Tapewire

Nasdaq · USD

FIBK

FIRST INTERSTATE BANCSYSTEM INC

Export transactions ↓
Tapewire entity
4141
SEC CIK
0000860413
Parsed reports
807

Last 12 months

Inside the activity.

0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202501
Jan 202602
Feb 202600
Mar 202601
Apr 202601
May 202600
Jun 202606
Jul 202601
Aug 202600
Sep 202603
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 13, 2023 Filed Sep 14, 2023 22:48 UTC
Scott Jonathan RDirector · 10% owner
SaleCommon Stock 15,000 $24.92 $373,800.00
Disclosure

SEC source: 0000860413-23-000176 · wk-form4_1694731668.xml · nonDerivative · entry 3

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,080,162

F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.90 to $24.93. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

F4 · ownership.nature: Composed of 644,872 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

Read SEC document
September 12, 2023 Filed Sep 14, 2023 00:14 UTC
SCOTT JULIE A10% owner
SaleCommon Stock 11,928 $25.04 $298,677.12
Disclosure

SEC source: 0001493152-23-032532 · ownership.xml · nonDerivative · entry 4

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,203,100

F5 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.95 to $25.15. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F7 · balance_after: Composed of 573,681 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F5 · ownership.nature: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.95 to $25.15. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F10 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
September 11, 2023 Filed Sep 14, 2023 00:14 UTC
SCOTT JULIE A10% owner
SaleCommon Stock 8,072 $24.96 $201,477.12
Disclosure

SEC source: 0001493152-23-032532 · ownership.xml · nonDerivative · entry 3

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,215,028

F4 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.92 to $24.975. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F6 · balance_after: Composed of 585,609 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F4 · ownership.nature: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.92 to $24.975. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F10 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
September 11, 2023 Filed Sep 14, 2023 00:14 UTC
SCOTT JULIE A10% owner
GiftCommon Stock 238,538 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-032532 · ownership.xml · nonDerivative · entry 2

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,223,100

F3 · shares: This amount represent 233,884 shares distributed from the Non-Exempt Thomas W Scott Marital Trust and 4,654 shares distributed from the Joan D Scott Trust dtd 10-16-12 to Julie A Scott Rose, Trustee of the Julie A Scott Rose Trust dtd 5-14-02. Both of these distributions are bonafide gifts to Julie A Scott Rose, Trustee of the Julie A Scott Rose Trust dtd 5-14-02.

F2 · balance_after: Composed of 593,681 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F2 · ownership.nature: Composed of 593,681 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

Read SEC document
September 11, 2023 Filed Sep 14, 2023 00:14 UTC
SCOTT JULIE A10% owner
GiftCommon Stock 1,392,289 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-032532 · ownership.xml · nonDerivative · entry 1

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 984,562

F1 · balance_after: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust,122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F1 · ownership.nature: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust,122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

Read SEC document
September 11, 2023 Filed Sep 14, 2023 22:48 UTC
Scott Jonathan RDirector · 10% owner
GiftCommon Stock 140,491 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000176 · wk-form4_1694731668.xml · nonDerivative · entry 2

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,095,162

F1 · ownership.nature: Composed of 659,872 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
September 05, 2023 Filed Sep 6, 2023 20:56 UTC GiftCommon Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-031854 · ownership.xml · nonDerivative · entry 1

SCOTT HOMER A JR · CIK 0001195494 · 10% owner

Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner

Sheridan Stadium Foundation · CIK 0001910115 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,956,713

F1 · balance_after: Composed of 1,950,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same.

F1 · ownership.nature: Composed of 1,950,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same.

F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Homer Scott Jr with the indication of direct or indirect ownership in Tables I and II being made from Homer Scott Jr's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
August 17, 2023 Filed Feb 14, 2024 21:38 UTC
RILEY KEVIN PDirector · President & CEO
OtherCommon Stock 18 $27.08 $487.44
Disclosure

SEC source: 0000860413-24-000012 · wk-form5_1707946650.xml · nonDerivative · entry 2

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian under UTMA -1

Disclosed balance after: 1,080

F1 · shares: Shares acquired pursuant to broker-administered dividend reinvestment program.

