Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 4
4 · FIRST INTERSTATE BANCSYSTEM INC · Filed Jun 18, 2026
Research Summary
AI-generated summary of this filing
First Interstate (FIBK) 10% Owner Julie Scott Sells 15,000 Shares
What Happened
Julie A. Scott (reported as SCOTT JULIE A), a 10% owner of First Interstate BancSystem, sold a total of 15,000 shares in three open-market transactions on June 18, 2026. She sold 5,000 shares at $35.95 (proceeds $179,750), 5,000 shares at $35.98 (proceeds $179,900), and 5,000 shares at $35.97 (proceeds $179,850), for total gross proceeds of $539,500. These were outright sales (transaction code S), not purchases or option exercises.
Key Details
- Transaction date: 2026-06-18. Prices: $35.95, $35.98, $35.97. Total shares sold: 15,000; total proceeds: $539,500.
- Shares owned after transactions: 488,359 shares (per filing footnote showing post-sale holdings composition).
- Holdings are held across trusts and IXL LLC (footnotes F1–F3) and indicate shared voting/dispositive power with a sibling.
- Footnote F4 notes certain group agreements and a disclaimer of beneficial ownership except for pecuniary interest; the reporting persons may file future Forms 4/5 together with Julie Scott Rose.
- Filing date / report period: 2026-06-18 (form appears timely). No 10b5‑1 plan, option exercise, or tax‑withholding notation was disclosed.
Context
This filing records open‑market sales by a 10% owner — different from routine insider buys by executives. Sales by large shareholders can reflect portfolio, estate, or tax planning and are not by themselves evidence of company performance. The filing is factual; it does not state the reason for the sales.
Insider Transaction Report
- Sale
Common Stock
[F1][F4]2026-06-18$35.95/sh−5,000$179,750→ 498,359 total(indirect: See Footnote) - Sale
Common Stock
[F2][F4]2026-06-18$35.98/sh−5,000$179,900→ 493,359 total(indirect: See Footnote) - Sale
Common Stock
[F3][F4]2026-06-18$35.97/sh−5,000$179,850→ 488,359 total(indirect: See Footnote)
Footnotes (4)
- [F1]Composed of 218,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
- [F2]Composed of 213,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
- [F3]Composed of 208,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
- [F4]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 Julie Scott Rose with the indication of direct or indirect ownership in Table I and Table II being made from Julie Scott Rose's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.