Company Uwharrie Capital Corp Other OTC

UWHR

US9181831044

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Sector Other Banks

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Uwharrie Capital Corp is a bank holding company for Uwharrie Bank (the Bank), a North Carolina commercial bank. Its operations are primarily retail-oriented and directed to individuals and small to medium-sized businesses. The Bank provides traditional commercial and consumer banking services, including personal and commercial checking and savings accounts, money market accounts, certificates of deposit, individual retirement accounts, and related business and individual banking services. The Bankâs lending activities include commercial loans and various consumer-type loans to individuals, including installment loans, mortgage loans, equity lines of credit and overdraft checking credit. The Bank also offers Internet banking, mobile banking, 24-hour telephone banking, and issues Visa check cards, an electronic banking card. The Company and its subsidiaries conduct their operations in Stanly County, Anson County, Cabarrus County, Randolph County and Mecklenburg County, North Carolina.

USD in Million	2022	Weight	2023	Weight	Delta
Banking and Related Activities 100.0 %	38	100.0 %	42	100.0 %	+11.33%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	38	100.0 %	42	100.0 %	+11.33%

Managers	Title	Age	Since
Roger Dick CEO	Chief Executive Officer	72	-
Heather Almond DFI	Director of Finance/CFO	35	10-05-31
Mike Massey ADM	Chief Administrative Officer	-	-
Jason Andrew COO	Chief Operating Officer	37	02-12-31
Tamara Singletary IRC	Investor Relations Contact	64	-
Susan Gibson HRO	Human Resources Officer	-	-
Brooke Senter HRO	Human Resources Officer	43	01-12-31
Cheryl Rinehardt PRN	Corporate Officer/Principal	59	07-12-31
Jeffrey Trout PRN	Corporate Officer/Principal	53	20-03-09
Roy Beaver PRN	Corporate Officer/Principal	41	05-05-31

Members of the board	Title	Age	Since
Wesley Morgan BRD	Director/Board Member	55	18-05-07
S. Swaringen BRD	Director/Board Member	47	09-12-31
James Campbell BRD	Director/Board Member	67	10-12-31
Frank Rankin BRD	Director/Board Member	68	02-12-31
Dean Bower BRD	Director/Board Member	55	18-05-07
Allen Furr BRD	Director/Board Member	45	18-05-07
Merlin Amirtharaj BRD	Director/Board Member	65	19-05-13
Chris Poplin BRD	Director/Board Member	60	19-05-13
Vernon Russell BRD	Director/Board Member	67	02-12-31
Mary Klauder BRD	Director/Board Member	45	23-05-15

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	7,100,791	6,289,621 ( 88.58 %)	0	88.58 %

Name	Equities	%	Valuation
Roger Dick 5.716 %	407,220	5.716 %	3 M $
Roy Beaver 0.7863 %	56,023	0.7863 %	415 130 $
Brooke Senter 0.7648 %	54,491	0.7648 %	403 778 $
Christy Stoner 0.7469 %	53,211	0.7469 %	394 294 $
Frank Rankin 0.6899 %	49,151	0.6899 %	364 209 $
Tamara Singletary 0.6560 %	46,739	0.6560 %	346 336 $
Joe S. Brooks 0.5413 %	38,565	0.5413 %	285 767 $
Heather Almond 0.2990 %	21,300	0.2990 %	157 833 $
Jason Andrew 0.1984 %	14,138	0.1984 %	104 763 $
Jeffrey Trout 0.1821 %	12,976	0.1821 %	96 152 $

Uwharrie Capital Corp.

132 North First Street

28001, Albemarle

+704 983 6181

http://www.uwharrie.com

Name	Category and Sector
Uwharrie Bank Uwharrie Bank Regional BanksFinance Part of Uwharrie Capital Corp., Uwharrie Bank is a financial institution that offers various banking services such as savings accounts, business checking accounts, and merchant services. Uwharrie Bank is located in Albemarle, NC, and is committed to making a difference in people's lives by providing independent investment advice, financial planning, insurance underwriting, and investment portfolio management. The bank is also part of the SBA's Preferred Lenders Program and provides low-interest financing to qualified businesses. The CEO of the company is Roger L. Dick.	Regional Banks

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