organization · Reporting owner
Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust
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 | November 21, 2025 | November 25, 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 November 21, 2025 · Filed November 25, 2025
Jointly reported with HEYNEMAN JOHN M JR, John M Heyneman Jr. Trust, Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, Towanda Investments Limited Partnership
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectsee footnote | 1,414,636 |
Reported balance
After 2025-11-21 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-11-21 · Sale · Disposed 30,432 · Balance 1,414,636 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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,215 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John. |
| Common StockSEC Table I · non-derivative | IndirectBy Awe' LLC | 47,482 |
Reported balance
Holding disclosure · report date 2025-11-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 47,482 |
| Common StockSEC Table I · non-derivative | Direct | 5,224 |
Reported balance
Holding disclosure · report date 2025-11-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,224 |
| Common StockSEC Table I · non-derivative | IndirectBy Bench Ranch LLC | 30,154 |
Reported balance
Holding disclosure · report date 2025-11-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 30,154 |
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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
F2: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,215 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John.
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 |
|---|---|---|---|---|---|---|
| November 21, 2025 Filed Nov 25, 2025 17:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 30,432 | $31.03 | $944,304.96 |
DisclosureSEC source: 0001198518-25-000009 · wk-form4_1764091760.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 1,414,636 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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,215 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 22:07 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 11,818 | $30.19 | $356,726.33 |
DisclosureSEC source: 0000860413-25-000125 · wk-form4_1755554830.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 5,224 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.07 to $30.23. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 18:56 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-25-000098 · wk-form4_1748976973.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 17,042 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, 2026, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's [next] annual stockholder meeting. Read SEC document |
| February 26, 2025 Filed Feb 26, 2025 23:54 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 250 | $30.52 | $7,630.00 |
DisclosureSEC source: 0000860413-25-000019 · wk-form4_1740614037.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 1,414,636 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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,215 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 23:58 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 1,335 | $32.56 | $43,467.60 |
DisclosureSEC source: 0000860413-25-000012 · wk-form4_1739923106.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 1,414,886 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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,465 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 18:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-25-000008 · wk-form4_1739211758.xml · nonDerivative · entry 2 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 1,416,221 F1 · kind: Shares disposed of by John M Heyneman Jr. to John M. Heyneman Jr.'s son, and shares acquired by John M. Heynman Jr.'s son 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 John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1,095 shares held of record by John Heyneman, Jr.'s daughter, 1,465 shares held of record by John Heyneman, Jr.'s son Quinn, and 1,645 shares held of record by John Heyneman, Jr.'s son Bae-John. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 18:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-25-000008 · wk-form4_1739211758.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 14,096 F1 · kind: Shares disposed of by John M Heyneman Jr. to John M. Heyneman Jr.'s son, and shares acquired by John M. Heynman Jr.'s son as a bona fide gift. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:56 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 550 | $30.59 | $16,824.50 |
DisclosureSEC source: 0000860413-24-000122 · wk-form4_1724792190.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 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: 1,415,151 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 and 5, if any, together with John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman Jr. Trust; 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust; 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust; 1,085,792 shares held of record by Towanda Investments Limited Partnership; 4552 shares held of record by John Heyneman, Jr.'s spouse; 1095 shares held of record by John Heyneman, Jr.'s daughter; 1,465 shares held of record by John Heyneman, Jr.'s son Quinn; and 575 shares held of record by John Heyneman, Jr.'s son Bae-John. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 22:45 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000116 · wk-form4_1722552308.xml · nonDerivative · entry 2 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 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: 1,415,701 F1 · kind: Transaction involved a gift of 575 shares to reporting person's spouse and gifts of 575 shares to each of the reporting person's three children that share a household with the reporting person. 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 John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F3 · ownership.nature: Composed of 150,000 shares held of record by John M Heyneman, Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1,645 shares held of record by John Heyneman, Jr.'s daughter. 1,465 shares held of record by John Heyneman, Jr.'s son Quinn, and 575 shares held of record by John Heyneman, Jr.'s son Bae-John . Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 22:45 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000116 · wk-form4_1722552308.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 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: 15,166 F1 · kind: Transaction involved a gift of 575 shares to reporting person's spouse and gifts of 575 shares to each of the reporting person's three children that share a household with the reporting person. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 22:05 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 3,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-24-000100 · wk-form4_1717538747.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 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: 17,466 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 |
| June 01, 2023 Filed Jun 5, 2023 16:44 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-23-000144 · wf-form4_168598347932825.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 24,531 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 |
| August 03, 2022 Filed Aug 3, 2022 22:03 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleClass A Common Stock | 1,000 | $40.71 | $40,710.00 |
DisclosureSEC source: 0001125727-22-000012 · wf-form4_165956419899967.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,130 Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:43 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantClass A Common Stock | 1,576 | $38.07 | $59,998.32 |
DisclosureSEC source: 0000860413-22-000177 · wf-form4_165420617092516.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,130 Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 1,400,617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000121 · wf-form4_164859634378338.xml · derivative · entry 4 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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 · 1,400,617 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 139,921 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, and 3,232 shares held of record by John Heyneman, Jr.'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 John Heyneman, Jr. with the indication of direct or indirect ownership in Tables I and II being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. (by see footnote) F4 · ownership.nature: Composed of 139,921 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, and 3,232 shares held of record by John Heyneman, Jr.'s spouse. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000121 · wf-form4_164859634378338.xml · derivative · entry 3 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,000 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 · 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. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 1,400,617 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000121 · wf-form4_164859634378338.xml · nonDerivative · entry 2 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 1,403,322 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 775 shares held of record by John Heyneman, Jr.'s spouse, 890 shares held by Child 1, 1070 by Child 2, 139,921 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, and 3,232 shares held of record by John Heyneman, Jr.'s spouse. F2 · ownership.nature: Composed of 775 shares held of record by John Heyneman, Jr.'s spouse, 890 shares held by Child 1, 1070 by Child 2, 139,921 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, and 3,232 shares held of record by John Heyneman, Jr.'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 John Heyneman, Jr. with the indication of direct or indirect ownership in Tables I and II being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. (by see footnote) Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 23:26 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000121 · wf-form4_164859634378338.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,554 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. Read SEC document |
| February 18, 2022 Filed Mar 22, 2022 19:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000107 · wf-form4_164797690636863.xml · nonDerivative · entry 2 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 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: 2,705 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 and 5, if any, together with John M. Heyneman, Jr. with the indication of direct or indirect ownership in Tables I and II being made from John M. Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 745 shares held of record by John M. Heyneman, Jr.'s spouse, 890 shares held by Child 1 and 1,070 by Child 2. Read SEC document |
| February 18, 2022 Filed Mar 22, 2022 19:22 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-22-000107 · wf-form4_164797690636863.xml · nonDerivative · entry 1 HEYNEMAN JOHN M JR · CIK 0001198518 · Director · 10% owner John M Heyneman Jr. Trust · CIK 0001908848 · 10% owner Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908849 · 10% owner Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust · CIK 0001908784 · 10% owner Towanda Investments Limited Partnership · CIK 0001908810 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,554 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.