FIBK First Interstate BancSystem, Inc. Common Stock (DE)
XNAS 35.67 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $29.39 – $40.60
- YTD
- +1.05%
- IV Rank (30D)
- 16.76
- Straddle Price
- $2.55
- P/C Vol Ratio
- 0.11
- Market Cap
- $3.4B
- Open
- $35.78
- Day Range
- $35.35 – $35.80
- Volume
- 786,066
- Prev Close
- $35.56
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.85 |
| Cost of Equity (CAPM) | 9.40% (VRP-adj) |
| WACC | 9.10% |
| Volatility Risk Premium | +38.1pp (IV − HV30) |
| Effective Tax Rate | 22.5% |
| Rev. Growth (YoY, DCF input) | -7.7% |
| DCF Horizon | 12 years explicit + fade |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 9.8% |
| Book / Price | 92.1% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.81 (target ROE vs peer median) |
| Gross Margin (TTM) | 76.4% |
| FCF Margin (TTM) | 17.6% |
| Debt / Equity | 0.09 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +1.8% (reverse-DCF on current price) |
| SMA 50 | $36.60 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $35.40 |
| Bollinger Width / SMA20 | 22.5% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $4B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $19.56 | 30% | |
| DDM (Gordon) | $10.12 | 24% | |
| Peer P/E | $12.92 | 9% | median 5.2× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 27.1× · 3 peers |
| Peer P/B | $22.51 | 14% | median 0.7× · 8 peers |
| Peer P/S | n/a | 0% | |
| Market Anchor (SMA50) | $36.60 | 23% | stability 37% (BB-width) |
| Options Expected (B-L 30d) | $32.37 | 0% | 6 strikes · skew -0.38 |

- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $3.4B
- Employees
- 3,376
- List Date
- 2010-03-24
- CIK
- 0000860413
- Next Earnings
- 2026-10-22 (After-Close)
- EPS Forecast
- $0.70 (4 est.)
- Headquarters
- Billings, MT
- Homepage
- https://www.fibk.com
First Interstate BancSystem Inc is a financial holding company. It is the parent company of First Interstate Bank, a community bank offering a range of internet, mobile, and other banking and financial services throughout Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming. It delivers a range of financial products and services to both retail and commercial customers in industries like agriculture, construction, education, energy, governmental services, healthcare, mining, professional services, retail, tourism and wholesale trade. It generates majority of income from interest charge…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -4.14% | -11.38% | -7.79% | -11.94% | 3.10% | 0.48% | -5.28% |
| Feb | 15.02% | 5.70% | -2.90% | -0.42% | -3.31% | -5.98% | 1.35% |
| Mar | -2.25% | -3.57% | -14.76% | 4.29% | -6.37% | -5.06% | -4.62% |
| Apr | 0.97% | -10.61% | -13.28% | 1.60% | -7.70% | 5.78% | -3.87% |
| May | -1.40% | 11.77% | -13.50% | -3.35% | 1.88% | 0.42% | -0.70% |
| Jun | -12.08% | 1.76% | 4.79% | 5.87% | 7.74% | 11.03% | 3.19% |
| Jul | -0.99% | 5.32% | 18.77% | 15.09% | -4.07% | -3.11% | 5.17% |
| Aug | 5.56% | -1.20% | -8.45% | 4.51% | 15.17% | -4.56% | 1.84% |
| Sep | -8.67% | 1.48% | -6.59% | 0.49% | -2.12% | -1.58% | -2.83% |
| Oct | 2.24% | 11.68% | -5.95% | 4.27% | -1.57% | -0.28%* | 1.73% |
| Nov | -4.47% | -4.13% | 11.84% | 13.61% | 3.40% | -- | 4.05% |
| Dec | 2.60% | -10.30% | 11.21% | -6.99% | 4.75% | -- | 0.25% |
| Total | -9.76% | -6.87% | -28.72% | 26.62% | 9.02% | -4.00% | -2.29% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: FIBK
Executive Summary:
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Stable technical indicators, positive earnings surprise, and moderate institutional interest.
Primary Risks: High volatility, mixed news sentiment, and potential for further consolidation.
Investment Thesis: FIBK's recent price action suggests a stabilizing trend, supported by positive earnings and moderate institutional interest. However, the stock's high volatility and mixed news sentiment create a NEUTRAL outlook, requiring caution and patience before taking a more decisive stance.
