Insider transactions

EDGAR

FIRST INTERSTATE BANCSYSTEM, INC.

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
0 transactions, — shares
Open-market sales (code S)
18 transactions, 143,072 shares
Sum of shares × price per share: 5,080,967.43

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–48 of 48

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-11-09 Filed 2026-11-10Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)10,00038.53
385,300

Derived: shares × price per share. Exact value 385300.00.

797,738Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.50 to $38.59. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 433,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-050898 Read from the filing’s XML Dispute this row
2026-11-02 Filed 2026-11-03Scott James R. Jr Director · 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)3,10838
118,104

Derived: shares × price per share. Exact value 118104.

77,634Direct (D) No— Open filing 0001675872-26-000001 Read from the filing’s XML Dispute this row
2026-10-30 Filed 2026-11-03Scott James R. Jr Director · 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)5038.25
1,912.5

Derived: shares × price per share. Exact value 1912.50.

80,742Direct (D) No— Open filing 0001675872-26-000001 Read from the filing’s XML Dispute this row
2026-10-26 Filed 2026-10-26Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)4,17537.31
155,769.25

Derived: shares × price per share. Exact value 155769.25.

807,738Indirect (I) See FootnoteNo
F3, F4, F5
  • F3 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.15 to $37.38. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F4 Composed of 443,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F5 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-048502 Read from the filing’s XML Dispute this row
2026-10-23 Filed 2026-10-26Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)82537.00
30,525

Derived: shares × price per share. Exact value 30525.00.

811,913Indirect (I) See FootnoteNo
F1, F2, F5
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.00 to $37.01. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 447,375 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F5 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-048502 Read from the filing’s XML Dispute this row
2026-10-22 Filed 2026-10-23Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)5,00036.90
184,500

Derived: shares × price per share. Exact value 184500.00.

812,738Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.90 to $36.91. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 448,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-048199 Read from the filing’s XML Dispute this row
2026-10-05 Filed 2026-10-06SCOTT JAMES R 10% ownerJames R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs 10% owner
G

Bona fide gift

Common Stock
Disposed (D)6,9900—2,038,296Indirect (I) See FootnoteNo
F1, F2
  • F1 Composed of 1,982,892 shares held of record by James R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs, 14,534 shares held of record by James R Scott's 401(k) plan, and 40,870 shares held of record by James R. Scott's spouse.
  • F2 As a result of agreements entered into among the reporting persons, the issuer, and other stockholders of the issuer signatory thereto, 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 therein. Each of the reporting persons disclaims beneficial ownership of any such securities, except to the extent of his or its pecuniary interest therein. The reporting persons expect to file future Forms 4 or 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.
Open filing 0001493152-26-045898 Read from the filing’s XML Dispute this row
2026-09-16 Filed 2026-09-16SCOTT JULIE A 10% ownerJulie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 10% ownerIXL Ltd Liability Co 10% ownerJuliana Sarah Scott Rose Trust 10% ownerElizabeth Lauren Scott Rose Trust 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)2,70037.64
101,628

Derived: shares × price per share. Exact value 101628.00.

484,309Indirect (I) See FootnoteNo
F1, F2
  • F1 Composed of 204,166 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02 (which trust effected the reported sale), 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
  • F2 As a result of certain agreements entered into among the reporting persons, the Issuer, and 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. The reporting persons disclaim beneficial ownership of any such securities, except to the extent of their pecuniary interests 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.
Open filing 0001493152-26-042992 Read from the filing’s XML Dispute this row
2026-09-14 Filed 2026-09-16Lee Jeffery D. Officer: Chief Operations Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)5,4170—5,417Direct (D) No
F1
  • F1 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 in three equal annual installments beginning on September 14, 2027, subject to the reporting person's continued employment through each applicable vesting date.
Open filing 0002154828-26-000005 Read from the filing’s XML Dispute this row
2026-09-14 Filed 2026-09-14Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)8,07137.29
300,967.59

Derived: shares × price per share. Exact value 300967.59.

817,738Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.10 to $37.44. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 453,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-042633 Read from the filing’s XML Dispute this row
2026-09-11 Filed 2026-09-14Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)16,92937.03
626,880.87

Derived: shares × price per share. Exact value 626880.87.