Read SEC document
June 14, 2023 Filed Jun 15, 2023 23:19 UTC
RILEY KEVIN PDirector · President & CEO
PurchaseCommon Stock 1,400 $25.85 $36,190.00
Disclosure

SEC source: 0000860413-23-000162 · wk-form4_1686871148.xml · nonDerivative · entry 4

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 105,705

Read SEC document
June 14, 2023 Filed Jun 15, 2023 23:19 UTC
RILEY KEVIN PDirector · President & CEO
PurchaseCommon Stock 1,200 $25.89 $31,068.00
Disclosure

SEC source: 0000860413-23-000162 · wk-form4_1686871148.xml · nonDerivative · entry 3

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 104,305

Read SEC document
June 14, 2023 Filed Jun 15, 2023 23:19 UTC
RILEY KEVIN PDirector · President & CEO
PurchaseCommon Stock 10,550 $26.11 $275,460.50
Disclosure

SEC source: 0000860413-23-000162 · wk-form4_1686871148.xml · nonDerivative · entry 2

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 103,105

Read SEC document
June 14, 2023 Filed Jun 15, 2023 23:19 UTC
RILEY KEVIN PDirector · President & CEO
GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000162 · wk-form4_1686871148.xml · nonDerivative · entry 1

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,956

Read SEC document
June 13, 2023 Filed Jun 15, 2023 21:06 UTC
SCOTT JULIE A10% owner
GiftClass A Common Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-021465 · ownership.xml · nonDerivative · entry 2

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,376,851

F1 · shares: Composed of 2 shares disposed of by the Exempt Thomas W. Scott Marital Trust 2 to the Juliana Sarah Scott Rose Trust (1 Share), and to the Harrison William Scott Trust (1 Share) as a Bonafide gift.

F2 · balance_after: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F2 · ownership.nature: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
June 13, 2023 Filed Jun 15, 2023 21:06 UTC
SCOTT JULIE A10% owner
GiftClass A Common Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-021465 · ownership.xml · nonDerivative · entry 1

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,376,851

F1 · shares: Composed of 2 shares disposed of by the Exempt Thomas W. Scott Marital Trust 2 to the Juliana Sarah Scott Rose Trust (1 Share), and to the Harrison William Scott Trust (1 Share) as a Bonafide gift.

F2 · balance_after: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F2 · ownership.nature: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.

F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
June 13, 2023 Filed Jun 15, 2023 20:55 UTC
Scott Jonathan RDirector · 10% owner
GiftClass A Common Stock 1 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000160 · wk-form4_1686862500.xml · nonDerivative · entry 2

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 954,671

F1 · shares: Shares acquired by Harrison William Scott Trust (1) as a bona fide gift

F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

F3 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:05 UTC
SCOTT JAMES RDirector · 10% owner
GrantClass A Common Stock 5,668 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000158 · wf-form4_168599912604215.xml · nonDerivative · entry 1

SCOTT JAMES R · CIK 0001198533 · Director · 10% owner

Foundation for Community Vitality · CIK 0001908742 · 10% owner

J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner

James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner

James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner

James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner

James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,319

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:01 UTC
Scott Jonathan RDirector · 10% owner
GrantClass A Common Stock 4,534 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000156 · wf-form4_168599889941536.xml · nonDerivative · entry 1

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,535

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:47 UTC
Bowman BiffDirector
GrantClass A Common Stock 4,534 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000154 · wf-form4_168599802709433.xml · nonDerivative · entry 1

Bowman Biff · CIK 0001548048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,113

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date, but settlement has been deferred by the reporting person pursuant to the terms of a nonqualified deferred compensation plan maintained by the Company.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:47 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000152 · wf-form4_168598361002401.xml · nonDerivative · entry 1

Grieb Frances Pallas · CIK 0001622140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,436

