SCHEDULE: FirstSun Capital Bancorp: Ownership Update Filed

An amendment to Schedule 13G has been filed for FirstSun Capital Bancorp, detailing beneficial ownership of common stock.

Summary

• This filing is an Amendment No. 1 to Schedule 13G for FirstSun Capital Bancorp.
• It concerns the beneficial ownership of the Issuer's Common Stock.
• The filing is made by Max Alan Hale Family Irrevocable Trust U/A/D 6/1/2011 and Max Alan Hale Trust Agreement U/A/D 6/1/1996.
• As of April 1, 2026, the reporting persons beneficially owned an aggregate of 1,816,100 shares of Common Stock.
• This represents 4.12% of the Issuer's Common Stock outstanding.
• Max Alan Hale serves as the trustee for both trusts.
• The aggregate beneficial ownership has not changed since the initial Schedule 13G filing on November 14, 2024.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily an administrative update regarding beneficial ownership thresholds rather than a reflection of significant company performance or strategic shifts.

Positives

• The reporting persons have a clear understanding and adherence to SEC filing requirements.
• The filing confirms a stable beneficial ownership percentage of 4.12% as of April 1, 2026, indicating no significant recent changes in this specific ownership group.

Negatives

• The filing does not provide any new financial performance data or strategic insights, making it purely an administrative disclosure.

Risks

• The filing itself does not introduce new risks, but any significant change in beneficial ownership by large holders could potentially impact stock price volatility or corporate control dynamics.

Future Outlook

No forward-looking statements or guidance are provided in this filing, as it is solely an ownership disclosure.

Management Comments

• Max Alan Hale may be deemed to have voting, investment, and dispositive power with respect to the securities held by the trusts.
• The Reporting Person has ceased to be the beneficial owner of more than 5 percent of the Issuer's Common Stock.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard for institutional investors and significant individual holders to report their ownership stakes. This filing indicates a specific ownership group's holdings remain consistent, which is typical for passive investors or trusts managing assets.

Stakeholder Impact

• Shareholders: The filing provides transparency on a significant beneficial owner's stake, which is important for understanding the company's ownership structure. The lack of change suggests stability from this holder.

Next Steps

• The reporting persons will continue to file amendments to Schedule 13G as required by SEC regulations if their beneficial ownership changes significantly.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, FirstSun Capital Bancorp, Common Stock, Trust, Amendment