FirstSun Capital Bancorp (FSUN) sees Nelson family trusts report 3.82% ownership

Rhea-AI Filing Summary

FirstSun Capital Bancorp received an amended Schedule 13G stating that three related trusts for the Dana Hale Nelson family collectively beneficially own 1,685,200 shares of its common stock, representing 3.82% of the 44,123,875 voting shares outstanding as of May 7, 2026.

The Dana Hale Nelson Family Irrevocable Trust holds 1,616,000 shares, the JVH Orion Trust holds 69,000 shares, and the Dana Hale Nelson Trust Agreement holds 200 shares. Dana Hale Nelson, as trustee of each trust, may be deemed to have voting, investment and dispositive power over all 1,685,200 shares and owns no other FirstSun common stock. The reporting group states it has ceased to be the beneficial owner of more than 5% of the issuer’s common stock.

Key Figures

Beneficial ownership: 1,685,200 shares Ownership percentage: 3.82% Shares outstanding: 44,123,875 shares +5 more

8 metrics

Beneficial ownership 1,685,200 shares Aggregate FirstSun common shares beneficially owned by the reporting trusts

Ownership percentage 3.82% Portion of FirstSun common stock beneficially owned by the reporting group

Shares outstanding 44,123,875 shares Voting common stock outstanding as of May 7, 2026

Family Irrevocable Trust holdings 1,616,000 shares FirstSun common shares held by the Dana Hale Nelson Family Irrevocable Trust

JVH Orion Trust holdings 69,000 shares FirstSun common shares held by the JVH Orion Trust

Trust Agreement holdings 200 shares FirstSun common shares held by the Dana Hale Nelson Trust Agreement

Family Irrevocable Trust ownership 3.66% Percentage of FirstSun common stock held by the Family Irrevocable Trust

JVH Orion Trust ownership 0.16% Percentage of FirstSun common stock held by the JVH Orion Trust

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more

5 terms

beneficially owned financial

"the Reporting Persons beneficially owned an aggregate of 1,685,200 shares"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole Voting Power financial

"5 | Sole Voting Power 1,616,000.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"7 | Sole Dispositive Power 1,616,000.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G regulatory

"The Reporting Person has ceased to be the beneficial owner of more than 5 percent"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Joint Filing Agreement regulatory

"Exhibit I: Joint Filing Agreement, dated as of August 10, 2026"

FAQ

How many FirstSun Capital Bancorp (FSUN) shares do the Nelson family trusts report owning?

The Nelson family trusts report beneficial ownership of 1,685,200 shares of FirstSun Capital Bancorp common stock. This total is held across three trusts for the Dana Hale Nelson family and is treated as a single reporting group.

What percentage of FirstSun (FSUN) common stock do the Nelson family trusts own?

The reporting trusts may be deemed to beneficially own 3.82% of FirstSun Capital Bancorp’s outstanding common stock. This percentage is based on 44,123,875 voting shares outstanding as of May 7, 2026, as reported in a Form 10-Q.

How are FirstSun (FSUN) shares allocated among the three Nelson-related trusts?

The Dana Hale Nelson Family Irrevocable Trust holds 1,616,000 shares, the JVH Orion Trust holds 69,000 shares, and the Dana Hale Nelson Trust Agreement holds 200 shares. Together these positions total 1,685,200 shares of FirstSun common stock.

Does the Nelson reporting group still own more than 5% of FirstSun (FSUN)?

No. The reporting persons state they have ceased to be the beneficial owner of more than 5% of FirstSun’s common stock. Their current reported beneficial ownership is 3.82% of the issuer’s outstanding voting common stock.

Who controls voting and dispositive power over the FirstSun (FSUN) shares held by the Nelson trusts?

As trustee of all three trusts, Dana Hale Nelson may be deemed to have voting, investment and dispositive power over the 1,685,200 shares. Each trust has sole voting and dispositive power over its own holdings, with overlapping trusteeship creating deemed shared power.

Does Dana Hale Nelson personally own any additional FirstSun (FSUN) shares outside the trusts?