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:46 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000151 · wf-form4_168598359593322.xml · nonDerivative · entry 1

Lacy Stephen Mark · CIK 0001652090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,874

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:46 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000150 · wf-form4_168598358154003.xml · nonDerivative · entry 1

BRANNEN JAMES · CIK 0001201565 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,786

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:46 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000149 · wf-form4_168598356078218.xml · nonDerivative · entry 1

Phillips Joyce Ann · CIK 0001594614 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,392

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:45 UTC GrantClass A Common Stock 5,668 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000148 · wf-form4_168598354498117.xml · nonDerivative · entry 1

Jahnke David L · CIK 0001527851 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,541

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:45 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000147 · wf-form4_168598352716437.xml · nonDerivative · entry 1

Johnson Dennis L · CIK 0001572624 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,248

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:45 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000146 · wf-form4_168598351242130.xml · nonDerivative · entry 1

MOSS PATRICIA L · CIK 0001190817 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,102

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:45 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000145 · wf-form4_168598349730464.xml · nonDerivative · entry 1

HENNING THOMAS EDWARD · CIK 0001269806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,052

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:44 UTC
HEYNEMAN JOHN M JRDirector · 10% owner
GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000144 · wf-form4_168598347932825.xml · nonDerivative · entry 1

HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner

John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner

Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner

Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner

Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,531

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:44 UTC GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000143 · wf-form4_168598346455192.xml · nonDerivative · entry 1

RYKHUS DANIEL A · CIK 0001284209 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,046

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 16:44 UTC
Cho Alice SDirector
GrantClass A Common Stock 3,401 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000142 · wf-form4_168598344769460.xml · nonDerivative · entry 1

Cho Alice S · CIK 0001812520 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,585

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.

Read SEC document
May 28, 2023 Filed May 31, 2023 15:11 UTC
Robbins KristinaSVP, Chief Operations Officer
Tax withholdingCommon Stock 266 $23.07 $6,136.62
Disclosure

SEC source: 0000860413-23-000129 · wf-form4_168554585676327.xml · nonDerivative · entry 1

Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,757

F1 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:48 UTC
Jensen Kirk DGeneral Counsel
GrantCommon Stock 3,704 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000111 · wf-form4_168497211109072.xml · nonDerivative · entry 1

Jensen Kirk D · CIK 0001697127 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,276

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:46 UTC
Robbins KristinaSVP, Chief Operations Officer
GrantCommon Stock 3,153 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000109 · wf-form4_168497196622641.xml · nonDerivative · entry 1

Robbins Kristina · CIK 0001930719 · SVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,023

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:44 UTC
Asker Lorrie FChief Banking Officer
GrantCommon Stock 2,566 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000107 · wf-form4_168497183127576.xml · nonDerivative · entry 1

Asker Lorrie · CIK 0001965779 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,155

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:42 UTC
ERKONEN SCOTT EDWARDEVP, Chief Information Officer
GrantCommon Stock 2,791 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000105 · wf-form4_168497170594625.xml · nonDerivative · entry 1

ERKONEN SCOTT EDWARD · CIK 0001732894 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,506

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:38 UTC
RILEY KEVIN PDirector · President & CEO
GrantCommon Stock 30,137 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000103 · wf-form4_168497152061606.xml · nonDerivative · entry 1

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,956

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:29 UTC
Mutch Marcy DExec. Vice Pres. & CFO
GrantCommon Stock 6,929 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000101 · wf-form4_168497097070997.xml · nonDerivative · entry 1

Mutch Marcy D · CIK 0001653911 · Exec. Vice Pres. & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,806

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 23:25 UTC
KNIERIEM KARLYN MEVP, Chief Risk Officer
GrantCommon Stock 3,179 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000099 · wf-form4_168497073152954.xml · nonDerivative · entry 1

KNIERIEM KARLYN M · CIK 0001741432 · EVP, Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,934

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 24, 2023 Filed May 24, 2023 22:07 UTC GiftCommon Stock 1,750 $0.00 $0.00
Disclosure

SEC source: 0001493152-23-018966 · ownership.xml · nonDerivative · entry 1

SCOTT HOMER A JR · CIK 0001195494 · 10% owner

Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner

Sheridan Stadium Foundation · CIK 0001910115 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,960,713

F1 · balance_after: Composed of 1,954,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same.