825,809Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.00 to $37.23. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 461,271 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-042536 Read from the filing’s XML Dispute this row
2026-09-10 Filed 2026-09-22Shepler Christopher L. Officer: Chief Banking Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)22236.88
8,187.36

Derived: shares × price per share. Exact value 8187.36.

13,018Direct (D) No
F1
  • F1 Disposition to the issuer of issuer securities in payment of minimum required withholding taxes due upon vesting of unvested shares.
Open filing 0002090710-26-000006 Read from the filing’s XML Dispute this row
2026-07-27 Filed 2026-07-28SCOTT JULIE A 10% ownerJulie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 10% ownerIXL Ltd Liability Co 10% ownerJuliana Sarah Scott Rose Trust 10% ownerElizabeth Lauren Scott Rose Trust 10% owner
G

Bona fide gift

Common Stock
Disposed (D)1,3500—487,009Indirect (I) See FootnoteNo
F1, F2
  • F1 Composed of 206,866 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
  • F2 As a result of certain agreements entered into among the reporting persons, the Issuer, and 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. The reporting persons disclaim beneficial ownership of any such securities, except to the extent of their pecuniary interests 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.
Open filing 0001493152-26-035055 Read from the filing’s XML Dispute this row
2026-07-22 Filed 2026-07-24Ritter Matthew John Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)1,80638.97
70,379.82

Derived: shares × price per share. Exact value 70379.82.

1,806Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the vesting date.
Open filing 0002146309-26-000004 Read from the filing’s XML Dispute this row
2026-07-22 Filed 2026-07-24TURNER BRIAN KEVIN Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)1,80638.97
70,379.82

Derived: shares × price per share. Exact value 70379.82.

1,806Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the vesting date.
Open filing 0001196952-26-000004 Read from the filing’s XML Dispute this row
2026-07-16 Filed 2026-07-16Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)10,00040.30
403,000

Derived: shares × price per share. Exact value 403000.00.

842,738Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.12 to $40.57. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 478,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-033609 Read from the filing’s XML Dispute this row
2026-06-18 Filed 2026-06-18SCOTT JULIE A 10% ownerJulie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 10% ownerIXL Ltd Liability Co 10% ownerJuliana Sarah Scott Rose Trust 10% ownerElizabeth Lauren Scott Rose Trust 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)5,00035.95
179,750

Derived: shares × price per share. Exact value 179750.00.

498,359Indirect (I) See FootnoteNo
F1, F4
  • F1 Composed of 218,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
  • F4 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.
Open filing 0001493152-26-029403 Read from the filing’s XML Dispute this row
2026-06-18 Filed 2026-06-18SCOTT JULIE A 10% ownerJulie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 10% ownerIXL Ltd Liability Co 10% ownerJuliana Sarah Scott Rose Trust 10% ownerElizabeth Lauren Scott Rose Trust 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)5,00035.98
179,900

Derived: shares × price per share. Exact value 179900.00.

493,359Indirect (I) See FootnoteNo
F2, F4
  • F2 Composed of 213,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
  • F4 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.
Open filing 0001493152-26-029403 Read from the filing’s XML Dispute this row
2026-06-18 Filed 2026-06-18SCOTT JULIE A 10% ownerJulie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 10% ownerIXL Ltd Liability Co 10% ownerJuliana Sarah Scott Rose Trust 10% ownerElizabeth Lauren Scott Rose Trust 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)5,00035.97
179,850

Derived: shares × price per share. Exact value 179850.00.

488,359Indirect (I) See FootnoteNo
F3, F4
  • F3 Composed of 208,216 shares held of record by Julie A Scott-Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-02, 35,233 shares held of record by Juliana Sarah Scott Rose Trust, 35,232 shares held of record by Elizabeth Lauren Scott Rose Trust, and 209,678 shares held by IXL Limited Liability Company, over which Ms. Rose has shared voting and dispositive power with a sibling.
  • F4 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.
Open filing 0001493152-26-029403 Read from the filing’s XML Dispute this row
2026-06-18 Filed 2026-06-18Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)9,39036.11
339,072.9

Derived: shares × price per share. Exact value 339072.90.

852,738Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.33. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 488,200 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 sharesheld of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-029300 Read from the filing’s XML Dispute this row
2026-06-17 Filed 2026-06-18Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)4,50036.29
163,305

Derived: shares × price per share. Exact value 163305.00.

