Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRSTSUN CAPITAL BANCORPFSUN · Entity 4610 | Director | June 08, 2026 | June 10, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRSTSUN CAPITAL BANCORP
Report date June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par valueSEC Table I · non-derivative | Direct | 5,902 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 2,099 · Balance 5,902 F1: Annual restricted stock award for board service, which vests on the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual restricted stock award for board service, which vests on the one-year anniversary of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRICO BANCSHARES /
Report date December 01, 2025 · Filed December 02, 2025
Section 16 reporting ended · disclosed 2025-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,679.45 |
Ending reported balance
After 2025-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-01 · Exercise / conversion · Acquired 3,533 · Balance 44,747.45 F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant). PSUs vested at 93.61%. Row 2 · 2025-12-01 · Tax withholding · Disposed 2,068 · Balance 42,679.45 F2: Reflects shares withheld to pay toward tax liability. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 12,840 |
Reported balance
After 2025-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-01 · Exercise / conversion · Disposed 3,775 · Balance 12,840 F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant). PSUs vested at 93.61%. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 7,461 |
Reported balance
After 2025-12-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-12-02 · Disposition to issuer · Disposed 5,379 · Balance 7,461 F3: On December 2, 2025, the Reporting Person retired from the Issuer and Tri Counties Bank, the Issuers wholly owned subsidiary, collectively, the Company. As a result, on December 2, 2025, the Reporting Persons restricted stock units were forfeited. F4: 80% of these stock awards will continue to vest in accordance with the terms of related award agreements between the Issuer and the Reporting Person. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,972 |
Reported balance
After 2025-12-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-02 · Disposition to issuer · Disposed 1,948 · Balance 5,972 F3: On December 2, 2025, the Reporting Person retired from the Issuer and Tri Counties Bank, the Issuers wholly owned subsidiary, collectively, the Company. As a result, on December 2, 2025, the Reporting Persons restricted stock units were forfeited. F4: 80% of these stock awards will continue to vest in accordance with the terms of related award agreements between the Issuer and the Reporting Person. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,565.19 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,565.19 |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of performance-based stock unit (PSU). Each PSU represented the right to receive 0%-150% of the target number based on the Issuers total stockholder return, relative to the KBW Regional Banking Index (based on an initial grant of PSUs which was reported in the original Form 4 for this grant). PSUs vested at 93.61%.
F2: Reflects shares withheld to pay toward tax liability.
F3: On December 2, 2025, the Reporting Person retired from the Issuer and Tri Counties Bank, the Issuers wholly owned subsidiary, collectively, the Company. As a result, on December 2, 2025, the Reporting Persons restricted stock units were forfeited.
F4: 80% of these stock awards will continue to vest in accordance with the terms of related award agreements between the Issuer and the Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 03, 2018 Filed Dec 5, 2018 00:08 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Stock Unit · Derivative | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000066 · primary_doc.xml · derivative · entry 2 Fleshood John · CIK 0001336439 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,929 Underlying: Common Stock · 2,544 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Result of vesting of an RSU granted December 14, 2016 that vested 25% on 12/3/2018 F1 · derivative.exercise_date: Result of vesting of an RSU granted December 14, 2016 that vested 25% on 12/3/2018 F1 · derivative.expiration_date: Result of vesting of an RSU granted December 14, 2016 that vested 25% on 12/3/2018 Read SEC document |
| December 03, 2018 Filed Dec 5, 2018 00:08 UTC Amendment | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 2,544 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-18-000066 · primary_doc.xml · nonDerivative · entry 1 Fleshood John · CIK 0001336439 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670.84 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Result of vesting of an RSU granted December 14, 2016 that vested 25% on 12/3/2018 F2 · balance_after: Amended to reflect corrected securities beneficially owned after vesting of RSU Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 21:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantPerformance Stock Units · Derivative | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000044 · primary_doc.xml · derivative · entry 3 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,352 Underlying: Common Stock · 2,080 shares Expires not disclosed F3 · derivative.exercise_price: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuer's total stockholder return relative to the KBW Regional Banking Index. F3 · derivative.exercise_date: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuer's total stockholder return relative to the KBW Regional Banking Index. F3 · derivative.expiration_date: Performance-based restricted stock unit (PSU) grant that cliff vests after three years between 0% and 150% of the target number of shares (the number of shares listed in box 5) based on the Issuer's total stockholder return relative to the KBW Regional Banking Index. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 21:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Unit · Derivative | 2,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000044 · primary_doc.xml · derivative · entry 2 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,381 Underlying: Common Stock · 2,080 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning on June 19, 2019. Cash dividends are reinvested in additional units at FMV on the dividend payment date. Per unit value on date of grant was $38.46 (based on the 30-day average closing price of Issuer's common stock). F2 · derivative.exercise_date: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning on June 19, 2019. Cash dividends are reinvested in additional units at FMV on the dividend payment date. Per unit value on date of grant was $38.46 (based on the 30-day average closing price of Issuer's common stock). F2 · derivative.expiration_date: Restricted Stock Unit (RSU) award that vests 25% per year over four-years, beginning on June 19, 2019. Cash dividends are reinvested in additional units at FMV on the dividend payment date. Per unit value on date of grant was $38.46 (based on the 30-day average closing price of Issuer's common stock). Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 21:40 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000044 · primary_doc.xml · nonDerivative · entry 1 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099.18 F1 · kind: No transaction occurred among these shares. Intended only to reflect number of shares beneficially owned. Read SEC document |
