Filing Details
- Accession Number:
- 0001552781-25-000182
- Form Type:
- 13G Filing
- Publication Date:
- 2025-05-12 20:00:00
- Filed By:
- Twin Meadow VHC Trust U/A/D 5/25/2011
- Company:
- Firstsun Capital Bancorp
- Filing Date:
- 2025-05-13
- SEC Url:
- 13G Filing
Ownership Summary
Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.
Name | Beneficially Owned Number of Shares | Beneficially Owned Number of Aggregate Shares | Percent of Class |
---|---|---|---|
Twin Meadow VHC Trust U/A/D 5/25/2011 | 0 | 1,025,450 | 3.68% |
Mollie Hale Carter Trust Agreement dated 12/19/1995 | 0 | 509,125 | 1.83% |
Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 0 | 666,500 | 2.40% |
Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 0 | 353,400 | 1.27% |
Filing
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 1)
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FirstSun Capital Bancorp (Name of Issuer) |
Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) |
33767U107 (CUSIP Number) |
03/31/2025 (Date of Event Which Requires Filing of this Statement) |
Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
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SCHEDULE 13G
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CUSIP No. | 33767U107 |
1 | Names of Reporting Persons
Twin Meadow VHC Trust U/A/D 5/25/2011 | ||||||||
2 | Check the appropriate box if a member of a Group (see instructions)
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3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization
MISSOURI
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Number of Shares Beneficially Owned by Each Reporting Person With: |
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9 | Aggregate Amount Beneficially Owned by Each Reporting Person
1,025,450.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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11 | Percent of class represented by amount in row (9)
3.68 % | ||||||||
12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting persons - 1,025,450 common shares held by the Twin Meadow VHC Trust U/A/D 5/25/2011. As of the date of filing this Amendment No. 1, Mollie H. Carter served as the trustee of the above named trust.
SCHEDULE 13G
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CUSIP No. | 33767U107 |
1 | Names of Reporting Persons
Mollie Hale Carter Trust Agreement dated 12/19/1995 | ||||||||
2 | Check the appropriate box if a member of a Group (see instructions)
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3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization
COLORADO
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Number of Shares Beneficially Owned by Each Reporting Person With: |
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9 | Aggregate Amount Beneficially Owned by Each Reporting Person
509,125.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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11 | Percent of class represented by amount in row (9)
1.83 % | ||||||||
12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 509,125 common shares held by the Mollie Hale Carter Trust Agreement dated 12/19/1995. As of the date of filing this Amendment No. 1, Mollie H. Carter served as the trustee of the above named trust.
SCHEDULE 13G
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CUSIP No. | 33767U107 |
1 | Names of Reporting Persons
Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | ||||||||
2 | Check the appropriate box if a member of a Group (see instructions)
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3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization
MISSOURI
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Number of Shares Beneficially Owned by Each Reporting Person With: |
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9 | Aggregate Amount Beneficially Owned by Each Reporting Person
666,500.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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11 | Percent of class represented by amount in row (9)
2.40 % | ||||||||
12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 666,500 common shares held by the Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003. As of the date of filing this Amendment No. 1, Mollie H. Carter served as the co-trustee of the above named trust.
SCHEDULE 13G
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CUSIP No. | 33767U107 |
1 | Names of Reporting Persons
Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | ||||||||
2 | Check the appropriate box if a member of a Group (see instructions)
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3 | Sec Use Only | ||||||||
4 | Citizenship or Place of Organization
MISSOURI
| ||||||||
Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting Person
353,400.00 | ||||||||
10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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11 | Percent of class represented by amount in row (9)
1.27 % | ||||||||
12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 353,400 common shares held by the Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011. As of the date of filing this Amendment No. 1, Mollie H. Carter served as the co-trustee of the above named trust.
SCHEDULE 13G
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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 each of the (i) Twin Meadow VHC Trust U/A/D 5/25/2011 (the "Twin Meadow Trust"); (ii) The Mollie Hale Carter Trust Agreement dated 12/19/1995 (the "MHC Trust"); (iii) Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 (the "Wood Racket Trust"); and (iv) Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 (the "Orion Trust") (each, a "Reporting Person" and collectively the "Reporting Persons"). |
(b) | Address or principal business office or, if none, residence:
1400 16th Street, Suite 250
Denver, Colorado 80202 |
(c) | Citizenship:
The Twin Meadow Trust is a trust existing under the laws of the State of Missouri.
The MHC Trust is a trust existing under the laws of the State of Colorado.
