Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Director | October 01, 2026 | October 03, 2026 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | October 09, 2026 | October 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
KEYCORP /NEW/
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 114,767 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 1,526 · Balance 114,767 F1: Prior to 2014, directors were permitted to defer the payment of directors' fees into the KeyCorp Second Directors' Deferred Compensation Plan ("Deferred Compensation Plan"). The deferred fees were converted to deferred shares, which are the economic equivalent of common shares. These deferred shares are being distributed as common shares pursuant to the terms of the Deferred Compensation Plan. F2: Includes approximately 133 common shares acquired through dividend reinvestments in September 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 116,184 |
Reported balance
After 2026-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-01 · Exercise / conversion · Acquired 1,417 · Balance 116,184 F3: Each deferred share is the economic equivalent of one common share. |
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 6,376 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 1,526 · Balance 6,376 F1: Prior to 2014, directors were permitted to defer the payment of directors' fees into the KeyCorp Second Directors' Deferred Compensation Plan ("Deferred Compensation Plan"). The deferred fees were converted to deferred shares, which are the economic equivalent of common shares. These deferred shares are being distributed as common shares pursuant to the terms of the Deferred Compensation Plan. F4: These deferred shares will distribute in ten quarterly installments beginning on July 1, 2025. F5: Includes approximately 80 dividend-equivalent deferred shares accrued under the Deferred Compensation Plan in September 2026. |
| Deferred SharesSEC Table II · derivative / convertible security · Expires 2026-10-01 | Direct | 150,043 |
Reported balance
After 2026-10-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-01 · Exercise / conversion · Disposed 1,417 · Balance 150,043 F3: Each deferred share is the economic equivalent of one common share. F6: Includes approximately 1,417 dividend-equivalent deferred shares accrued under the Amended and Restated Directors' Deferred Share Sub-Plan to the KeyCorp 2026 Equity Compensation Plan in September 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Prior to 2014, directors were permitted to defer the payment of directors' fees into the KeyCorp Second Directors' Deferred Compensation Plan ("Deferred Compensation Plan"). The deferred fees were converted to deferred shares, which are the economic equivalent of common shares. These deferred shares are being distributed as common shares pursuant to the terms of the Deferred Compensation Plan.
F2: Includes approximately 133 common shares acquired through dividend reinvestments in September 2026.
F3: Each deferred share is the economic equivalent of one common share.
F4: These deferred shares will distribute in ten quarterly installments beginning on July 1, 2025.
F5: Includes approximately 80 dividend-equivalent deferred shares accrued under the Deferred Compensation Plan in September 2026.
F6: Includes approximately 1,417 dividend-equivalent deferred shares accrued under the Amended and Restated Directors' Deferred Share Sub-Plan to the KeyCorp 2026 Equity Compensation Plan in September 2026.
PROGRESSIVE CORP/OH/
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Unit (rest. Stock)SEC Table II · derivative / convertible security | Direct | 21,603.9783 |
Reported balance
After 2026-10-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 9.8757 · Balance 21,603.9783 F1: 1 for 1 F2: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3: Expiration Date is the same as the Date Exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan.
F3: Expiration Date is the same as the Date Exercisable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2016 Filed Jan 4, 2017 21:58 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 957 | $18.27 | $17,484.39 |
DisclosureSEC source: 0001294671-17-000006 · edgar.xml · derivative · entry 2 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,633 Underlying: Common Shares · 957 shares Expires not disclosed F2 · derivative.exercise_price: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2013 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares. F3 · derivative.exercise_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of July 1, 2025 or the death of the participant. F3 · derivative.expiration_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of July 1, 2025 or the death of the participant. F4 · balance_after: Includes approximately 289 dividend-equivalent deferred shares accrued under the Deferred Share Plan in December 2016. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:09 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 1,437 | $12.17 | $17,488.29 |
DisclosureSEC source: 0001294671-16-000202 · edgar.xml · derivative · entry 2 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,387 Underlying: Common Shares · 1,437 shares Expires not disclosed F2 · derivative.exercise_price: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2013 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares. F3 · derivative.exercise_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of July 1, 2025 or the death of the participant. F3 · derivative.expiration_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of July 1, 2025 or the death of the participant. F4 · balance_after: Includes approximately 416 dividend-equivalent deferred shares accrued under the Deferred Share Plan in September 2016. Read SEC document |
| May 13, 2016 Filed May 17, 2016 15:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 7,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-052416 · form4.xml · nonDerivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,672 F1 · kind: Restricted stock grant, made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan, and which will vest on April 13, 2017. The Progressive Corporation allowed each director to indicate their preference to receive their compensation for the 2016-2017 term in the form of 100% restricted stock or 60% restricted stock and 40% cash. The reporting person indicated a preference to receive their compensation in the form of 100% restricted stock. After considering such preference, the Compensation Committee granted a restricted stock award representing 100% of the reporting person's compensation for the 2016-2017 term. Read SEC document |
| April 15, 2016 Filed Apr 19, 2016 14:34 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 9,365 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-16-049387 · form4.xml · derivative · entry 2 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,384.7975 Underlying: Common · 9,365 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F1 · price: The reporting person elected to defer receipt of previously granted restricted common shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. F3 · derivative.exercise_date: These units will be paid out in an equal number of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| April 15, 2016 Filed Apr 19, 2016 14:34 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 9,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-049387 · form4.xml · nonDerivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The reporting person elected to defer receipt of previously granted restricted common shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:53 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 139.7975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041377 · form4.xml · derivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,019.7975 Underlying: Common · 139.7975 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 15, 2015 Filed May 18, 2015 20:16 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-017648 · form4.xml · nonDerivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,365 F1 · kind: Restricted stock grant, made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan, will vest on April 15, 2016. Read SEC document |
| May 07, 2015 Filed May 8, 2015 14:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 4,880 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-016651 · form4.xml · derivative · entry 2 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,880 Underlying: Common · 4,880 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F1 · price: The reporting person elected to defer receipt of previously granted restricted common shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. F3 · derivative.exercise_date: These units will be paid out in an equal number of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 07, 2015 Filed May 8, 2015 14:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 4,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-016651 · form4.xml · nonDerivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The reporting person elected to defer receipt of previously granted restricted common shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. Read SEC document |
| November 06, 2014 Filed Nov 10, 2014 15:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 4,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-031643 · form4.xml · nonDerivative · entry 1 Snyder Barbara R · CIK 0001496583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,880 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.