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FIRSTSUN CAPITAL BANCORP director Beverly O. Elving exercised stock options covering 7,553 shares of common stock at an exercise price of $19.72 per share. The resulting common shares were acquired indirectly by the Beverly O. Elving Revocable Trust, with 4,505 shares delivered or withheld for payment of exercise price or tax liability. Following these transactions, Elving holds 3,852 common shares directly.
Bay Pond Investors (Bermuda) L.P. reports its holdings in FirstSun Capital Bancorp common stock. The investor beneficially owns 1,797,754 shares, representing 4.07% of the common stock. All of these shares are reported with shared voting and shared dispositive power, with no sole voting or dispositive authority.
The filing indicates that Bay Pond Investors (Bermuda) L.P. now holds 5 percent or less of the class. The reporting person is organized in Bermuda, and the signature is provided by an authorized person of Wellington Alternative Investments LLC, its general partner.
Bay Pond Partners, L.P., a Delaware entity, reports its ownership position in FirstSun Capital Bancorp common stock in this amended Schedule 13G filing as of June 30, 2026. Bay Pond beneficially owns 1,783,121 shares, representing 4.04% of the outstanding common stock. All of these shares are reported with shared voting and dispositive power, with no sole voting or dispositive authority. The filing is signed by Ihsan Speede as Authorized Person for Bay Pond Partners, L.P. and for its general partner, Wellington Alternative Investments LLC, and indicates that Bay Pond now holds 5% or less of this class of securities.
Wellington Management Group LLP and related entities report beneficial ownership of FirstSun Capital Bancorp common stock. As of 06/30/2026, Wellington Management Group LLP and its affiliated holding and investment advisory entities report beneficial ownership of 4,097,274 shares of FirstSun Capital Bancorp common stock, representing 9.29% of the class.
The Wellington entities report no sole voting or dispositive power, and shared voting and shared dispositive power over 4,097,274 shares, with the shares owned of record by clients of one or more Wellington investment advisers. Those clients have rights to dividends and sale proceeds, and no single client is known to hold more than five percent of the class. The filing describes a parent holding company structure in which Wellington Management Group LLP ultimately controls the listed holding and investment advisory subsidiaries.
FirstSun Capital Bancorp received an amended Schedule 13G from four related Missouri trusts associated with Karen Hale Young. The trusts together beneficially own 1,970,100 shares of common stock, representing 4.46% of the company’s voting common stock, based on 44,123,875 shares outstanding as of May 7, 2026. Individual trust holdings include 1,816,000 shares in the Karen Hale Young Family Irrevocable Trust, 85,000 shares in the Joyce V Hale GRAT FBO Karen H Young Family, 69,000 shares in the JVH Orion Trust, and 100 shares in the Karen Hale Young Trust. Karen Hale Young, as trustee of each trust, may be deemed to have voting and dispositive power over all 1,970,100 shares but personally owns no other shares. The filing states that the reporting persons have ceased to be beneficial owners of more than 5% of FirstSun’s common stock.
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.
FirstSun Capital Bancorp reported an amended ownership disclosure from two related trusts associated with Max Alan Hale. As of this amendment, the Max Alan Hale Family Irrevocable Trust U/A/D 6/1/2011 holds 1,816,000 common shares and the Max Alan Hale Trust Agreement U/A/D 6/1/1996 holds 100 common shares, for an aggregate of 1,816,100 shares of common stock.
Based on 44,123,875 voting common shares outstanding as of May 7, 2026, these holdings represent 4.12% of FirstSun Capital Bancorp’s common stock. The aggregate number of shares beneficially owned by the reporting persons has not changed since their initial statement filed November 14, 2024, but this amendment reflects that the reporting group has ceased to be a beneficial owner of more than 5% of the company’s common stock.
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.
FIRSTSUN CAPITAL BANCORP director and Executive Chair Mollie H. Carter reported a bona fide gift transfer of 5,165 shares of common stock on May 20, 2026, for no consideration, to the Mollie H. Carter Trust Agreement. Her direct holdings in this line item are shown as 0 shares after the transfer, while additional shares are reported as held indirectly in several family trusts where she serves as trustee or co-trustee.
FirstSun Capital Bancorp completed the acquisition of First Foundation Inc. on April 1, 2026, issuing stock and cash valued at $703.6 million. The deal added $11.18 billion of assets and $10.49 billion of liabilities, including $8.77 billion of deposits, and generated preliminary goodwill of $9.1 million. Total assets rose to $15.72 billion at June 30, 2026 from $8.49 billion at year-end 2025, while loans increased to $11.57 billion and deposits to $13.42 billion.
For the quarter, net interest income increased to $143.2 million from $78.5 million and noninterest income to $40.9 million from $27.1 million, but the company reported a net loss of $22.9 million (basic and diluted EPS −$0.49) versus net income of $26.4 million a year earlier. Results were pressured by a sharply higher provision for credit losses of $40.4 million and merger related expenses of $57.6 million in the quarter.
Credit reserves and problem assets increased with the acquired portfolio: the allowance for credit losses rose to $173.6 million from $85.0 million, and nonaccrual and other collateral dependent loans totaled $190.0 million at June 30, 2026. The company also repositioned the acquired balance sheet, selling $1.28 billion of securities and $1.12 billion of loans that had been recorded at fair value.