Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | EVP, Chief Information Officer | May 24, 2023 | May 24, 2023 |
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.
FIRST INTERSTATE BANCSYSTEM INC
Report date May 24, 2023 · Filed May 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,506 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 2,791 · Balance 13,506 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Great Western Bancorp, Inc.
Report date February 01, 2022 · Filed February 03, 2022
Section 16 reporting ended · disclosed 2022-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 8,037 |
Ending reported balance
After 2022-02-01 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2022-02-01 · Exercise / conversion · Acquired 243 · Balance 4,454 F1: The restricted stock units vest in three equal installments beginning on November 29, 2020. The vesting of the restricted stock units accelerated upon change in control. Row 2 · 2022-02-01 · Exercise / conversion · Acquired 966 · Balance 5,420 F2: The restricted stock units vest in three equal installments beginning on November 27, 2021. The vesting of the restricted stock units accelerated upon change in control. Row 3 · 2022-02-01 · Exercise / conversion · Acquired 1,569 · Balance 6,989 F3: The restricted stock units vest in three annual equal installments beginning on November 26, 2022. The vesting of the restricted stock units accelerated upon change in control. Row 4 · 2022-02-01 · Tax withholding · Disposed 756 · Balance 6,233 F4: The units representing these shares were surrendered to satisfy tax withholding obligations on the accelerated vesting of restricted stock unit awards upon change in control. Row 5 · 2022-02-01 · Grant · Acquired 727 · Balance 6,960 F5: The accelerated vesting and issuance of performance stock units granted in November 2019 based on pre-established performance objectives which vested upon change in control at target. Row 6 · 2022-02-01 · Grant · Acquired 1,839 · Balance 8,799 F6: The accelerated vesting and issuance of performance stock units granted in November 2020 based on pre-established performance objectives which vested upon change in control at the higher of actual or target. Row 7 · 2022-02-01 · Tax withholding · Disposed 762 · Balance 8,037 F7: The units representing these shares were surrendered to satisfy tax withholding obligations on the accelerated vesting of performance stock unit awards upon change in control. |
| Restricted Stock Units - 2019SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-02-01 · Exercise / conversion · Disposed 243 · Balance 0 F8: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F1: The restricted stock units vest in three equal installments beginning on November 29, 2020. The vesting of the restricted stock units accelerated upon change in control. |
| Restricted Stock Units - 2020SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-02-01 · Exercise / conversion · Disposed 966 · Balance 0 F8: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F2: The restricted stock units vest in three equal installments beginning on November 27, 2021. The vesting of the restricted stock units accelerated upon change in control. |
| Restricted Stock Units - 2021SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-02-01 · Exercise / conversion · Disposed 1,569 · Balance 0 F8: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F3: The restricted stock units vest in three annual equal installments beginning on November 26, 2022. The vesting of the restricted stock units accelerated upon change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in three equal installments beginning on November 29, 2020. The vesting of the restricted stock units accelerated upon change in control.
F2: The restricted stock units vest in three equal installments beginning on November 27, 2021. The vesting of the restricted stock units accelerated upon change in control.
F3: The restricted stock units vest in three annual equal installments beginning on November 26, 2022. The vesting of the restricted stock units accelerated upon change in control.
F4: The units representing these shares were surrendered to satisfy tax withholding obligations on the accelerated vesting of restricted stock unit awards upon change in control.
F5: The accelerated vesting and issuance of performance stock units granted in November 2019 based on pre-established performance objectives which vested upon change in control at target.
F6: The accelerated vesting and issuance of performance stock units granted in November 2020 based on pre-established performance objectives which vested upon change in control at the higher of actual or target.
F7: The units representing these shares were surrendered to satisfy tax withholding obligations on the accelerated vesting of performance stock unit awards upon change in control.
F8: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc.
