organization · Reporting owner
Holland Elizabeth Scott Trust
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, Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, Harrison William Scott Trust, Harper Grace 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 |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 23, 2023 21:28 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000041 · wf-form4_167718769735924.xml · nonDerivative · entry 2 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 962,503 F1 · shares: Gift transaction by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04. F2 · balance_after: Composed of 519,381 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F2 · ownership.nature: Composed of 519,381 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. 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 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. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 22:03 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $43.07 | $430,700.00 |
DisclosureSEC source: 0001493152-22-032953 · ownership.xml · nonDerivative · entry 3 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 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: 2,803,418 F1 · balance_after: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F1 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. 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 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. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 22:03 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $43.15 | $431,500.00 |
DisclosureSEC source: 0001493152-22-032953 · ownership.xml · nonDerivative · entry 2 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 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: 2,813,418 F1 · balance_after: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F1 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 121,731 shares held of record by Juliana Sarah Scott Rose Trust, and 121,731 shares held of record by Elizabeth Lauren Scott Rose Trust. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 23:13 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0000860413-22-000206 · wf-form4_166846759183034.xml · nonDerivative · entry 4 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 963,853 F1 · balance_after: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F1 · ownership.nature: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 23:13 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0000860413-22-000206 · wf-form4_166846759183034.xml · nonDerivative · entry 3 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 973,853 F1 · balance_after: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F1 · ownership.nature: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 23:13 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0000860413-22-000206 · wf-form4_166846759183034.xml · nonDerivative · entry 2 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 983,853 F1 · balance_after: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F1 · ownership.nature: Composed of 520,731 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, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 18, 2022 02:37 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0001493152-22-032803 · ownership.xml · nonDerivative · entry 4 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 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: 2,823,418 F1 · balance_after: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F1 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 18, 2022 02:37 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0001493152-22-032803 · ownership.xml · nonDerivative · entry 3 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 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: 2,833,418 F1 · balance_after: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F1 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. 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 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. Read SEC document |
| November 11, 2022 Filed Nov 18, 2022 02:37 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 10,000 | $44.16 | $441,600.00 |
DisclosureSEC source: 0001493152-22-032803 · ownership.xml · nonDerivative · entry 2 SCOTT JULIE A · CIK 0001234619 · Director · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Exempt Thomas W Scott Marital Trust 2 · CIK 0001909336 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 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: 2,843,418 F1 · balance_after: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. F1 · ownership.nature: Composed of 397,210 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 61,148 shares held of record by Holland Elizabeth Scott Trust, 61,148 shares held of record by Harper Grace Scott Trust, 61,148 shares held of record by Harrison William Scott Trust 1,669,865 Shares held of record by the Non-Exempt Thomas W.Scott Marital Trust, 89,335 shares held of record by the Exempt Thomas W. Scott Marital Trust 2, 10,424 shares held of record by Joan D. Scott trust DTD 10-16-12, 131,731 shares held of record by Juliana Sarah Scott Rose Trust, and 131,731 shares held of record by Elizabeth Lauren Scott Rose Trust. 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 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. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 23:08 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 23,715 | $40.54 | $961,406.10 |
DisclosureSEC source: 0001125727-22-000018 · wf-form4_166000008031602.xml · nonDerivative · entry 4 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 993,853 F1 · kind: The transaction was made pursuant to the Insider's Rule 10b5-1 plan. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.01 to $40.87. 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. F3 · balance_after: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F3 · ownership.nature: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F4 · 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 Table I 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 |
| August 05, 2022 Filed Aug 8, 2022 23:08 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 23,715 | $40.54 | $961,406.10 |
DisclosureSEC source: 0001125727-22-000018 · wf-form4_166000008031602.xml · nonDerivative · entry 3 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 1,017,568 F1 · kind: The transaction was made pursuant to the Insider's Rule 10b5-1 plan. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.01 to $40.87. 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. F3 · balance_after: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F3 · ownership.nature: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F4 · 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 Table I 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 |
| August 05, 2022 Filed Aug 8, 2022 23:08 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 23,715 | $40.54 | $961,406.10 |
DisclosureSEC source: 0001125727-22-000018 · wf-form4_166000008031602.xml · nonDerivative · entry 2 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 IXL Ltd Liability Co · CIK 0001909090 · 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: 1,041,283 F1 · kind: The transaction was made pursuant to the Insider's Rule 10b5-1 plan. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.01 to $40.87. 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. F3 · balance_after: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F3 · ownership.nature: Composed of 520,731 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, 71,148 shares held of record by Holland Elizabeth Scott Trust, 71,148 shares held of record by Harper Grace Scott Trust, 71,148 shares held of record by Harrison William Scott Trust and 50,000 shares held of record by Jonathan Scott's spouse. F4 · 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 Table I 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 |
| August 05, 2022 Filed Aug 8, 2022 23:08 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 5,000 | $40.66 | $203,300.00 |
DisclosureSEC source: 0001125727-22-000018 · wf-form4_166000008031602.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 IXL Ltd Liability Co · CIK 0001909090 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,001 F1 · kind: The transaction was made pursuant to the Insider's Rule 10b5-1 plan. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 22:17 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 5,000 | $36.03 | $180,150.00 |
DisclosureSEC source: 0000860413-22-000179 · wf-form4_165533143755771.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: Direct Disclosed balance after: 11,001 F1 · kind: The transaction was made pursuant to the Insider's Rule 10b5-1 plan. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:42 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 1,576 | $38.07 | $59,998.32 |
