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At FIRST WESTERN FINANCIAL INC.'s shareholder meeting held June 5, 2024, in the 2023-2024 proxy season, 98 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,707 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. 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 67% 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 10, 2024.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and FIRST WESTERN FINANCIAL INC.’s Form 8-K, filed June 10, 2024 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of June 5, 2024: 13 items on FIRST WESTERN FINANCIAL INC.’s Form 8-K, filed June 10, 2024: 2 approved · 11 without a stated outcome.
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
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 10, 2024 (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 | 6,687,311 | -- | -- | 164,908 | 871,892 | 98% | Not verified | — |
| Elect Director: Julie A. Caponi | 6,679,147 | -- | -- | 173,072 | 871,892 | 97% | Not verified | — |
| Elect Director: Julie A. Courkamp | 6,682,466 | -- | -- | 169,753 | 871,892 | 98% | Not verified | — |
| Elect Director: David R. Duncan | 6,674,971 | -- | -- | 177,248 | 871,892 | 97% | Not verified | — |
| Elect Director: Thomas A. Gart | 6,653,119 | -- | -- | 199,100 | 871,892 | 97% | Not verified | — |
| Elect Director: Patrick H. Hamill | 6,334,616 | -- | -- | 517,603 | 871,892 | 92% | Not verified | — |
| Elect Director: Luke A. Latimer | 6,642,281 | -- | -- | 209,938 | 871,892 | 97% | Not verified | — |
| Elect Director: Scott C. Mitchell | 6,657,859 | -- | -- | 194,360 | 871,892 | 97% | Not verified | — |
| Elect Director: Ellen S. Robinson | 6,751,183 | -- | -- | 101,036 | 871,892 | 99% | Not verified | — |
| Elect Director: Mark L. Smith | 6,639,416 | -- | -- | 212,803 | 871,892 | 97% | Not verified | — |
| Elect Director: Joseph C. Zimlich | 6,551,931 | -- | -- | 300,288 | 871,892 | 96% | Not verified | — |
| 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 | 7,534,228 | 189,817 | 66 | -- | -- | 98% | Approved | — |
| 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 First Western's named executive | 4,074,783 | 1,966,373 | 811,063 | -- | -- | 67% | Approved | — |
Source: FIRST WESTERN FINANCIAL INC., Form 8-K, filed with the SEC on June 10, 2024 — read the filing on EDGAR.
Each item below shows how the 98 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of FIRST WESTERN FINANCIAL INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,674,971 for, 177,248 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,536,390 for, 24 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
99% 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”): 6,751,183 for, 101,036 withheld, per its Form 8-K filed June 10, 2024 (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% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,536,414 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
96% 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”): 6,551,931 for, 300,288 withheld, per its Form 8-K filed June 10, 2024 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,473,235 for, 34,086 withheld, 29,093 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 22,493 | 0 | Abstain |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 20,851 | Withhold |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 385 | 0 | 0 | 7,100 | Mixed |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 3,278 | Withhold |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,679,147 for, 173,072 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,536,414 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
98% 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”): 6,682,466 for, 169,753 withheld, per its Form 8-K filed June 10, 2024 (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 1,536,414 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,642,281 for, 209,938 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,485,878 for, 21,443 withheld, 29,093 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 22,493 | 0 | Abstain |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 20,851 | Withhold |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,639,416 for, 212,803 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,485,854 for, 21,467 withheld, 29,093 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 22,493 | 0 | Abstain |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 20,851 | Withhold |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
92% 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”): 6,334,616 for, 517,603 withheld, per its Form 8-K filed June 10, 2024 (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 1,535,000 for, 1,414 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 13,915 | 0 | 0 | 1,390 | Mixed |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,657,859 for, 194,360 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,485,878 for, 21,443 withheld, 29,093 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 22,493 | 0 | Abstain |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 20,851 | Withhold |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
98% 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”): 6,687,311 for, 164,908 withheld, per its Form 8-K filed June 10, 2024 (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 1,536,390 for, 24 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
97% 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”): 6,653,119 for, 199,100 withheld, per its Form 8-K filed June 10, 2024 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,531,336 for, 5,078 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 0 | 3,278 | Withhold |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
Combines 5 wordings of this item as funds reported it.
