FirstSun Capital Bancorp (FSUN) family trusts disclose 5.80% beneficial stake in 13G/A

Rhea-AI Filing Summary

FirstSun Capital Bancorp is reported to have 5.80% of its Class A Common Stock beneficially owned by a group of family trusts associated with Mollie H. Carter, as of early May 2026. The group collectively holds 2,559,640 shares out of 44,123,875 shares outstanding.

The Twin Meadow VHC Trust holds 1,025,450 shares (2.32%), the Wood Racket Trust FBO Mollie H. Carter holds 666,500 shares (1.51%), the Mollie Hale Carter Trust holds 514,290 shares (1.17%), and the Orion VHC Trust holds 353,400 shares (0.80%). An additional 5,165 shares vested to Mollie H. Carter on April 1, 2026 as a restricted stock award and were transferred on May 20, 2026 into the Mollie Hale Carter Trust. Because of overlapping trusteeship, the Reporting Persons may be deemed to share voting and dispositive power over the full 2,559,640 shares.

Key Figures

Aggregate beneficial ownership: 2,559,640 shares Ownership percentage: 5.80% Twin Meadow VHC Trust holdings: 1,025,450 shares (2.32%) +5 more

8 metrics

Aggregate beneficial ownership 2,559,640 shares Shares of Class A Common Stock beneficially owned by the reporting group as of Amendment No. 2

Ownership percentage 5.80% Portion of FirstSun Common Stock outstanding beneficially owned by the reporting group

Twin Meadow VHC Trust holdings 1,025,450 shares (2.32%) Beneficial ownership of Class A Common Stock by Twin Meadow VHC Trust

Wood Racket Trust holdings 666,500 shares (1.51%) Beneficial ownership of Class A Common Stock by Wood Racket Trust FBO Mollie H. Carter

Mollie Hale Carter Trust holdings 514,290 shares (1.17%) Beneficial ownership of Class A Common Stock by the Mollie Hale Carter Trust

Orion Trust holdings 353,400 shares (0.80%) Beneficial ownership of Class A Common Stock by the Orion VHC Trust

Shares outstanding baseline 44,123,875 shares FirstSun Common Stock outstanding as of May 7, 2026, used to calculate 5.80%

Newly vested restricted stock 5,165 shares Restricted stock award vested to Mollie H. Carter on April 1, 2026 and later transferred to the MHC Trust

Key Terms

beneficially owned, voting power, dispositive power, Schedule 13G/A, +1 more

5 terms

beneficially owned financial

"the Reporting Persons beneficially owned an aggregate of 2,559,640 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.

voting power financial

"Each Reporting Person has the sole power to vote or direct the vote"

Voting power is the ability shareholders have to influence a company's major decisions—like electing the board, approving mergers, or changing corporate rules—based on the voting rights attached to the shares they hold. For investors it matters because greater voting power is like holding more keys to a building: it gives you a stronger say over management choices and the company’s strategy, which can affect future value and risk.

dispositive power financial

"the sole power to dispose of or direct the disposition of the shares"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Schedule 13G/A regulatory

"Pursuant to Exchange Act Rule 13d-5(b)(2)(ii), the transfer of shares"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Exchange Act Rule 13d-5(b)(2)(ii) regulatory

"Pursuant to Exchange Act Rule 13d-5(b)(2)(ii), the transfer of shares"

FAQ

What percentage of FirstSun Capital Bancorp (FSUN) shares do the reporting trusts beneficially own?

The reporting trusts beneficially own 2,559,640 shares of FirstSun Capital Bancorp Class A Common Stock, representing 5.80% of the shares outstanding, based on 44,123,875 shares outstanding as of May 7, 2026.

How are the 2,559,640 FirstSun (FSUN) shares allocated among the Mollie H. Carter-related trusts?

The Twin Meadow VHC Trust holds 1,025,450 shares, Wood Racket Trust 666,500 shares, Mollie Hale Carter Trust 514,290 shares, and Orion VHC Trust 353,400 shares, corresponding to 2.32%, 1.51%, 1.17%, and 0.80% of the class, respectively.

What new transaction triggered Amendment No. 2 to the FirstSun (FSUN) Schedule 13G/A?

Amendment No. 2 reports an additional 5,165 shares of FirstSun Common Stock received by Mollie H. Carter from a restricted stock award vesting on April 1, 2026, later transferred into the Mollie Hale Carter Trust on May 20, 2026.

What is Mollie H. Carter’s role regarding the FirstSun (FSUN) reporting trusts and the issuer?

Mollie H. Carter serves as trustee of the Twin Meadow and Mollie Hale Carter trusts and co-trustee of the Wood Racket and Orion trusts. She is also a director and officer of FirstSun Capital Bancorp and may be deemed to have voting and dispositive power over the reported shares.

How was the 5.80% ownership of FirstSun (FSUN) calculated for the reporting group?

The 5.80% figure is based on aggregate beneficial ownership of 2,559,640 shares compared to 44,123,875 shares of FirstSun Common Stock outstanding as of May 7, 2026, as reported in the company’s Quarterly Report on Form 10-Q filed May 8, 2026.

Does the intra-group transfer change total group ownership of FirstSun (FSUN) shares?

