First Interstate Bancsystem SEC Filings

Dimensional Fund Advisors LP (DFA) has filed a Schedule 13G indicating that, as of 30 June 2025, it beneficially owns 1,572,330 shares of Boston Omaha Corp ("BOC"), representing 5.1 % of the company’s outstanding common stock. The institutional investor reports sole voting power over 1,540,879 shares and sole dispositive power over the full 1,572,330-share position, with no shared voting or dispositive authority.

DFA, a Delaware limited partnership and SEC-registered investment adviser, explains that the shares are held across multiple mutual funds, commingled trusts and separate accounts for which it or its subsidiaries act as adviser or sub-adviser. While DFA may exercise voting and investment discretion, it expressly disclaims beneficial ownership in excess of the requirements of Section 13(d).

Crossing the 5 % ownership threshold triggers this disclosure and signals a modest increase in institutional ownership in BOC. Because DFA is predominantly a passive, quantitative manager, the filing does not suggest an activist agenda or an intention to influence control. Nevertheless, additional institutional sponsorship can enhance liquidity, broaden research coverage and potentially support the share price through index-related demand.

Key numeric details

• Date of event: 30 June 2025
• Shares owned: 1,572,330
• Percent of class: 5.1 %
• Sole voting power: 1,540,879
• Sole dispositive power: 1,572,330

Overall, the Schedule 13G is an informative but routine ownership disclosure that underscores growing passive interest in Boston Omaha without materially altering corporate governance or near-term strategy.

UBS AG is offering $3.553 million of Phoenix Autocallable Notes with Memory Interest linked to GitLab Inc. (GTLB) common stock. The Notes are unsecured, unsubordinated debt of UBS AG London Branch with an expected 54-week tenor (Trade: 11-Jul-2025; Maturity: 29-Jul-2026) unless automatically called earlier.

Key economic terms:

• Issue price: $1,000 per Note (minimum investment 10 Notes).
• Contingent coupon: fixed $49.625 (4.9625% of par) paid quarterly if GTLB closes ≥ the Interest Barrier ($23.12, 55% of Initial Price). Missed coupons accrue via the “memory” feature.
• Automatic call: triggered on any quarterly Autocall Observation Date if GTLB closes ≥ the Initial Price ($42.03). Investors receive par plus any due/remembered coupons; no further payments.
• Principal protection: contingent only. If not called and the Final Price on 24-Jul-2026 is ≥ the Trigger Price ($23.12), par is repaid. Otherwise, holders receive a cash equivalent based on the share-delivery formula, exposing them to the full downside below the 55% trigger.
• Estimated initial value: $971.90 (97.19% of issue price), reflecting dealer fees ($10 per Note) and UBS funding spread.
• Listing: none; secondary liquidity solely at dealer discretion.

Risk highlights: investors face potential loss of up to 100% of principal, coupon discontinuity, UBS credit risk, limited secondary market, and structural conflicts of interest (internal pricing, hedging). FINMA resolution powers could impose write-off or conversion in a stress scenario. U.S. tax treatment is uncertain; UBS will treat the Notes as prepaid derivatives with ordinary-income coupons.

Investor profile: suitable only for sophisticated investors who:

• are comfortable with equity-like downside,
• seek high conditional income,
• understand early-call reinvestment risk,
• accept UBS credit exposure and illiquidity.

Hamilton Beach Brands Holding Company (HBB) Form 4 filing shows Director Paul D. Furlow acquired 1,610 Class A common shares on 07/01/2025. The transaction is coded “A” and reflects “Required Shares” granted under the Non-Employee Directors’ Equity Compensation Plan. After the award, Furlow’s direct beneficial ownership stands at 67,125 shares. No shares were sold, and no derivative securities were reported. The filing represents routine board compensation and does not materially affect the company’s capital structure.