organization · Reporting owner
JS Investments Limited Partnership
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 | December 31, 2025 | February 18, 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 December 31, 2025 · Filed February 18, 2026
Jointly reported with SCOTT JAMES R, James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, James R & Christine M Scott Foundation, Foundation for Community Vitality, James F Heyneman Conservatorship, James Scott, Conservator, James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 2,531,970 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,531,970 F1: Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401(k) plan, 35,240 shares held of record by James R and Christine M Scott Foundation, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 40,870 shares held of record by James R. Scott's spouse. James R Scott ceased to have an indirect reportable beneficial ownership interest in the 1,901,036 shares held of record by JS Investments Limited Partnership upon his resignation in November 2025 as the Managing General Partner of such partnership. F2: As a result of agreements entered into among the reporting persons, the issuer, and other stockholders of the issuer signatory thereto, 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 therein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of his or its pecuniary interest therein. The reporting persons expect to file future Forms 4 or 5, if any, together with James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective, unless expressly noted otherwise by footnote. F3: As a result of the resignation described in footnote 1 hereto, JS Investments Limited Partnership no longer intends to file future Forms 4 or 5 with the other reporting persons identified in the form. 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 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401(k) plan, 35,240 shares held of record by James R and Christine M Scott Foundation, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 40,870 shares held of record by James R. Scott's spouse. James R Scott ceased to have an indirect reportable beneficial ownership interest in the 1,901,036 shares held of record by JS Investments Limited Partnership upon his resignation in November 2025 as the Managing General Partner of such partnership.
F2: As a result of agreements entered into among the reporting persons, the issuer, and other stockholders of the issuer signatory thereto, 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 therein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of his or its pecuniary interest therein. The reporting persons expect to file future Forms 4 or 5, if any, together with James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective, unless expressly noted otherwise by footnote.
F3: As a result of the resignation described in footnote 1 hereto, JS Investments Limited Partnership no longer intends to file future Forms 4 or 5 with the other reporting persons identified in the form. 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 |
|---|---|---|---|---|---|---|
| December 12, 2025 Filed Dec 15, 2025 18:10 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-027706 · ownership.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner JS Investments Limited Partnership · CIK 0001908658 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 4,433,211 F1 · balance_after: Shares disposed of by James R. Scott's spouse to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott's spouse as a bona fide gift. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 18:10 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-027706 · ownership.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner JS Investments Limited Partnership · CIK 0001908658 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 4,433,966 F1 · balance_after: Shares disposed of by James R. Scott's spouse to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott's spouse as a bona fide gift. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse. Read SEC document |
| December 08, 2025 Filed Dec 15, 2025 18:10 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-027706 · ownership.xml · nonDerivative · entry 4 SCOTT JAMES R · CIK 0001198533 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner JS Investments Limited Partnership · CIK 0001908658 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 4,433,211 F4 · balance_after: Shares disposed of by James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's, as a bona fide gift. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse. Read SEC document |
| December 08, 2025 Filed Dec 15, 2025 18:10 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-027706 · ownership.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner JS Investments Limited Partnership · CIK 0001908658 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · see footnote Disclosed balance after: 4,433,966 F4 · balance_after: Shares disposed of by James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's, as a bona fide gift. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse. 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.