0000860413-23-000198.txt : 20231213 0000860413-23-000198.hdr.sgml : 20231213 20231213193518 ACCESSION NUMBER: 0000860413-23-000198 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231211 FILED AS OF DATE: 20231213 DATE AS OF CHANGE: 20231213 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: 231485268 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: 231485270 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: 231485269 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: 231485264 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: 231485267 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: 231485265 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: 231485266 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 wk-form4_1702514106.xml FORM 4 X0508 4 2023-12-11 0 0000860413 FIRST INTERSTATE BANCSYSTEM INC FIBK 0001198533 SCOTT JAMES R PO BOX 7113 BILLINGS MT 59103 1 0 1 0 0001506291 J.S. Investments Limited Partnership 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 0001908742 Foundation for Community Vitality 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 0001909853 James R & Christine M Scott Foundation P.O. BOX 7113 BILLINGS MT 59103 0 0 1 0 0 Common Stock 18319 D Common Stock 2023-12-11 4 G 0 925 0 D 4387092 I see footnote Common Stock 2023-12-11 4 G 0 925 0 A 4388017 I see footnote Common Stock 2023-12-11 4 G 0 925 0 D 4387092 I see footnote Common Stock 2023-12-11 4 G 0 925 0 A 4388017 I see footnote 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. Total Indirect Holdings in James R. Scott's 401(k) dropped by 656 shares due to a distribution mandated by the Internal Revenue Code. 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 1,970,031 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. 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. 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. JAMES R. SCOTT, by /s/ Kirk D. Jensen, Attorney-in-Fact for Reporting Person 2023-12-13 J.S. Investments Limited Partnership, by: + 2023-12-13 JAMES R SCOTT TRUST, JAMES R SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TTEES, by + 2023-12-13 FOUNDATION FOR COMMUNITY VITALITY, by:+ 2023-12-13 JAMES F HEYNEMAN CONSERVATORSHIP, JAMES SCOTT, CONSERVATOR, by: + 2023-12-13 JAMES F HEYNEMAN TRUST, JAMES SCOTT & FIRST INTERSTATE WEALTH MANAGEMENT CO-TRUSTEES, by: + 2023-12-13 JAMES R AND CHRISTINE M SCOTT FOUNDATION, By:** 2023-12-13 +/s/ Timothy Leuthold, Attorney-in-Fact for Reporting Person 2023-12-13