Recent News Sentiment Impact: Positive news headlines from Q1 earnings beat have contributed to the stabilization of FIBK's price action. Nevertheless, the overall news sentiment remains neutral, as other recent headlines have not provided significant catalysts for the stock.
Technical Analysis:
Trend Direction: Short-term (1-4 weeks): Consolidation; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Bullish trend
Support/Resistance Levels:
- Lower: $33.69
- Middle: $35.20
- Upper: $36.70
Momentum Signals:
- RSI: 55.96 (neutral)
- MACD: Bullish momentum signal with a bullish crossover above the signal line.
- Bollinger Bands: Price touching the middle band, indicating a neutral reading.
Volume Analysis: Volume SMA 20 is declining, indicating reduced institutional interest and potential selling pressure.
News & Sentiment Analysis:
Recent Headlines Summary: Most recent headlines have been neutral in sentiment, with some positive earnings news providing support for the stock.
Sentiment Assessment: Aggregate news sentiment remains NEUTRAL (4/5), with no strong catalysts driving significant price moves.
Catalyst Identification: No imminent earnings dates or significant events that could drive a substantial move in the short-term.
Market Narrative: The recent consolidation phase has been driven by mixed market conditions, with FIBK's technical indicators stabilizing and institutional interest moderating.
Risk & Volatility Assessment:
Beta Interpretation: High risk relative to the market (beta >1.2).
Volatility Regime: Current volatility levels are high, as indicated by the historical volatility metrics.
Options Market Signals:
- IV Rank: Medium
- Put/Call Volume Ratio: 0.22 (Bullish sentiment)
- Market Expectation: Options market pricing a $2.60 move by expiration
Downside Protection: Support levels at $33.69 and $35.20 can provide some cushioning in the event of further price declines.
Market Context & Positioning:
Sector Performance: FIBK's sector, Finance, has been relatively stable, with no significant changes in recent months.
Institutional Activity: Institutional interest is moderate, as indicated by the volume flow and open interest metrics.
Correlation Analysis: FIBK's correlation with the market (R-squared) indicates a relatively high degree of movement, suggesting that institutional investors are playing a role in its price action.
Relative Valuation: FIBK's position within its trading range is NEUTRAL, with no clear signs of overbought or oversold conditions.
Key Levels & Action Items:
Critical Price Levels:
- Support: $33.69
- Resistance: $36.70
Breakout/Breakdown Levels: No immediate levels to watch, as the stock has been consolidating.
Time-Sensitive Catalysts: No upcoming earnings dates or significant events that could drive a substantial move in the short-term.
Risk Management: Consider implementing stop-loss levels at $33.69 and $35.20 to manage potential losses.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-07-26 | Pre-Market | 2.61% | 0.22% | 0.08x | Within |
| 2023-04-26 | Pre-Market | 19.25% | 0.23% | 0.01x | Within |
| 2023-07-26 | Pre-Market | 14.22% | 5.57% | 0.39x | Within |
| 2023-10-25 | Pre-Market | 12.36% | 0.23% | 0.02x | Within |
| 2024-01-30 | Pre-Market | 9.05% | 0.71% | 0.08x | Within |
| 2024-04-24 | Pre-Market | 11.05% | 0.19% | 0.02x | Within |
| 2024-07-25 | Pre-Market | 16.53% | 1.74% | 0.11x | Within |
| 2024-10-24 | After-Close | 10.93% | 3.31% | 0.30x | Within |
| 2025-01-29 | After-Close | 14.07% | 1.95% | 0.14x | Within |
| 2025-04-29 | Pre-Market | 16.47% | 1.03% | 0.06x | Within |
| 2025-07-29 | Pre-Market | 10.62% | 0.91% | 0.09x | Within |
| 2025-10-29 | Pre-Market | 16.58% | 0.46% | 0.03x | Within |
| 2026-01-28 | Pre-Market | 9.50% | 0.54% | 0.06x | Within |
| 2026-04-29 | After-Close | 6.75% | 3.08% | 0.46x | Within |
