FirstSun Capital: John J. Hale Trust Reports 3.36% Ownership

FirstSun Capital Bancorp — ownership update by the John J. Hale Trust.

Rhea-AI Filing Summary

FirstSun Capital Bancorp — ownership update by the John J. Hale Trust. The trust reports a transfer of 333,000 shares on March 17, 2026, leaving it with 1,483,100 shares of common stock, equal to 3.36% of the outstanding shares. The percentage is calculated using 44,121,885 shares outstanding as of April 10, 2026. The transfer was made to the JJH Credit Shelter Trust Dated 8/4/2023, for which the reporting trust states it has no voting, investment, or dispositive power.

Insights

Corporate Governance Specialist

Trust reduced its beneficial stake below the 5% threshold via an inter‑trust transfer.

The filing records a 333,000‑share transfer on March 17, 2026, reducing the John J. Hale Trust's reported beneficial ownership to 1,483,100 shares (3.36%). The transfer recipient is a credit shelter trust for which the reporting trust disclaims voting and dispositive power.

This is an ownership‑structure change; cash‑flow treatment and motivations are not disclosed. Subsequent filings or proxy materials may clarify any governance or family‑estate arrangements tied to this transfer.

Securities Compliance Analyst

Reporting aligns percentages to a proxy statement outstanding share count.

The percentage ownership uses 44,121,885 shares outstanding as of April 10, 2026, cited from the issuer's proxy. The amendment states the Reporting Person "has ceased to be the beneficial owner of more than 5 percent," which is consistent with falling below that regulatory threshold.

Filing contains explicit dates and counts; no claims about market transactions or proceeds are made in the excerpt.

Key Figures

Shares beneficially owned: 1,483,100 shares Shares transferred: 333,000 shares Percent of class: 3.36% +3 more

6 metrics

Shares beneficially owned 1,483,100 shares post-transfer holding reported in Amendment No. 1

Shares transferred 333,000 shares transfer occurred on March 17, 2026 to JJH Credit Shelter Trust

Percent of class 3.36% calculated using 44,121,885 shares outstanding as of April 10, 2026

Shares outstanding used 44,121,885 shares outstanding as of April 10, 2026 per issuer proxy statement

Transfer date March 17, 2026 date the 333,000‑share transfer occurred

Amendment signature date May 12, 2026 signature of John J. Hale, Trustee

Key Terms

beneficially owned, Schedule 13G/A, Credit Shelter Trust, sole voting power

4 terms

beneficially owned regulatory

"As of the date of filing this Amendment No. 1, the Reporting Person beneficially owned 1,483,100 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.

Schedule 13G/A regulatory

"form_type: SCHEDULE 13G/A"

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.

Credit Shelter Trust other

"transferred 333,000 shares ... to the JJH Credit Shelter Trust Dated 8/4/2023"

sole voting power regulatory

"Sole Voting Power 1,483,100.00"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What change did the John J. Hale Trust report for FSUN?

The trust reported transferring 333,000 shares on March 17, 2026, leaving it with 1,483,100 shares (3.36%) of FSUN common stock, per the amendment.

How was the 3.36% ownership figure for FSUN calculated?

The percentage uses 44,121,885 shares outstanding as of April 10, 2026, taken from the issuer's proxy statement filed April 21, 2026, which the amendment cites for its math.

To whom were the 333,000 FSUN shares transferred?

The shares were transferred to the JJH Credit Shelter Trust Dated 8/4/2023, a trust for which the reporting trust states it has no voting, investment, or dispositive power.

Does the John J. Hale Trust still own more than 5% of FSUN?

No. The amendment states the Reporting Person has "ceased to be the beneficial owner of more than 5 percent," reflecting the post‑transfer holding of 3.36%.

What dates are relevant in the FSUN Schedule 13G/A amendment?

Key dates are the share transfer on March 17, 2026, the outstanding share reference date of April 10, 2026, and the signature date of the amendment, May 12, 2026.

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

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Accepted by SEC EDGAR 05/12/2026 - 02:38 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)

03/17/2026

(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

John J Hale Trust u/a/d 12-1-1996

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 1,483,100.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,483,100.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,483,100.00

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)

3.36 %

12

Type of Reporting Person (See Instructions)

OO

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 John J Hale Trust u/a/d 12-1-1996 (the "Reporting Person").
(b)	Address or principal business office or, if none, residence: 1400 16th Street, Suite 250 Denver, Colorado 80202
(c)	Citizenship: The John J Hale Trust u/a/d 12-1-1996 is a trust existing under the laws of the State of Missouri.
(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 Person beneficially owned 1,483,100 shares of FirstSun Capital Bancorp's (the "Issuer") common stock ("Common Stock"). Specifically, this statement is being filed to report a transfer of 333,000 shares of the Issuer's Common Stock held by the Reporting Person which occurred on March 17, 2026. On that date, the Reporting Person transferred 333,000 shares of the Issuer's Common Stock to the JJH Credit Shelter Trust Dated 8/4/2023, for which the Reporting Person is neither the trustee nor the beneficiary and under which the Reporting Person has no investment, voting or dispositive power. As a result of this transfer the Reporting Person beneficially owns 1,483,100 shares (3.36%) of the Issuer's Common Stock. In addition, 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 1,483,100 shares of the Issuer's Common Stock or 3.36% of the Issuer's Common Stock outstanding (see Item 4(a) above), which percentage was calculated based on 44,121,885 shares of the Issuer's voting Common Stock outstanding as of April 10, 2026, as reported in the Issuer's Proxy Statement on Schedule 14A filed with the SEC on April 21, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote:
	(ii) Shared power to vote or to direct the vote:
	(iii) Sole power to dispose or to direct the disposition of:
	(iv) Shared power to dispose or to direct the disposition of:
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.
	Not Applicable
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.

John J Hale Trust u/a/d 12-1-1996

Signature:	/s/ John J. Hale
Name/Title:	John J. Hale/Trustee
Date:	05/12/2026