SEC ownership of UWHARRIE CAPITAL CORP

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000898171.

Comparable stake leader

Frank A. Rankin III

Disclosed value leader

Frank A. Rankin III

Comparable rows

0/39

Latest evidence

06 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
06 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000898171
Issuer location
Albemarle, NC

Ownership snapshot

Top shareholders of UWHARRIE CAPITAL CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Frank A. Rankin III
Disclosed value leader
Frank A. Rankin III
Comparable rows
0/39
Latest evidence
06 Aug 2026
3/4/5 Highest disclosed value: $549,454 39 rows are not safely comparable across share classes. Showing 1-8 of 39 holder rows.

Quick read

Frank A. Rankin III has the largest disclosed position value at $549.5K.

0 of 39 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Frank A. Rankin III's linked filing trail.
Disclosed position value Top 5
Frank A. Rankin III $549.5K
Tamara M. Singletary $546.3K
Brooke L. Senter $499.3K
Joe S. Brooks $308.7K
Heather H. Almond $278K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 39 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Frank A. Rankin III
3/4/5
Director
class O/S missing
$549,454
52,329 shares
19 May 2026
Tamara M. Singletary
3/4/5
EVP & Corporate Secretary
class O/S missing
$546,330
50,142 shares
02 Mar 2026
Brooke L. Senter
3/4/5
Chief People Officer
class O/S missing
$499,253
10,623 shares
11 May 2026
Joe S. Brooks
3/4/5
Director
mixed-class rows
$308,691
37,809 shares
mixed-class rows
16 May 2023
Heather H. Almond
3/4/5
Chief Financial Officer
class O/S missing
$277,993
25,504 shares
02 Mar 2026
Christy D. Stoner
3/4/5
President & CEO UIA & CMO UCC
class O/S missing
$208,359
19,307 shares
02 Mar 2026
James E. Nance
3/4/5
Director
mixed-class rows
$196,811
39,423 shares
mixed-class rows
10 May 2022
Jason R. Andrew
3/4/5
Chief Operations Officer
class O/S missing
$188,779
17,979 shares
06 Aug 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$12,255.

Buys
$12,255
Insiders: 2
Sells
$0
Insiders: 0
Net
+$12,255
Shares: +1,129
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 1,129 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 1,129 0 $12,255 $0 +$12,255
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 39 reporting-owner rows connected to UWHARRIE CAPITAL CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows
39
Largest Forms 3/4/5 holder
Frank A. Rankin III
Net 12M change
+$12,255
Latest report
06 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Frank A. Rankin III Director $549,454 Mixed 19 May 2026
Tamara M. Singletary EVP & Corporate Secretary $546,330 Mixed 02 Mar 2026
Brooke L. Senter Chief People Officer $499,253 Mixed 11 May 2026
Joe S. Brooks Director $308,691 Mixed 16 May 2023
Heather H. Almond Chief Financial Officer $277,993 Mixed 02 Mar 2026
Christy D. Stoner President & CEO UIA & CMO UCC $208,359 Mixed 02 Mar 2026
James E. Nance Director $196,811 Mixed 10 May 2022
Jason R. Andrew Chief Operations Officer $188,779 Mixed 06 Aug 2026
Thomas M. Hearne Jr. Director $179,806 Mixed 10 May 2022
Jeffrey L. Trout President UB Mortgage $175,729 Mixed 02 Mar 2026
Campbell James O Director $130,649 Mixed 17 Jun 2026
Chris M. Poplin Director $103,677 Mixed 17 Jun 2026
Mary N. Klauder Director $100,023 Mixed 17 Jun 2026
Cynthia L. Mynatt Director $92,879 Mixed 10 May 2022
Dean M. Bowers Director $92,799 Mixed 17 Jun 2026
Wesley A. Morgan Director $85,239 Mixed 19 May 2026
R. David Beaver III Chief Risk Officer $76,092 Mixed 02 Mar 2026
Harvey H. Leavitt III Director $63,888 Mixed 31 Oct 2022
Matthew R. Hudson Director $60,640 Mixed 20 May 2025
W. Chester Lowder Director $57,362 Mixed 16 May 2023