| 2026-07-23 | Pre-Market | 7.75% | 0.76% | 0.10x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
FIBK Options Activity & IV Rank
FIBK IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 51st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Moderate volatility - stock generally follows market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $24.6M | #1007 of 3716 | -18.2% | 13F | |
| Citadel Hedge fund Ken Griffin | $6.8M | #1864 of 6285 | +87.5% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $1.7M | #747 of 997 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $78K | #3118 of 4729 | -8.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
FIBK Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $771.20K | 86.96% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $115.68K | 13.04% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $2.02M | 53.85% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $1.62M | 43.08% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $115.68K | 3.08% | 2026-06-30 |
FIBK Insider Trading (Form 4)
Latest: 2026-10-06| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-06 | James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs | 10%+ Owner | Gift (G) | −13,980 | — | EDGAR | |
| 2026-09-22 | Christopher L. Shepler | Chief Banking Officer | Tax (F) | −222 | $36.88 | -$8.2K | EDGAR |
| 2026-09-16 | Jeffery D. Lee | Chief Operations Officer | Award (A) | +5,417 | — | EDGAR | |
| 2026-09-16 | Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 | 10%+ Owner | Sell (S) | −13,500 | $37.64 | -$508.1K | EDGAR |
| 2026-09-14 | Harrison William Scott Trust | 10%+ Owner | Sell (S) | −48,426 | $37.29 | -$1.81M | EDGAR |
| 2026-09-14 | Jonathan R Scott | 10%+ Owner | Sell (S) | −101,574 | $37.03 | -$3.76M | EDGAR |
| 2026-07-28 | Julie A Scott | 10%+ Owner | Gift (G) | −6,750 | — | EDGAR | |
| 2026-07-24 | Brian Kevin Turner | Director | Award (A) | +1,806 | $38.97 | $70.4K | EDGAR |
| 2026-07-24 | Matthew John Ritter | Director | Award (A) | +1,806 | $38.97 | $70.4K | EDGAR |
| 2026-07-16 | Harrison William Scott Trust | 10%+ Owner | Sell (S) | −60,000 | $40.30 | -$2.42M | EDGAR |
| 2026-06-18 | Jonathan R Scott | 10%+ Owner | Sell (S) | −27,000 | $36.29 | -$979.8K | EDGAR |
| 2026-06-18 | Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 | 10%+ Owner | Sell (S) | −56,340 | $36.11 | -$2.03M | EDGAR |
| 2026-06-18 | IXL Ltd Liability Co | 10%+ Owner | Sell (S) | −75,000 | $35.97 | -$2.70M | EDGAR |
| 2026-06-04 | Harrison William Scott Trust | 10%+ Owner | Sell (S) | −77,352 | $35.58 | -$2.75M | EDGAR |
| 2026-06-03 | Renu Agrawal | Director | Award (A) | +2,247 | — | EDGAR |
FIBK Insider Holdings
45 insiders · @ $35.67| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees | 10%+ Owner | 4,454,544 | $158.89M | $0 | 3 | 2025-12-15 |
| 2 | Jeremy Scott | Director | 3,518,192 | $125.49M | -$15.30M | 17 | 2026-06-03 |
| 3 | James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs | 10%+ Owner | 2,059,629 | $73.47M | -$1.78M | 3 | 2026-10-06 |
| 4 | James R. Scott Jr | Director | 2,033,112 | $72.52M | -$3.35M | 31 | 2026-06-03 |
| 5 | Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust | 10%+ Owner | 1,428,982 | $50.97M | -$217.3K | 3 | 2025-02-18 |
| 6 | John M Heyneman Jr. Trust | 10%+ Owner | 1,419,860 | $50.65M | -$1.82M | 4 | 2025-08-18 |
| 7 | Harper Grace Scott Trust | 10%+ Owner | 943,559 | $33.66M | -$18.15M | 5 | 2026-03-27 |
| 8 | Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 | 10%+ Owner | 866,852 | $30.92M | -$16.01M | 6 | 2026-06-18 |
| 9 | Harrison William Scott Trust | 10%+ Owner | 831,852 | $29.67M | -$39.10M | 13 | 2026-09-14 |
| 10 | Jonathan R Scott | Director | 831,810 | $29.67M | -$14.60M | 77 | 2026-09-14 |
FIBK Board & Officers
As of SEC filings through Oct 6, 2026Directors 13
- John M Heyneman Jr · since May 7, 2010
