Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | 10% owner | December 03, 2025 | December 04, 2025 |
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 03, 2025 · Filed December 04, 2025
Jointly reported with Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15, Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust, Risa K Scott Grantor Retained Annuity Trust Dtd 5/19/24
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 322,546 |
Reported balance
After 2025-12-03 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2025-12-03 · Gift · Disposed 3,000 · Balance 322,546 F1: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott. F2: Composed of 322,546 shares held of record by Risa K. Scott TTEE, Risa K Scott Trust dtd 12/4/15, over which Risa K Scott has sole voting & dispositive power. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 85,836 |
Reported balance
Holding disclosure · report date 2025-12-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 85,836 F1: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott. F3: Composed of 85,836 shares held of record by Risa K. Scott and John Heyneman Jr., TTEEs FBO Risa K. Scott Exemption Trust under the Scott Family 1996 Trust, over which Ms. Scott has shared voting and dispositive power with John Heyneman Jr. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 72,000 |
Reported balance
Holding disclosure · report date 2025-12-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 72,000 F1: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott. F4: Composed of 72,000 shares held of record by the Risa K Scott Grantor Retained Annuity Trust dtd 5/29/24 over Risa K Scott has sole voting and dispositive power. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott.
F2: Composed of 322,546 shares held of record by Risa K. Scott TTEE, Risa K Scott Trust dtd 12/4/15, over which Risa K Scott has sole voting & dispositive power.
F3: Composed of 85,836 shares held of record by Risa K. Scott and John Heyneman Jr., TTEEs FBO Risa K. Scott Exemption Trust under the Scott Family 1996 Trust, over which Ms. Scott has shared voting and dispositive power with John Heyneman Jr.
F4: Composed of 72,000 shares held of record by the Risa K Scott Grantor Retained Annuity Trust dtd 5/29/24 over Risa K Scott has sole voting and dispositive power.
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 03, 2025 Filed Dec 4, 2025 21:14 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-026182 · ownership.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 · CIK 0001908674 · 10% owner Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908770 · 10% owner Risa K Scott Grantor Retained Annuity Trust Dtd 5/19/24 · CIK 0002056408 · 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: 322,546 F1 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott. F2 · ownership.nature: Composed of 322,546 shares held of record by Risa K. Scott TTEE, Risa K Scott Trust dtd 12/4/15, over which Risa K Scott has sole voting & dispositive power. Read SEC document |
| October 30, 2024 Filed Feb 14, 2025 17:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 3,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-006670 · ownership.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 · CIK 0001908674 · 10% owner Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908770 · 10% owner Risa K Scott Grantor Retained Annuity Trust Dtd 5/19/24 · CIK 0002056408 · 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: 322,546 F1 · ownership.nature: As a result of certain agreements entered into by and among the reporting persons, the Issuer, and certain other stockholders of the Issuer, the reporting persons may be deemed members of a group with the other signatories thereto and may be deemed to share beneficial ownership of the securities reported herein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. The reporting persons expect to file future Forms 4, if any, together with Risa K Scott. F2 · ownership.nature: Composed of 322,546 shares held of record by Risa K. Scott TTEE, Risa K Scott Trust dtd 12/4/15, over which Risa K Scott has sole voting & dispositive power. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:14 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 486,507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012687 · doc4.xml · derivative · entry 2 Scott Risa Kae · CIK 0001798829 · 10% owner Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 · CIK 0001908674 · 10% owner Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908770 · 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 · 486,507 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Pursuant to the Issuer's articles of incorporation, 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 annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F1 · kind: Pursuant to the Issuer's articles of incorporation, 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 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 articles of incorporation, 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 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 articles of incorporation, 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 annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F3 · ownership.nature: Composed of 400,756 shares held of record by Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15, and 85,836 shares held of record by Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:14 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 486,507 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-012687 · doc4.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 · CIK 0001908674 · 10% owner Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908770 · 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: 486,592 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 articles of incorporation, 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 annual meeting of shareholders, each outstanding share of Class B Common Stock was automatically converted into one share of Class A Common Stock.. F1 · price: Pursuant to the Issuer's articles of incorporation, 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 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: 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 Risa K. Scott. F3 · ownership.nature: Composed of 400,756 shares held of record by Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15, and 85,836 shares held of record by Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust. Read SEC document |
| May 24, 2021 Filed Jul 13, 2021 20:04 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000189 · wf-form4_162620664061228.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 85 Read SEC document |
| May 07, 2021 Filed May 10, 2021 15:18 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 8,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000152 · wf-form4_162065991161194.xml · derivative · entry 2 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 264,308 Underlying: Class A Common Stock · 8,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. Read SEC document |
| May 07, 2021 Filed May 10, 2021 15:18 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-21-000152 · wf-form4_162065991161194.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,835 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. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 21:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | OtherClass B Common Stock · Derivative | 1,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000169 · wf-form4_159225636332921.xml · derivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 272,308 Underlying: Class A Common Stock · 1,143 shares Expires not disclosed F2 · price: Shares exchanged for a like value of shares of a private company for estate planning purposes. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.underlying: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. Read SEC document |
| June 12, 2020 Filed Jun 16, 2020 17:00 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 13,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000171 · wf-form4_159232683629308.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 835 Read SEC document |
| May 29, 2020 Filed Jun 3, 2020 19:47 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 14,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000158 · wf-form4_159121360441459.xml · derivative · entry 2 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 273,451 Underlying: Class A Common Stock · 14,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. Read SEC document |
| May 29, 2020 Filed Jun 3, 2020 19:47 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000158 · wf-form4_159121360441459.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,085 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 17:39 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | PurchaseClass B Common Stock · Derivative | 1,850 | $27.36 Strike: $0.00 | $50,616.00 |
DisclosureSEC source: 0000860413-20-000074 · wf-form4_158446676815792.xml · derivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 287,451 Underlying: Class A Common Stock · 1,850 shares Expires not disclosed F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time into Class A Common Stock on a share for share basis at the discretion of the holder. The conversion feature of the Class B Common Stock does not expire. Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 17:16 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 2,165 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-20-000019 · wf-form5_158049096276175.xml · nonDerivative · entry 1 Scott Risa Kae · CIK 0001798829 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 85 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.