Brooke L. Senter - Oct 1, 2024 Form 4 Insider Report for UWHARRIE CAPITAL CORP (UWHR)

Signature
Brooke L. Senter by Tamara M. Singletary, EVP, Uwharrie Capital Corp
Stock symbol
UWHR
Transactions as of
Oct 1, 2024
Transactions value $
$0
Form type
4
Date filed
10/2/2024, 04:31 PM
Previous filing
Mar 15, 2024
Next filing
Oct 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UWHR Common Stock Other $0 +35.2K $0.00 35.2K Oct 1, 2024 Direct F5, F6, F9
transaction UWHR Common Stock Other $0 -35.2K -100% $0.00 0 Oct 1, 2024 Held by Company with Reporting Person as Officer F5, F7, F8
holding UWHR Common Stock 12 Oct 1, 2024 Held by Mother-in-Law Custodian for Daughter F1
holding UWHR Common Stock 1.49K Oct 1, 2024 Direct F3
holding UWHR Common Stock 7.75K Oct 1, 2024 Direct F4
holding UWHR Common Stock 2.35K Oct 1, 2024 Held by Roth IRA FBO Spouse of Reporting Person Soley F2
holding UWHR Common Stock 979 Oct 1, 2024 Held by Mother-in-Law Custodian for Daughter F1
holding UWHR Common Stock (Held by Self TOD Spouse) 6.75K Oct 1, 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Held by charles SCHWAB & Co Inc for Mother-in-Law as Custodian for Reporting Person's Daughter
F2 Held by charles SCHWAB & Co Inc Custodian for Neil B. Senter Roth Contributory IRA
F3 Held by charles SCHWAB & Co Inc Custodian for Brooke L. Senter Roth Contributory IRA
F4 Held by charles SCHWAB & Co Inc Safekeeper for Neil B. Senter & Brooke L. Senter Designated Bene Plan/TOD
F5 Transfer of shares from a company brokerage safekeeper account to a sole-name TOD spouse brokerage safekeeper account.
F6 No money was paid by the shareholder(s) for the acquired shares. The shares were acquired as a result of a transfer of shares from a company brokerage safekeeper account to a sole-name TOD spouse brokerage safekeeper account.
F7 Held by Depository for Pershing LLC Safekeeper for Custom Doors Inc.
F8 No money was paid by the shareholder(s) for the disposed shares. The shares were disposed of as a result of a transfer of shares from a company brokerage safekeeper account to a sole-name TOD spouse brokerage safekeeper account.
F9 Held by Depository for Pershing LLC Safekeeper for Brooke Laton Senter TOD 08/18/2017.