- Dennis L Johnson · since May 30, 2017
- Alice S Cho · since May 6, 2020
- Biff Bowman · since Feb 17, 2021
- Joyce Ann Phillips · since Feb 17, 2021
- Daniel A Rykhus · since Feb 1, 2022
- James A Reuter · since Nov 1, 2024
- James R. Scott Jr · listed since May 2025
- Jeremy Scott · listed since Jun 2025
- Michael L Scudder · since Aug 13, 2025
- Renu Agrawal · since Aug 29, 2025
- Brian Kevin Turner · since Jul 13, 2026
- Matthew John Ritter · since Jul 13, 2026
Officers 10
- James A Reuter · President and CEO · since Nov 1, 2024
- David Della Camera · Chief Financial Officer · since Jun 1, 2025
- Lori Meyer · EVP, Chief Information Officer · since Nov 29, 2023
- Kristina Robbins · EVP, Chief Operations Officer · listed since Feb 2024
- Nathan R Jones · Chief Risk Officer · since Apr 22, 2025
- Christopher L. Shepler · Chief Banking Officer · since Sep 10, 2025
- Ryan J. Boschee · Chief Credit Officer · since Apr 25, 2026
- Jolyn M. Kanning · Chief Risk Officer · since Apr 29, 2026
- Jeffery D. Lee · Chief Operations Officer · since Sep 14, 2026
- Kirk D Jensen · General Counsel · since Jan 19, 2017
10% owners 35
- Elizabeth Lauren Scott Rose Trust (entity) · since Feb 1, 2022
- First Interstate Bank TTEE for Dana S Andersson GST Exempt Trust No 1 Dtd 12/11/2020 (entity) · since Feb 1, 2022
- First Interstate Bank TTEE for James R Scott Jr. GST Exempt Trust No 1 Dtd 12/11/2020 (entity) · since Feb 1, 2022
- Foundation for Community Vitality (entity) · since Feb 1, 2022
- Geoffrey D Scott · since May 23, 2024
- Harper Grace Scott Trust (entity) · since Feb 1, 2022
- Harrison William Scott Trust (entity) · since Feb 1, 2022
- Holland Elizabeth Scott Trust (entity) · since Feb 1, 2022
- IXL Ltd Liability Co (entity) · since Feb 1, 2022
- JS Investments Limited Partnership (entity) · since Feb 1, 2022
- James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees (entity) · since Feb 1, 2022
- James R & Christine M Scott Foundation (entity) · since Feb 1, 2022
- James R Scott · on file since 2006
- James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs (entity) · since Feb 1, 2022
- James R. Scott Jr · listed since Feb 2022
- James Scott, Conservator James F Heyneman Conservatorship · since Feb 1, 2022
- Jeremy Scott · since Feb 21, 2020
- Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15 (entity) · since Feb 1, 2021
- John M Heyneman Jr · listed since May 2018
- John M Heyneman Jr. Trust (entity) · since Feb 1, 2022
- Jonathan R Scott · listed since Dec 2020
- Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 (entity) · since Feb 1, 2021
- Juliana Sarah Scott Rose Trust (entity) · since Feb 1, 2022
- Julie A Scott · listed since Jul 2020
- Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 (entity) · since Feb 1, 2022
- NBAR5 Limited Partnership (entity) · on file since Jul 2025
- Nbar5 S, LP (entity) · since Feb 1, 2022
- Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust (entity) · since Feb 1, 2022
- Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust (entity) · since Feb 1, 2022
- Risa K Scott Grantor Retained Annuity Trust Dtd 5/19/24 (entity) · on file since Feb 2025
- Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 (entity) · since Feb 1, 2022
- Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust (entity) · since Feb 1, 2022
- Risa Kae Scott · since Nov 15, 2019
- Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees (entity) · since Feb 1, 2022
- Towanda Investments Limited Partnership (entity) · since Feb 1, 2022
Changes in the last 10 years (101)
| Sep 14, 2026 | Jeffery D. Lee became Chief Operations Officer |
| Jul 13, 2026 | Matthew John Ritter became a director |
| Jul 13, 2026 | Brian Kevin Turner became a director |
| May 27, 2026 | The company announced the departure of Stephen Mark Lacy from the board in an SEC filing |
