Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | Director · 10% owner | June 01, 2026 | June 03, 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 June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,792 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 2,247 · Balance 80,792 F1: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting. |
| Common StockSEC Table I · non-derivative | Indirectsee footnote | 1,952,320 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,952,320 F2: Composed of 1,901,036 shares held of record by JS Investments Limited Partnership, 25,642 shares held of record by First Interstate Bank TTEE for Dana S Andersson GST Exempt Trust No 1 Dtd 12/11/2020 and 25,642 shares held of record by First Interstate Bank TTEE for James R Scott Jr. GST Exempt Trust No 1 Dtd 12/11/2020. 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 James R. Scott, Jr. with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott Jr.'s perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
F2: Composed of 1,901,036 shares held of record by JS Investments Limited Partnership, 25,642 shares held of record by First Interstate Bank TTEE for Dana S Andersson GST Exempt Trust No 1 Dtd 12/11/2020 and 25,642 shares held of record by First Interstate Bank TTEE for James R Scott Jr. GST Exempt Trust No 1 Dtd 12/11/2020.
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 James R. Scott, Jr. with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott Jr.'s perspective unless expressly noted otherwise by footnote. 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 15, 2017 Filed Feb 18, 2017 00:28 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | Tax withholdingClass A Common Stock | 25 | $41.65 | $1,041.25 |
DisclosureSEC source: 0001209191-17-012394 · doc4.xml · nonDerivative · entry 2 Scott James R. Jr · CIK 0001675872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617 F2 · shares: Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares. Read SEC document |
| February 15, 2017 Filed Feb 18, 2017 00:28 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012394 · doc4.xml · nonDerivative · entry 1 Scott James R. Jr · CIK 0001675872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642 F1 · shares: Shares issued for no consideration pursuant to the Registrant's 2015 Equity Compensation Plan. Includes 252 time-based shares that vest in three equal portions on the first, second and third annual anniversaries of February 15, 2017. 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.