UWHROTCState Commercial BanksFiscal year ends December 31
UWHARRIE CAPITAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$14.01+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $99.91M
- P/E (TTM)
- 8.0
- Dividend yield
- –
Ownership
Who owns Uwharrie Capital's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
6 buys · 1 sales
Net sold $90.08K
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Roger L. Dick | President/CEO of UCC | 85,951 | 1.21% | Sep 29, 2026 |
| Brooke L. Senter | Chief People Officer | 2,477 | 0.03% | Sep 24, 2026 |
| R. David Beaver III | Chief Risk Officer | 0 | – | Aug 19, 2026 |
| Jason R. Andrew | Chief Operations Officer | 17,979 | 0.25% | Aug 6, 2026 |
| Christy D. Stoner | President & CEO UIA & CMO UCC | 19,307 | 0.27% | Mar 3, 2026 |
| Jeffrey L. Trout | President UB Mortgage | 16,122 | 0.23% | Mar 3, 2026 |
| Heather H. Almond | Chief Financial Officer | 25,504 | 0.36% | Mar 3, 2026 |
| Tamara M. Singletary | EVP & Corporate Secretary | 50,142 | 0.71% | Mar 3, 2026 |
| Cheryl P. Rinehardt | Chief Credit Officer | 3,028 | 0.04% | Mar 3, 2026 |
| Zachary D. Almond | Director | 782 | 0.01% | Jun 18, 2026 |
| Robert O. Bratton | Director | 587 | 0.01% | Jun 18, 2026 |
| S. Todd Swaringen | Director | 2,840 | 0.04% | Jun 18, 2026 |
| James O. Campbell | Director | 7,386 | 0.10% | Jun 18, 2026 |
| Dean M. Bowers | Director | 9,998 | 0.14% | Jun 18, 2026 |
| Allen K. Furr | Director | 4,511 | 0.06% | Jun 18, 2026 |
| Vernon A. Russell | Director | 5,446 | 0.08% | Jun 18, 2026 |
| Deidre B. Foster | Director | 4,194 | 0.06% | Jun 18, 2026 |
| Chris M. Poplin | Director | 10,006 | 0.14% | Jun 18, 2026 |
| Matthew D. McAulay | Director | 1,934 | 0.03% | Jun 18, 2026 |
| Mary N. Klauder | Director | 9,658 | 0.14% | Jun 18, 2026 |
| Michael J. Flake | Director | 1,953 | 0.03% | Jun 18, 2026 |
| Dawn H. Allen | Director | 1,072 | 0.02% | Jun 18, 2026 |
| Vanessa O. Chambers | Director | 2,726 | 0.04% | Jun 18, 2026 |
| Cynthia B. Hanson | Director | 2,255 | 0.03% | Jun 18, 2026 |
| Aaron David Bates | Director | 1,215 | 0.02% | Jun 18, 2026 |
| Merlin Amirtharaj | Director | 5,174 | 0.07% | May 21, 2026 |
| Wesley A. Morgan | Director | 8,118 | 0.11% | May 21, 2026 |
| Frank A. Rankin III | Director | 52,329 | 0.74% | May 21, 2026 |
| Matthew R. Hudson | Director | 3,647 | 0.05% | May 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Roger L. Dick President/CEO of UCC | Sep 29, 2026 | Other | −3,651 | – | – | 0 |
| Roger L. Dick President/CEO of UCC | Sep 29, 2026 | Other | +3,651 | – | – | 3,651 |
| Brooke L. Senter Chief People Officer | Sep 22, 2026 | Other | −45,071 | – | – | 0 |
| Brooke L. Senter Chief People Officer | Sep 22, 2026 | Other | +45,071 | – | – | 53,217 |
| R. David Beaver III Chief Risk Officer | Aug 19, 2026 | Sale | −6,981 | $14.78 | $103.18K | 0 |
| Jason R. Andrew Chief Operations Officer | Aug 6, 2026 | Other | +74 | – | – | 17,979 |
| Jason R. Andrew Chief Operations Officer | Aug 6, 2026 | Other | −74 | – | – | 0 |
| Jason R. Andrew Chief Operations Officer | Jun 29, 2026 | Other | −74 | – | – | 0 |
| Jason R. Andrew Chief Operations Officer | Jun 29, 2026 | Other | +74 | – | – | 74 |
| Dawn H. Allen Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 1,072 |
| Chris M. Poplin Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 10,006 |
| James O. Campbell Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 7,386 |
| Cynthia B. Hanson Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 2,255 |
| S. Todd Swaringen Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 2,680 |
| Robert O. Bratton Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 587 |
| Aaron David Bates Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 1,215 |
| Vernon A. Russell Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 2,989 |
