0000860413-22-000214.txt : 20221201 0000860413-22-000214.hdr.sgml : 20221201 20221201190119 ACCESSION NUMBER: 0000860413-22-000214 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20221129 FILED AS OF DATE: 20221201 DATE AS OF CHANGE: 20221201 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: 221439923 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: 221439928 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: 221439926 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: 221439922 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: 221439927 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: 221439924 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: 221439925 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_166993926086500.xml FORM 4 X0306 4 2022-11-29 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 7113 BILLINGS MT 59103 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 7113 BILLINGS MT 59103 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 12651 D Class A Common Stock 2022-11-29 5 G 0 E 589 0 D 4395746 I see footnote Class A Common Stock 2022-11-29 5 G 0 E 589 0 A 4396335 I see footnote Shares disposed of by James R. Scott Trust to Foundation for Community Vitality, and shares acquired by Foundation for Community Vitality from James R. Scott Trust, as a bona fide gift. Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 346,786 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. 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. Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 17,764 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, 347,375 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 /s/ Kirk D. Jensen, Attorney-in-Fact for Reporting Person 2022-12-01 FOUNDATION FOR COMMUNITY VITALITY, by:+ 2022-12-01 J.S. Investments Limited Partnership, by: + 2022-12-01 JAMES F HEYNEMAN CONSERVATORSHIP, JAMES SCOTT, CONSERVATOR, by: + 2022-12-01 JAMES F HEYNEMAN TRUST, JAMES SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TRUSTEES, by: + 2022-12-01 JAMES R SCOTT TRUST, JAMES R SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TTEES, by + 2022-12-01 JAMES R AND CHRISTINE M SCOTT FOUNDATION, By: + 2022-12-01 +/s/ Timothy Leuthold, Attorney-in-Fact 2022-12-01