organization · Reporting owner
Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | 10% owner | September 14, 2026 | September 14, 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 14, 2026 · Filed September 14, 2026
Jointly reported with Scott Jonathan R, Harrison William Scott Trust, Harper Grace Scott Trust, Holland Elizabeth Scott Trust, IXL Ltd Liability Co
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 817,738 |
Reported balance
After 2026-09-14 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 8,071 · Balance 817,738 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.10 to $37.44. 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: Composed of 453,200 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, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.10 to $37.44. 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: Composed of 453,200 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, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
F3: 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.
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 02, 2022 Filed Mar 15, 2022 20:03 UTC Amendment | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 25,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000085 · wf-form4a_164737457487436.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 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: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 310,289 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: Composed of 94,863 shares held of record by Holland Elizabeth Scott Trust, 94,683 shares held of record by Harper Grace Scott Trust, 94,863 shares held of record by Harrison William Scott Trust, and 25,700 shares held of record by IXL Limited Liability Company. F2 · ownership.nature: Composed of 94,863 shares held of record by Holland Elizabeth Scott Trust, 94,683 shares held of record by Harper Grace Scott Trust, 94,863 shares held of record by Harrison William Scott Trust, and 25,700 shares held of record by IXL Limited Liability Company. 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 Jonathan R. Scott with the indication of direct or indirect ownership in Tables I and 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.