Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
| KEYCORP /NEW/KEY · Entity 3220 | CFO, CAO, & Vice Chair | February 24, 2023 | February 28, 2023 |
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.
Atlantic Union Bankshares Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,471 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 527 · Balance 13,471 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
KEYCORP /NEW/
Report date February 24, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 489,681 |
Reported balance
After 2023-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-24 · Exercise / conversion · Acquired 13,213 · Balance 489,681 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. |
| Common SharesSEC Table I · non-derivative | Direct | 483,394 |
Reported balance
After 2023-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-24 · Tax withholding · Disposed 6,287 · Balance 483,394 F2: Adjusted to correct the number of shares reported as being withheld by KeyCorp to satisfy the Reporting Person's tax withholding obligations in connection with the payout of performance share units on February 17, 2023, on a Form 4 filed on February 22, 2023, which understated the number of shares withheld by 269 shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,213 |
Reported balance
After 2023-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-24 · Exercise / conversion · Disposed 13,213 · Balance 13,213 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4: Includes approximately 1,085 dividend-equivalent restricted stock units accrued between March and December 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting.
F2: Adjusted to correct the number of shares reported as being withheld by KeyCorp to satisfy the Reporting Person's tax withholding obligations in connection with the payout of performance share units on February 17, 2023, on a Form 4 filed on February 22, 2023, which understated the number of shares withheld by 269 shares.
F3: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021.
F4: Includes approximately 1,085 dividend-equivalent restricted stock units accrued between March and December 2022.
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 |
|---|---|---|---|---|---|---|
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 7,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · derivative · entry 7 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,807 Underlying: Common Shares · 7,904 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F7 · derivative.exercise_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F7 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F8 · balance_after: Includes approximately 904 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 8,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 Underlying: Common Shares · 8,653 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F5 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F5 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F6 · balance_after: Includes approximately 660 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 16,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 16,043 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vested in four equal annual installments ending on February 17, 2020. F3 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vested in four equal annual installments ending on February 17, 2020. F4 · derivative.underlying_shares: Includes approximately 611 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 17,299 | $19.73 | $341,309.27 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · nonDerivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,441 Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 39,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · nonDerivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,740 F2 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 20, 2017. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 13,776 | $19.73 | $271,800.48 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,237 Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 43,288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,013 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 58,631 | $0.00 Strike: $17.51 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 10 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,631 Underlying: Common Shares · 58,631 shares Expires 2029-02-18 F12 · derivative.exercise_date: The options to buy, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 41,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 9 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,119 Underlying: Common Shares · 41,119 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F11 · derivative.exercise_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F11 · derivative.expiration_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 32,978 | $17.51 | $577,444.78 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · nonDerivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,725 Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 75,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · nonDerivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,703 F2 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 15, 2016. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 7,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 8 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,807 Underlying: Common Shares · 7,603 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F9 · derivative.exercise_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F9 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F10 · balance_after: Includes approximately 915 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 8,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 7 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,647 Underlying: Common Shares · 8,323 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F7 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F7 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F8 · balance_after: Includes approximately 751 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 15,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,432 Underlying: Common Shares · 15,432 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F5 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F5 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F6 · balance_after: Includes approximately 928 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 10,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,148 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: The restricted stock units, granted on February 16, 2015, vested in four equal annual installments ending on February 17, 2019. F3 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vested in four equal annual installments ending on February 17, 2019. F4 · derivative.underlying_shares: Includes approximately 305 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 19,344 | $17.51 | $338,713.44 |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,009 Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:53 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 41,506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-19-000017 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 21:38 UTC | KEYCORP /NEW/ KEY · Entity 3220 | PurchaseCommon Shares | 5,000 | $18.55 | $92,750.00 |
DisclosureSEC source: 0001294671-18-000081 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,847 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 30,273 | $0.00 Strike: $21.02 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 10 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,273 Underlying: Common Shares · 30,273 shares Expires 2028-02-19 F12 · derivative.exercise_date: The options to buy, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 29,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 9 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,495 Underlying: Common Shares · 29,495 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F11 · derivative.exercise_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F11 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 23,922 | $21.02 | $502,840.44 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · nonDerivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,847 Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 52,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · nonDerivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,769 F2 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 16, 2015. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 8,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 8 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,219 Underlying: Common Shares · 8,074 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F9 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F9 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F10 · balance_after: Includes approximately 648 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 14,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 7 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,935 Underlying: Common Shares · 14,968 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F7 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F7 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F8 · balance_after: Includes approximately 902 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,843 Underlying: Common Shares · 9,843 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F5 · derivative.exercise_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F5 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F6 · balance_after: Includes approximately 395 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 10,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,104 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: The restricted stock units, granted on February 17, 2014, vested in four equal annual installments ending on February 17, 2018. F3 · derivative.expiration_date: The restricted stock units, granted on February 17, 2014, vested in four equal annual installments ending on February 17, 2018. F4 · derivative.underlying_shares: Includes approximately 203 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 20,034 | $21.02 | $421,114.68 |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,959 Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 42,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-18-000021 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Chf. Finance Off. & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,993 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 32,608 | $0.00 Strike: $18.96 | $0.00 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · derivative · entry 9 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,608 Underlying: Common Shares · 32,608 shares Expires 2027-02-20 F11 · derivative.exercise_date: The options to buy, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 31,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · derivative · entry 8 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,645 Underlying: Common Shares · 31,645 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F10 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F10 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 19,560 | $18.96 | $370,857.60 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · nonDerivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,004 Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 45,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · nonDerivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,564 F3 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 17, 2014. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 14,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · derivative · entry 7 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,001 Underlying: Common Shares · 14,668 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F8 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F8 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F9 · balance_after: Includes approximately 1,473 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,291 Underlying: Common Shares · 9,645 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F6 · derivative.exercise_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F6 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F7 · balance_after: Includes approximately 726 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,901 Underlying: Common Shares · 9,902 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4 · derivative.exercise_date: The restricted stock units, granted on February 17, 2014, vest in four equal annual installments that began on February 17, 2015. F4 · derivative.expiration_date: The restricted stock units, granted on February 17, 2014, vest in four equal annual installments that began on February 17, 2015. F5 · balance_after: Includes approximately 497 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 11,954 | $18.96 | $226,647.84 |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,311 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:10 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 34,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-17-000023 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,265 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · balance_after: Includes approximately 255 common shares acquired through dividend reinvestments in June 2016. 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.