Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | 10% owner | September 16, 2026 | September 16, 2026 |
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 September 16, 2026 · Filed September 16, 2026
Jointly reported with Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, IXL Ltd Liability Co, Juliana Sarah Scott Rose Trust, Elizabeth Lauren Scott Rose Trust
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 484,309 |
Reported balance
After 2026-09-16 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-09-16 · Sale · Disposed 2,700 · Balance 484,309 F1: Composed of 204,166 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02 (which trust effected the reported sale), 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling. F2: As a result of certain agreements entered into among the reporting persons, the Issuer, and 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. The reporting persons disclaim beneficial ownership of any such securities, except to the extent of their pecuniary interests 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Composed of 204,166 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02 (which trust effected the reported sale), 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
F2: As a result of certain agreements entered into among the reporting persons, the Issuer, and 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. The reporting persons disclaim beneficial ownership of any such securities, except to the extent of their pecuniary interests 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.
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 |
|---|---|---|---|---|---|---|
| February 12, 2021 Filed Feb 16, 2021 17:30 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 13,281 | $43.59 | $578,918.79 |
DisclosureSEC source: 0000860413-21-000043 · wf-form4_161349657151867.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 16,719 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 to $43.70. 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. Read SEC document |
| January 18, 2021 Filed Jan 19, 2021 21:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000004 · wf-form4_161109175061848.xml · derivative · entry 2 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 397,210 Underlying: Class A Common Stock · 30,000 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_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. Read SEC document |
| January 18, 2021 Filed Jan 19, 2021 21:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000004 · wf-form4_161109175061848.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 |
| January 18, 2021 Filed Feb 16, 2021 17:27 UTC Amendment | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000041 · wf-form4a_161349643926906.xml · derivative · entry 2 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 397,210 Underlying: Class A Common Stock · 30,000 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_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. F2 · 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. Read SEC document |
| January 18, 2021 Filed Feb 16, 2021 17:27 UTC Amendment | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000041 · wf-form4a_161349643926906.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,000 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 · ownership.direct: Amendment filed to correct holding's form of ownership which was reported as direct shares when ownership should be reported as indirect shares. Read SEC document |
| December 17, 2020 Filed Dec 17, 2020 22:58 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass B Common Stock · Derivative | 48,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000268 · wf-form4_160824589646753.xml · derivative · entry 2 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Trust - 2 Disclosed balance after: 131,731 Underlying: Class A Common Stock · 48,650 shares Expires not disclosed 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. Read SEC document |
| December 17, 2020 Filed Dec 17, 2020 22:58 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass B Common Stock · Derivative | 48,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000268 · wf-form4_160824589646753.xml · derivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Trust - 1 Disclosed balance after: 131,731 Underlying: Class A Common Stock · 48,650 shares Expires not disclosed 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. 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.