| May 23, 2018 Filed May 25, 2018 19:46 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-18-000041 · primary_doc.xml · derivative · entry 2 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,301 Underlying: Common Stock · 578 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Result of vesting of an RSU granted May 23, 2017 that was vested on May 23, 2018. Closing price of $39.20 on May 23, 2018. Executive paid taxes. F1 · derivative.exercise_date: Result of vesting of an RSU granted May 23, 2017 that was vested on May 23, 2018. Closing price of $39.20 on May 23, 2018. Executive paid taxes. F1 · derivative.expiration_date: Result of vesting of an RSU granted May 23, 2017 that was vested on May 23, 2018. Closing price of $39.20 on May 23, 2018. Executive paid taxes. Read SEC document |
| May 23, 2018 Filed May 25, 2018 19:46 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-18-000041 · primary_doc.xml · nonDerivative · entry 1 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099.18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Result of vesting of an RSU granted May 23, 2017 that was vested on May 23, 2018. Closing price of $39.20 on May 23, 2018. Executive paid taxes. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:31 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionRestricted Stock Unit · Derivative | 2,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000086 · primary_doc.xml · derivative · entry 2 Fleshood John · CIK 0001336439 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,739 Underlying: Common Stock · 2,499 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Result of vesting of an RSU granted December 14, 2016 that was vested on December 1, 2017 F1 · derivative.exercise_date: Result of vesting of an RSU granted December 14, 2016 that was vested on December 1, 2017 F1 · derivative.expiration_date: Result of vesting of an RSU granted December 14, 2016 that was vested on December 1, 2017 Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:31 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | Exercise / conversionCommon Stock | 2,499 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001620863-17-000086 · primary_doc.xml · nonDerivative · entry 1 Fleshood John · CIK 0001336439 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Result of vesting of an RSU granted December 14, 2016 that was vested on December 1, 2017 Read SEC document |
| May 23, 2017 Filed Jun 5, 2017 23:36 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantPerformance Stock Units · Derivative | 2,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000068 · primary_doc.xml · derivative · entry 3 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 Underlying: Common Stock · 2,272 shares Expires 2020-05-25 F4 · derivative.exercise_price: Represents performance-based restricted stock units (PSUs) that will vest between 0% and 150% of the target number of shares ( the number of shares listed in box 4) based on May 25th, 2020 based on the issuers total stockholder return relative to the KBW Regional Banking Index. The PSUs were issued to the Reporting person pursuant to the issuers 2009 Equity Incentive Plan and Performance Award agreement and are subject to the forfeitures, accelerated vesting and other restrictions as set forth in the plan and the agreement. F4 · derivative.exercise_date: Represents performance-based restricted stock units (PSUs) that will vest between 0% and 150% of the target number of shares ( the number of shares listed in box 4) based on May 25th, 2020 based on the issuers total stockholder return relative to the KBW Regional Banking Index. The PSUs were issued to the Reporting person pursuant to the issuers 2009 Equity Incentive Plan and Performance Award agreement and are subject to the forfeitures, accelerated vesting and other restrictions as set forth in the plan and the agreement. Read SEC document |
| May 23, 2017 Filed Jun 5, 2017 23:36 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units · Derivative | 2,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000068 · primary_doc.xml · derivative · entry 2 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,094 Underlying: Common Stock · 2,272 shares Expires 2021-05-24 F3 · derivative.exercise_price: Represents the grant of Restricted Stock Units. The shares vest as follows: 25% on May 23rd 2018, 25% on May 23rd 2019, 25% on May 25th 2020, and 25% May 24th 2021 F3 · derivative.exercise_date: Represents the grant of Restricted Stock Units. The shares vest as follows: 25% on May 23rd 2018, 25% on May 23rd 2019, 25% on May 25th 2020, and 25% May 24th 2021 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 00:34 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units | 9,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-16-000153 · primary_doc.xml · nonDerivative · entry 1 Fleshood John · CIK 0001336439 · EVP/Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,822 F1 · shares: Represents the grant of Restricted Stock Units. The shares vest as follows: 25% on 12/14/2017, 25% on 12/14/2018, 25% on 12/14/2019 and 25% on 12/14/2020. Read SEC document |
| December 14, 2016 Filed Jun 5, 2017 23:36 UTC | TRICO BANCSHARES / TCBK · Entity 4626 | GrantRestricted Stock Units · Derivative | 9,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001620863-17-000068 · primary_doc.xml · derivative · entry 1 Fleshood John · CIK 0001336439 · EVP Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,822 Underlying: Common Stock · 9,822 shares Expires 2020-12-14 F1 · derivative.exercise_price: Represents the grant of Restricted Stock Units. The shares vest as follows: 25% on 12/14/2017, 25% on 12/14/2018, 25% on 12/14/2019 and 25% on 12/14/2020 F1 · derivative.exercise_date: Represents the grant of Restricted Stock Units. The shares vest as follows: 25% on 12/14/2017, 25% on 12/14/2018, 25% on 12/14/2019 and 25% on 12/14/2020 F2 · balance_after: This transaction is listed to move the RSUs from Table I to Table II from form 4 filing on 12/15/2016 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.