67% 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”): 4,074,783 for, 1,966,373 against — passed, per its Form 8-K filed June 10, 2024 (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 First Western's named executive officers.”
Support: 67% 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 | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 0 | 166,000 | 0 | 0 | Against |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 0 | 112,438 | 0 | 0 | Against |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 0 | 77,000 | 0 | 0 | Against |
| RMB INVESTORS TRUST | 0 | 41,967 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 36,045 | 0 | 0 | Against |
| Blackstone Alternative Investment Funds | 0 | 30,536 | 0 | 0 | Against |
| TIAA | 0 | 25,169 | 0 | 0 | Against |
| EA Series Trust | 22,493 | 0 | 0 | 0 | For |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 20,851 | 0 | 0 | Against |
| Equitable | 13,915 | 1,390 | 0 | 0 | Mixed |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,100 | 385 | 0 | 0 | Mixed |
| RBC FUNDS TRUST | 0 | 6,600 | 0 | 0 | Against |
| American Century | 0 | 5,323 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 3,950 | 0 | 0 | Against |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 0 | 3,508 | 0 | 0 | Against |
| John Hancock | 0 | 3,474 | 0 | 0 | Against |
| Global X | 3,278 | 0 | 0 | 0 | For |
Fund voting reports, all 44 managers: 989,854 for, 546,560 against. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 0 | 369,263 | 0 | 0 | Against |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 349,145 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 337,659 | 0 | 0 | Against |
| WASATCH ADVISORS LP | 0 | 320,191 | 0 | 0 | Against |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 221,434 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 152,113 | 0 | 0 | 0 | For |
| BlackRock | 127,701 | 2,231 | 0 | 0 | For |
| First Western Trust Bank | 122,391 | 0 | 0 | 0 | For |
| Tieton Capital Management, LLC | 106,473 | 0 | 0 | 0 | For |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 82,434 | 0 | 0 | 0 | For |
| 1919 Investment Counsel, LLC | 0 | 77,000 | 0 | 0 | Against |
| Cresset Asset Management, LLC | 0 | 45,316 | 0 | 0 | Against |
| Northern Trust | 43,156 | 31 | 0 | 0 | For |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 0 | 32,478 | 0 | 0 | Against |
| Family Management Corp | 32,018 | 0 | 0 | 0 | For |
| STRS OHIO | 0 | 31,300 | 0 | 0 | Against |
| Dimensional | 0 | 28,499 | 0 | 0 | Against |
| Nuveen | 0 | 25,505 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 24,619 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 21,351 | 0 | 0 | Against |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 20,949 | 0 | 0 | Against |
| Rhumbline | 0 | 5,129 | 0 | 0 | Against |
| JACOBS ASSET MANAGEMENT, LLC | 10,151 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 0 | 9,117 | 0 | 0 | Against |
Institutional-manager reports, all 67 managers: 1,095,455 for, 1,594,409 against, 5,129 1 year. Showing the 25 largest; every one is in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
80% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: ADVISORY, NON-BINDING VOTE REGARDING THE FREQUENCY OF FUTURE ADVISORY VOTES ON THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.
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). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| WASATCH FUNDS TRUST | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| DIAMOND HILL FUNDS | 0 | 0 | 0 | 0 | -- |
| Advisor Managed Portfolios | 0 | 0 | 0 | 0 | -- |
| RMB INVESTORS TRUST | 0 | 0 | 0 | 0 | -- |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| FORUM FUNDS II | 10,860 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 0 | 0 | 0 | 0 | -- |
| RBC FUNDS TRUST | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| AIG/SunAmerica | 0 | 0 | 0 | 0 | -- |
| Bridge Builder Trust | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| John Hancock | 0 | 0 | 0 | 0 | -- |
| Global X | 0 | 0 | 0 | 0 | -- |
| Pacific Life | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 43 managers: 10,860 for, 1,373,246 1 year, 116,263 3 year. Showing the 25 largest; every one is in the interactive database (link above).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 0 | 0 | 0 | 0 | -- |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| WASATCH ADVISORS LP | 0 | 0 | 0 | 0 | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| First Western Trust Bank | 0 | 0 | 0 | 0 | -- |
| Tieton Capital Management, LLC | 0 | 0 | 0 | 0 | -- |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0 | 0 | 0 | 0 | -- |
| 1919 Investment Counsel, LLC | 0 | 0 | 0 | 0 | -- |
| Cresset Asset Management, LLC | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 0 | 0 | 0 | 0 | -- |
| Family Management Corp | 0 | 0 | 0 | 0 | -- |
| STRS OHIO | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Rhumbline | 0 | 5,129 | 0 | 0 | Against |
| JACOBS ASSET MANAGEMENT, LLC | 10,151 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 66 managers: 10,151 for, 5,129 against, 2,525,211 1 year, 150,890 3 year. Showing the 25 largest; every one is in the interactive database (link above).