The document states that, under Exchange Act Rule 13d-5(b)(2)(ii), the transfer of shares among the reporting persons shall not be deemed to result in the acquisition of additional FirstSun shares by any reporting person or by the group overall.

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Available on EDGAR 08/11/2026 - 12:21 PM Accepted by SEC EDGAR 08/11/2026 - 12:20 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. 2)

FIRSTSUN CAPITAL BANCORP

(Name of Issuer)

Class A 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

Twin Meadow VHC 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 1,025,450.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,025,450.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,025,450.00

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)

2.32 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 1,025,450 common shares held by the Twin Meadow VHC Trust U/A/D 5/25/2011. As of the date of filing this Amendment No. 2, Mollie H. Carter served as the trustee of the above named trust.

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

Mollie Hale Carter Trust Agreement dated 12/19/1995

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

COLORADO

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 514,290.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 514,290.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

514,290.00

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)

1.17 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 509,125 common shares held by the Mollie Hale Carter Trust Agreement dated 12/19/1995. As of the date of filing this Amendment No. 2, Mollie H. Carter served as the trustee of the above named trust.

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003

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 666,500.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 666,500.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

666,500.00

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)

1.51 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 666,500 common shares held by the Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003. As of the date of filing this Amendment No. 2, Mollie H. Carter served as the co-trustee of the above named trust.

SCHEDULE 13G

CUSIP Number(s): 33767U107

1

Names of Reporting Persons

Orion VHC Trust For the Mollie Hale Carter 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 353,400.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 353,400.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

353,400.00

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)

0.80 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Note for (1) Name of reporting person - 353,400 common shares held by the Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011. As of the date of filing this Amendment No. 2, Mollie H. Carter served as the co-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 each of the (i) Twin Meadow VHC Trust U/A/D 5/25/2011 (the "Twin Meadow Trust"); (ii) The Mollie Hale Carter Trust Agreement dated 12/19/1995 (the "MHC Trust"); (iii) Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 (the "Wood Racket Trust"); and (iv) Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 (the "Orion Trust") (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 Twin Meadow Trust is a trust existing under the laws of the State of Missouri. The MHC Trust is a trust existing under the laws of the State of Colorado. The Wood Racket Trust is trust existing under the laws of the State of Missouri. The Orion Trust is a trust existing under the laws of the State of Missouri.
(d)	Title of class of securities: Class A 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. 2, the Reporting Persons beneficially owned an aggregate of 2,559,640 shares of the Issuer's Common Stock. Specifically, this statement is being filed to report an additional 5,165 shares the Issuer's Common Stock received by Mollie H. Carter ("Carter") pursuant to the vesting of a restricted stock award which occurred on April 1, 2026. These shares were subsequently transferred by Carter into the MHC Trust which occurred on May 20, 2026. As a result of this transfer: (i) The Twin Meadow Trust beneficially owns 1,025,450 shares (2.32%) of the Issuer's Common Stock; (ii) The Wood Racket Trust beneficially owns 666,500 shares (1.51%) of the Issuer's Common Stock; (iii) The MHC Trust beneficially owns 514,290 shares (1.17%) of the Issuer's Common Stock; and (iv) The Orion Trust beneficially owns 353,400 shares (0.80%) of the Issuer's Common Stock. Carter is the trustee of each of the Twin Meadow Trust and the MHC Trust, and is the co-trustee of the Wood Racket Trust and the Orion Trust. As such, she may be deemed to have voting, investment, and dispositive power with respect to the securities described in this Schedule 13G. Carter is a director and officer of the Issuer, and the receipt and transfer of shares described above was reported, respectively by her on a Form 4's, as amended, filed with the Securities and Exchange Commission ("SEC") on April 3, 2026 and August 10, 2026. Carter owns no other shares of the Issuer's Common Stock. Pursuant to Exchange Act Rule 13d-5(b)(2)(ii), the transfer of shares of the Issuer's common stock described above shall not be deemed to result in the acquisition of additional shares of the Issuer's Common Stock by any Reporting Person or by the "group".
(b)	Percent of class: As of the date of filing this Amendment No. 2, the Reporting Persons may be deemed to beneficially own 2,559,640 shares of the Issuer's Common Stock or 5.80% 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 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 2,559,640 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.
	Not Applicable
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.

Twin Meadow VHC Trust u/a/d 5/25/2011

Signature:	/s/ Mollie H. Carter
Name/Title:	Mollie H. Carter/Trustee
Date:	08/10/2026

Mollie Hale Carter Trust Agreement dated 12/19/1995

Signature:	/s/ Mollie H. Carter
Name/Title:	Mollie H. Carter/Trustee
Date:	08/10/2026

Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003

Signature:	/s/ Mollie H. Carter
Name/Title:	Mollie H. Carter/Trustee
Date:	08/10/2026

Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011

Signature:	/s/ Mollie H. Carter
Name/Title:	Mollie H. Carter/Trustee
Date:	08/10/2026

Exhibit Information

Exhibit I: Joint Filing Agreement, dated as of August 10, 2026, by and among the Twin Meadow VHC Trust U/A/D 5/25/2011, the Mollie Hale Carter Trust Agreement dated 12/19/1995, the Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003, and the Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011.