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 |
|---|---|---|---|---|---|---|
| November 30, 2019 Filed Dec 3, 2019 17:20 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionRestricted Stock Units (2018 STI) · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-19-000068 · wf-form4_157541160200688.xml · derivative · entry 7 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 634 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F5 · derivative.exercise_date: The restricted stock units vest on November 30, 2019. The restricted stock units have no expiration date. F5 · derivative.expiration_date: The restricted stock units vest on November 30, 2019. The restricted stock units have no expiration date. Read SEC document |
| November 30, 2019 Filed Dec 3, 2019 17:20 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionCommon Stock, par value $0.01 per share | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-19-000068 · wf-form4_157541160200688.xml · nonDerivative · entry 2 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 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. Read SEC document |
| November 30, 2019 Filed Dec 3, 2019 17:20 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionCommon Stock, par value $0.01 per share | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-19-000068 · wf-form4_157541160200688.xml · nonDerivative · entry 1 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 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. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 17:20 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | GrantRestricted Stock Units - 2019 · Derivative | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-19-000068 · wf-form4_157541160200688.xml · derivative · entry 6 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 Underlying: Common Stock, par value $0.01 per share · 727 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F4 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning on November 29, 2020. The restricted stock units have no expiration date. F4 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning on November 29, 2020. The restricted stock units have no expiration date. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 17:20 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | GrantRestricted Stock Units (2019 STI) · Derivative | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-19-000068 · wf-form4_157541160200688.xml · derivative · entry 5 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 Underlying: Common Stock, par value $0.01 per share · 229 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F3 · derivative.exercise_date: The restricted stock units vest on November 29, 2020. The restricted stock units have no expiration date. F3 · derivative.expiration_date: The restricted stock units vest on November 29, 2020. The restricted stock units have no expiration date. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Tax withholdingCommon Stock, par value $0.01 per share | 179 | $37.08 | $6,637.32 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · nonDerivative · entry 3 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022 F3 · date: The units representing these shares were surrendered to satisfy tax withholding obligations on the vesting of restricted stock unit awards. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionRestricted Stock Units (2017 STI) · Derivative | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · derivative · entry 5 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 526 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F2 · derivative.exercise_date: The restricted stock units vest on December 1, 2018. The restricted stock units have no expiration date. F2 · derivative.expiration_date: The restricted stock units vest on December 1, 2018. The restricted stock units have no expiration date. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionRestricted Stock Units - 2017 · Derivative | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · derivative · entry 4 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407 Underlying: Common Stock, par value $0.01 per share · 202 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F1 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning on December 1, 2018. The restricted stock units have no expiration date. F1 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning on December 1, 2018. The restricted stock units have no expiration date. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionCommon Stock, par value $0.01 per share | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · nonDerivative · entry 2 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201 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. F2 · date: The restricted stock units vest on December 1, 2018. The restricted stock units have no expiration date. Read SEC document |
| December 01, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | Exercise / conversionCommon Stock, par value $0.01 per share | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · nonDerivative · entry 1 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675 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 · date: The restricted stock units vest in three equal installments beginning on December 1, 2018. The restricted stock units have no expiration date. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | GrantRestricted Stock Units (2018 STI) · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · derivative · entry 7 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 Underlying: Common Stock, par value $0.01 per share · 634 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F6 · derivative.exercise_date: The restricted stock units vest on November 30, 2019. The restricted stock units have no expiration date. F6 · derivative.expiration_date: The restricted stock units vest on November 30, 2019. The restricted stock units have no expiration date. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 17:45 UTC | Great Western Bancorp, Inc. GWB · Entity 130810 | GrantRestricted Stock Units - 2018 · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001613665-18-000128 · wf-form4_154396352016302.xml · derivative · entry 6 ERKONEN SCOTT EDWARD · CIK 0001732894 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock, par value $0.01 per share · 670 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the common stock, par value $0.01 per share, of Great Western Bancorp, Inc. F5 · derivative.exercise_date: The restricted stock units vest in three annual installments beginning on November 30, 2019. The restricted stock units have no expiration date. F5 · derivative.expiration_date: The restricted stock units vest in three annual installments beginning on November 30, 2019. The restricted stock units have no expiration date. 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.