862,128Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.01 to $36.45. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 497,590 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 shares held of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-029217 Read from the filing’s XML Dispute this row
2026-06-04 Filed 2026-06-04Scott Jonathan R 10% ownerJonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 10% ownerHarrison William Scott Trust 10% ownerHarper Grace Scott Trust 10% ownerHolland Elizabeth Scott Trust 10% ownerIXL Ltd Liability Co 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)12,89235.58
458,697.36

Derived: shares × price per share. Exact value 458697.36.

866,628Indirect (I) See FootnoteNo
F1, F2, F3
  • F1 The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.43 to $35.74. The reporting person undertakes to provide to First Interstate BancSystem, Inc., any security holder 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.
  • F2 Composed of 502,090 shares held of record by Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04, 209,678 shares held of record by IXL Limited Liability Company, 36,553 shares held of record by Holland Elizabeth Scott Trust, 36,553 shares held of record by Harper Grace Scott Trust, 36,554 shares held of record by Harrison William Scott Trust and 45,200 shares held of record by Jonathan Scott's spouse.
  • F3 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 Jonathan R. Scott with the indication of direct or indirect ownership in Table I and Table II being made from Jonathan R. Scott's perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
Open filing 0001493152-26-027328 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Phillips Joyce Ann Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—14,599Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001594614-26-000002 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Bowman Biff Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)4,3530—24,035Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001548048-26-000002 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Kanning Jolyn M. Officer: Chief Risk Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—13,885Direct (D) No
F1
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
Open filing 0002129553-26-000006 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Shepler Christopher L. Officer: Chief Banking Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)3,3700—13,240Direct (D) No
F1
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
Open filing 0002090710-26-000004 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Scott James R. Jr Director · 10% owner
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—80,792Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0000860413-26-000052 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Agrawal Renu Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—4,074Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001838577-26-000007 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03HEYNEMAN JOHN M JR Director · 10% owner
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—7,471Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0000860413-26-000055 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Della Camera David Officer: Chief Financial Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)3,3700—30,048Direct (D) No
F1
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
Open filing 0002071416-26-000006 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Jensen Kirk D Officer: General Counsel
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—34,978Direct (D) No
F1
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
Open filing 0001697127-26-000007 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Cho Alice S Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—15,792Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001812520-26-000003 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Boschee Ryan J. Officer: Chief Credit Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—16,777Direct (D) No
F1
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
Open filing 0002129338-26-000007 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Meyer Lori Officer: EVP, Chief Information Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—16,517Direct (D) No
F1, F2
  • F1 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 vests on June 1, 2029, subject to the reporting person's continued employment through the vesting date.
  • F2 The number of shares reported herein reflects a correction to the reporting persons beneficial ownership. A Form 4 filed on March 18, 2026 incorrectly reported that 1,550 shares of common stock were withheld to satisfy tax withholding obligations upon vesting of a previously reported restricted stock award. The correct number of shares withheld for such purpose was 813.
Open filing 0002003084-26-000006 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03RYKHUS DANIEL A Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—31,357Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001284209-26-000002 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Johnson Dennis L Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—19,455Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001572624-26-000002 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03SCUDDER MICHAEL L Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—4,126Direct (D) No
F1
  • F1 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, 2027, subject to the reporting persons provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0001199246-26-000002 Read from the filing’s XML Dispute this row
2026-06-01 Filed 2026-06-03Scott Jeremy Director · 10% owner
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)2,2470—5,743Direct (D) No
F1
  • F1 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, 2027, subject to the reporting person's provision of continuous service to the Registrant through the earlier of the applicable vesting date or the date of the Registrant's next annual shareholder meeting.
Open filing 0000860413-26-000069 Read from the filing’s XML Dispute this row
2025-12-12 Filed 2025-12-15SCOTT JAMES R 10% ownerJames R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs 10% ownerJS Investments Limited Partnership 10% ownerJames R Christine M Scott Foundation 10% ownerFoundation for Community Vitality 10% ownerJames F Heyneman Conservatorship, James Scott, Conservator 10% ownerJames F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees 10% owner
G

Bona fide gift

Common Stock
Disposed (D)7550—4,433,966Indirect (I) see footnoteNo
F1, F2, F3
  • F1 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.
  • F2 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.
  • F3 Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs, 14,534 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, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse.
Open filing 0001493152-25-027706 Read from the filing’s XML Dispute this row
2025-12-12 Filed 2025-12-15SCOTT JAMES R 10% ownerJames R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs 10% ownerJS Investments Limited Partnership 10% ownerJames R Christine M Scott Foundation 10% ownerFoundation for Community Vitality 10% ownerJames F Heyneman Conservatorship, James Scott, Conservator 10% ownerJames F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees 10% owner
G