| May 27, 2026 | The company announced the departure of Patricia L Moss from the board in an SEC filing |
| May 27, 2026 | The company announced the departure of David L Jahnke from the board in an SEC filing |
| Apr 29, 2026 | Jolyn M. Kanning became Chief Risk Officer |
| Apr 25, 2026 | Ryan J. Boschee became Chief Credit Officer |
| Nov 14, 2025 | The company announced the departure of Lorrie F Asker as Chief Banking Officer in an SEC filing |
| Sep 10, 2025 | Christopher L. Shepler became Chief Banking Officer |
| Aug 29, 2025 | Renu Agrawal became a director |
| Aug 13, 2025 | Michael L Scudder became a director |
| Jul 18, 2025 | NBAR5 Limited Partnership first on file as a 10% owner |
| Jun 3, 2025 | Jeremy Scott first listed as a director in an SEC filing |
| Jun 1, 2025 | David Della Camera became Chief Financial Officer |
| May 30, 2025 | James R. Scott Jr first listed as a director in an SEC filing |
| Apr 22, 2025 | Nathan R Jones became Chief Risk Officer |
| Mar 14, 2025 | The company announced the departure of Thomas Edward Henning from the board in an SEC filing |
| Mar 14, 2025 | The company announced the departure of Frances Pallas Grieb from the board in an SEC filing |
| Feb 24, 2025 | The company announced the departure of Jonathan R Scott from the board in an SEC filing |
| Feb 20, 2025 | The company announced the departure of Marcy D Mutch as Exec. Vice Pres. & CFO in an SEC filing |
| Feb 14, 2025 | Risa K Scott Grantor Retained Annuity Trust Dtd 5/19/24 first on file as a 10% owner |
| Nov 1, 2024 | James A Reuter became a director |
| Nov 1, 2024 | James A Reuter became President and CEO |
| Jul 8, 2024 | The company announced the departure of Kevin P Riley from the board in an SEC filing |
| Jul 8, 2024 | The company announced the departure of Kevin P Riley as President & CEO in an SEC filing |
| May 23, 2024 | Geoffrey D Scott became a 10% owner |
| Feb 8, 2024 | Kristina Robbins listed as EVP, Chief Operations Officer (previously SVP, Chief Operations Officer) in SEC filings |
| Nov 29, 2023 | Lori Meyer became EVP, Chief Information Officer |
| May 4, 2023 | Julie A Scott no longer listed as a director in SEC filings |
| Feb 9, 2023 | The company announced the departure of Ashley Hayslip as EVP, Chief Banking Officer in an SEC filing |
| Feb 9, 2023 | Lorrie F Asker became Chief Banking Officer |
| Jan 11, 2023 | The company announced the departure of Ross E. Leckie from the board in an SEC filing |
| Nov 28, 2022 | Ashley Hayslip became EVP, Chief Banking Officer |
| Nov 17, 2022 | Julie A Scott first listed as a director in an SEC filing |
| Oct 3, 2022 | The company announced the departure of Russell A Lee as EVP & Chief Banking Officer in an SEC filing |
| May 26, 2022 | Kristina Robbins became SVP, Chief Operations Officer |
| Mar 29, 2022 | Sheridan Stadium Foundation first on file as a 10% owner |
| Mar 29, 2022 | Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees first on file as a 10% owner |
| Mar 24, 2022 | The company announced the departure of Jodi Delahunt Hubbell as Chief Operating Officer in an SEC filing |
| Feb 11, 2022 | James R. Scott Jr no longer listed as a director in SEC filings |
| Feb 11, 2022 | James R. Scott Jr first listed as a 10% owner in an SEC filing |
| Feb 1, 2022 | Towanda Investments Limited Partnership became a 10% owner |
| Feb 1, 2022 | Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee became a 10% owner |
| Feb 1, 2022 | Thomas Edward Henning became a director |
| Feb 1, 2022 | Susan Scott Heyneman Trust, Susan Heyneman & First Interstate Wealth Management Co-Trustees became a 10% owner |
| Feb 1, 2022 | Stephen Mark Lacy became a director |
| Feb 1, 2022 | Scott Edward Erkonen became EVP, Chief Information Officer |
| Feb 1, 2022 | Risa K. Scott & John Heyneman Jr., TTEEs FBO Risa K Scott Exemption Trust Under the Scott Family 1996 Trust became a 10% owner |
