Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INCFIBK · Entity 4141 | 10% owner | June 01, 2025 | June 03, 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 June 01, 2025 · Filed June 03, 2025
Jointly reported with Scott Jeremy, Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,946 |
Reported balance
After 2025-06-01 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-06-01 · Grant · Acquired 2,946 · Balance 2,946 F1: 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. |
| Common StockSEC Table I · non-derivative | Indirectsee footnote | 3,489,305 |
Reported balance
Holding disclosure · report date 2025-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,489,305 F2: Composed of 3,416,108 shares held of record by NBar 5 Limited Partnership, 70,367 shares held of record by Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15, and 2,830 shares held of record by Jeremy Scott's spouse. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Composed of 3,416,108 shares held of record by NBar 5 Limited Partnership, 70,367 shares held of record by Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15, and 2,830 shares held of record by Jeremy Scott's spouse.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| June 01, 2025 Filed Jun 3, 2025 18:54 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GrantCommon Stock | 2,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000860413-25-000096 · wk-form4_1748976834.xml · nonDerivative · entry 1 Scott Jeremy · CIK 0001803925 · Director · 10% owner Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15 · CIK 0001909124 · 10% owner NBAR5 S, LP · CIK 0001908842 · 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: 2,946 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 |
| March 25, 2022 Filed Mar 29, 2022 21:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 3,485,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012691 · doc4.xml · derivative · entry 2 Scott Jeremy · CIK 0001803925 · 10% owner Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15 · CIK 0001909124 · 10% owner NBAR5 S, LP · CIK 0001908842 · 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 · 3,485,050 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 68,942 shares held of record by Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15, 3,416,108 shares held of record by NBAR5 Limited Partnership. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 3,485,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-012691 · doc4.xml · nonDerivative · entry 1 Scott Jeremy · CIK 0001803925 · 10% owner Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15 · CIK 0001909124 · 10% owner NBAR5 S, LP · CIK 0001908842 · 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: 3,485,050 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 Jeremy Scott. F3 · ownership.nature: Composed of 68,942 shares held of record by Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15, 3,416,108 shares held of record by NBAR5 Limited Partnership. 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.