DisclosureSEC source: 0000860413-22-000176 · wf-form4_165420614050700.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: Direct Disclosed balance after: 16,001 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:20 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000117 · wf-form4_164859598661796.xml · derivative · entry 4 Scott Jonathan R · CIK 0001361935 · Director · 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 Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 265 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 · kind: Pursuant to the Issuer's amended and restated articles of incorporation, as amended, 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 2022 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 amended and restated articles of incorporation, as amended, 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 2022 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 amended and restated articles of incorporation, as amended, 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 2022 annual meeting of shareholders, each outstanding share of Class B common stock was automatically converted into one share of Class A common stock. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:20 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 767,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000117 · wf-form4_164859598661796.xml · derivative · entry 3 Scott Jonathan R · CIK 0001361935 · Director · 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 Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 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 · 767,559 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 · kind: Pursuant to the Issuer's amended and restated articles of incorporation, as amended, 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 2022 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 amended and restated articles of incorporation, as amended, 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 2022 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 amended and restated articles of incorporation, as amended, 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 2022 annual meeting of shareholders, each outstanding share of Class B common stock was automatically converted into one share of Class A common stock. F4 · derivative.underlying_shares: Composed of 520,731 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 196,828 shares held of record by IXL Limited Liability Company, and 50,000 shares held of record by Jonathan Scott's spouse. 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. F4 · ownership.nature: Composed of 520,731 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 196,828 shares held of record by IXL Limited Liability Company, and 50,000 shares held of record by Jonathan Scott's spouse. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:20 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000117 · wf-form4_164859598661796.xml · nonDerivative · entry 2 Scott Jonathan R · CIK 0001361935 · Director · 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 Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,425 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 · kind: Pursuant to the Issuer's amended and restated articles of incorporation, as amended, 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 2022 annual meeting of shareholders, each outstanding share of Class B common stock was automatically converted into one share of Class A common stock. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:20 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 767,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000117 · wf-form4_164859598661796.xml · nonDerivative · entry 1 Scott Jonathan R · CIK 0001361935 · Director · 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 Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 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: 1,064,998 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 · kind: Pursuant to the Issuer's amended and restated articles of incorporation, as amended, 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 2022 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: 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, 520,731 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, and 50,000 shares held of record by Jonathan Scott's spouse. 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, 520,731 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, and 50,000 shares held of record by Jonathan Scott's spouse. 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 |
| March 11, 2022 Filed Mar 15, 2022 21:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 5,000 | $39.25 | $196,250.00 |
DisclosureSEC source: 0000860413-22-000087 · wf-form4_164737956252015.xml · nonDerivative · entry 1 Scott Jonathan R · CIK 0001361935 · Director · 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 Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 · CIK 0001908962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160 Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 01:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 12,850 | $38.90 | $499,865.00 |
DisclosureSEC source: 0000860413-22-000079 · wf-form4_164696132820265.xml · nonDerivative · entry 3 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: 299,239 F5 · price: The price reported in Column 4 is a weighted average price of the shares disposed of by IXL, Limited Liability Company. 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 ranges set forth in this footnote. 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, 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. F6 · 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 14,650 shares held of record by IXL Limited Liability Company. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 20:03 UTC Amendment | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 12,850 | $38.90 | $499,865.00 |
DisclosureSEC source: 0000860413-22-000085 · wf-form4a_164737457487436.xml · nonDerivative · entry 2 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: 297,439 F4 · price: The price reported in Column 4 is a weighted average price of the shares disposed of by IXL, Limited Liability Company. 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 ranges set forth in this footnote. 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. F5 · 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 12,850 shares held of record by IXL Limited Liability Company. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 01:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 5,000 | $39.00 | $195,000.00 |
DisclosureSEC source: 0000860413-22-000079 · wf-form4_164696132820265.xml · nonDerivative · entry 2 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: Direct Disclosed balance after: 19,160 F4 · balance_after: Includes 143 shares previously reported as indirectly owned by trust. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 23:32 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 25,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000074 · wf-form4_164643672963773.xml · derivative · entry 2 SCOTT JULIE A · CIK 0001234619 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 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: 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 23:32 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 25,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000860413-22-000074 · wf-form4_164643672963773.xml · nonDerivative · entry 1 SCOTT JULIE A · CIK 0001234619 · 10% owner Elizabeth Lauren Scott Rose Trust · CIK 0001908961 · 10% owner Harper Grace Scott Trust · CIK 0001908895 · 10% owner First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · CIK 0001908853 · 10% owner Harrison William Scott Trust · CIK 0001908873 · 10% owner IXL Ltd Liability Co · CIK 0001909090 · 10% owner Juliana Sarah Scott Rose Trust · CIK 0001909078 · 10% owner Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 · CIK 0001908851 · 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: 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 |
| March 02, 2022 Filed Mar 11, 2022 01:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 25,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000079 · wf-form4_164696132820265.xml · derivative · entry 4 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: 767,559 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. F7 · shares: Conversion effected by IXL, Limited Liability Company. 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. 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, 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. F8 · ownership.nature: Composed of 520,731 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 196,828 shares held of record by IXL Limited Liability Company and 50,000 shares held of record by Jonathan Scott's spouse. Read SEC document |
| March 02, 2022 Filed Mar 11, 2022 01:15 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000079 · wf-form4_164696132820265.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: 312,089 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 27,500 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 27,500 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, 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 |
| 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.