organization · Reporting owner
Susan Scott Heyneman Trust, Susan Heyneman & 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 01, 2025 | December 01, 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 01, 2025 · Filed December 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 224,460 |
Reported balance
After 2025-12-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-01 · Sale · Disposed 10,000 · Balance 224,460 F1: Composed of 224,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. F2: 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 Susan Scott Heyneman, Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Composed of 224,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees.
F2: 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 Susan Scott Heyneman, Trust.
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 01, 2025 Filed Dec 1, 2025 17:58 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 10,000 | $32.75 | $327,500.00 |
DisclosureSEC source: 0001493152-25-025519 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 224,460 F1 · balance_after: Composed of 224,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| November 03, 2025 Filed Nov 3, 2025 23:18 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 10,000 | $30.99 | $309,900.00 |
DisclosureSEC source: 0001493152-25-020651 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 234,460 F1 · balance_after: Composed of 234,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 17:25 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 10,000 | $31.59 | $315,900.00 |
DisclosureSEC source: 0001493152-25-016804 · ownership.xml · nonDerivative · entry 4 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 244,460 F1 · balance_after: Composed of 244,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| September 17, 2025 Filed Oct 3, 2025 17:25 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | OtherCommon Stock | 67,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-016804 · ownership.xml · nonDerivative · entry 3 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 254,460 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| September 10, 2025 Filed Oct 3, 2025 17:25 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | OtherCommon Stock | 45,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-016804 · ownership.xml · nonDerivative · entry 2 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 321,942 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| September 09, 2025 Filed Oct 3, 2025 17:25 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | OtherCommon Stock | 152,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-016804 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 367,096 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 19:47 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 10,000 | $32.28 | $322,800.00 |
DisclosureSEC source: 0001641172-25-026204 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 519,256 F1 · balance_after: Composed of 519,256 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 20:17 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 55,000 | $27.86 | $1,532,300.00 |
DisclosureSEC source: 0001641172-25-021903 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 529,256 F3 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging form $27.60 to $28.28. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F1 · balance_after: Composed of 529,256 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 22:10 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 55,000 | $31.11 | $1,711,050.00 |
DisclosureSEC source: 0001641172-25-019763 · ownership.xml · nonDerivative · entry 1 Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 584,256 F3 · price: The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging form $30.85 to $31.31. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above. F1 · balance_after: Composed of 584,256 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman, Trust. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 20:03 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-019815 · ownership.xml · nonDerivative · entry 1 Heyneman Susan Scott · CIK 0001745809 · 10% owner Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 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: 639,256 F1 · balance_after: Composed of 639,256 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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, if any, together with Susan Scott Heyneman. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:12 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 646,756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012685 · doc4.xml · derivative · entry 2 Heyneman Susan Scott · CIK 0001745809 · 10% owner Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 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 · 646,756 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 646,756 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:12 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 646,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-012685 · doc4.xml · nonDerivative · entry 1 Heyneman Susan Scott · CIK 0001745809 · 10% owner Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees · CIK 0001908880 · 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: 646,756 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 Susan Heyneman. F3 · ownership.nature: Composed of 646,756 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees. 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.