Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Director | September 30, 2026 | October 03, 2026 |
| WASTE MANAGEMENT INCWM · Entity 2932 | EVP & CFO | May 27, 2025 | May 28, 2025 |
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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 93,706 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 1,557 · Balance 93,706 F1: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares. F2: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 1, 2029, or the death of the participant. F3: Includes approximately 862 dividend-equivalent deferred shares accrued under the Deferred Share Plan in September 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 13,430 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,430 |
Filing footnotes · ownership attribution and instrument terms
F1: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares.
F2: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 1, 2029, or the death of the participant.
F3: Includes approximately 862 dividend-equivalent deferred shares accrued under the Deferred Share Plan in September 2026.
WASTE MANAGEMENT INC
Report date May 27, 2025 · Filed May 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,934 |
Ending reported balance
After 2025-05-27 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-05-27 · Exercise / conversion · Acquired 25,284 · Balance 87,923 Row 2 · 2025-05-27 · Exercise / conversion · Acquired 24,348 · Balance 112,271 Row 3 · 2025-05-27 · Exercise / conversion · Acquired 16,641 · Balance 128,912 Row 4 · 2025-05-27 · Exercise / conversion · Acquired 9,344 · Balance 138,256 Row 5 · 2025-05-27 · Exercise / conversion · Acquired 3,566 · Balance 141,822 Row 6 · 2025-05-27 · Sale · Disposed 57,888 · Balance 83,934 F1: This transaction was executed in multiple trades at prices ranging from $237.09 to $237.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $126.01 · Expires 2030-02-19 | Direct | 0 |
Reported balance
After 2025-05-27 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-05-27 · Exercise / conversion · Disposed 25,284 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $110.81 · Expires 2031-02-23 | Direct | 0 |
Reported balance
After 2025-05-27 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-05-27 · Exercise / conversion · Disposed 24,348 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.67 · Expires 2033-03-01 | Direct | 0 |
Reported balance
After 2025-05-27 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-05-27 · Exercise / conversion · Disposed 16,641 · Balance 0 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $204.76 · Expires 2034-03-01 | Direct | 7,132 |
Reported balance
After 2025-05-27 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-05-27 · Exercise / conversion · Disposed 3,566 · Balance 7,132 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $150.12 · Expires 2033-03-07 | Direct | 4,672 |
Reported balance
After 2025-05-27 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-05-27 · Exercise / conversion · Disposed 9,344 · Balance 4,672 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $237.09 to $237.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 04, 2018 Filed Dec 6, 2018 19:11 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 2 | $36.89 | $73.77 |
DisclosureSEC source: 0001225208-18-016265 · doc4.xml · nonDerivative · entry 3 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,534.457 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. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 19:11 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 4,159 | $41.37 | $172,057.83 |
DisclosureSEC source: 0001225208-18-016265 · doc4.xml · nonDerivative · entry 2 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,532.457 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. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 19:11 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Exercise / conversionCommon Stock | 7,180 | $54.64 | $392,279.30 |
DisclosureSEC source: 0001225208-18-016265 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,373.457 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. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 21:21 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 189 | $84.91 | $16,047.99 |
DisclosureSEC source: 0001225208-18-004376 · doc4.xml · nonDerivative · entry 2 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,041.457 F2 · security: Settlement of restricted share award granted under Waste Management, Inc. 2014 Stock Incentive Plan. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 21:21 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 140 | $85.72 | $12,000.80 |
DisclosureSEC source: 0001225208-18-004376 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,230.457 F1 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:44 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 27,961 | $0.00 Strike: $85.34 | $0.00 |
DisclosureSEC source: 0001225208-18-003849 · doc4.xml · derivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,961 Underlying: Common Stock · 27,961 shares Expires 2028-02-20 F1 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 856 | $84.11 | $71,998.16 |
DisclosureSEC source: 0001225208-18-003283 · doc4.xml · nonDerivative · entry 3 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,370.457 F2 · shares: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 1,167 | $85.40 | $99,655.97 |
DisclosureSEC source: 0001225208-18-003283 · doc4.xml · nonDerivative · entry 2 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,226.457 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:15 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 4,640 | $85.40 | $396,232.80 |
DisclosureSEC source: 0001225208-18-003283 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,393.457 F1 · security: Settlement of performance share award granted under Waste Management, Inc. 2014 Stock Incentive Plan Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 17:20 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 131 | $72.42 | $9,487.02 |
DisclosureSEC source: 0001225208-17-005946 · doc4.xml · nonDerivative · entry 2 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,447.457 F2 · security: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:20 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 236 | $72.97 | $17,220.92 |
DisclosureSEC source: 0001225208-17-005946 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578.457 F1 · security: Settlement of restricted share award granted under Waste Management, Inc. 2009 Stock Incentive Plan. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantStock Option (Right to Buy) · Derivative | 25,907 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001225208-17-005328 · doc4.xml · derivative · entry 1 Rankin Devina A · CIK 0001557267 · SVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,907 Underlying: Common Stock · 25,907 shares Expires 2027-02-28 F1 · security: Stock option granted pursuant to Waste Management, Inc. 2014 Stock Incentive Plan. The stock option vests 25% on the first and second anniversary of the date of grant with the remaining 50% on the third anniversary of the date of grant. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 18:51 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 2,070 | $72.73 | $150,556.69 |
DisclosureSEC source: 0001225208-17-004458 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · VP, Treasurer & Acting CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,814.457 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | SaleCommon Stock | 769 | $72.15 | $55,483.35 |
DisclosureSEC source: 0001225208-17-003949 · doc4.xml · nonDerivative · entry 3 Rankin Devina A · CIK 0001557267 · VP, Treasurer & Acting CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,884.457 F2 · shares: Sale of additional shares to cover personal federal income tax obligation pursuant to a Rule 10b5-1 Trading Plan. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | Tax withholdingCommon Stock | 1,436 | $70.39 | $101,080.04 |
DisclosureSEC source: 0001225208-17-003949 · doc4.xml · nonDerivative · entry 2 Rankin Devina A · CIK 0001557267 · VP, Treasurer & Acting CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,653.457 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:38 UTC | WASTE MANAGEMENT INC WM · Entity 2932 | GrantCommon Stock | 5,164 | $70.39 | $363,493.96 |
DisclosureSEC source: 0001225208-17-003949 · doc4.xml · nonDerivative · entry 1 Rankin Devina A · CIK 0001557267 · VP, Treasurer & Acting CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,089.457 F1 · security: Settlement of performance share award granted under Waste Management, Inc. 2009 Stock 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.