| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UWHR | Common Stock (Held by Self TOD Spouse) | Award | $4,992 | +566 | $8.82 | 566 | 11 Mar 2025 | Direct | F6, F7 | |
| holding | UWHR | Common Stock | 12 | 11 Mar 2025 | Held by Mother-in-Law Custodian for Daughter | F1 | |||||
| holding | UWHR | Common Stock | 998 | 11 Mar 2025 | Held by Mother-in-Law Custodian for Daughter | F1 | |||||
| holding | UWHR | Common Stock | 2,394 | 11 Mar 2025 | Held by Roth IRA FBO Spouse of Reporting Person Soley | F2 | |||||
| holding | UWHR | Common Stock | 7,909 | 11 Mar 2025 | Direct | F4 | |||||
| holding | UWHR | Common Stock | 1,517 | 11 Mar 2025 | Direct | F3 | |||||
| holding | UWHR | Common Stock | 42,748 | 11 Mar 2025 | Direct | F5 |
| 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 | Held by Depository for Pershing LLC Safekeeper for Brooke Laton Senter TOD 08/18/2017 |
| F6 | Shares granted pursuant to the Uwharrie Capital Corp 2015 Revocable Stock Grant Trust. |
| F7 | Represents a weighted average price for the issuer's common stock acquired for this grant. |