| Feb 1, 2022 | Risa K Scott TTEE Risa K Scott Trust Dtd 12/4/15 became a 10% owner |
| Feb 1, 2022 | Riki Rae Scott Davidson & John Heyneman Jr., Trustees FBO Riki Scott Davidson Exemption Trust Under the Scott Family 1996 Trust became a 10% owner |
| Feb 1, 2022 | Rae Ann Morss & John Heyneman Jr., Trustees FBO Rae Ann Morss Exemption Trust Under the Scott Family 1996 Trust became a 10% owner |
| Feb 1, 2022 | Nbar5 S, LP became a 10% owner |
| Feb 1, 2022 | Karlyn M Knieriem became EVP, Chief Risk Officer |
| Feb 1, 2022 | Julie A Scott Rose Trustee of the Julie A Scott Rose Trust Dated 5-14-2002 became a 10% owner |
| Feb 1, 2022 | Juliana Sarah Scott Rose Trust became a 10% owner |
| Feb 1, 2022 | John M Heyneman Jr. Trust became a 10% owner |
| Feb 1, 2022 | James Scott, Conservator James F Heyneman Conservatorship became a 10% owner |
| Feb 1, 2022 | James R Scott Trust, James R Scott & First Interstate Wealth Management Co-TTEEs became a 10% owner |
| Feb 1, 2022 | James R & Christine M Scott Foundation became a 10% owner |
| Feb 1, 2022 | James F Heyneman Trust, James Scott & First Interstate Wealth Management Co-Trustees became a 10% owner |
| Feb 1, 2022 | James Brannen became a director |
| Feb 1, 2022 | JS Investments Limited Partnership became a 10% owner |
| Feb 1, 2022 | IXL Ltd Liability Co became a 10% owner |
| Feb 1, 2022 | Holland Elizabeth Scott Trust became a 10% owner |
| Feb 1, 2022 | Harrison William Scott Trust became a 10% owner |
| Feb 1, 2022 | Harper Grace Scott Trust became a 10% owner |
| Feb 1, 2022 | Frances Pallas Grieb became a director |
| Feb 1, 2022 | Foundation for Community Vitality became a 10% owner |
| Feb 1, 2022 | First Interstate Bank TTEE for James R Scott Jr. GST Exempt Trust No 1 Dtd 12/11/2020 became a 10% owner |
| Feb 1, 2022 | First Interstate Bank TTEE for Dana S Andersson GST Exempt Trust No 1 Dtd 12/11/2020 became a 10% owner |
| Feb 1, 2022 | First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 became a 10% owner |
| Feb 1, 2022 | Exempt Thomas W Scott Marital Trust 2 became a 10% owner |
| Feb 1, 2022 | Elizabeth Lauren Scott Rose Trust became a 10% owner |
| Feb 1, 2022 | Daniel A Rykhus became a director |
| Jan 19, 2022 | The company announced the departure of James R Scott from the board in an SEC filing |
| Feb 17, 2021 | Joyce Ann Phillips became a director |
| Feb 17, 2021 | Biff Bowman became a director |
| Feb 1, 2021 | Jonathan Scott as Trustee of the Jonathan R Scott Trust Dated as of 4/21/04 became a 10% owner |
| Feb 1, 2021 | Jeremy Scott TTEE, Jeremy Scott Revocable Trust Dtd 6/25/15 became a 10% owner |
| Dec 17, 2020 | Jonathan R Scott first listed as a 10% owner in an SEC filing |
| Jul 2, 2020 | Julie A Scott no longer listed as a director in SEC filings |
| Jul 2, 2020 | Julie A Scott first listed as a 10% owner in an SEC filing |
| May 6, 2020 | Alice S Cho became a director |
| Mar 17, 2020 | Jodi Delahunt Hubbell listed as Chief Operating Officer (previously Chief Banking Officer - West) in SEC filings |
| Mar 4, 2020 | Sandra A Scott Suzor first listed as a 10% owner in an SEC filing |
| Feb 21, 2020 | Jeremy Scott became a 10% owner |
| Feb 19, 2020 | Renee Newman listed as EVP and Chief Strategy Officer (previously EVP and Chief Banking Officer) in SEC filings |
| Jan 6, 2020 | Russell A Lee became EVP & Chief Banking Officer |
| Nov 15, 2019 | Risa Kae Scott became a 10% owner |
| Nov 2, 2018 | Kevin P Riley first listed as a director in an SEC filing |
| Jul 2, 2018 | Susan Scott Heyneman became a 10% owner |
| May 24, 2018 | John M Heyneman Jr first listed as a 10% owner in an SEC filing |
| May 21, 2018 | Kade G Peterson became Chief Information Officer |
| Jan 22, 2018 | Renee Newman became EVP and Chief Banking Officer |
| Oct 16, 2017 | Jodi Delahunt Hubbell became Chief Banking Officer - West |
