Comparable stake leader
WELLINGTON MANAGEMENT GROUP LLP
SEC ownership of FIRSTSUN CAPITAL BANCORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001709442.
Disclosed value leader
WELLINGTON MANAGEMENT GROUP LLP
Comparable rows
50/50
Latest evidence
13 Aug 2026
- Public ticker
- FSUN on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
WELLINGTON MANAGEMENT GROUP LLP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
WELLINGTON MANAGEMENT GROUP LLP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
13 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001709442
- Issuer location
- Denver, CO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of FIRSTSUN CAPITAL BANCORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
50/50
Latest evidence
13 Aug 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.3%
13D/G row: WELLINGTON MANAGEMENT GROUP LLP
Showing 1-8 of 50 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 9.3%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.
Comparable ownership
Top 5
WELLINGTON MANAGEMENT GROUP LLP
9.3%
Karen Hale Young Family Irrevocab...
4.1%
Max Alan Hale Family Irrevocable ...
4.1%
Bay Pond Investors (Bermuda) L.P.
4.1%
Bay Pond Partners, L.P.
4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
Company
|
9.3%
from 13D/G
|
$158,892,286
4,097,274 shares
|
— | 30 Jun 2026 |
| Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 |
13D/G
|
4.1%
|
$67,518,880
1,816,000 shares
|
$0 | 01 Apr 2026 |
| Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 |
13D/G
|
4.1%
|
$67,518,880
1,816,000 shares
|
$0 | 01 Apr 2026 |
| Bay Pond Investors (Bermuda) L.P. |
13D/G
|
4.1%
|
$66,840,494
1,797,754 shares
|
+$11,038,259 | 30 Jun 2026 |
| Bay Pond Partners, L.P. |
13D/G
|
4%
|
$66,296,439
1,783,121 shares
|
+$10,916,494 | 30 Jun 2026 |
| Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 |
13D/G
|
3.7%
|
$60,082,880
1,616,000 shares
|
$0 | 01 Apr 2026 |
| John J Hale Trust u/a/d 12-1-1996 |
13D/G
|
3.4%
|
$52,442,416
1,483,100 shares
|
$0 | 17 Mar 2026 |
| Twin Meadow VHC Trust u/a/d 5/25/2011 |
13D/G
|
2.3%
|
$38,126,231
1,025,450 shares
|
$0 | 01 Apr 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$52,917.
Buys
$52,917
Insiders: 1
Sells
$0
Insiders: 0
Net
+$52,917
Shares: +1,500
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,500
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 1,500 | 0 | $52,917 | $0 | +$52,917 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 22 reporting-owner rows connected to FIRSTSUN CAPITAL BANCORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
22
Largest Forms 3/4/5 holder
JLL/FCH Holdings I, LLC
Net 12M change
+$52,917
Latest report
13 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| JLL/FCH Holdings I, LLC | 10%+ Owner | $136,200,491 | Mixed | 03 Oct 2025 | ||
| Chris Cesare Casciato | Director | $53,288,242 | Mixed | 11 Jul 2024 | ||
| Lightyear Fund III, L.P. | Director | $53,288,242 | Mixed | 11 Jul 2024 | ||
| Benjamin Mackovak | Director | $42,125,846 | Mixed | 08 Jun 2026 | ||
| Mollie H. Carter | Executive Chair, Director | $13,139,412 | Mixed | 20 May 2026 | ||
| Neal E. Arnold | CEO & President, Director | $12,410,141 | Mixed | 01 Apr 2026 | ||
| Robert A. Cafera | Chief Financial Officer | $5,593,388 | Mixed | 01 Apr 2026 | ||
| Thomas C. Shafer | Director | $3,293,814 | Mixed | 01 Apr 2026 | ||
| Diane Merdian | Director | $947,891 | Mixed | 29 May 2025 | ||
| Elving Beverly O | Director | $710,443 | Mixed | 13 Aug 2026 | ||
| Laura J. Frazier | Chief Administrative Officer | $621,504 | Mixed | 01 Apr 2026 | ||
| Jennifer Norris | Chief Credit Officer | $568,025 | Mixed | 01 Apr 2026 | ||
| Isabella C. M. Cunningham | Director | $481,269 | Mixed | 08 May 2025 | ||
| David W. Levy | Director | $335,723 | Mixed | 08 Jun 2026 | ||
| John Fleshood | Director | $215,186 | Mixed | 08 Jun 2026 | ||
| Sam Edelson | Director | $154,553 | Mixed | 08 Jun 2026 | ||
| C. Allen Parker | Director | $154,553 | Mixed | 08 Jun 2026 | ||
| Peter E. Murphy | Director | $133,042 | +$52,917 | +66% | Mixed | 08 Jun 2026 |
| Spencer Cohn | Director | $131,219 | Mixed | 08 Jun 2026 | ||
| Paul A. Larkins | Director | $125,139 | Mixed | 09 Jun 2025 |
Recent insider transactions for FIRSTSUN CAPITAL BANCORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Elving Beverly O | FSUN | Common Stock, $0.0001 par value | Tax liability | -33.5% | -4,505 | 8,934 | 13 Aug 2026 | By Beverly O. Elving Revocable Trust | ||
