{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"UWHR","limit":50},"count":50,"signals":[{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":62,"context":"icy and review process results in sound and consistent credit decisions on its loans, there can be no assurance that future adverse changes in the economy in the Companys market area would not have a material adverse effect on the Companys financial condition, results of operations or cash flows. Impact of Technological Advances; Upgrade to Companys Infrastructure The banking industry is undergoing, and management belie","filed_date":"2026-03-05","accession":"0001193125-26-093397","full_text":"https://origin.rootz.global/static/filing/0001193125-26-093397.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":18,"context":"xception of Roger L. Dick. The following table lists the individual beneficial ownership of the Companys common stock as of April 6, 2025, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 11.45% of the Companys com","filed_date":"2025-04-10","accession":"0000950170-25-052764","full_text":"https://origin.rootz.global/static/filing/0000950170-25-052764.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":62,"context":"icy and review process results in sound and consistent credit decisions on its loans, there can be no assurance that future adverse changes in the economy in the Companys market area would not have a material adverse effect on the Companys financial condition, results of operations or cash flows. Impact of Technological Advances; Upgrade to Companys Infrastructure The banking industry is undergoing, and management belie","filed_date":"2025-03-06","accession":"0000950170-25-034396","full_text":"https://origin.rootz.global/static/filing/0000950170-25-034396.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":21,"context":"xception of Roger L. Dick. The following table lists the individual beneficial ownership of the Companys common stock as of April 8, 2024, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 11.41% of the Companys com","filed_date":"2024-04-12","accession":"0000950170-24-043973","full_text":"https://origin.rootz.global/static/filing/0000950170-24-043973.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":59,"context":"icy and review process results in sound and consistent credit decisions on its loans, there can be no assurance that future adverse changes in the economy in the Companys market area would not have a material adverse effect on the Companys financial condition, results of operations or cash flows. Impact of Technological Advances; Upgrade to Companys Infrastructure The banking industry is undergoing, and management belie","filed_date":"2024-03-06","accession":"0000950170-24-027016","full_text":"https://origin.rootz.global/static/filing/0000950170-24-027016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":26,"context":"rms may vote in their discretion on this proposal on behalf of clients who have not furnished voting instructions. However, Proposal 1, the election of directors, and Proposal 2, the advisory vote on named executive officer compensation, areall non-routinematters under NYSE rules, which means that brokerage firms that have not received voting instructions from their clients on these matters may not vote on these proposa","filed_date":"2023-04-06","accession":"0001564590-23-005493","full_text":"https://origin.rootz.global/static/filing/0001564590-23-005493.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":13,"context":"icy and review process results in sound and consistent credit decisions on its loans, there can be no assurance that future adverse changes in the economy in the Companys market area would not have a material adverse effect on the Companys financial condition, results of operations or cash flows. Impact of Technological Advances Upgrade to Companys Infrastructure The banking industry is undergoing, and management believ","filed_date":"2023-03-08","accession":"0001564590-23-003301","full_text":"https://origin.rootz.global/static/filing/0001564590-23-003301.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":17,"context":"ception of Roger L. Dick. The following table lists the individual beneficial ownership of the Companys common stock as of March 25, 2022, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 13.32% of the Companys com","filed_date":"2022-03-31","accession":"0001564590-22-012854","full_text":"https://origin.rootz.global/static/filing/0001564590-22-012854.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":100,"match_count":29,"context":"erty (as defined herein), including all amendments, extensions, renewals, supplements, modifications, sublets and assignments thereof and all separate letters or separate agreements relating thereto. Material Adverse Effect means, with respect to any Person, any change or effect that (a) is or would be reasonably likely to be material and adverse to the financial condition, results of operations or business or assets of","filed_date":"2021-09-08","accession":"0001564590-21-047331","full_text":"https://origin.rootz.global/static/filing/0001564590-21-047331.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":18,"context":"eption of Roger L. Dick.  The following table lists the individual beneficial ownership of the Companys common stock as of March 26, 2021, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 9.78% of the Companys comm","filed_date":"2021-04-02","accession":"0001564590-21-017376","full_text":"https://origin.rootz.global/static/filing/0001564590-21-017376.