4//SEC Filing
James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs 4
Accession 0000860413-23-000198
CIK 0000860413other
Filed
Dec 12, 7:00 PM ET
Accepted
Dec 13, 7:35 PM ET
Size
23.0 KB
Accession
0000860413-23-000198
Insider Transaction Report
Form 4
SCOTT JAMES R
Director10% Owner
Transactions
- Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Transactions
- Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Transactions
- Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
J.S. Investments Limited Partnership
10% Owner
Transactions
- Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Transactions
- Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Foundation for Community Vitality
10% Owner
Transactions
- Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Transactions
- Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote) - Gift
Common Stock
2023-12-11−925→ 4,387,092 total(indirect: see footnote) - Gift
Common Stock
2023-12-11+925→ 4,388,017 total(indirect: see footnote)
Holdings
- 18,319
Common Stock
Footnotes (6)
- [F1]Shares disposed of by James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, James R Scott & First Interstate Wealth Managment Co-TTEEs's, as a bona fide gift.
- [F2]Total Indirect Holdings in James R. Scott's 401(k) dropped by 656 shares due to a distribution mandated by the Internal Revenue Code.
- [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.
- [F4]Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 342,674 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 43,277 shares held of record by James R. Scott's spouse.
- [F5]Shares disposed of by James R. Scott's spouse to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott's spouse as a bona fide gift.
- [F6]Composed of 1,970,031 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 15,661 shares held of record by James R Scott's 401k, 35,240 shares held of record by James R and Christine M Scott Foundation, 1,901,036 shares held of record by JS Investments Limited Partnership, 343,599 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 7,096 shares held of record by James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees, and 42,352 shares held of record by James R. Scott's spouse.
Documents
Issuer
FIRST INTERSTATE BANCSYSTEM INC
CIK 0000860413
Entity typeother
IncorporatedMT
Related Parties
1- filerCIK 0001908712
Filing Metadata
- Form type
- 4
- Filed
- Dec 12, 7:00 PM ET
- Accepted
- Dec 13, 7:35 PM ET
- Size
- 23.0 KB