Quick Takeaways
- Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 filed SCHEDULE 13G/A for FirstSun Capital Bancorp Class A Common Stock, par value $0.0001 per share (FSUN).
- Disclosed ownership: 6.5%.
- Date of event: 31 Mar 2025.
Quoteable Key Fact
"Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 disclosed 6.5% ownership in FirstSun Capital Bancorp Class A Common Stock, par value $0.0001 per share (FSUN) on 31 Mar 2025."
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 | 6.5% | 1,816,000 | 1,816,000 | 0 | /s/ Karen Hale Young | Trustee | |
| Joyce V Hale GRAT FBO Karen H Young Family | 0.31% | 85,000 | 85,000 | 0 | /s/ Karen Hale Young | Trustee | |
| JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 0.25% | 69,000 | 69,000 | 0 | /s/ Karen Hale Young | Trustee | |
| Karen Hale Young Trust U/A/D 2/23/1996 | 0% | 100 | 100 | 0 | /s/ Karen Hale Young | Trustee |