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":23,"context":"e Companys common stock.  The following table lists the individual beneficial ownership of the Companys common stock as of March 26, 2020, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 8.95% of the Companys comm","filed_date":"2020-04-07","accession":"0001564590-20-015729","full_text":"https://origin.rootz.global/static/filing/0001564590-20-015729.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":100,"match_count":1,"context":"the period ending December31, 2018 to $17.1 million for 2019. Several factors contributed to this increase, including but not limited to, the full-year impact of our Rea Road branch as we expand into new markets, increased regulation requiring compliance-focused positions, and increased market/sales demand requiring additional commissions for mortgage lending. Foreclosed real estate expense, another major c","filed_date":"2020-03-04","accession":"0001564590-20-008628","full_text":"https://origin.rootz.global/static/filing/0001564590-20-008628.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":20,"context":"he Companys common stock.  The following table lists the individual beneficial ownership of the Companys common stock as of April 9, 2019, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 8.04% of the Companys comm","filed_date":"2019-04-17","accession":"0001564590-19-011854","full_text":"https://origin.rootz.global/static/filing/0001564590-19-011854.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":100,"match_count":3,"context":"reased $1.5 million, from $14.7 million for the period ending December31, 2017 to $16.2 million for 2018. Several factors contributed to this increase, including but not limited to the expansion into new markets, increased regulation, and increased market/sales demand. Occupancy and equipment expense increased $492,000 from increased expense related to physical branch expansion into Charlotte during 2018. T","filed_date":"2019-03-06","accession":"0001564590-19-006421","full_text":"https://origin.rootz.global/static/filing/0001564590-19-006421.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":18,"context":"ompanys common stock.  2  The following table lists the individual beneficial ownership of the Companys common stock as of March 27, 2018, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 8.00% of the Companys comm","filed_date":"2018-04-25","accession":"0001193125-18-131035","full_text":"https://origin.rootz.global/static/filing/0001193125-18-131035.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":100,"match_count":2,"context":"uring 2016. During 2017, an increase in mortgage interest rates led to a decrease in refinances for the Company by 51% from December 31, 2016 to December 31, 2017. Additionally, although expansion in new markets has provided new home sale financing opportunities, total new home sale financings for the Company are only up 2% from December 31, 2016 to December 31, 2017, in line with industry expectations. Add","filed_date":"2018-02-28","accession":"0001564590-18-003843","full_text":"https://origin.rootz.global/static/filing/0001564590-18-003843.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":18,"context":"ompanys common stock.  2  The following table lists the individual beneficial ownership of the Companys common stock as of March 31, 2017, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 8.23% of the Companys comm","filed_date":"2017-04-21","accession":"0001193125-17-132183","full_text":"https://origin.rootz.global/static/filing/0001193125-17-132183.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":17,"context":"e Companys common stock.  The following table lists the individual beneficial ownership of the Companys common stock as of March 31, 2016, by the Companys current directors, nominees for director and named executive officers, and by all current directors, nominees, and executive officers of the Company as a group. Current directors, nominees and executive officers as a group beneficially owned 7.78% of the Companys comm","filed_date":"2016-04-21","accession":"0001193125-16-550328","full_text":"https://origin.rootz.global/static/filing/0001193125-16-550328.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":14,"context":"wner, Deans Ready Mixed, | | |  (62) |  |  |  |  |  |  Inc., Albemarle, NC (concrete business) | | 6  In the tables above, the year first elected indicates the year in which each individual was first elected a director of the former Bank of Stanly, Anson Bank & Trust Co., Cabarrus Bank & Trust Company or the Company, as applicable, and does not reflect any break(s) in tenure. On September 1, 2013, Bank of Stanly, A","filed_date":"2015-04-15","accession":"0001193125-15-130501","full_text":"https://origin.rootz.global/static/filing/0001193125-15-130501.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":17,"context":"6) directors who are elected to staggered terms of three (3) years. In prior years, the terms of at least six (6) directors have expired at the annual meeting and an equal number of persons have been elected as directors either for new three (3) year terms or for a Special Term if that director was elected to fill a vacancy. Following the consolidation of the Companys three commercial bank subsidiaries into Uwharrie","filed_date":"2014-04-15","accession":"0001193125-14-143700","full_text":"https://origin.rootz.global/static/filing/0001193125-14-143700.