Brooke L. Senter - Mar 15, 2024 Form 4 Insider Report for UWHARRIE CAPITAL CORP (UWHR)

Role
Chief People Officer
Signature
Brooke L. Senter by Tamara M. Singletary, EVP, Uwharrie Capital Corp
Stock symbol
UWHR
Transactions as of
Mar 15, 2024
Transactions value $
$4,997
Form type
4
Date filed
3/15/2024, 05:58 PM
Previous filing
Nov 28, 2023
Next filing
Oct 2, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UWHR Common Stock (Held by Self TOD Spouse) Award $5K +669 +11.01% $7.47 6.75K Mar 15, 2024 Direct F1, F2
holding UWHR Common Stock 12 Mar 15, 2024 Held by Mother-in-Law Custodian for Daughter F3
holding UWHR Common Stock 1.49K Mar 15, 2024 Direct F4
holding UWHR Common Stock 7.75K Mar 15, 2024 Direct F5
holding UWHR Common Stock 35.2K Mar 15, 2024 Held by Company with Reporting Person as Officer F6
holding UWHR Common Stock 2.35K Mar 15, 2024 Held by Roth IRA FBO Spouse of Reporting Person Soley F7
holding UWHR Common Stock 979 Mar 15, 2024 Held by Mother-in-Law Custodian for Daughter F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares granted pursuant to the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust.
F2 Represents a weighted average price for the issuer's common stock acquired for this grant.
F3 Held by charles SCHWAB & Co Inc for Mother-in-Law as Custodian for Reporting Person's Daughter
F4 Held by charles SCHWAB & Co Inc Custodian for Brooke L. Senter Roth Contributory IRA
F5 Held by charles SCHWAB & Co Inc Safekeeper for Neil B. Senter & Brooke L. Senter Designated Bene Plan/TOD
F6 Held by Depository for Pershing LLC Safekeeper for Custom Doors Inc.
F7 Held by charles SCHWAB & Co Inc Custodian for Neil B. Senter Roth Contributory IRA