5% stake reports

Filings through 10/01

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 688; Last 30 days · 09/02–10/01
13D reports: 377; Last 30 days · 09/02–10/01
First reports over 5%: 252; Last 30 days · 09/02–10/01
Dropped below 5%: 84; Last 30 days · 09/02–10/01

5% stake reports

Firstsun Capital Bancorp FSUN

	Holder			Kind
08/13	Bay Pond Investors08/13	4.1%1,797,754 sh	−1.3pp	13G passiveAmendment
08/13	Wellington Management Group08/13	9.3%4,097,274 sh	−1.0pp	13G passiveAmendment
08/11	Karen Hale Young Family Irrevocable Trust u/a/d 5/25/201108/11	4.12%1,816,000 sh	−2.4pp	13G passiveAmendment
08/11	Twin Meadow VHC Trust u/a/d 5/25/201108/11	2.32%1,025,450 sh	−1.4pp	13G passiveAmendment
05/15	Bay Pond Partners05/15	4.4%1,240,182 sh	−0.9pp	13G passiveAmendment
04/07	Bay Pond Partners04/07	5.3%1,489,509 sh	First report	13G passive
04/07	Bay Pond Investors04/07	5.4%1,500,867 sh	First report	13G passive
25/04/30	Lightyear Fund III25/04/30	0.1%19,964 sh	−5.2pp	13G passiveAmendment