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":15,"context":"6) directors who are elected to staggered terms of three (3) years. In prior years, the terms of at least six (6) directors have expired at the annual meeting and an equal number of persons have been elected as directors either for new three (3) year terms or for a Special Term if that director was elected to fill a vacancy. In light of the proposed amendment to Article IV, Section 2 of the Companys Bylaws, which wo","filed_date":"2013-04-16","accession":"0001193125-13-156447","full_text":"https://origin.rootz.global/static/filing/0001193125-13-156447.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":100,"match_count":13,"context":"ided into three classes, each consisting of six (6) directors who are elected to terms of three (3) years. Each year, the terms of at least six (6) directors expire and an equal number of persons are elected as directors either for new three (3) year terms or for a Special Term if that director was elected to fill a vacancy. The Board of Directors has nominated the six (6) persons named in the following table for el","filed_date":"2012-04-05","accession":"0001193125-12-152210","full_text":"https://origin.rootz.global/static/filing/0001193125-12-152210.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"risk_factor","strength":95,"match_count":10,"context":"icy and review process results in sound and consistent credit decisions on its loans, there can be no assurance that future adverse changes in the economy in the Companys market area would not have a material adverse effect on the Companys financial condition, results of operations or cash flows. Impact of Technological Advances Upgrade to Companys Infrastructure The banking industry is undergoing, and management believ","filed_date":"2022-03-09","accession":"0001564590-22-009329","full_text":"https://origin.rootz.global/static/filing/0001564590-22-009329.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":64,"match_count":8,"context":"United States Department of Treasury and the Federal Reserve Bank, its primary regulator, approved the repurchase of up to $400,000 of outstanding common stock. On June 27, 2012, 24,951 shares were repurchased for $68,615. On August 16, 2012, 6,250 shares were repurchased for $20,000. On September 29, 2012, 38,653 shares were repurchased for $154,612. On December 20, | | -39-  [Table of Contents](#toc) |  |  201","filed_date":"2013-11-08","accession":"0001193125-13-434517","full_text":"https://origin.rootz.global/static/filing/0001193125-13-434517.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":56,"match_count":7,"context":"United States Department of Treasury and the Federal Reserve Bank, its primary regulator, approved the repurchase of up to $400,000 of outstanding common stock. On June 27, 2012, 24,951 shares were repurchased for $68,615. On August 16, 2012, 6,250 shares were repurchased for $20,000. On September 29, 2012, 38,653 shares were repurchased for $154,612. On December 20, 2012, 20,406 shares were repurchased for $61,","filed_date":"2013-08-13","accession":"0001193125-13-332420","full_text":"https://origin.rootz.global/static/filing/0001193125-13-332420.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":48,"match_count":6,"context":"at voting group or the holders of shares of that voting group are entitled to fill the vacancy.  Section 11. Chairman and Vice Chairman of the Board. There may be a Chairman of the Board of Directors elected by the directors from their number at any meeting of the Board. The Chairman shall serve in such position at the pleasure of the Board of Directors and shall preside at all meetings of the Board of Directors and sha","filed_date":"2024-04-19","accession":"0000950170-24-045747","full_text":"https://origin.rootz.global/static/filing/0000950170-24-045747.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":45,"match_count":5,"context":"$129,000 while premises and equipment increased $1.1 million. The increase in premises and equipment was related to the purchase of an office that the Company was currently leasing. The building was purchased for $1.6 million; The Company did sell two pieces of property that had been purchased for future use. The two properties were sold for $376,000, with the Company realizing a gain on the sales of $138,000.","filed_date":"2015-02-27","accession":"0001193125-15-070070","full_text":"https://origin.rootz.global/static/filing/0001193125-15-070070.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":45,"match_count":5,"context":"o the Company to provide an avenue for investing portions of the funds received from Companys issuance of preferred stock at the subsidiary bank level. At December 31, 2012, Uwharrie Capital Corp had invested $3.0 million in Stanly, $1.8 million in Anson and $3.0 million in Cabarrus.  During in the third quarter of 2012, each of the Companys subsidiary banks began a campaign to sell Fixed Rate Noncumulative Perpetual","filed_date":"2013-03-28","accession":"0001193125-13-132550","full_text":"https://origin.rootz.global/static/filing/0001193125-13-132550.