Combines 2 wordings of this item as funds reported it.
98% 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, 2024.
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”): 7,534,228 for, 189,817 against — passed, per its Form 8-K filed June 10, 2024 (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: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 1,503,061 for, 33,353 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 368,628 | 0 | 0 | 0 | For |
| BlackRock | 294,173 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 166,000 | 0 | 0 | 0 | For |
| Fidelity | 141,141 | 0 | 0 | 0 | For |
| Dimensional | 112,438 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 82,453 | 0 | 0 | 0 | For |
| Advisor Managed Portfolios | 77,000 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 41,967 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 36,045 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 30,536 | 0 | 0 | 0 | For |
| TIAA | 25,169 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 22,493 | 0 | 0 | Against |
| Charles Schwab | 20,962 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,851 | 0 | 0 | 0 | For |
| Equitable | 15,305 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 0 | 10,860 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 7,536 | 0 | 0 | 0 | For |
| Lincoln Financial | 7,485 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| American Century | 5,323 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,950 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,676 | 0 | 0 | 0 | For |
| State Street | 3,508 | 0 | 0 | 0 | For |
| John Hancock | 3,474 | 0 | 0 | 0 | For |
| Global X | 3,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. All 44 are in the interactive database (link above).
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 9,621,310 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.83% |
| 2 | BlackRock | 3.06% |
| 3 | WASATCH FUNDS TRUST | 1.73% |
| 4 | Fidelity | 1.47% |
| 5 | Dimensional | 1.17% |
| 6 | DIAMOND HILL FUNDS | 0.86% |
| 7 | Advisor Managed Portfolios | 0.80% |
| 8 | RMB INVESTORS TRUST | 0.44% |
| 9 | CLEARWATER INVESTMENT TRUST | 0.37% |
| 10 | Blackstone Alternative Investment Funds | 0.32% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | FJ Capital Management LLC | 3.84% |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3.63% |
| 3 | AllianceBernstein | 3.51% |
| 4 | WASATCH ADVISORS LP | 3.33% |
| 5 | KENNEDY CAPITAL MANAGEMENT LLC | 2.30% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.58% |
| 7 | BlackRock | 1.35% |
| 8 | First Western Trust Bank | 1.27% |
| 9 | Tieton Capital Management, LLC | 1.11% |
| 10 | DIAMOND HILL CAPITAL MANAGEMENT INC | 0.86% |
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 |
|---|---|---|
| The Banc Funds Company, L.L.C. | 7.88% | DEF14A |
| Scott C. Wylie | 7.80% | DEF14A |
| BlackRock | 5.14% | 13F |
| Vanguard Group | 4.44% | 13F |
| Joseph C. Zimlich | 2.53% | DEF14A |
| Eric D. Sipf | 2.06% | DEF14A |
| Patrick H. Hamill | 1.75% | DEF14A |
| Geode Capital | 1.70% | 13F |
| Dimensional Fund Advisors | 1.54% | 13F |
| State Street | 1.12% | 13F |
Percentages above are of 9,621,310 shares outstanding, as reported by FIRST WESTERN FINANCIAL INC. on its Form 10-Q dated May 1, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 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 1, 2024. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
FIRST WESTERN FINANCIAL INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
proxyvotesnow.com, “FIRST WESTERN FINANCIAL (MYFW) 2024 Annual Meeting: Vote Results”, https://proxyvotesnow.com/company/first-western-financial-inc/2024 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.