According to the disclosure, Dana Hale Nelson owns no other shares of FirstSun Capital Bancorp common stock beyond those held by the three family-related trusts for which she serves as trustee.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 12:20 PM Accepted by SEC EDGAR 08/11/2026 - 12:19 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

FIRSTSUN CAPITAL BANCORP

(Name of Issuer)

Common Stock, par value $0.0001 per share

(Title of Class of Securities)

33767U107

(CUSIP Number)

04/01/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MISSOURI

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,616,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,616,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,616,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.66 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 1,616,000 common shares held by the Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011. As of the date of filing this Amendment No. 1, Dana Hale Nelson served as the trustee of the above named trust.

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MISSOURI

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 69,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 69,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

69,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.16 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 69,000 common shares held by the JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011. As of the date of filing this Amendment No. 1, Dana Hale Nelson served as the trustee of the above named trust.

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

Dana Hale Nelson Trust Agreement U/A/D 12/8/1995

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

KANSAS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 200.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 200.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

200.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.00 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 200 common shares held by the Dana Hale Nelson Trust Agreement U/A/D 12/8/1995. As of the date of filing this Amendment No. 1, Dana Hale Nelson served as the trustee of the above named trust.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: FIRSTSUN CAPITAL BANCORP
(b)	Address of issuer's principal executive offices: 1400 16th Street, Suite 250, Denver, Colorado 80202
Item 2.
(a)	Name of person filing: The Statement is filed by the (i) Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011; (ii) JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011; and (iii) Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 (each, a "Reporting Person" and collectively the "Reporting Persons").
(b)	Address or principal business office or, if none, residence: 1400 16th Street, Suite 250 Denver, Colorado 80202
(c)	Citizenship: The Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011is a trust existing in the State of Missouri. The JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011is a trust existing in the State of Missouri. Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 is a trust existing in the State of Kansas.
(d)	Title of class of securities: Common Stock, par value $0.0001 per share
(e)	CUSIP No.: 33767U107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: As of the date of filing this Amendment No. 1, the Reporting Persons beneficially owned an aggregate of 1,685,200 shares of the Issuer's Common Stock or 3.82% of the Issuer's Common Stock. The aggregate shares of the Issuer's Common Stock beneficially owned by the Reporting Persons has not changed since the initial Schedule 13G filed by the Reporting Persons on November 14, 2024. Dana Hale Nelson ("Nelson") is the trustee of each of the Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011; the JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011; and the Dana Hale Nelson Trust Agreement U/A/D 12/8/1995. As such, she may be deemed to have voting, investment, and dispositive power with respect to the securities described in this Amendment No. 1. Nelson owns no other shares of the Issuer's Common Stock. The Reporting Person has ceased to be the beneficial owner of more than 5 percent of the Issuer's Common Stock. See Item 5 below.
(b)	Percent of class: As of the date of filing this Amendment No. 1, the Reporting Persons may be deemed to beneficially own 1,685,200 shares of the Issuer's Common Stock or 3.82% of the Issuer's Common Stock outstanding (see Item 4(a) above), which percentage was calculated based on 44,123,875 shares of the Issuer's voting Common Stock outstanding as of May 7, 2026 as reported in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on May 8, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Each Reporting Person has the sole power to vote or direct the vote and the sole power to dispose of or direct the disposition of the shares indicated in Item 4(a) as being beneficially owned by that Reporting Person. Because of the overlapping trusteeship of the Reporting Persons, however, the Reporting Persons may be deemed to have shared power to vote or direct the vote and the shared power to dispose of or direct the disposition of the entire 1,685,200 shares of the Issuer's Common Stock owned, in the aggregate, by the Reporting Persons.
	(ii) Shared power to vote or to direct the vote: See (i) above.
	(iii) Sole power to dispose or to direct the disposition of: See (i) above.
	(iv) Shared power to dispose or to direct the disposition of: See (i) above.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. See Exhibit I
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011

Signature:	/s/ Dana Hale Nelson
Name/Title:	Dana Hale Nelson/Trustee
Date:	08/10/2026

JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011

Signature:	/s/ Dana Hale Nelson
Name/Title:	Dana Hale Nelson/Trustee
Date:	08/10/2026

Dana Hale Nelson Trust Agreement U/A/D 12/8/1995

Signature:	/s/ Dana Hale Nelson
Name/Title:	Dana Hale Nelson/Trustee
Date:	08/10/2026

Exhibit Information

Exhibit I: Joint Filing Agreement, dated as of August 10, 2026, by and among the Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011; the JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011; and the Dana Hale Nelson Trust Agreement U/A/D 12/8/1995.