F1 · ownership.nature: Composed of 1,954,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same.

F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Homer Scott Jr with the indication of direct or indirect ownership in Tables I and II being made from Homer Scott Jr's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 24, 2023 Filed May 30, 2025 17:22 UTC
Scott James R. JrDirector · 10% owner
GrantCommon Stock 192 $0.00 $0.00
Disclosure

SEC source: 0000860413-25-000074 · wk-form4_1748625714.xml · nonDerivative · entry 1

Scott James R. Jr · CIK 0001675872 · Director · 10% owner

First Interstate Bank TTEE for Dana S Andersson GST Exempt Trust No 1 Dtd 12/11/2020 · CIK 0001910215 · 10% owner

First Interstate Bank TTEE for James R Scott Jr. GST Exempt Trust No 1 Dtd 12/11/2020 · CIK 0001910352 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,579

F1 · shares: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's Equity and Incentive Plan, which units are scheduled to vest in three equal annual installments beginning on March 15, 2024, subject to the reporting person's continued employment through each applicable vesting date.

Read SEC document
May 18, 2023 Filed Feb 14, 2024 21:38 UTC
RILEY KEVIN PDirector · President & CEO
OtherCommon Stock 22 $22.45 $493.90
Disclosure

SEC source: 0000860413-24-000012 · wk-form5_1707946650.xml · nonDerivative · entry 1

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian under UTMA -1

Disclosed balance after: 1,062

F1 · shares: Shares acquired pursuant to broker-administered dividend reinvestment program.

Read SEC document
May 17, 2023 Filed May 18, 2023 19:54 UTC
SCOTT JULIE A10% owner
SaleClass A Common Stock 62,223 $23.07 $1,435,484.61
Disclosure

SEC source: 0001493152-23-018093 · ownership.xml · nonDerivative · entry 1

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,376,851

F1 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.17. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F2 · ownership.nature: Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,537 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 122,064 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2.

F3 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 17, 2023 Filed May 19, 2023 20:54 UTC
Scott Jonathan RDirector · 10% owner
SaleClass A Common Stock 23,250 $23.07 $536,377.50
Disclosure

SEC source: 0000860413-23-000097 · wf-form4_168452963381105.xml · nonDerivative · entry 2

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 954,670

F1 · shares: Shares sold by Harrison William Scott Trust (7,750), by Harper Grace Scott Trust (7,750), and by Holland Elizabeth Scott Trust (7,750).

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.17. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F3 · balance_after: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,537 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F3 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,537 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F4 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 08, 2023 Filed May 9, 2023 22:54 UTC
RILEY KEVIN PDirector · President & CEO
GiftClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000093 · wf-form4_168367285020204.xml · nonDerivative · entry 1

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,819

Read SEC document
May 08, 2023 Filed May 9, 2023 22:52 UTC
Scott Jonathan RDirector · 10% owner
SaleClass A Common Stock 3,000 $23.14 $69,420.00
Disclosure

SEC source: 0000860413-23-000091 · wf-form4_168367272336456.xml · nonDerivative · entry 3

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 977,920

F5 · shares: Shares sold by Harrison William Scott Trust (1000), by Harper Grace Scott Trust (1000), and by Holland Elizabeth Scott Trust (1000).

F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.47 to $24.05. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F3 · balance_after: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F3 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F4 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 08, 2023 Filed May 9, 2023 20:38 UTC
SCOTT JULIE A10% owner
SaleClass A Common Stock 8,027 $23.14 $185,744.78
Disclosure

SEC source: 0001493152-23-015955 · ownership.xml · nonDerivative · entry 2

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,439,074

F2 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $22.47 to $24.05. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F4 · balance_after: Composed of 374,630 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,807 shares held of record by Juliana Sarah Scott Rose Trust, 131,807 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2.

