0001493152-23-032532.txt : 20230913
0001493152-23-032532.hdr.sgml : 20230913
20230913201424
ACCESSION NUMBER: 0001493152-23-032532
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230911
FILED AS OF DATE: 20230913
DATE AS OF CHANGE: 20230913
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Harper Grace Scott Trust
CENTRAL INDEX KEY: 0001908895
STATE OF INCORPORATION: MT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253833
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: SCOTT JULIE A
CENTRAL INDEX KEY: 0001234619
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253839
MAIL ADDRESS:
STREET 1: P O BOX 30918
CITY: BILLINGS
STATE: MT
ZIP: 59116
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002
CENTRAL INDEX KEY: 0001908851
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253838
BUSINESS ADDRESS:
STREET 1: 31 BUSBEE ROAD
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
BUSINESS PHONE: 307-752-5605
MAIL ADDRESS:
STREET 1: 31 BUSBEE ROAD
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Harrison William Scott Trust
CENTRAL INDEX KEY: 0001908873
STATE OF INCORPORATION: MT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253832
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: Exempt Thomas W Scott Marital Trust 2
CENTRAL INDEX KEY: 0001909336
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253836
BUSINESS ADDRESS:
STREET 1: PO BOX 2007
CITY: SHERIDAN
STATE: WY
ZIP: 82801
BUSINESS PHONE: 307-672-1491
MAIL ADDRESS:
STREET 1: PO BOX 2007
CITY: SHERIDAN
STATE: WY
ZIP: 82801
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Holland Elizabeth Scott Trust
CENTRAL INDEX KEY: 0001908953
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253831
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: Elizabeth Lauren Scott Rose Trust
CENTRAL INDEX KEY: 0001908961
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253834
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: Juliana Sarah Scott Rose Trust
CENTRAL INDEX KEY: 0001909078
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253835
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: IXL Ltd Liability Co
CENTRAL INDEX KEY: 0001909090
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34653
FILM NUMBER: 231253837
BUSINESS ADDRESS:
STREET 1: BOX 190
CITY: DAYTON
STATE: WY
ZIP: 82836
BUSINESS PHONE: 307-752-5605
MAIL ADDRESS:
STREET 1: BOX 190
CITY: DAYTON
STATE: WY
ZIP: 82836
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
ownership.xml
X0508
4
2023-09-11
0
0000860413
FIRST INTERSTATE BANCSYSTEM INC
FIBK
0001234619
SCOTT JULIE A
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001908851
Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001909090
IXL Ltd Liability Co
PO BOX 7113
BILLINGS
WY
82836
0
0
1
0
0001909336
Exempt Thomas W Scott Marital Trust 2
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001909078
Juliana Sarah Scott Rose Trust
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001908961
Elizabeth Lauren Scott Rose Trust
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001908895
Harper Grace Scott Trust
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001908873
Harrison William Scott Trust
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0001908953
Holland Elizabeth Scott Trust
PO BOX 7113
BILLINGS
MT
59103
0
0
1
0
0
Common Stock
2023-09-11
4
G
0
1392289
0
D
984562
I
See Footnote
Common Stock
2023-09-11
4
G
0
238538
0
A
1223100
I
See Footnote
Common Stock
2023-09-11
4
S
0
8072
24.96
D
1215028
I
See Footnote
Common Stock
2023-09-12
4
S
0
11928
25.04
D
1203100
I
See Footnote
Common Stock
2023-09-13
4
S
0
20000
25.09
D
1183100
I
See Footnote
Composed of 355,143 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust,122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.
Composed of 593,681 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.
This amount represent 233,884 shares distributed from the Non-Exempt Thomas W Scott Marital Trust and 4,654 shares distributed from the Joan D Scott Trust dtd 10-16-12 to Julie A Scott Rose, Trustee of the Julie A Scott Rose Trust dtd 5-14-02. Both of these distributions are bonafide gifts to Julie A Scott Rose, Trustee of the Julie A Scott Rose Trust dtd 5-14-02.
The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.92 to $24.975. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.
The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $24.95 to $25.15. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.
Composed of 585,609 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.
Composed of 573,681 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.
The price reported in column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $25.07 to $25.12. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holders of First Interstate BancSystem, Inc., or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth above.
Composed 553681 of shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 209,678 shares held of record by IXL Limited Liability Company, 58,537 shares held of record by Holland Elizabeth Scott Trust, 58,537 shares held of record by Harper Grace Scott Trust, 58,538 shares held of record by Harrison William Scott Trust, 122,065 shares held of record by Juliana Sarah Scott Rose Trust, 122,064 shares held of record by Elizabeth Lauren Scott Rose Trust.
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.
JULIE SCOTT ROSE, /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
IXL LIMITED LIABILITY COMPANY, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Juliana Sarah Scott Rose Trust, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Elizabeth Lauren Scott Rose Trust, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Harper Grace Scott Trust, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Harrison William Scott Trust, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Non-Exempt Thomas W Scott Marital Trust, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12
Joan D. Scott Trust Dtd 10-16-12, By: + /s/ Timothy J. Leuthold, HOLLAND ELIZABETH SCOTT TRUST, By: + /s/ Timothy Leuthold, Attorney-in-Fact
2023-09-12
Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002, By: + /s/ Timothy J. Leuthold, Attorney-in-Fact for Reporting Person
2023-09-12