| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UWHR | Common Stock (Held by Self TOD Spouse) | Other | $0 | +838 | +2% | $0.00 | 42.7K | Nov 18, 2024 | Direct | F5, F6 |
| transaction | UWHR | Common Stock | Other | $0 | +19 | +1.94% | $0.00 | 998 | Nov 18, 2024 | Held by Mother-in-Law Custodian for Daughter | F1, F5, F6 |
| transaction | UWHR | Common Stock | Other | $0 | +46 | +1.96% | $0.00 | 2.39K | Nov 18, 2024 | Held by Roth IRA FBO Spouse of Reporting Person Soley | F2, F5, F6 |
| transaction | UWHR | Common Stock | Other | $0 | +155 | +2% | $0.00 | 7.91K | Nov 18, 2024 | Direct | F4, F5, F6 |
| transaction | UWHR | Common Stock | Other | $0 | +29 | +1.95% | $0.00 | 1.52K | Nov 18, 2024 | Direct | F3, F5, F6 |
| holding | UWHR | Common Stock | 12 | Nov 18, 2024 | Held by Mother-in-Law Custodian for Daughter | F1 |
| 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 | Shares acquired as a result of a two percent (2%) stock dividend paid to shareholders of Uwharrie Capital Corp on 11-18-2024 as of Record Date 10-28-2024. No fractional shares were issued. Shareholders were paid cash in lieu of fractional shares. |
| F6 | No money was paid by the shareholder(s) for the acquired shares. The shares were acquired as a result of a two percent (2%) stock dividend paid to shareholders of Uwharrie Capital Cop on 11-18-2024 as of Record Date 10-28-2024. |