Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | Director | December 13, 2016 | December 15, 2016 |
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 December 13, 2016 · Filed December 15, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-12-31 | IndirectBy Trust | 152,969 |
Reported balance
After 2016-12-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-12-13 · Other · Acquired 16,737 · Balance 152,969 F1: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire. F2: Pro rata distribution from Towanda Investments Limited Partnership, of which reporting person is a limited partner. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,706 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,706 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,044 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,044 |
| Class A Common StockSEC Table I · non-derivative | IndirectBu 401(k) Plan | 3,492 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,492 |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-12-31 | IndirectAs Co-Trustee | 6,412 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,412 F1: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-12-31 | IndirectAs Co-Trustee | 6,570 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,570 F1: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-12-31 | IndirectBy Spouse | 9,000 |
Reported balance
Holding disclosure · report date 2016-12-13 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 9,000 F1: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire.
F2: Pro rata distribution from Towanda Investments Limited Partnership, of which reporting person is a limited partner.
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 |
|---|---|---|---|---|---|---|
| December 13, 2016 Filed Dec 15, 2016 22:19 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | OtherClass B Common Stock · Derivative | 16,737 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155464 · doc4.xml · derivative · entry 4 Heyneman Charles M · CIK 0001289724 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 152,969 Underlying: Class A Common Stock · 16,737 shares Expires 2029-12-31 F1 · security: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the descretion of the holder. The conversion feature of the Class B common stock does not expire. F2 · kind: Pro rata distribution from Towanda Investments Limited Partnership, of which reporting person is a limited partner. 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 descretion 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 descretion of the holder. The conversion feature of the Class B common stock does not expire. 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.