation paid to the Company's named executive… — FIRST WESTERN FINANCIAL INC.'s filing reports the proposal as approved, with 93% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: FIRST WESTERN FINANCIAL INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 6, 2025.
FIRST WESTERN FINANCIAL INC. proxy season coverage: 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.