| Matthew D. McAulay Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 1,934 |
| Allen K. Furr Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 4,503 |
| Deidre B. Foster Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 4,194 |
| Zachary D. Almond Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 782 |
| Mary N. Klauder Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 9,658 |
| Michael J. Flake Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 1,953 |
| Vanessa O. Chambers Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 2,726 |
| Dean M. Bowers Director | Jun 17, 2026 | Award | +132 | $11.29 | $1.49K | 8,970 |
| Brooke L. Senter Chief People Officer | May 11, 2026 | Other | +8,146 | – | – | 8,146 |
| Brooke L. Senter Chief People Officer | May 11, 2026 | Other | −8,146 | – | – | 0 |
| Brooke L. Senter Chief People Officer | Mar 11, 2026 | Other | +458 | – | – | 45,071 |
| Brooke L. Senter Chief People Officer | Mar 11, 2026 | Other | −458 | – | – | 0 |
| Jason R. Andrew Chief Operations Officer | Mar 10, 2026 | Other | −1,376 | – | – | 0 |
| Jason R. Andrew Chief Operations Officer | Mar 10, 2026 | Other | +1,376 | – | – | 17,905 |
| Heather H. Almond Chief Financial Officer | Mar 2, 2026 | Award | +1,376 | $10.90 | $15.00K | 25,504 |
| Tamara M. Singletary EVP & Corporate Secretary | Mar 2, 2026 | Award | +458 | $10.90 | $4.99K | 49,598 |
| Brooke L. Senter Chief People Officer | Mar 2, 2026 | Award | +458 | $10.90 | $4.99K | 458 |
| Christy D. Stoner President & CEO UIA & CMO UCC | Mar 2, 2026 | Award | +917 | $10.90 | $10.00K | 14,092 |
| R. David Beaver III Chief Risk Officer | Mar 2, 2026 | Award | +1,834 | $10.90 | $19.99K | 6,981 |
| Jason R. Andrew Chief Operations Officer | Mar 2, 2026 | Award | +1,376 | $10.90 | $15.00K | 1,376 |
| Jeffrey L. Trout President UB Mortgage | Mar 2, 2026 | Award | +917 | $10.90 | $10.00K | 16,122 |
| Cheryl P. Rinehardt Chief Credit Officer | Mar 2, 2026 | Award | +458 | $10.90 | $4.99K | 3,028 |
| Roger L. Dick President/CEO of UCC | Dec 31, 2025 | Buy | +400 | $10.95 | $4.38K | 3,651 |
| Roger L. Dick President/CEO of UCC | Dec 31, 2025 | Buy | +489 | $10.95 | $5.35K | 3,251 |
| Brooke L. Senter Chief People Officer | Dec 19, 2025 | Other | −44,613 | – | – | 0 |
| Brooke L. Senter Chief People Officer | Dec 19, 2025 | Other | +44,613 | – | – | 44,613 |
| S. Todd Swaringen Director | Dec 15, 2025 | Buy | +80 | $10.50 | $840 | 80 |
| S. Todd Swaringen Director | Dec 15, 2025 | Buy | +80 | $10.50 | $840 | 80 |
| Allen K. Furr Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 4,371 |
| Deidre B. Foster Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 4,062 |
| Cynthia B. Hanson Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 2,123 |
| Chris M. Poplin Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 9,874 |
| Matthew D. McAulay Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 1,802 |
| S. Todd Swaringen Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 2,548 |
| S. Todd Swaringen Director | Dec 15, 2025 | Buy | +80 | $10.50 | $840 | 80 |
| S. Todd Swaringen Director | Dec 15, 2025 | Buy | +80 | $10.50 | $840 | 80 |
| Wesley A. Morgan Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 8,118 |
| Aaron David Bates Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 1,083 |
| Frank A. Rankin III Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 52,329 |
| Vanessa O. Chambers Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 2,594 |
| Merlin Amirtharaj Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 5,174 |
| Dean M. Bowers Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 8,838 |
| Vernon A. Russell Director | Dec 15, 2025 | Award | +142 | $10.50 | $1.49K | 2,857 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.