Form 4: UWHARRIE CAPITAL Officer Transfers Shares

Uwharrie Capital Corp's Chief People Officer, Brooke L. Senter, reported an internal transfer of 458 common shares between accounts.

Summary

• Brooke L. Senter, Chief People Officer of UWHARRIE CAPITAL CORP (UWHR), filed a Form 4 reporting changes in beneficial ownership.
• On March 11, 2026, 458 shares of Common Stock were disposed of from an account held as Trustee for The Senter Living Trust.
• Concurrently, 458 shares of Common Stock were acquired by Cede & Co., Depository for Pershing, LLC Safekeeper for The Senter Living Trust.
• This transaction was an internal transfer of shares from a registered holder's account with a stock transfer agent to a brokerage safekeeper account.
• No money was received or paid by the shareholder(s) for these disposed or acquired shares, indicating no change in economic beneficial ownership.
• Following the reported transaction, Brooke L. Senter directly owns 45,071 shares through The Senter Living Trust, 1,562 shares in a Roth Contributory IRA, and 8,146 shares in a Designated Bene Plan/TOD.
• Indirect ownership includes 2,465 shares held by a Roth IRA FBO Spouse and 1,039 shares (1,027 + 12) held by a Mother-in-Law Custodian for Daughter.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as it represents an internal administrative transfer of shares by an officer and not a market-driven purchase or sale, thus having no direct impact on the company's valuation or operational outlook.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Form 4 filings are routine disclosures for insiders and typically do not indicate broader industry trends unless part of a larger pattern of insider buying/selling across the sector. This specific filing details an internal administrative transfer of shares, which is generally not indicative of market sentiment or strategic shifts.

Key Dates

Recommendation

This Form 4 reports an internal administrative transfer of shares by a company officer and does not reflect a change in beneficial ownership or a market transaction. As such, it provides no new information to warrant a change in investment recommendation.

Keywords

UWHARRIE CAPITAL CORP, UWHR, Form 4, insider transaction, beneficial ownership, share transfer, Chief People Officer