Bona fide gift

Common Stock
Acquired (A)7550—4,433,211Indirect (I) see footnoteNo
F1, F2, F3
  • F1 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.
  • F2 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.
  • F3 Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs, 14,534 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, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse.
Open filing 0001493152-25-027706 Read from the filing’s XML Dispute this row
2025-12-08 Filed 2025-12-15SCOTT JAMES R 10% ownerJames R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs 10% ownerJS Investments Limited Partnership 10% ownerJames R Christine M Scott Foundation 10% ownerFoundation for Community Vitality 10% ownerJames F Heyneman Conservatorship, James Scott, Conservator 10% ownerJames F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees 10% owner
G

Bona fide gift

Common Stock
Disposed (D)7550—4,433,966Indirect (I) see footnoteNo
F4, F2, F3
  • F4 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.
  • F2 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.
  • F3 Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs, 14,534 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, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse.
Open filing 0001493152-25-027706 Read from the filing’s XML Dispute this row
2025-12-08 Filed 2025-12-15SCOTT JAMES R 10% ownerJames R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs 10% ownerJS Investments Limited Partnership 10% ownerJames R Christine M Scott Foundation 10% ownerFoundation for Community Vitality 10% ownerJames F Heyneman Conservatorship, James Scott, Conservator 10% ownerJames F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees 10% owner
G

Bona fide gift

Common Stock
Acquired (A)7550—4,433,211Indirect (I) see footnoteNo
F4, F2, F3
  • F4 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.
  • F2 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.
  • F3 Composed of 1,989,882 shares held of record by James R Scott Trust, James R Scott First Interstate Wealth Management Co-TTEEs, 14,534 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, 346,563 shares held of record by Foundation for Community Vitality, 73,002 shares held of record by James F Heyneman Conservatorship, James Scott, Conservator, 31,879 shares held of record by James F Heyneman Trust, James Scott First Interstate Wealth Management Co-Trustees, and 41,075 shares held of record by James R. Scott's spouse.
Open filing 0001493152-25-027706 Read from the filing’s XML Dispute this row
2025-12-08 Filed 2025-12-10Scott Geoffrey D 10% owner
G

Bona fide gift

Common stock
Acquired (A)5500—113,926Direct (D) No— Open filing 0001493152-25-027028 Read from the filing’s XML Dispute this row
2025-12-08 Filed 2025-12-10Scott Geoffrey D 10% owner
G

Bona fide gift

Common stock
Acquired (A)5500—2,615Indirect (I) By SpouseNo— Open filing 0001493152-25-027028 Read from the filing’s XML Dispute this row
2025-12-03 Filed 2025-12-04Scott Risa Kae 10% ownerRisa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 10% ownerRisa K. Scott John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust 10% ownerRisa K Scott Grantor Retained Annuity Trust Dtd 5/19/24 10% owner
G

Bona fide gift

Common Stock
Disposed (D)3,0000—322,546Indirect (I) See FootnoteNo
F1, F2
  • F1 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, if any, together with Risa K Scott.
  • F2 Composed of 322,546 shares held of record by Risa K. Scott TTEE, Risa K Scott Trust dtd 12/4/15, over which Risa K Scott has sole voting dispositive power.
Open filing 0001493152-25-026182 Read from the filing’s XML Dispute this row
2025-12-01 Filed 2025-12-01Susan Scott Heyneman Trust, Susan Heyneman First Interstate Wealth Management Co-Trustees 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)10,00032.75
327,500

Derived: shares × price per share. Exact value 327500.00.

224,460Indirect (I) See FootnoteNo
F1, F2
  • F1 Composed of 224,460 shares held of record by Susan Scott Heyneman Trust, Susan Heyneman First Interstate Wealth Management Co-Trustees.
  • F2 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, if any, together with Susan Scott Heyneman, Trust.
Open filing 0001493152-25-025519 Read from the filing’s XML Dispute this row
2025-11-24 Filed 2025-11-24Shepler Christopher L. Officer: Chief Banking Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)1,59131.42
49,989.22

Derived: shares × price per share. Exact value 49989.22.