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":40,"match_count":5,"context":"nited States Department of Treasury and the Federal Reserve Bank, its primary regulator, approved the repurchase of up to $400,000 of outstanding common stock. On August 16, 2012, 6,250 shares were repurchased for $20,000. On September 29, 2012, 38,653 shares were repurchased for $154,612. On December 20, 2012, 20,406 shares were repurchased for $61,218. On March 21, 2013, 7,273 shares were repurchased for $20,0","filed_date":"2013-05-13","accession":"0001193125-13-216979","full_text":"https://origin.rootz.global/static/filing/0001193125-13-216979.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":37,"match_count":4,"context":"y-case basis and the Company will work with borrowers that express an interest in the assistance program. As of December 31, 2020, the Company had 3 current outstanding modified loans with a recorded investment of $4.4 million. All 3 loans under accommodation had entered payment deferral a second time.Additionally, 202 previously modified loans with outstanding balances totaling $52.0 million have come out of deferment. Of","filed_date":"2021-03-05","accession":"0001564590-21-011239","full_text":"https://origin.rootz.global/static/filing/0001564590-21-011239.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":37,"match_count":4,"context":"o $656.8 million at December31, 2019. The primary driver of this increase was a $34.2 million increase in interest-earning deposits with banks. The increase was offset by a decrease in loans held for investment of $12.0 million related to large, unexpected pay downs during the year. Cash and cash equivalents increased $37.3 million during the year ended December31, 2019 as a result of an increase in customer deposits held b","filed_date":"2020-03-04","accession":"0001564590-20-008628","full_text":"https://origin.rootz.global/static/filing/0001564590-20-008628.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":37,"match_count":4,"context":"ment securities, including $4.9 million of US government agency bonds and a $4.0 million US Treasury bond. The Company realized a net loss of $14,000 on these transactions. However, the Company has reinvested $6.3 million of the proceeds from the 2017 sales into new securities with slightly longer durations. Additionally, these investments should provide higher yields to the portfolio as opposed to excess cash. The st","filed_date":"2018-02-28","accession":"0001564590-18-003843","full_text":"https://origin.rootz.global/static/filing/0001564590-18-003843.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":37,"match_count":4,"context":"ompany to provide an avenue for investing portions of the funds received from Companys issuance of senior preferred stock at the subsidiary bank level. At December 31, 2012, Uwharrie Capital Corp had invested $3.0 million in Stanly, $1.8 million in Anson and $3.0 million in Cabarrus.  During 2012, each of the Companys subsidiary banks began a campaign to sell Fixed Rate Noncumulative Perpetual Preferred Stock, Series","filed_date":"2014-02-28","accession":"0001193125-14-076879","full_text":"https://origin.rootz.global/static/filing/0001193125-14-076879.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":32,"match_count":4,"context":"eparate payment for purposes of Section 1.409A-2(b)(2) of the Treasury Regulations.  (ii) If Executive is a specified employee within the meaning of Section 409A of the Code at the time of Executives separation from service, any Deferred Payments that otherwise are payable within the first six (6) months following Executives separation from service will become payable on the first payroll date that occurs on or","filed_date":"2015-06-30","accession":"0001193125-15-240956","full_text":"https://origin.rootz.global/static/filing/0001193125-15-240956.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":29,"match_count":3,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2019-03-06","accession":"0001564590-19-006421","full_text":"https://origin.rootz.global/static/filing/0001564590-19-006421.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":29,"match_count":3,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2017-03-01","accession":"0001564590-17-003073","full_text":"https://origin.rootz.global/static/filing/0001564590-17-003073.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":29,"match_count":3,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service.  Effective","filed_date":"2016-03-02","accession":"0001193125-16-489979","full_text":"https://origin.rootz.global/static/filing/0001193125-16-489979.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":26,"match_count":2,"context":"ed with excellent asset quality.  Your management is being thoughtful, careful and opportunistic in growing your company. To that end, we must make some strategically vital investments in technology, new markets and expansion of product lines in order for Uwharrie Capital Corp to remain relevant and preserve our competitiveness in the markets we serve. It is not our desire to get bigger just for the sake of","filed_date":"2018-06-01","accession":"0001564590-18-014909","full_text":"https://origin.rootz.global/static/filing/0001564590-18-014909.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":26,"match_count":2,"context":"production office in Charlotte, NC. As we expand our market presence into more robust economic markets, we may temporarily incur costs before reaping the income benefit. However, these investments in new markets are essential to growth and the future of our organization.  