| Elving Beverly O | FSUN | Common Stock, $0.0001 par value | Options Exercise | 128.3% | 7,553 | 13,439 | 13 Aug 2026 | By Beverly O. Elving Revocable Trust | ||
| Elving Beverly O | FSUN | Stock Option, Common Stock, $0.0001 par value | Options Exercise | -100% | -7,553 | 0 | 13 Aug 2026 | Direct | ||
| Spencer Cohn | FSUN | Common Stock, $0.0001 par value | Award | 2,099 | 2,099 | 08 Jun 2026 | Held by Castle Creek Advisors IX LLC | |||
| Sam Edelson | FSUN | Common Stock, $0.0001 par value | Award | 98.1% | 2,099 | 4,239 | 08 Jun 2026 | Direct | ||
| Elving Beverly O | FSUN | Common Stock, $0.0001 par value | Award | 119.7% | 2,099 | 3,852 | 08 Jun 2026 | Direct | ||
| John Fleshood | FSUN | Common Stock, $0.0001 par value | Award | 55.2% | 2,099 | 5,902 | 08 Jun 2026 | Direct | ||
| David W. Levy | FSUN | Common Stock, $0.0001 par value | Award | 29.5% | 2,099 | 9,208 | 08 Jun 2026 | Direct | ||
| Benjamin Mackovak | FSUN | Common Stock, $0.0001 par value | Award | 98.1% | 2,099 | 4,239 | 08 Jun 2026 | Direct | ||
| Peter E. Murphy | FSUN | Common Stock, $0.0001 par value | Award | 4198% | 2,099 | 2,149 | 08 Jun 2026 | Direct | ||
| C. Allen Parker | FSUN | Common Stock, $0.0001 par value | Award | 98.1% | 2,099 | 4,239 | 08 Jun 2026 | Direct | ||
| Mollie H. Carter | FSUN | Common Stock, $0.0001 par value | Gift | -100% | -5,165 | 0 | 20 May 2026 | Direct | ||
| Mollie H. Carter | FSUN | Common Stock, $0.0001 par value | Tax liability | -24.7% | -1,691 | 5,165 | 01 Apr 2026 | Direct | ||
| Benjamin Mackovak | FSUN | Common Stock, $0.0001 par value | Award | 1,151,160 | 1,151,160 | 01 Apr 2026 | Owned directly by Strategic Value Investors LP | |||
| Benjamin Mackovak | FSUN | Common Stock, $0.0001 par value | Award | 2,140 | 2,140 | 01 Apr 2026 | Direct | |||
| Henchy R. Enden | FSUN | Common Stock, $0.0001 par value | Award | 30 | 30 | 01 Apr 2026 | Direct | |||
| Hammond Kevin T. | FSUN | Common Stock, $0.0001 par value | Award | 30 | 30 | 01 Apr 2026 | Direct | |||
| Mollie H. Carter | FSUN | Common Stock, $0.0001 par value | Tax liability | -24.7% | -1,691 | 5,165 | 01 Apr 2026 | Direct | ||
| Jennifer Norris | FSUN | Common Stock, $0.0001 par value | Tax liability | -8.31% | -1,368 | 15,093 | 01 Apr 2026 | Direct | ||
| Jennifer Norris | FSUN | Common Stock, $0.0001 par value | Award | 134.6% | 9,443 | 16,461 | 01 Apr 2026 | Direct | ||
| Thomas C. Shafer | FSUN | Common Stock, $0.0001 par value | Award | 80,415 | 80,415 | 01 Apr 2026 | Direct | |||
| C. Allen Parker | FSUN | Common Stock, $0.0001 par value | Award | 2,140 | 2,140 | 01 Apr 2026 | Direct | |||
| Sam Edelson | FSUN | Common Stock, $0.0001 par value | Award | 2,140 | 2,140 | 01 Apr 2026 | Direct | |||
| Neal E. Arnold | FSUN | Common Stock, $0.0001 par value | Tax liability | -3.2% | -10,914 | 329,750 | 01 Apr 2026 | Direct | ||
| Neal E. Arnold | FSUN | Common Stock, $0.0001 par value | Award | 24.5% | 67,120 | 340,664 | 01 Apr 2026 | Direct | ||
| Laura J. Frazier | FSUN | Common Stock, $0.0001 par value | Tax liability | -10.2% | -1,883 | 16,514 | 01 Apr 2026 | Direct | ||
| Laura J. Frazier | FSUN | Common Stock, $0.0001 par value | Award | 125.4% | 10,236 | 18,397 | 01 Apr 2026 | Direct | ||
| Robert A. Cafera | FSUN | Common Stock, $0.0001 par value | Tax liability | -1.68% | -2,537 | 148,622 | 01 Apr 2026 | Direct | ||
| Robert A. Cafera | FSUN | Common Stock, $0.0001 par value | Award | 11.8% | 15,933 | 151,159 | 01 Apr 2026 | Direct | ||
| Mollie H. Carter | FSUN | Common Stock, $0.0001 par value | Award | 6,856 | 6,856 | 31 Mar 2026 | Direct | |||
| Peter E. Murphy | FSUN | Common Stock, $0.0001 par value | Purchase | $52,917 | $35.28 | 1,500 | 1,500 | 16 Mar 2026 | By Murphy Family Trust | |
| Peter E. Murphy | FSUN | Common Stock, $0.0001 par value | Award | 50 | 50 | 23 Jan 2026 | Direct | |||
| JLL/FCH Holdings I, LLC | FSUN | Common Stock, $0.0001 par value | Tax liability | -0.75% | -26,328 | 3,504,902 | 03 Oct 2025 | Direct | ||
| JLL/FCH Holdings I, LLC | FSUN | Common Stock, $0.0001 par value | Options Exercise | 1.31% | 45,685 | 3,531,230 | 03 Oct 2025 | Direct | ||
| JLL/FCH Holdings I, LLC | FSUN | Stock Option, Common Stock, $0.0001 par value | Options Exercise | -100% | -45,685 | 0 | 03 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.