The Wood Racket Trust is trust existing under the laws of the State of Missouri.
The Orion Trust is a trust existing under the laws of the State of Missouri. |
(d) | Title of class of securities:
Class A Common Stock, par value $0.0001 per share |
(e) | CUSIP No.:
33767U107 |
Item 4. | Ownership |
(a) | Amount beneficially owned:
As of the date of filing this Amendment No. 1, the Reporting Persons beneficially owned an aggregate of 2,554,475 shares of the Issuer's Common Stock. Specifically, this statement is being filed to report a reallocation of the shares of the Issuer's Common Stock held by the Reporting Persons which occurred on March 12, 2025. On that date, the Twin Meadow Trust, sold, respectively, 428,400 shares, 312,650 shares, and 284,400 shares to the Wood Racket Trust, the MHC Trust, and the Orion Trust. As a result of this reallocation:
(i) The Twin Meadow Trust beneficially owns 1,025,450 shares (3.68%) of the Issuer's Common Stock;
(ii) The Wood Racket Trust beneficially owns 666,500 shares (2.40%) of the Issuer's Common Stock;
(iii) The MHC Trust beneficially owns 509,125 shares (1.83%) of the Issuer's Common Stock; and
(iv) The Orion Trust beneficially owns 353,400 shares (1.27%) of the Issuer's Common Stock.
The aggregate shares of the Issuer's Common Stock beneficially owned by the Reporting Persons has not changed since the initial Schedule 13G filed by the Reporting Persons on November 14, 2024. Mollie H. Carter ("Carter") is the trustee of each of the Twin Meadow Trust and the MHC Trust, and is the co-trustee of the Wood Racket Trust and the Orion Trust. As such, she may be deemed to have voting, investment, and dispositive power with respect to the securities described in this Schedule 13G. Carter is a director and officer of the Issuer, and the reallocation of shares described above was reported by her on a Form 4 filed with the Securities and Exchange Commission ("SEC") on March 13, 2025. Carter owns no other shares of the Issuer's Common Stock.
Pursuant to Exchange Act Rule 13d-5(b)(2)(ii), the reallocation described above shall not be deemed to result in the acquisition of additional shares of the Issuer's Common Stock by any Reporting Person or by the "group". |
(b) | Percent of class:
As of the date of filing this Amendment No. 1, the Reporting Persons may be deemed to beneficially own 2,554,475 shares of the Issuer's Common Stock or 9.18% of the Issuer's Common Stock outstanding (see Item 4(a) above), which percentage was calculated based on 27,833,378 shares of the Issuer's Common Stock outstanding as of May 9, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on May 9, 2025. |
(c) | Number of shares as to which the person has:
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(i) Sole power to vote or to direct the vote:
Each Reporting Person has the sole power to vote or direct the vote and the sole power to dispose of or direct the disposition of the shares indicated in Item 4(a) as being beneficially owned by that Reporting Person. Because of the overlapping trusteeship of the Reporting Persons, however, the Reporting Persons may be deemed to have shared power to vote or direct the vote and the shared power to dispose of or direct the disposition of the entire 2,554,475 shares of the Issuer's Common Stock owned, in the aggregate, by the Reporting Persons. | |
(ii) Shared power to vote or to direct the vote:
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(iii) Sole power to dispose or to direct the disposition of:
Each Reporting Person has the sole power to vote or direct the vote and the sole power to dispose of or direct the disposition of the shares indicated in Item 4(a) as being beneficially owned by that Reporting Person. Because of the overlapping trusteeship of the Reporting Persons, however, the Reporting Persons may be deemed to have shared power to vote or direct the vote and the shared power to dispose of or direct the disposition of the entire 2,554,475 shares of the Issuer's Common Stock owned, in the aggregate, by the Reporting Persons. | |
(iv) Shared power to dispose or to direct the disposition of:
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Item 5. | Ownership of 5 Percent or Less of a Class. |
Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. |
Not Applicable
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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
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Item 8. | Identification and Classification of Members of the Group. |
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Exhibit I. | |
Item 9. | Notice of Dissolution of Group. |
Not Applicable
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Item 10. | Certifications: |
Not Applicable
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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.
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Exhibit Information
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Exhibit I: Joint Filing Agreement, dated as of May 13, 2025, by and among the Twin Meadow VHC Trust U/A/D 5/25/2011, the Mollie Hale Carter Trust Agreement dated 12/19/1995, the Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003; and the Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011. |