SCHEDULE: FirstSun Capital Bancorp: Hale Trust Reduces Stake

The John J Hale Trust u/a/d 12-1-1996 has reduced its beneficial ownership of FirstSun Capital Bancorp common stock to 3.36% following a transfer of 333,000 shares.

Summary

• The John J Hale Trust u/a/d 12-1-1996 (Reporting Person) has filed an amendment to its Schedule 13G, reporting a change in its beneficial ownership of FirstSun Capital Bancorp common stock.
• As of March 17, 2026, the Reporting Person transferred 333,000 shares of common stock to the JJH Credit Shelter Trust Dated 8/4/2023.
• The Reporting Person is not a trustee or beneficiary of the JJH Credit Shelter Trust and has no investment, voting, or dispositive power over those shares.
• Following this transfer, the Reporting Person beneficially owns 1,483,100 shares, representing 3.36% of the Issuer's common stock.
• This reduction means the Reporting Person no longer beneficially owns more than 5% of the Issuer's common stock.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this filing as neutral to slightly negative due to the reduction in a significant shareholder's stake, although the specific reasons for the transfer are not indicative of company performance.

Positives

• The Reporting Person has clearly disclosed a reduction in their stake, providing transparency to the market.
• The transfer was to a separate trust where the Reporting Person has no control, indicating a clean divestment.

Negatives

• A significant shareholder has reduced their holdings, which could be interpreted negatively by the market.
• The Reporting Person is no longer a holder of more than 5% of the company's stock.

Risks

• The filing indicates a reduction in beneficial ownership by a significant stakeholder, which could signal a lack of confidence or a strategic shift by the trust.
• The transfer of shares to a separate trust implies a permanent reduction in the Reporting Person's direct influence or investment in the company.

Future Outlook

No specific future outlook or guidance is provided in this filing, as it pertains to a change in beneficial ownership.

Industry Context

StockSavvy.ai notes that changes in beneficial ownership filings like this Schedule 13G are common for institutional investors and trusts. The reduction in stake by the John J Hale Trust, while significant in percentage terms, does not inherently signal a negative outlook for FirstSun Capital Bancorp without further context on the trust's investment strategy.

Related Party Transactions

• Transfer of 333,000 shares of FirstSun Capital Bancorp common stock from the John J Hale Trust u/a/d 12-1-1996 to the JJH Credit Shelter Trust Dated 8/4/2023.

Stakeholder Impact

• Shareholders: May perceive the reduction in a significant stake as a potential negative signal, though the reasons for the transfer are not company-performance related.
• Management: Will note the change in a major shareholder's holdings.
• Creditors: Unlikely to be directly impacted by this change in beneficial ownership.

Next Steps

• The John J Hale Trust will continue to report any further changes in beneficial ownership as required by SEC regulations.

Key Dates

Keywords

FirstSun Capital Bancorp, Schedule 13G, John J Hale Trust, Beneficial Ownership, Common Stock, SEC Filing, Shareholder, Missouri