Recent insider transactions for UWHARRIE CAPITAL CORP

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Jason R. Andrew UWHR Common Stock Other 0.41% 74 17,979 06 Aug 2026 Direct
Jason R. Andrew UWHR Common Stock (Held jointly with Spouse) Other -100% -74 0 06 Aug 2026 Direct
Jason R. Andrew UWHR Common Stock (Held jointly with Spouse) Other 74 74 29 Jun 2026 Direct
Jason R. Andrew UWHR Common Stock Other -100% -74 0 29 Jun 2026 By Great Grandmother-in-Law as custodian
Dawn H. Allen UWHR Common Stock (Held jointly with Spouse) Award 14% 132 1,072 17 Jun 2026 Direct
S. Todd Swaringen UWHR Common Stock (Held by Self) Award 5.18% 132 2,680 17 Jun 2026 Direct
Vernon A. Russell UWHR Common Stock (Held by Self) Award 4.62% 132 2,989 17 Jun 2026 Direct
Chris M. Poplin UWHR Common Stock (Held jointly with Spouse) Award 1.34% 132 10,006 17 Jun 2026 Direct
Matthew D. McAulay UWHR Common Stock (Held jointly with Spouse) Award 7.33% 132 1,934 17 Jun 2026 Direct
Mary N. Klauder UWHR Common Stock (Held by Self) Award 1.39% 132 9,658 17 Jun 2026 Direct
Cynthia B. Hanson UWHR Common Stock (Held by Self) Award 6.22% 132 2,255 17 Jun 2026 Direct
Allen K. Furr UWHR Common Stock (Held jointly with Spouse) Award 3.02% 132 4,503 17 Jun 2026 Direct
Deidre B. Foster UWHR Common Stock (Held jointly with Spouse) Award 3.25% 132 4,194 17 Jun 2026 Direct
Michael J. Flake UWHR Common Stock (Held by Self) Award 7.25% 132 1,953 17 Jun 2026 Direct
Chambers Vanessa O UWHR Common Stock (Held jointly with Spouse) Award 5.09% 132 2,726 17 Jun 2026 Direct
Campbell James O UWHR Common Stock (Held by Self) Award 1.82% 132 7,386 17 Jun 2026 Direct
Bratton Robert O UWHR Common Stock (Held as Trustee for Robert O Bratton Rev Tr) Award 29% 132 587 17 Jun 2026 Direct
Dean M. Bowers UWHR Common Stock (Held by Self) Award 1.49% 132 8,970 17 Jun 2026 Direct
Aaron David Bates UWHR Common Stock (Held by Self TOD Spouse) Award 12.2% 132 1,215 17 Jun 2026 Direct
Zachary D. Almond UWHR Common Stock (Held by Self) Award 20.3% 132 782 17 Jun 2026 Direct
Brooke L. Senter UWHR Common Stock Other 8,146 8,146 11 May 2026 Direct
Brooke L. Senter UWHR Common Stock Other -100% -8,146 0 11 May 2026 Direct
Brooke L. Senter UWHR Common Stock Other 1.03% 458 45,071 11 Mar 2026 Direct
Brooke L. Senter UWHR Common Stock (Held as Trustee for The Senter Living Trust) Other -100% -458 0 11 Mar 2026 Direct
Jason R. Andrew UWHR Common Stock Other 8.32% 1,376 17,905 10 Mar 2026 Direct
Jason R. Andrew UWHR Common Stock (Held jointly with Spouse) Other -100% -1,376 0 10 Mar 2026 Direct
Jeffrey L. Trout UWHR Common Stock (Held by Self TOD Spouse) Award 6.03% 917 16,122 02 Mar 2026 Direct
Christy D. Stoner UWHR Common Stock (Held by Self) Award 6.96% 917 14,092 02 Mar 2026 Direct
Tamara M. Singletary UWHR Common Stock (Held by Self) Award 0.93% 458 49,598 02 Mar 2026 Direct
Brooke L. Senter UWHR Common Stock (Held as Trustee for The Senter Living Trust) Award 458 458 02 Mar 2026 Direct
Cheryl P. Rinehardt UWHR Common Stock (Held by Self TOD Son) Award 17.8% 458 3,028 02 Mar 2026 Direct
R. David Beaver III UWHR Common Stock (Held jointly with Spouse) Award 35.6% 1,834 6,981 02 Mar 2026 Direct
Jason R. Andrew UWHR Common Stock (Held jointly with Spouse) Award 1,376 1,376 02 Mar 2026 Direct
Heather H. Almond UWHR Common Stock (Held jointly with Spouse) Award 5.7% 1,376 25,504 02 Mar 2026 Direct
Roger L. Dick UWHR Common Stock Purchase 32.2% $9,734 $10.95 889 3,651 31 Dec 2025 Direct
Brooke L. Senter UWHR Common Stock Other 44,613 44,613 19 Dec 2025 Direct
Brooke L. Senter UWHR Common Stock Other -100% -44,613 0 19 Dec 2025 Direct
S. Todd Swaringen UWHR Common Stock (Custodian for Daughter) Purchase $840 $10.50 80 80 15 Dec 2025 Held by Self as Custodian for Daughter
S. Todd Swaringen UWHR Common Stock (Custodian for Daughter) Purchase $1,680 $10.50 160 80 15 Dec 2025 Held by Self as Custodian for Daughter
S. Todd Swaringen UWHR Common Stock (Held by Self) Award 5.9% 142 2,548 15 Dec 2025 Direct
Vernon A. Russell UWHR Common Stock (Held by Self) Award 5.23% 142 2,857 15 Dec 2025 Direct
Frank A. Rankin III UWHR Common Stock (Held by Self) Award 0.27% 142 52,329 15 Dec 2025 Direct
Chris M. Poplin UWHR Common Stock (Held jointly with Spouse) Award 1.46% 142 9,874 15 Dec 2025 Direct
Wesley A. Morgan UWHR Common Stock (Held by Self) Award 1.78% 142 8,118 15 Dec 2025 Direct
Matthew D. McAulay UWHR Common Stock (Held jointly with Spouse) Award 8.55% 142 1,802 15 Dec 2025 Direct
Mary N. Klauder UWHR Common Stock (Held by Self) Award 1.51% 142 9,526 15 Dec 2025 Direct
Cynthia B. Hanson UWHR Common Stock (Held by Self) Award 7.17% 142 2,123 15 Dec 2025 Direct
Allen K. Furr UWHR Common Stock (Held jointly with Spouse) Award 3.36% 142 4,371 15 Dec 2025 Direct
Deidre B. Foster UWHR Common Stock (Held jointly with Spouse) Award 3.62% 142 4,062 15 Dec 2025 Direct
Chambers Vanessa O UWHR Common Stock (Held jointly with Spouse) Award 5.79% 142 2,594 15 Dec 2025 Direct
* marks a reported price that did not pass the local price check.
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