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