organization · Reporting owner
Homer Scott Jr Trust, Homer Scott Jr. & 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 14, 2023 | December 15, 2023 |
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 14, 2023 · Filed December 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 950,753 |
Reported balance
After 2023-12-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-12-14 · Sale · Disposed 1,000,000 · Balance 950,753 F1: Composed of 950,753 shares held of record by Homer Scott Jr Trust, First Interstate Wealth Management, Trustee, over which Sandra Scott Suzor has sole voting power and First Interstate Wealth Management has sole dispositive power over the same shares. F2: As a result of certain agreements entered into by and among the reporting person, the Issuer, and certain other stockholders of the Issuer, the reporting person may be deemed a member of a group with the other signatories thereto. The reporting person disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Composed of 950,753 shares held of record by Homer Scott Jr Trust, First Interstate Wealth Management, Trustee, over which Sandra Scott Suzor has sole voting power and First Interstate Wealth Management has sole dispositive power over the same shares.
F2: As a result of certain agreements entered into by and among the reporting person, the Issuer, and certain other stockholders of the Issuer, the reporting person may be deemed a member of a group with the other signatories thereto. The reporting person disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein.
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 14, 2023 Filed Dec 15, 2023 23:29 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | SaleCommon Stock | 1,000,000 | $32.14 | $32,140,000.00 |
DisclosureSEC source: 0001493152-23-045114 · ownership.xml · nonDerivative · entry 1 Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 950,753 F1 · balance_after: Composed of 950,753 shares held of record by Homer Scott Jr Trust, First Interstate Wealth Management, Trustee, over which Sandra Scott Suzor has sole voting power and First Interstate Wealth Management has sole dispositive power over the same shares. F1 · ownership.nature: Composed of 950,753 shares held of record by Homer Scott Jr Trust, First Interstate Wealth Management, Trustee, over which Sandra Scott Suzor has sole voting power and First Interstate Wealth Management has sole dispositive power over the same shares. F2 · ownership.nature: As a result of certain agreements entered into by and among the reporting person, the Issuer, and certain other stockholders of the Issuer, the reporting person may be deemed a member of a group with the other signatories thereto. The reporting person disclaims beneficial ownership of any such securities, except to the extent of its pecuniary interest therein. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 20:56 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-031854 · ownership.xml · nonDerivative · entry 1 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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: 1,956,713 F1 · balance_after: Composed of 1,950,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. F1 · ownership.nature: Composed of 1,950,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. 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 Homer Scott Jr with the indication of direct or indirect ownership in Tables I and II being made from Homer Scott Jr's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| May 24, 2023 Filed May 24, 2023 22:07 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-018966 · ownership.xml · nonDerivative · entry 1 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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: 1,960,713 F1 · balance_after: Composed of 1,954,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. F1 · ownership.nature: Composed of 1,954,753 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. 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 Homer Scott Jr with the indication of direct or indirect ownership in Tables I and II being made from Homer Scott Jr's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| November 28, 2022 Filed Dec 5, 2022 20:01 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 9,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-034452 · ownership.xml · nonDerivative · entry 1 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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: 1,962,463 F1 · balance_after: Composed of 1,956,503 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. F1 · ownership.nature: Composed of 1,956,503 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co TTEEs, and 5,960 shares held by Sheridan Stadium Foundation, over which Homer Scott Jr. has shared Voting and dispositive power with the board of the same. 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 Homer Scott Jr with the indication of direct or indirect ownership in Tables I and II being made from Homer Scott Jr's perspective unless expressly noted otherwise by footnote. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:20 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | GiftClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-024168 · ownership.xml · nonDerivative · entry 1 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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: 2,012,419 F1 · 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, if any, together with Homer Scott Jr. with the indication of direct or indirect ownership in Tables I & II being made from Homer Scott Jr.'s Perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons. F2 · ownership.nature: Composed of 1,966,032 shares held of record by Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees, 5,960 shares held of record by Sheridan Stadium Foundation, 26,193 shares held of record by Homer Scott Jr. and 14,234 shares held of record by Homer Scott Jr.'s spouse. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:34 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass B Common Stock · Derivative | 1,961,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-012674 · doc4.xml · derivative · entry 2 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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 · 1,961,232 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 1,968,532 shares held of record by Homer Scott Jr. Trust, Homer Scott Jr. & First Interstate Wealth Management Co-Trustees, 5,960 shares held of record by Sheridan Stadium Foundation, and 26,163 shares held of record by Homer Scott Jr. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 20:34 UTC | FIRST INTERSTATE BANCSYSTEM INC FIBK · Entity 4141 | ConversionClass A Common Stock | 1,961,232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-012674 · doc4.xml · nonDerivative · entry 1 SCOTT HOMER A JR · CIK 0001195494 · 10% owner Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · CIK 0001910945 · 10% owner Sheridan Stadium Foundation · CIK 0001910115 · 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: 2,000,685 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 Homer Scott Jr. F3 · ownership.nature: Composed of 1,968,532 shares held of record by Homer Scott Jr. Trust, Homer Scott Jr. & First Interstate Wealth Management Co-Trustees, 5,960 shares held of record by Sheridan Stadium Foundation, and 26,163 shares held of record by Homer Scott Jr. 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.