organization · Reporting owner
Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | 10% owner | March 25, 2022 | March 29, 2022 |
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 March 25, 2022 · Filed March 29, 2022
Jointly reported with SCOTT JULIE A, Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, IXL Ltd Liability Co, Juliana Sarah Scott Rose Trust, Elizabeth Lauren Scott Rose Trust, Exempt Thomas W Scott Marital Trust 2, SCOTT THOMAS W
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Indirectsee footnote | 2,641,907 |
Reported balance
After 2022-03-25 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-03-25 · Conversion · Acquired 2,391,090 · Balance 2,641,907 F1: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F2: 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 A Scott. F3: Composed of 1,933 shares held of record by Julie A Scott, 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 209,678 shares held of record by IXL Limited Liability Company, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, 89,335 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Exempt Thomas W Scott Marital Trust No 2, and 205 shares held of record by the estate of Thomas W Scott. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Indirectsee footnote | 0 |
Reported balance
After 2022-03-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-25 · Conversion · Disposed 2,391,090 · Balance 0 F1: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F3: Composed of 1,933 shares held of record by Julie A Scott, 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 209,678 shares held of record by IXL Limited Liability Company, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, 89,335 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Exempt Thomas W Scott Marital Trust No 2, and 205 shares held of record by the estate of Thomas W Scott. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock..
F2: 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 A Scott.
F3: Composed of 1,933 shares held of record by Julie A Scott, 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 209,678 shares held of record by IXL Limited Liability Company, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, 89,335 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Exempt Thomas W Scott Marital Trust No 2, and 205 shares held of record by the estate of Thomas W Scott.
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 |
|---|---|---|---|---|---|---|
| March 25, 2022 Filed Mar 29, 2022 22:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 2,391,090 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012695 · doc4.xml · derivative · 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 First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · CIK 0001908858 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner SCOTT THOMAS W · CIK 0001198535 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 2,391,090 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F1 · kind: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F1 · derivative.exercise_date: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F1 · derivative.expiration_date: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F3 · ownership.nature: Composed of 1,933 shares held of record by Julie A Scott, 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 209,678 shares held of record by IXL Limited Liability Company, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, 89,335 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Exempt Thomas W Scott Marital Trust No 2, and 205 shares held of record by the estate of Thomas W Scott. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 22:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 2,391,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-012695 · doc4.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 First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · CIK 0001908858 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner SCOTT THOMAS W · CIK 0001198535 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 2,641,907 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Pursuant to the Issuer's articles of incorporation, because the aggregate number of shares of Class B Common Stock constituted less than twenty percent (20%) of the aggregate number of shares of the Issuer's issued and outstanding common stock as of March 25, 2022, the record date of the Issuer's annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F2 · balance_after: 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 A Scott. F3 · ownership.nature: Composed of 1,933 shares held of record by Julie A Scott, 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 209,678 shares held of record by IXL Limited Liability Company, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, 89,335 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Exempt Thomas W Scott Marital Trust No 2, and 205 shares held of record by the estate of Thomas W Scott. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 23:49 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 12,850 | $38.90 | $499,865.00 |
DisclosureSEC source: 0000860413-22-000083 · wf-form4_164730173452330.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · CIK 0001908858 · 10% owner SCOTT THOMAS W · CIK 0001198535 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 276,517 F1 · price: The price reported in Column 4 is a weighted average price of the shares disposed of by IXL, Limited Liability Company as reported herein. These shares were sold in multiple transactions at prices ranging from $38.85 to $38.94, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the applicable ranges set forth in this footnote. F2 · balance_after: 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 the indication of direct or indirect ownership in Tables I and II being made from Julie A. Scott Rose's perspective. F3 · balance_after: The Reporting person's indirect holdings reported herein no longer reflect 94,863 shares held of record by each of Holland Elizabeth, Harper Grace Scott Trust, and Harrison William Scott Trust "(collectively, the "Trusts"), as the reporting persons have no pecuniary interest in such shares. The Trusts are now reporting their holdings and transactions together with Jonathan R. Scott and the other persons reporting under Section 16 together with Mr. Scott." 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 the indication of direct or indirect ownership in Tables I and II being made from Julie A. Scott Rose's perspective. F4 · ownership.nature: Composed of 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 12,850 shares held of record by IXL Limited Liability Company, and 205 shares held of record by the estate of Thomas W Scott. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 23:33 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 25,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000075 · wf-form4_164643678741517.xml · derivative · entry 2 SCOTT JULIE A · CIK 0001234619 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner SCOTT THOMAS W · CIK 0001198535 · 10% owner Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · CIK 0001908858 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 2,363,457 Underlying: Class A Common Stock · 25,700 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F4 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, 10,424 shares held of record by First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12, 196,828 shares held of record by IXL Limited Liability Company, 1,669,660 shares held of record by Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee, and 89,335 shares held of record by Exempt Thomas W Scott Marital Trust 2. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 23:33 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 25,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000860413-22-000075 · wf-form4_164643678741517.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner SCOTT THOMAS W · CIK 0001198535 · 10% owner Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · CIK 0001908858 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 573,956 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F2 · balance_after: 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, if any, together with Julie A Scott. F3 · ownership.nature: Composed of 131,731 shares held of record by Juliana Sarah Scott Rose Trust, 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust, 94,863 shares held of record by Holland Elizabeth Scott Trust, 94,863 shares held of record by Harper Grace Scott Trust, 94,863 shares held of record by Harrison William Scott Trust, 25,700 shares held of record by IXL Limited Liability Company, and 205 shares held of record by the estate of Thomas W Scott. 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.