In addition to the new markets, we also have a heightened focus on Mortgage Banking and Wealth Management, two existing business lines th","filed_date":"2015-09-09","accession":"0001193125-15-315661","full_text":"https://origin.rootz.global/static/filing/0001193125-15-315661.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":24,"match_count":3,"context":"of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.** On June 18, 2013, the Uwharrie Capital Corp Board of Directors announced that Roy David Beaver III was appointed as Chief Financial Officer effective immediately. Mr. Beaver, age 30, began his employment with the Registrant in June of 2005 and currently serves as Senior Vice-President, Principal Financial Officer, Controller and Treasure","filed_date":"2013-06-20","accession":"0001193125-13-265663","full_text":"https://origin.rootz.global/static/filing/0001193125-13-265663.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":21,"match_count":2,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. 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The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2025-03-06","accession":"0000950170-25-034396","full_text":"https://origin.rootz.global/static/filing/0000950170-25-034396.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":21,"match_count":2,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2024-03-06","accession":"0000950170-24-027016","full_text":"https://origin.rootz.global/static/filing/0000950170-24-027016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":21,"match_count":2,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2023-03-08","accession":"0001564590-23-003301","full_text":"https://origin.rootz.global/static/filing/0001564590-23-003301.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":21,"match_count":2,"context":"tion plan for certain executive officers. Certain of the plan benefits will accrue and vest during the period of employment and will be paid in fixed monthly benefit payments for up to ten years upon separation from service. The plan also provides for payment of death benefits and for payment of disability benefits in the event the officer becomes permanently disabled prior to separation from service. Effective","filed_date":"2022-03-09","accession":"0001564590-22-009329","full_text":"https://origin.rootz.global/static/filing/0001564590-22-009329.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":18,"match_count":1,"context":"during the period of employment, and can be distributed in a single lump sum payment or in fixed monthly benefit payments for up to ten years commencing with the participating officers retirement or separation from service under certain circumstances. The Registrant makes annual cash contributions to the SERP for the benefit of the participants. On January 19, 2021, the Registrants board of directors approved i","filed_date":"2021-01-25","accession":"0001564590-21-002056","full_text":"https://origin.rootz.global/static/filing/0001564590-21-002056.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"platform_shift","strength":18,"match_count":1,"context":"recognition of Mr. Duffeys efforts in successfully improving the banks overall performance for the past 14 years. As the company expands its operations through rapidly evolving technology and enters new markets, the new alignment and reporting structure allows the company to operate more efficiently.  ABOUT UWHARRIE BANK Uwharrie Bank is a full-service bank subsidiary of Uwharrie Capital Corp. Along with U","filed_date":"2018-01-11","accession":"0001564590-18-000410","full_text":"https://origin.rootz.global/static/filing/0001564590-18-000410.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":16,"match_count":2,"context":"n Form 8-K. |  (b) |  During the Companys two most recent fiscal years ended December 31, 2020 and December 31, 2021, and during the period from December 31, 2021 until June 1, 2022, the date of DHGs merger with BKD, neither the Company nor anyone on its behalf consulted with BKD prior to its merger with DHG regarding the application of accounting principles to a specified transaction, either contemplated or","filed_date":"2022-06-02","accession":"0001564590-22-022155","full_text":"https://origin.rootz.global/static/filing/0001564590-22-022155.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":16,"match_count":2,"context":"iewed on a case-by-case basis and the Company will work with borrowers that express an interest in the assistance program. As of September 30, 2020, 16 outstanding loans were modified with a recorded investment of $12.8 million. Of the loans currently under accommodation, 5 had entered payment deferral a second time. Additionally, 178 previously modified loans with outstanding balances totaling $43.6 million have come out o","filed_date":"2020-11-03","accession":"0001564590-20-049898","full_text":"https://origin.rootz.global/static/filing/0001564590-20-049898.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"UWHR","company":"UWHARRIE CAPITAL CORP","exchange":"OTC","sector":"State Commercial Banks","signal_type":"strategic_event","strength":16,"match_count":2,"context":"reviewed on a case-by-case basis and the Company will work with borrowers that express an interest in the assistance program. As of June 30, 2020, 179 outstanding loans were modified with a recorded investment of $55.3 million. 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