0000860413-22-000119.txt : 20220329 0000860413-22-000119.hdr.sgml : 20220329 20220329192251 ACCESSION NUMBER: 0000860413-22-000119 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20220325 FILED AS OF DATE: 20220329 DATE AS OF CHANGE: 20220329 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs CENTRAL INDEX KEY: 0001908712 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782667 BUSINESS ADDRESS: STREET 1: PO 30918 CITY: BILLINGS STATE: MT ZIP: 591116 BUSINESS PHONE: 406-255-5239 MAIL ADDRESS: STREET 1: PO 30918 CITY: BILLINGS STATE: MT ZIP: 591116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: SCOTT JAMES R CENTRAL INDEX KEY: 0001198533 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782672 MAIL ADDRESS: STREET 1: C/O FIRST INTERSTATE BANCSYSTEM INC STREET 2: P O BOX 30918 CITY: BILLINGS STATE: MT ZIP: 59116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: J.S. Investments Limited Partnership CENTRAL INDEX KEY: 0001506291 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782670 BUSINESS ADDRESS: STREET 1: P.O. BOX 30918 CITY: BILLINGS STATE: MT ZIP: 59116 BUSINESS PHONE: 406-255-5319 MAIL ADDRESS: STREET 1: P.O. BOX 30918 CITY: BILLINGS STATE: MT ZIP: 59116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: James R & Christine M Scott Foundation CENTRAL INDEX KEY: 0001909853 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782666 BUSINESS ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 BUSINESS PHONE: 406-831-6855 MAIL ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Foundation for Community Vitality CENTRAL INDEX KEY: 0001908742 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782671 BUSINESS ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 BUSINESS PHONE: 406-831-6855 MAIL ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees CENTRAL INDEX KEY: 0001908844 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782668 BUSINESS ADDRESS: STREET 1: PO 30918 CITY: BILLINGS STATE: MT ZIP: 59116 BUSINESS PHONE: 406-255-5239 MAIL ADDRESS: STREET 1: PO 30918 CITY: BILLINGS STATE: MT ZIP: 59116 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: James F Heyneman Conservatorship, James Scott, Conservator CENTRAL INDEX KEY: 0001908854 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34653 FILM NUMBER: 22782669 BUSINESS ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 BUSINESS PHONE: 406-831-6855 MAIL ADDRESS: STREET 1: PO BOX 7113 CITY: BILLINGS STATE: MT ZIP: 59103 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST INTERSTATE BANCSYSTEM INC CENTRAL INDEX KEY: 0000860413 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 810331430 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: P O BOX 30918 STREET 2: 401 NO 31ST STREET CITY: BILLINGS STATE: MT ZIP: 59116-0918 BUSINESS PHONE: 4062555300 MAIL ADDRESS: STREET 1: P O BOX 30918 STREET 2: 401 NO 31ST STREET CITY: BILLINGS STATE: MT ZIP: 59116-0918 FORMER COMPANY: FORMER CONFORMED NAME: FIRST INTERSTATE BANCSYSTEM OF MONTANA INC DATE OF NAME CHANGE: 19930615 4 1 wf-form4_164859614868660.xml FORM 4 X0306 4 2022-03-25 0 0000860413 FIRST INTERSTATE BANCSYSTEM INC FIBK 0001198533 SCOTT JAMES R PO BOX 7113 BILLINGS MT 59103 1 0 1 0 0001908742 Foundation for Community Vitality P.O. BOX 7113 BILLINGS MT 59103 0 0 1 0 0001506291 J.S. Investments Limited Partnership P.O. BOX 30918 BILLINGS MT 59116 0 0 1 0 0001908854 James F Heyneman Conservatorship, James Scott, Conservator P.O. BOX 7113 BILLINGS MT 59103 0 0 1 0 0001908844 James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees P.O. BOX 30918 BILLINGS MT 59116 0 0 1 0 0001908712 James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs P.O. BOX 7113 BILLINGS MT 59103 0 0 1 0 0001909853 James R & Christine M Scott Foundation P.O. BOX 7113 BILLINGS MT 59103 0 0 1 0 Class A Common Stock 2022-03-25 4 C 0 4355343 0 A 4426760 I see footnote Class A Common Stock 11075 D Class B Common Stock 0.0 2022-03-25 4 C 0 4355343 0 D Class A Common Stock 4355343.0 0 I see footnote 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. Composed of 2,008,185 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 35,240 shares held by record by James R and Christine M Scott Foundation, 1,901,036 shares held by record by JS Investments Limited Partnership, 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, 17,764 shares held of record by James R Scott's 401k, and 340,571 shares held of record by Foundation for Community Vitality, and 43,866 shares held of record by James R. Scott's spouse. 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. The nature of beneficial ownership is described in detail by footnote for all reporting persons. Composed of 1,972,462 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 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, 322,641 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 43,866 shares held of record by James R. Scott's spouse. JAMES R. SCOTT, by ** 2022-03-29 FOUNDATION FOR COMMUNITY VITALITY, By:** 2022-03-29 JAMES F HEYNEMAN CONSERVATORSHIP, JAMES SCOTT, CONSERVATOR, By:** 2022-03-29 JAMES F HEYNEMAN TRUST, JAMES SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TRUSTEES, by:** 2022-03-29 JAMES R SCOTT TRUST, JAMES R SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TTEES, by ** 2022-03-29 JAMES R AND CHRISTINE M SCOTT FOUNDATION, By:** 2022-03-29 JS INVESTMENTS LIMITED PARTNERSHIP, By:** 2022-03-29 **By:/s/ Tim Leuthold, Attorney-In-Fact 2022-03-29