Executive Chair at FirstSun (FSUN) logs stock grant and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
FIRSTSUN CAPITAL BANCORP Executive Chair Mollie H. Carter reported a stock award and related tax withholding. On March 31, 2026, she acquired 6,856 shares of common stock as a restricted stock award that vested on April 1, 2026, the closing date of the merger of First Foundation Inc. with and into FirstSun Capital Bancorp. On April 1, 2026, 1,691 shares were withheld at $36.46 per share to cover tax obligations, leaving 5,165 shares held directly. Carter also has significant indirect holdings through several family trusts, where she serves as trustee or co-trustee, with individual trust positions of 1,025,450 shares, 666,500 shares, 509,125 shares and 353,400 shares of common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
6 transactions reported
Mixed
6 txns
Insider
CARTER MOLLIE H
Role
Executive Chair
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock, $0.0001 par value | 1,691 | $36.46 | $62K |
| Grant/Award | Common Stock, $0.0001 par value | 6,856 | $0.00 | -- |
| holding | Common Stock, $0.0001 par value | -- | -- | -- |
| holding | Common Stock, $0.0001 par value | -- | -- | -- |
| holding | Common Stock, $0.0001 par value | -- | -- | -- |
| holding | Common Stock, $0.0001 par value | -- | -- | -- |
Holdings After Transaction:
Common Stock, $0.0001 par value — 5,165 shares (Direct);
Common Stock, $0.0001 par value — 1,025,450 shares (Indirect, By self, as Trustee)
Footnotes (1)
- Award of restricted stock which vested on April 1, 2026, the closing date of the merger of First Foundation Inc. with and into FirstSun Capital Bancorp. Shares withheld on vesting of restricted stock award to cover tax withholding. Based on market closing price on the day before the transaction date. Shares held in the Twin Meadow VHC Trust, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust. Shares held in the Orion VHC Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust. Shares held in the Wood Racket Trust FBO Mollie H. Carter Family, over which the Reporting Person serves as co-trustee. The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust. Shares held in the Mollie H. Carter Trust Agreement, over which the Reporting Person serves as trustee. A member of the Reporting Person's immediate family is the beneficiary of this trust.
Key Figures
Restricted stock award: 6,856 shares
Tax-withheld shares: 1,691 shares
Tax withholding price: $36.46 per share
+5 more
8 metrics
Restricted stock award
6,856 shares
Awarded on March 31, 2026; vested April 1, 2026
Tax-withheld shares
1,691 shares
Withheld for taxes on April 1, 2026
Tax withholding price
$36.46 per share
Based on market closing price before transaction date
Direct holdings after transaction
5,165 shares
Common stock directly owned after April 1, 2026
Twin Meadow VHC Trust holdings
1,025,450 shares
Indirect ownership; Carter serves as trustee
Orion VHC Trust holdings
666,500 shares
Indirect ownership; Carter serves as co-trustee
Wood Racket Trust holdings
509,125 shares
Indirect ownership; Carter serves as co-trustee
Mollie H. Carter Trust Agreement holdings
353,400 shares
Indirect ownership; Carter serves as trustee
Key Terms
restricted stock, tax withholding, trustee, co-trustee, +1 more
5 terms
restricted stock financial
"Award of restricted stock which vested on April 1, 2026"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
tax withholding financial
"Shares withheld on vesting of restricted stock award to cover tax withholding"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
trustee financial
"over which the Reporting Person serves as trustee"
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
co-trustee financial
"over which the Reporting Person serves as co-trustee"
beneficiaries financial
"The Reporting Person and a member of the Reporting Person's immediate family are the beneficiaries of this trust"
Beneficiaries are the people or organizations designated to receive benefits, such as money or assets, from a financial arrangement like a trust, insurance policy, or retirement plan. They matter to investors because choosing the right beneficiaries ensures that assets are passed on according to their wishes, providing financial security or support to loved ones when needed. Think of beneficiaries as the intended recipients of a gift or inheritance.
