Filing Details
- Accession Number:
- 0001552781-25-000183
- Form Type:
- 13G Filing
- Publication Date:
- 2025-05-12 20:00:00
- Filed By:
- Karen Hale Young Family Irrevocable 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 |
|---|---|---|---|
| Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 | 0 | 1,816,000 | 6.52% |
| Joyce V Hale GRAT FBO Karen H Young Family | 0 | 85,000 | 0.31% |
| JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 0 | 69,000 | 0.25% |
| Karen Hale Young Trust U/A/D 2/23/1996 | 0 | 100 | 0.00% |
Filing
|
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
|
UNDER THE SECURITIES EXCHANGE ACT OF 1934
|
(Amendment No. 1)
|
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: |
 Rule 13d-1(b)
|
| Rule 13d-1(c)
|
 Rule 13d-1(d)
|
SCHEDULE 13G
|
| CUSIP No. | 33767U107 |
| 1 | Names of Reporting Persons
Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 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
1,816,000.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
6.52 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 1,816,000 common shares held by the Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011. As of the date of filing this Amendment No. 1, Karen Hale Young served as the trustee of the above named trust.
SCHEDULE 13G
|
| CUSIP No. | 33767U107 |
| 1 | Names of Reporting Persons
Joyce V Hale GRAT FBO Karen H Young Family | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 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
85,000.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.31 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 85,000 common shares held by the Joyce V Hale GRAT FBO Karen H Young Family. As of the date of filing this Amendment No. 1, Karen Hale Young served as the trustee of the above named trust.
SCHEDULE 13G
|
| CUSIP No. | 33767U107 |
| 1 | Names of Reporting Persons
JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 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
69,000.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.25 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 69,000 common shares held by the JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011. As of the date of filing this Amendment No. 1, Karen Hale Young served as the trustee of the above named trust.
SCHEDULE 13G
|
| CUSIP No. | 33767U107 |
| 1 | Names of Reporting Persons
Karen Hale Young Trust U/A/D 2/23/1996 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 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
100.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
0.00 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
Comment for Type of Reporting Person: Note for (1) Name of reporting person - 100 common shares held by the Karen Hale Young Trust U/A/D 2/23/1996. As of the date of filing this Amendment No. 1, Karen Hale Young served as the trustee of the above named trust
SCHEDULE 13G
|
| 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) Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 (the "KHY Family Trust"); (ii) Joyce V Hale GRAT FBO Karen H Young Family (the "KVH GRAT"); (iii) JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 (the "JVH Orion Trust"); and (iv) Karen Hale Young Trust U/A/D 2/23/1996 (the "KHY 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 KHY Family Trust is a trust existing under the laws of the State of Missouri.
The KVH GRAT is a trust existing under the laws of the State of Missouri.
The JVH Orion Trust is a trust existing under the laws of the State of Missouri.
The KHY 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 1,970,100 shares of the Issuer's Common Stock. Specifically, this Amendment No. 1 is being filed to include 100 shares owned by the KHY Trust now that SEC codes have been obtained for the KHY Trust, as noted in the initial 13G filed by the Reporting Persons on November 14, 2024.
As of the date of filing this Amendment No. 1:
(i) The KHY Family Trust beneficially owns 1,816,000 shares (6.52%) of the Issuer's Common Stock;
(ii) The KVH GRAT beneficially owns 85,000 shares (0.31%) of the Issuer's Common Stock;
(iii) The JVH Orion Trust beneficially owns 69,000 shares (0.25%) of the Issuer's Common Stock; and
(iv) The KHY Trust beneficially owns 100 shares (0.00%) of the Issuer's Common Stock.
Other than as provided above to include the 100 shares owned by the KHY Trust, 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. Karen Hale Young ("Young") is the trustee of each of the KHY Family Trust, the KVH GRAT, the JVH Orion Trust and the KHY Trust. As such, she may be deemed to have voting, investment, and dispositive power with respect to the securities described in this Schedule 13G. Young owns no other shares of the Issuer's Common Stock. |
| (b) | Percent of class:
As of the date of filing this Amendment No. 1, the Reporting Persons may be deemed to have beneficially owned 1,970,100 shares of the Issuer's Common Stock or 7.08% 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 per the information 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:
|
| (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 1,970,100 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:
| |
| (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 1,970,100 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:
| |
| 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
| |
| 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
| |
| 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
|
| 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 Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011, the Joyce V Hale GRAT FBO Karen H Young Family, the JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 and the Karen Hale Young Trust U/A/D 2/23/1996. |