SCHEDULE: Trusts Adjust FirstSun Capital Bancorp Stake Disclosure

Several trusts managed by Dana Hale Nelson have updated their Schedule 13G filing to reflect beneficial ownership of FirstSun Capital Bancorp common stock.

Summary

• This filing is an amendment (Amendment No. 1) to a Schedule 13G, which is used to report beneficial ownership of securities.
• The reporting persons are three trusts: Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011, JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011, and Dana Hale Nelson Trust Agreement U/A/D 12/8/1995.
• Dana Hale Nelson serves as the trustee for all three trusts.
• Collectively, as of April 1, 2026, the trusts beneficially owned 1,685,200 shares of FirstSun Capital Bancorp common stock.
• This represents 3.82% of the Issuer's common stock outstanding, based on 44,123,875 shares outstanding as of May 7, 2026.
• The filing notes that the aggregate beneficial ownership has not changed since the initial Schedule 13G filed on November 14, 2024.
• The reporting persons have ceased to be the beneficial owner of more than 5 percent of the Issuer's Common Stock, indicating their ownership is now below this threshold.

Sentiment

Score: 5

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 total beneficial ownership of 3.82% is below the 5% threshold that triggers more stringent reporting requirements.
• The aggregate beneficial ownership has remained consistent since the previous filing, suggesting no significant recent changes in investment strategy by these trusts.

Negatives

• The filing indicates that the reporting persons are no longer beneficial owners of more than 5% of the Issuer's Common Stock, which could be interpreted as a reduction in significant stakeholding interest, though the aggregate amount has not changed.

Risks

• The filing does not explicitly mention any new risks or changes to existing risk factors for the company.

Future Outlook

No specific forward-looking statements or guidance are provided in this Schedule 13G amendment.

Management Comments

• Dana Hale Nelson serves as the trustee of each of the Dana Hale Nelson Family Irrevocable Trust U/A/D 5/25/2011; the JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011; and the Dana Hale Nelson Trust Agreement U/A/D 12/8/1995.
• As such, she may be deemed to have voting, investment, and dispositive power with respect to the securities described in this Amendment No. 1.
• Nelson owns no other shares of the Issuer's Common Stock.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and large shareholders to report their holdings. This particular filing is an administrative update and does not provide insights into the company's operational performance or strategic direction within the banking sector.

Stakeholder Impact

• Shareholders: The filing provides transparency on significant beneficial ownership, which is a standard disclosure for investors.
• Management: The filing confirms the ownership structure related to the trusts and their trustee, Dana Hale Nelson.

Next Steps

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

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Trusts, FirstSun Capital Bancorp, SEC Filing, Amendment