F4 · ownership.nature: Composed of 374,630 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,807 shares held of record by Juliana Sarah Scott Rose Trust, 131,807 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2.

F5 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 05, 2023 Filed May 9, 2023 22:52 UTC
Scott Jonathan RDirector · 10% owner
SaleClass A Common Stock 26,250 $23.27 $610,837.50
Disclosure

SEC source: 0000860413-23-000091 · wf-form4_168367272336456.xml · nonDerivative · entry 2

Scott Jonathan R · CIK 0001361935 · Director · 10% owner

Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 980,920

F1 · shares: Shares sold by Harrison William Scott Trust (8,750), by Harper Grace Scott Trust (8750), and by Holland Elizabeth Scott Trust (8750).

F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.91 to $23.53. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F3 · balance_after: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F3 · ownership.nature: Composed of 519,381 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 66,287 shares held of record by Holland Elizabeth Scott Trust, 66,287 shares held of record by Harper Grace Scott Trust, 66,287 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse.

F4 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 05, 2023 Filed May 9, 2023 20:38 UTC
SCOTT JULIE A10% owner
SaleClass A Common Stock 70,250 $23.27 $1,634,717.50
Disclosure

SEC source: 0001493152-23-015955 · ownership.xml · nonDerivative · entry 1

SCOTT JULIE A · CIK 0001234619 · 10% owner

Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner

IXL Ltd Liability Co · CIK 0001909090 · 10% owner

Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner

Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner

Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner

Harper Grace Scott Trust · CIK 0001908895 · 10% owner

Harrison William Scott Trust · CIK 0001908873 · 10% owner

Holland Elizabeth Scott Trust · CIK 0001908953 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,447,101

F1 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $22.91 to $23.53. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.

F3 · balance_after: Composed of 377,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 67,287 shares held of record by Holland Elizabeth Scott Trust, 67,287 shares held of record by Harper Grace Scott Trust, 67,287 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 133,064 shares held of record by Juliana Sarah Scott Rose Trust, 133,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2.

F3 · ownership.nature: Composed of 377,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 67,287 shares held of record by Holland Elizabeth Scott Trust, 67,287 shares held of record by Harper Grace Scott Trust, 67,287 shares held of record by Harrison William Scott Trust 1,381,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 133,064 shares held of record by Juliana Sarah Scott Rose Trust, 133,064 shares held of record by Elizabeth Lauren Scott Rose Trust, 2 shares held of record by the Exempt Thomas W Scott Marital Trust 2.

F5 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4 and 5, if any, together with Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.

Read SEC document
May 01, 2023 Filed May 2, 2023 17:28 UTC
Mutch Marcy DExec. Vice Pres. & CFO
PurchaseClass A Common Stock 5,000 $25.59 $127,950.00
Disclosure

SEC source: 0000860413-23-000082 · wf-form4_168304846918680.xml · nonDerivative · entry 1

Mutch Marcy D · CIK 0001653911 · Exec. Vice Pres. & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,877

Read SEC document
April 28, 2023 Filed May 1, 2023 22:57 UTC
Jensen Kirk DGeneral Counsel
PurchaseClass A Common Stock 1,000 $25.57 $25,570.00
Disclosure

SEC source: 0000860413-23-000080 · wf-form4_168298181043340.xml · nonDerivative · entry 1

Jensen Kirk D · CIK 0001697127 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,572

F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.56 to $25.58. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon, request, the full information regarding the number of shares purchased at each separate price within the ranges set forth above.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 22:49 UTC
RILEY KEVIN PDirector · President & CEO
GrantClass A Common Stock 9,652 $0.00 $0.00
Disclosure

SEC source: 0000860413-23-000066 · wf-form4_167909332265846.xml · nonDerivative · entry 6

RILEY KEVIN P · CIK 0001408733 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,819

F3 · shares: Shares issued for no consideration pursuant to the Registrant's Equity Incentive Plan vesting in two years following the year in which the grant is made.

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.