3,899Direct (D) No
F1
  • F1 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 in three equal annual installments beginning on November 24, 2026, subject to the reporting person's continued employment through each applicable vesting date.
Open filing 0002090710-25-000010 Read from the filing’s XML Dispute this row
2025-11-21 Filed 2025-11-25HEYNEMAN JOHN M JR Director · 10% ownerJohn M Heyneman Jr. Trust 10% ownerRae Ann Morss John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust 10% ownerRiki Rae Scott Davidson John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust 10% ownerTowanda Investments Limited Partnership 10% owner
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)30,43231.03
944,304.96

Derived: shares × price per share. Exact value 944304.96.

1,414,636Indirect (I) see footnoteNo
F1, F2
  • F1 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 John Heyneman, Jr. with the indication of direct or indirect ownership in Table I being made from John Heyneman, Jr.'s perspective. The nature of beneficial ownership is described in detail by footnote for all reporting persons.
  • F2 Composed of 150,000 shares held of record by John M Heyneman Jr. Trust, 85,836 shares held of record by Riki Rae Scott Davidson John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust, 85,836 shares held of record by Rae Ann Morss John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust, 1,085,792 shares held of record by Towanda Investments Limited Partnership, 4,552 shares held of record by John Heyneman, Jr.'s spouse, 1095 shares held of record by John Heyneman, Jr.'s daughter, 1,215 shares held of record by John Heyneman, Jr.'s son Quinn, and 310 shares held of record by John Heyneman, Jr.'s son Bae-John.
Open filing 0001198518-25-000009 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

No Form 13F position in this issuer is placed in the store. A holder not yet linked or not yet filed is absent, not zero.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

5% holders, newest event first, as filed
HolderPercent of classShares heldEvent dateFormSource
STATE STREET CORPORATION COMMON STOCK6.46,250,817.0006/30/2026 Filed 2026-08-07SCHEDULE 13GOpen filing 0000093751-26-000463 Dispute this row
Wellington Management Group LLP Common Stock4.03,882,437.0003/31/2026 Filed 2026-05-15SCHEDULE 13G/AAmendment 1Open filing 0000902219-26-000149 Dispute this row
Wellington Group Holdings LLP Common Stock4.03,882,437.0003/31/2026 Filed 2026-05-15SCHEDULE 13G/AAmendment 1Open filing 0000902219-26-000149 Dispute this row
Wellington Investment Advisors Holdings LLP Common Stock4.03,882,437.0003/31/2026 Filed 2026-05-15SCHEDULE 13G/AAmendment 1Open filing 0000902219-26-000149 Dispute this row
Wellington Management Group LLP Common Stock5.65,915,425.0009/30/2025 Filed 2025-11-12SCHEDULE 13GOpen filing 0000902219-25-000402 Dispute this row
Wellington Group Holdings LLP Common Stock5.65,915,425.0009/30/2025 Filed 2025-11-12SCHEDULE 13GOpen filing 0000902219-25-000402 Dispute this row
Wellington Investment Advisors Holdings LLP Common Stock5.65,915,425.0009/30/2025 Filed 2025-11-12SCHEDULE 13GOpen filing 0000902219-25-000402 Dispute this row
Wellington Management Company LLP Common Stock5.45,915,425.0009/30/2025 Filed 2025-11-12SCHEDULE 13GOpen filing 0000902219-25-000402 Dispute this row
Franklin Mutual Advisers, LLC Common Stock, $0.00001 par value4.04,222,302.0009/30/2025 Filed 2025-11-04SCHEDULE 13G/AAmendment 1Open filing 0001023875-25-000029 Dispute this row
FMR LLC COMMON STOCK5.05,210,135.8006/30/2025 Filed 2025-08-06SCHEDULE 13G/AAmendment 1Open filing 0000315066-25-002034 Dispute this row
Abigail P. Johnson COMMON STOCK5.05,210,135.8006/30/2025 Filed 2025-08-06SCHEDULE 13G/AAmendment 1Open filing 0000315066-25-002034 Dispute this row
Dimensional Fund Advisors LP Common Stock5.25,416,568.0006/30/2025 Filed 2025-07-15SCHEDULE 13GOpen filing 0000354204-25-001086 Dispute this row

Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.

What was read

1,873,745 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
202484,357
2025235,518
2026137,107

Filings made before the SEC required XML are listed, not extracted.

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