organization · Reporting owner
James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees
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, JS Investments Limited Partnership, James R & Christine M Scott Foundation, Foundation for Community Vitality, James F Heyneman Conservatorship, James Scott, Conservator
| 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 |
| December 11, 2024 Filed Dec 13, 2024 21:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000138 · wk-form4_1734126366.xml · nonDerivative · entry 4 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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: 4,388,016 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 1,969,304 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,660 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, 345,053 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,625 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000138 · wk-form4_1734126366.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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: 4,387,289 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 1,969,304 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,660 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, 345,053 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,625 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000138 · wk-form4_1734126366.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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: 4,388,016 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 1,969,304 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,660 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, 345,053 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,625 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:46 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000138 · wk-form4_1734126366.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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: 4,387,289 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 1,969,304 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,660 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, 345,053 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 41,625 shares held of record by James R. Scott's spouse. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 22:06 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 3,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000101 · wk-form4_1717538763.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,333 F1 · shares: 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, 2025, subject to the reporting persons provision of continuous service to the Registrant through the vesting date. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 00:35 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000198 · wk-form4_1702514106.xml · nonDerivative · entry 5 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 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 James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,388,017 F5 · 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. 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 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. F6 · ownership.nature: Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 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, 343,599 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 42,352 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 00:35 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000198 · wk-form4_1702514106.xml · nonDerivative · entry 4 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 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 James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,387,092 F5 · 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. 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 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. F6 · ownership.nature: Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 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, 343,599 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 42,352 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 00:35 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000198 · wk-form4_1702514106.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 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 James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,388,017 F1 · 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. 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 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. F4 · ownership.nature: Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 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, 342,674 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 00:35 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000198 · wk-form4_1702514106.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 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 James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,387,092 F1 · 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 · balance_after: Total Indirect Holdings in James R. Scott's 401(k) dropped by 656 shares due to a distribution mandated by the Internal Revenue Code. 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 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. F4 · ownership.nature: Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 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, 342,674 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:05 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 5,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000158 · wf-form4_168599912604215.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,319 F1 · shares: 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, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000216 · wf-form4_167046021748509.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,396,335 F1 · shares: 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. F4 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 347,964 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. 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 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. F4 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 347,964 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000216 · wf-form4_167046021748509.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,395,746 F1 · shares: 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 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse. F2 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. 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 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. Read SEC document |
| November 29, 2022 Filed Dec 2, 2022 00:01 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000214 · wf-form4_166993926086500.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,396,335 F1 · shares: Shares disposed of by James R. Scott Trust to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, as a bona fide gift. F4 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 347,375 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. F4 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 347,375 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. Read SEC document |
| November 29, 2022 Filed Dec 2, 2022 00:01 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000214 · wf-form4_166993926086500.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,395,746 F1 · shares: Shares disposed of by James R. Scott Trust to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, as a bona fide gift. F2 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F2 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 23:18 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000208 · wf-form4_166846788564122.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,396,335 F1 · balance_after: Composed of 1,971,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F1 · ownership.nature: Composed of 1,971,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. Read SEC document |
| August 12, 2022 Filed Jan 23, 2023 23:21 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 6,215 | $40.95 | $254,504.25 |
DisclosureSEC source: 0000860413-23-000010 · wf-form4_167451609195129.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,390,120 F1 · shares: Foundation for Community Vitality sold the 6,215 shares. F2 · balance_after: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 341,749 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F2 · ownership.nature: Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 341,749 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 22:09 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000193 · wf-form4_166034213805604.xml · nonDerivative · entry 4 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,414,335 F3 · shares: Shares disposed of by James R. Scott Trust to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, as a bona fide gift. F1 · balance_after: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F1 · ownership.nature: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 22:09 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 6,215 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000193 · wf-form4_166034213805604.xml · nonDerivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,408,120 F3 · shares: Shares disposed of by James R. Scott Trust to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, as a bona fide gift. F1 · balance_after: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F1 · ownership.nature: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 22:09 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 12,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000193 · wf-form4_166034213805604.xml · nonDerivative · entry 2 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 10% owner James F Heyneman Conservatorship, James Scott, Conservator · CIK 0001908854 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees · CIK 0001908844 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,414,335 F1 · balance_after: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. F1 · ownership.nature: Composed of 1,989,545 shares held of record by James R. Scott Trust, James R. Scott & First Interstate Wealth Management Co-TTEEs, 17,764 shares held of record by James R. Scott's 401k plan, 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, 346,786 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F. Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F. Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 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. 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: 0000860413-22-000175 · wf-form4_165420607934720.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R & Christine M Scott Foundation · CIK 0001909853 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,651 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 4,355,343 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000119 · wf-form4_164859614868660.xml · derivative · entry 3 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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 · 4,355,343 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 1,972,462 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 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, 322,641 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F4 · ownership.nature: Composed of 1,972,462 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 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, 322,641 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,866 shares held of record by James R. Scott's spouse. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 4,355,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000119 · wf-form4_164859614868660.xml · nonDerivative · entry 1 SCOTT JAMES R · CIK 0001198533 · Director · 10% owner Foundation for Community Vitality · CIK 0001908742 · 10% owner J.S. Investments Limited Partnership · CIK 0001506291 · 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 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs · CIK 0001908712 · 10% owner James R & Christine M Scott Foundation · CIK 0001909853 · 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: 4,426,760 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 2,008,185 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 35,240 shares held by record by James R and Christine M Scott Foundation, 1,901,036 shares held by record by JS Investments Limited Partnership, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, 17,764 shares held of record by James R Scott's 401k, and 340,571 shares held of record by Foundation for Community Vitality, and 43,866 shares held of record by James R. Scott's spouse. F2 · ownership.nature: Composed of 2,008,185 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 35,240 shares held by record by James R and Christine M Scott Foundation, 1,901,036 shares held by record by JS Investments Limited Partnership, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, 17,764 shares held of record by James R Scott's 401k, and 340,571 shares held of record by Foundation for Community Vitality, and 43,866 shares held of record by James R. 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 James R. Scott with the indication of direct or indirect ownership in Tables I and II being made from James 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.