The estimated Net Worth of Joseph C. Zimlich is at least $760 mil dollars as of 3 March 2023. Mr. Zimlich owns over 2,880 units of First Western Inc stock worth over $708,134 and over the last 6 years he sold MYFW stock worth over $0. In addition, he makes $51,650 as Lead Independent Director at First Western Inc.
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Mr. Zimlich MYFW stock SEC Form 4 insiders trading
Joseph has made over 3 trades of the First Western Inc stock since 2020, according to the Form 4 filled with the SEC. Most recently he exercised 2,880 units of MYFW stock worth $57,600 on 3 March 2023.
The largest trade he's ever made was exercising 4,087 units of First Western Inc stock on 29 November 2021 worth over $102,175. On average, Joseph trades about 895 units every 77 days since 2018. As of 3 March 2023 he still owns at least 37,231 units of First Western Inc stock.
You can see the complete history of Mr. Zimlich stock trades at the bottom of the page.
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Joseph Zimlich biography
Joseph C. Zimlich is Lead Independent Director of the Company. Mr. Zimlich has served as the Chief Executive Officer of Bohemian Companies since 1997. Bohemian Companies, a private family financial office, includes the Bohemian Foundation, a family foundation, and Bohemian Asset Management, an investment management company with public equity, fixed income securities and private equity holdings. Mr. Zimlich provides leadership and oversight to the major program areas of the Bohemian Foundation, including its community programs, civic programs, contemporary music programs and global impact programs; steers the investment and management of more than $1.0 billion in financial assets; and directs the development and management of a family portfolio of early stage value investments and global real estate assets, primarily in eastern Europe. Mr. Zimlich has held board of director-level positions in the following industries: technology, semi-conductors, water filtration, trust, private and commercial banking, food service and venture capital funds. He currently serves as a director of the Bohemian Foundation, Ampt, LLC, Indotek Group and Third Way, and is a member of the Colorado Forum. Mr. Zimlich graduated from the University of Iowa with of Bachelors of Business in Accounting. He is also a Certified Public Accountant and a Human Resources Professional. Mr. Zimlich’s qualifications for service as a director include his substantial experience in financial, accounting, governance and human resource matters, as well as his leadership experience developed while serving on numerous boards. He also has an extensive background in investment management and private equity investing.
What is the salary of Joseph Zimlich?
As the Lead Independent Director of First Western Inc, the total compensation of Joseph Zimlich at First Western Inc is $51,650. There are 7 executives at First Western Inc getting paid more, with Scott Wylie having the highest compensation of $866,609.
How old is Joseph Zimlich?
Joseph Zimlich is 59, he's been the Lead Independent Director of First Western Inc since 2004. There are 5 older and 8 younger executives at First Western Inc. The oldest executive at First Western Financial Inc is Eric Sipf, 71, who is the Independent Director.
What's Joseph Zimlich's mailing address?
Joseph's mailing address filed with the SEC is 1900 16TH STREET, SUITE 1200, , DENVER, CO, 80202.
Insiders trading at First Western Inc
Over the last 6 years, insiders at First Western Inc have traded over $3,988,226 worth of First Western Inc stock and bought 11,078 units worth $274,253 . The most active insiders traders include Scott C Wylie, David R Duncan y Julie A Caponi. On average, First Western Inc executives and independent directors trade stock every 54 days with the average trade being worth of $125,893. The most recent stock trade was executed by Scott C Wylie on 6 September 2024, trading 9,274 units of MYFW stock currently worth $174,073.
What does First Western Inc do?
first western trust strives to be the best private bank and trust company for the western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. with over $4 billion in affiliated assets under management or advice, first western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. built specifically for the new economies of the west, the firm has offices in arizona, california, colorado and wyoming.
What does First Western Inc's logo look like?
Complete history of Mr. Zimlich stock trades at First Western Inc
First Western Inc executives and stock owners
First Western Inc executives and other stock owners filed with the SEC include:
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Scott Wylie,
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank -
Julie Courkamp,
Chief Financial Officer, Treasurer of the Company and the Bank -
John Sawyer,
Chief Investment Officer -
Eric Sipf,
Independent Director -
Luke Latimer,
Independent Director -
Julie Caponi,
Independent Director -
Patrick Hamill,
Independent Director -
Joseph Zimlich,
Lead Independent Director -
Mark Smith,
Independent Director -
David Duncan,
Independent Director -
Thomas Gart,
Director -
Tony Rossi,
IR Contact Officer -
Scott Lawley,
Chief Credit Officer -
Josh Wilson,
Regional President, Colorado/Wyoming -
Daniel Thompson,
Regional President, Arizona/California -
Cammie A Redpath,
Chief Human Capital Officer -
Scott C Mitchell,
Director -
James Allen Scott,
Chief ClientExperience Officer -
Matthew C. Cassell,
CHIEF BANKING OFFICER -
David R. Weber,
Chief Financial Officer -
Jesica J. Montgomery,
Principal Accounting Officer -
Ellen S. Robinson,
Director -
Eric E. Ensmann,
Chief Risk Officer