The estimated Net Worth of Julie A Courkamp is at least $1.04 Million dollars as of 31 August 2023. Ms. Courkamp owns over 3,000 units of First Western Inc stock worth over $642,838 and over the last 6 years she sold MYFW stock worth over $0. In addition, she makes $392,895 as Chief Financial Officer and Treasurer of the Company and the Bank at First Western Inc.
Julie has made over 2 trades of the First Western Inc stock since 2021, according to the Form 4 filled with the SEC. Most recently she exercised 3,000 units of MYFW stock worth $60,000 on 31 August 2023.
The largest trade she's ever made was exercising 3,000 units of First Western Inc stock on 31 August 2023 worth over $60,000. On average, Julie trades about 221 units every 37 days since 2019. As of 31 August 2023 she still owns at least 33,798 units of First Western Inc stock.
You can see the complete history of Ms. Courkamp stock trades at the bottom of the page.
Julie A. Courkamp is Chief Financial Officer and Treasurer of the Company and the Bank., a subsidiary of the Company. Ms. Courkamp has served as Treasurer and Chief Financial Officer of the Company and First Western Trust Bank since 2013. She joined the Company in 2006 as its Controller and was promoted to Director of Finance and Accounting in 2010. Ms. Courkamp oversees all accounting and finance functions, including financial performance and reporting, liquidity management and planning, investment portfolio performance and positioning, capital and interest rate risk management, strategic planning, budgeting and forecasting, income taxes, and coordination with external auditors and banking regulators. Ms. Courkamp works directly with our board of directors and banking regulators relative to our current financial position and forecasted performance. She also oversees the activities related to corporate development and mergers and acquisitions, information technology and enterprise risk management. Prior to joining the Company, Ms. Courkamp held positions with PwC in Denver researching issues related to SEC reporting, and coordinating and supervising audits and interim quarterly reviews of public and private companies. Ms. Courkamp holds a Bachelor of Science in Accounting from the University of Colorado at Boulder.
As the Chief Financial Officer and Treasurer of the Company and the Bank of First Western Inc, the total compensation of Julie Courkamp at First Western Inc is $392,895. There are 1 executives at First Western Inc getting paid more, with Scott Wylie having the highest compensation of $866,609.
Julie Courkamp is 40, she's been the Chief Financial Officer and Treasurer of the Company and the Bank of First Western Inc since 2013. There are 13 older and no younger executives at First Western Inc. The oldest executive at First Western Financial Inc is Eric Sipf, 71, who is the Independent Director.
Julie's mailing address filed with the SEC is 1900 16TH STREET, SUITE 1200, , DENVER, CO, 80202.
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, and 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.
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.
First Western Inc executives and other stock owners filed with the SEC include: