Uwharrie Capital Corp offers a full range of financial solutions through Uwharrie Bank, Uwharrie Investment Advisors, and Uwharrie Bank Mortgage. Additional information on Uwharrie Capital Corp may be found at www.UwharrieCapitalCorp.com or by calling 704-982-4415.
Company profile
Ticker
UWHR
Exchange
Website
CEO
Roger L. Dick
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
STANLY CAPITAL CORP
SEC CIK
Corporate docs
Subsidiaries
Uwharrie Investment Advisors, Inc. • Uwharrie Mortgage, Inc. • The Strategic Alliance Corporation • BOS Agency, Inc. • Gateway Mortgage, Inc. ...
UWHR stock data
Investment data
Securities sold
Number of investors
Calendar
2 Aug 22
9 Aug 22
31 Dec 22
Financial summary
| Quarter (USD) | Jun 22 | Mar 22 | Dec 21 | Sep 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 122.36M | 122.36M | 122.36M | 122.36M | 122.36M | 122.36M |
| Cash burn (monthly) | (no burn) | 392.83K | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 525.74K | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | 121.83M | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | 310.1 | n/a | n/a | n/a | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 5 Aug 22 | Jeffrey L Trout | Common Stock (Held by Self TOD Spouse) | Grant | Acquire A | No | No | 7.75 | 1,177 | 9.12K | 9,865 |
| 4 Aug 22 | Dick Roger L | Common Stock | Buy | Acquire P | No | No | 7.7085 | 2,680 | 20.66K | 8,265 |
| 24 Jun 22 | Dick Roger L | Common Stock | Buy | Acquire P | No | No | 7.5 | 5,585 | 41.89K | 5,585 |
| 23 Jun 22 | Dick Roger L | Common Stock | Other | Acquire J | Yes | No | 0 | 83,855 | 0 | 83,855 |
| 23 Jun 22 | Dick Roger L | Common Stock | Other | Dispose J | No | No | 0 | 83,855 | 0 | 0 |
| 22 Jun 22 | Amirtharaj Merlin | Common Stock (Held jointly with Spouse) | Grant | Acquire A | No | No | 7.754 | 193 | 1.5K | 3,533 |
| 22 Jun 22 | Bowers Dean M | Common Stock (Held by Self) | Grant | Acquire A | No | No | 7.754 | 193 | 1.5K | 6,870 |
Content analysis
?| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. freshman Avg
|
|
New words:
building, Carolina, eleven, franchise, leaseback, Mount, Negative, North, Pleasant, postage, rolling, substantial
Financial reports
Current reports
8-K
Changes in Registrant's Certifying Accountant
2 Jun 22
8-K
Results of Operations and Financial Condition
20 May 22
8-K
Submission of Matters to a Vote of Security Holders
12 May 22
8-K
Year-End 2021 - Earnings Release
28 Feb 22
8-K
Departure of Directors or Certain Officers
5 Jan 22
8-K
Results of Operations and Financial Condition
16 Nov 21
8-K
Third Quarter 2021 - Earnings Release and Dividend Declaration
21 Oct 21
8-K
Entry into a Material Definitive Agreement
8 Sep 21
8-K
Results of Operations and Financial Condition
20 Aug 21
8-K
Second Quarter 2021 - Earnings Release
23 Jul 21
Registration and prospectus
S-8
Registration of securities for employees
23 Dec 21
D
$20M in debt, sold $20M, 31 investors
15 Sep 21
D
$9.99M in debt, sold $9.99M, 64 investors
23 Oct 19
S-8
Registration of securities for employees
26 Oct 15
D
$11M in debt, sold $2.66M, 18 investors
12 Mar 14
D
$10M in debt, sold $155K
2 Dec 10
REGDEX/A
Notice of sale of securities (amended)
30 Nov 08
REGDEX
Notice of sale of securities
1 May 08
S-8
Registration of securities for employees
9 Oct 07
SB-2/A
Registration of securities for small business issuer (amended)
1 Aug 02
Proxies
DEFA14A
Additional proxy soliciting materials
20 Apr 22
DEFA14A
Additional proxy soliciting materials
31 Mar 22
DEFA14A
Additional proxy soliciting materials
3 May 21
DEFA14A
Additional proxy soliciting materials
14 Apr 21
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEF 14A
Definitive proxy
24 Apr 18
Other
No filings
Ownership
4
UWHARRIE CAPITAL / Jeffrey L Trout ownership change
8 Aug 22
4
UWHARRIE CAPITAL / ROGER L DICK ownership change
8 Aug 22
4
UWHARRIE CAPITAL / ROGER L DICK ownership change
28 Jun 22
4/A
UWHARRIE CAPITAL / Harvey H Leavitt III ownership change
24 Jun 22
4
UWHARRIE CAPITAL / S Todd Swaringen ownership change
23 Jun 22
4
UWHARRIE CAPITAL / Matthew A Shaver ownership change
23 Jun 22
4
UWHARRIE CAPITAL / Stephen C Seltzer ownership change
23 Jun 22
4
UWHARRIE CAPITAL / Vernon A Russell ownership change
23 Jun 22
4
UWHARRIE CAPITAL / Randy T Russell ownership change
23 Jun 22
4
UWHARRIE CAPITAL / Frank A Rankin III ownership change
23 Jun 22