0000860413-23-000158.txt : 20230605
0000860413-23-000158.hdr.sgml : 20230605
20230605170538
ACCESSION NUMBER: 0000860413-23-000158
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230601
FILED AS OF DATE: 20230605
DATE AS OF CHANGE: 20230605
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: 23993622
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: 23993627
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: 23993625
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: 23993621
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: 23993626
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: 23993623
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: 23993624
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: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 401 NO 31ST STREET
CITY: BILLINGS
STATE: MT
ZIP: 59101
BUSINESS PHONE: 4062555311
MAIL ADDRESS:
STREET 1: 401 NO 31ST STREET
CITY: BILLINGS
STATE: MT
ZIP: 59101
FORMER COMPANY:
FORMER CONFORMED NAME: FIRST INTERSTATE BANCSYSTEM OF MONTANA INC
DATE OF NAME CHANGE: 19930615
4
1
wf-form4_168599912604215.xml
FORM 4
X0407
4
2023-06-01
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
0
Class A Common Stock
2023-06-01
4
A
0
5668
0
A
18319
D
Class A Common Stock
4388673
I
see footnote
Shares issuable upon vesting of restricted stock units granted to the reporting person pursuant to the Registrant's 2023 Equity and Incentive Plan. The restricted stock units vest on June 1, 2024, subject to the reporting persons provision of continuous service to the Registrant through the vesting date.
Total Indirect Holdings in James R. Scott's 401(k) dropped by 1,447 shares due to a distribution mandated by the Internal Revenue Code.
Composed of 1,970,956 shares held of record by James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs, 16,317 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, 341,749 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.
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.
JAMES R. SCOTT, by
/s/ Kirk D. Jensen, Attorney-in-Fact for Reporting Person
2023-06-05
JAMES F HEYNEMAN TRUST, JAMES SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TRUSTEES, by: +
2023-06-05
JAMES F HEYNEMAN CONSERVATORSHIP, JAMES SCOTT, CONSERVATOR, by: +
2023-06-05
J.S. Investments Limited Partnership, by: +
2023-06-05
JAMES R AND CHRISTINE M SCOTT FOUNDATION, By: +
2023-06-05
FOUNDATION FOR COMMUNITY VITALITY, by:+
2023-06-05
JAMES R SCOTT TRUST, JAMES R SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TTEES, by +
2023-06-05
+/s/ Timothy Leuthold, Attorney-in-Fact for Reporting Person
2023-06-05