| May 30, 2017 | Patricia L Moss became a director |
| May 30, 2017 | Dennis L Johnson became a director |
| Jan 19, 2017 | Philip G Gaglia became Chief Risk Officer |
| Jan 19, 2017 | Kirk D Jensen became General Counsel |
| Dec 23, 2016 | Peter I Wold became a director |
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Not reported recently (29)
- J.S. Investments Limited Partnership · Last reported as a 10% owner in an SEC filing dated Dec 13, 2024
- Karlyn M Knieriem · Last reported as EVP, Chief Risk Officer in an SEC filing dated Mar 26, 2024
- Homer Scott Jr Trust, Homer Scott Jr. & First Interstate Wealth Management Co Trustees · Last reported as a 10% owner in an SEC filing dated Dec 15, 2023
- Exempt Thomas W Scott Marital Trust 2 · Last reported as a 10% owner in an SEC filing dated Sep 13, 2023
- Homer A Scott Jr · Last reported as a 10% owner in an SEC filing dated Sep 6, 2023
- Sheridan Stadium Foundation · Last reported as a 10% owner in an SEC filing dated Sep 6, 2023
- First Interstate Bank & Julie Scott Rose, Co-TTEEs of the Joan D Scott Trust Dtd 10/16/12 · Last reported as a 10% owner in an SEC filing dated Jun 15, 2023
- James Brannen · Last reported as a director in an SEC filing dated Jun 5, 2023
- Scott Edward Erkonen · Last reported as EVP, Chief Information Officer in an SEC filing dated May 24, 2023
- Susan Scott Heyneman · Last reported as a 10% owner in an SEC filing dated Jul 19, 2022
- Philip G Gaglia · Last reported as Chief Risk Officer in an SEC filing dated May 18, 2022
- Thomas W Scott · Last reported as a 10% owner in an SEC filing dated Mar 29, 2022
- Thomas W Scott Trust Dtd 8/22/95, Thomas W Scott Trustee · Last reported as a 10% owner in an SEC filing dated Mar 29, 2022
- Dana L Crandall · Last reported as a director in an SEC filing dated Jun 2, 2021
- Kade G Peterson · Last reported as Chief Information Officer in an SEC filing dated May 24, 2021
- Renee Newman · Last reported as EVP and Chief Strategy Officer in an SEC filing dated Feb 16, 2021
- Charles E Hart · Last reported as a director in an SEC filing dated May 7, 2020
- Steven J Corning · Last reported as a director in an SEC filing dated Apr 23, 2020
- Sandra A Scott Suzor · Last reported as a 10% owner in an SEC filing dated Mar 4, 2020
- Randall I Scott · Last reported as a director in an SEC filing dated Sep 16, 2019
- Peter I Wold · Last reported as a director in an SEC filing dated Jun 12, 2019
- Teresa Taylor · Last reported as a director in an SEC filing dated Jun 5, 2019
- William B Ebzery · Last reported as a director in an SEC filing dated Feb 15, 2019
- Kevin Guenthner · Last reported as SVP & Chief Infor. Officer in an SEC filing dated Mar 6, 2018
- David H Crum · Last reported as a director in an SEC filing dated Jul 5, 2017
- Theodore H Williams · Last reported as a director in an SEC filing dated Jun 2, 2017
- Stephen W. Yose · Last reported as EVP & Chief Credit Officer in an SEC filing dated Apr 5, 2017
- William D. Gottwals · Last reported as EVP and Chief Banking Officer in an SEC filing dated Mar 28, 2017
- Charles M Heyneman · Last reported as a director in an SEC filing dated Dec 15, 2016
FIBK Proposed Insider Sales (Form 144)
Latest: 2026-09-11What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | Jonathan R. Scott Trust dtd 11/13/2004 | Former Director | 15,000 | $553.8K | 2026-09-11 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-07-16 | Jonathan R. Scott Trust dtd 11/13/2004 | Former Director | 20,000 | $804.4K | 2026-07-16 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-06-18 | JULIE SCOTT ROSE TRUST | Family Ownership | 15,000 | $539.5K | 2026-06-18 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-17 | Jonathan R. Scott Trust dtd 11/13/2004 | Former Director | 13,890 | $495.0K | 2026-06-17 