As of November 6, 2026, First Foundation Inc. has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 10 filings are on record since July 29, 2025 (Schedule 13G/A, August 14, 2026).
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Key facts
- · Reporting person: North Reef Capital Management L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Holder: North Reef Capital Management L.P. · Percent: 7.13% · SCHEDULE 13G/A
- · Holder: Canyon Capital Advisors LLC · Percent: 0% · SCHEDULE 13D/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 5.24% · SCHEDULE 13G
First Foundation Inc. has 10 Schedule 13D or 13G filings on record since 2025-07-29. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 4% | 3,292,345 | SCHEDULE 13G/A, 2025-11-05 | 2025-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| North Reef Capital Management L.P. | 0% | 0 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Canyon Capital Advisors LLC | 0% | 0 | SCHEDULE 13D/A, 2026-04-03 | 2026-04-01 |
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More on First Foundation Inc. and the records around it.
Companies that share a holder
- Canyon Capital Advisors LLC also filed stake reports on 2 other companies: CBL & Associates Properties, Inc. (Oct 2026), Seadrill Ltd (May 2026)
- North Reef Capital Management L.P. also filed stake reports on 9 other companies: Alkami Technology, Inc. (Aug 2026), i3 Verticals, Inc. (Aug 2026), Marketaxess Holdings Inc (Aug 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| North Reef Capital Management L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| North Reef Capital Management GP LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| James Hanna, III | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies First Foundation Inc. by CUSIP 32026V104 and gives its principal executive office as 5221 North O'Connor Boulevard, Suite 1378, Irving, TX 75039 (SCHEDULE 13G/A, 2026-08-14).
Purpose of Transaction (Item 4)
Canyon Capital Advisors LLC
On April 1, 2026, the Issuer merged with and into FirstSun Capital Bancorp (the "Buyer"), with the Buyer being the surviving corporation (the "Merger"). Accordingly, as of the effective time of the Merger, the Issuer ceased to exist and the Support Agreement, the RRA, and certain provisions of the Investment Agreement were terminated and the WETA has been performed. Pursuant to the terms of the Merger Agreement and WETA, the warrants held by the Accounts were deemed exercised immediately prior to the effective time of the Merger, and in connection therewith, the Accounts received the consideration set forth in the WETA. The shares of Common Stock held by the Accounts were cancelled and converted into the right to receive merger consideration at the effective time of the Merger.Item 4 of the SCHEDULE 13D/A filed 2026-04-03
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 4.55% | SCHEDULE 13G/A |
| 2025-08-06 | Fmr LLC | 5.9% | SCHEDULE 13G/A |
| 2025-08-14 | North Reef Capital Management LP | 9.2% | SCHEDULE 13G/A |
| 2025-11-03 | Canyon Capital Advisors LLC | 9.9% | SCHEDULE 13D |
| 2025-11-05 | Fmr LLC | 4% | SCHEDULE 13G/A |
| 2026-01-30 | The Vanguard Group | 5.24% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-03 | Canyon Capital Advisors LLC | 0% | SCHEDULE 13D/A |
| 2026-05-15 | North Reef Capital Management L.P. | 7.13% | SCHEDULE 13G/A |
| 2026-08-14 | North Reef Capital Management L.P. | 0% | SCHEDULE 13G/A |
Also on the record for First Foundation Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| April 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.