Scott Amends 13D Filing for First Interstate BancSystem
Ticker: FIBK · Form: SC 13D/A · Filed: May 29, 2024 · CIK: 860413
| Field | Detail |
|---|---|
| Company | First Interstate Bancsystem INC (FIBK) |
| Form Type | SC 13D/A |
| Filed Date | May 29, 2024 |
| Risk Level | medium |
| Pages | 14 |
| Reading Time | 17 min |
| Key Dollar Amounts | $0.00001, $27.55, $27.44, $27.71, $27.81 |
| Sentiment | neutral |
Sentiment: neutral
Topics: shareholder-activity, sec-filing, amendment
Related Tickers: FIBK
TL;DR
Scott updated his 13D filing for FIBK - check for ownership changes.
AI Summary
James R. Scott filed an amendment (No. 22) to Schedule 13D on May 23, 2024, regarding his holdings in First Interstate BancSystem, Inc. The filing indicates a change in the beneficial ownership of common stock, though specific share counts or dollar amounts are not detailed in this excerpt. This is an update to a previous filing concerning his stake in the company.
Why It Matters
This filing signals a potential shift in significant shareholder activity, which could influence the stock's price and trading dynamics.
Risk Assessment
Risk Level: medium — Amendments to Schedule 13D often indicate changes in significant shareholder positions, which can lead to increased volatility.
Key Numbers
- 22 — Amendment Number (Indicates this is the 22nd update to the filing.)
- May 23, 2024 — Filing Date (Date of the event requiring this filing.)
Key Players & Entities
- James R. Scott (person) — Filing person and significant shareholder
- First Interstate BancSystem, Inc. (company) — Subject company
- 401 North 31st Street Billings, Montana 59116 (address) — Mailing address for James R. Scott
FAQ
What specific changes in beneficial ownership are reported in this amendment?
This excerpt does not specify the exact changes in beneficial ownership, only that an amendment (No. 22) has been filed.
What is the CUSIP number for First Interstate BancSystem, Inc. common stock?
The CUSIP number is 32055Y 201.
Who is authorized to receive notices and communications for this filing?
James R. Scott, c/o First Interstate BancSystem, Inc., 401 North 31st Street Billings, Montana 59116, is authorized to receive notices and communications.
What was the previous name of First Interstate BancSystem, Inc.?
The former name was First Interstate BancSystem of Montana Inc., with a date of name change on June 15, 1993.
Under which act is this Schedule 13D filed?
This Schedule 13D is filed under the Securities Exchange Act of 1934.
Filing Stats: 4,279 words · 17 min read · ~14 pages · Grade level 6.9 · Accepted 2024-05-29 13:38:29
Key Financial Figures
- $0.00001 — uo;), with respect to the common stock, $0.00001 par value per share (“ Common Sto
- $27.55 — sactions at a weighted average price of $27.55 with a price range of $27.44 to $27.71.
- $27.44 — e price of $27.55 with a price range of $27.44 to $27.71. The Reporting Person underta
- $27.71 — $27.55 with a price range of $27.44 to $27.71. The Reporting Person undertakes to pro
- $27.81 — sactions at a weighted average price of $27.81 with a price range of $27.66 to $28.02.
- $27.66 — e price of $27.81 with a price range of $27.66 to $28.02. (d) None. (e) Not applic
- $28.02 — $27.81 with a price range of $27.66 to $28.02. (d) None. (e) Not applicable. CU
Filing Documents
- formsc13da.htm (SC 13D/A) — 396KB
- ex99-1.htm (EX-99.1) — 34KB
- ex99-2.htm (EX-99.2) — 143KB
- 0001493152-24-021746.txt ( ) — 574KB
SIGNATURES
SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. May 28, 2024 Date * Risa K. Scott Risa K. Scott & John Heyneman Jr., TTEES FBO Risa K. Scott exemption trust under the Scott family 1996 trust By: * Name: Risa K Scott Title: Trustee Risa K Scott TTEE Risa K Scott Trust DTD 12/4/15 By: * Name: Risa K Scott Title: Trustee * James R. Scott Foundation for Community Vitality By: * Name: James R. Scott Title: Director James F Heyneman Conservatorship, James Scott, Conservator By: * Name: James R. Scott Title: Conservator CUSIP No. 32055Y 201 13D Page 18 of 22 pages James R Scott Trust By: * Name: James R. Scott Title: Trustee James R And Christine M Scott Foundation By: * Name: James R. Scott Title: President JS Investments Limited Partnership By: * Name: James R. Scott Title: Managing Partner James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs By: * Name: James R. Scott Title: Trustee James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees By: * Name: James R. Scott Title: Trustee * John M. Heyneman, Jr. Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust under the Scott family 1996 Trust By: * Name: John M. Heyneman Jr Title: Co-Trustee CUSIP No. 32055Y 201 13D Page 19 of 22 pages Riki Rae Scott Davidson & John Heyneman Jr., trustees FBO Riki Scott Davidson Exemption Trust under the Scott family 1996 Trust By: * Name: John M. Heyneman Jr Title: Co-Trustee John M. Heyneman Jr. Trust By: * Name: John M. Heyneman Jr Title: Trustee Towanda Investments Limited Partnership By: * Name: John M. Heyneman Jr Title: Managing Partner * Julie Scott Rose Elizabeth Lauren Scott Rose Trust By: * Name: Julie S