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-04-30 | Jonathan R. Scott Trust dtd 11/13/2004 | Former Director | 66,396 | $2.36M | 2026-04-30 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-02-11 | Asker Lorrie F | Officer | 1,579 | $60.0K | 2026-02-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-03 | QUINN T HEYNEMAN | Director's son | 615 | $23.1K | 2026-02-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-01-05 | Jonathan R. Scott Trust dtd 11/13/2004 | Former Director | 10,000 | $360.5K | 2026-01-05 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-11-24 | JOHN HEYNEMAN JR, TRUST NON-MANAGED AGENCY | 10% Owner | 30,432 | $944.5K | 2025-11-21 | SIDCO Trading & Operations SEI | — | EDGAR |
| 2025-11-12 | BENCH RANCH LLC | Director | 15,000 | $482.2K | 2025-11-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.17% | $172.4M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $89.6M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.11% | $81.4M | $75.1B | 2026-10-20 |
| 4 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.25% | $67.0M | — | 2026-10-20 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $65.2M | — | 2026-09-30 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.15% | $47.2M | — | 2026-10-20 |
| 7 | KRE State Street® SPDR® S&P® Regional Banking ETF | SPDR (State Street) | 1.11% | $44.2M | $4.0B | 2026-10-20 |
| 8 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.07% | $42.4M | — | 2026-09-30 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $32.8M | — | 2026-09-30 |
| 10 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.22% | $29.7M | $13.7B | 2026-10-20 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.09% | $29.1M | — | 2026-10-20 |
| 12 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.17% | $26.5M | $15.7B | 2026-10-20 |
| 13 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.23% | $25.3M | $11.1B | 2026-10-20 |
| 14 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.32% | $24.2M | $7.6B | 2026-10-20 |
| 15 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.11% | $18.7M | — | 2026-09-30 |
| 16 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.32% | $15.2M | $4.7B | 2026-10-20 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.07% | $15.1M | — | 2026-05-31 |
| 18 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.67% | $14.5M | — | 2026-06-30 |
| 19 | FGD First Trust Dow Jones Global Select Dividend Index Fund | First Trust | 0.86% | $13.6M | $1.6B | 2026-10-20 |
| 20 | KBE State Street® SPDR® S&P® Bank ETF | SPDR (State Street) | 0.95% | $13.5M | $1.4B | 2026-10-20 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $13.5M | — | 2026-10-20 |
| 22 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $13.0M | — | 2026-09-30 |
| 23 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.16% | $12.1M | — | 2026-10-20 |
| 24 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.13% | $11.2M | — | 2026-05-31 |
| 25 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.17% | $10.4M | — | 2026-09-30 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $312.40M | $60.20M | $0.61 | $55.00M |
| Q4 '25 | 2025-12-31 | $391.80M | $108.80M | $1.07 | $67.30M |
| Q3 '25 | 2025-09-30 | $335.70M | $71.40M | $0.69 | $91.70M |
| Q2 '25 | 2025-06-30 | $338.60M | $71.70M | $0.69 | $68.10M |
| Q1 '25 | 2025-03-31 | $345.30M | $50.20M | $0.49 | $78.50M |
| Q4 '24 | 2024-12-31 | $372.80M | $52.10M | $0.50 | $95.20M |
| Q3 '24 | 2024-09-30 | $374.40M | $55.50M | $0.54 | $89.90M |
| Q2 '24 | 2024-06-30 | $366.60M | $60.00M | $0.58 | $82.30M |
| Q1 '24 | 2024-03-31 | $366.80M | $58.40M | $0.57 | $87.60M |
| Q4 '23 | 2023-12-31 | $368.80M | $61.50M | $0.59 | $69.30M |
| Q3 '23 | 2023-09-30 | $364.60M | $72.70M | $0.70 | $129.10M |
| Q2 '23 | 2023-06-30 | $361.40M | $67.00M | $0.65 | $171.90M |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.