Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Director | May 14, 2026 | May 18, 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 May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 16,551 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 7,352 · Balance 16,551 F1: Each Deferred Share is the economic equivalent of one Common Share. F3: The Deferred Shares were awarded under the Deferred Share Plan. F2: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"), the Participant will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. F4: Includes approximately 401 dividend-equivalent deferred shares accrued under the Deferred Share Plan between June 2025 and March 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 180 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 180 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share is the economic equivalent of one Common Share.
F2: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"), the Participant will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029.
F3: The Deferred Shares were awarded under the Deferred Share Plan.
F4: Includes approximately 401 dividend-equivalent deferred shares accrued under the Deferred Share Plan between June 2025 and March 2026.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 20:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 7,352 | $0.00 | $0.00 |
DisclosureSEC source: 0002050454-26-000001 · wk-form4_1779135356.xml · derivative · entry 2 Allard Jacqui · CIK 0002050454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,551 Underlying: Common Shares · 7,352 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share is the economic equivalent of one Common Share. F3 · price: The Deferred Shares were awarded under the Deferred Share Plan. F2 · derivative.exercise_date: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"), the Participant will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. F2 · derivative.expiration_date: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan (the "Deferred Share Plan"), the Participant will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. F4 · balance_after: Includes approximately 401 dividend-equivalent deferred shares accrued under the Deferred Share Plan between June 2025 and March 2026. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 8,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-25-000068 · wk-form4_1747686422.xml · derivative · entry 2 Allard Jacqui · CIK 0002050454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,798 Underlying: Common Shares · 8,798 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share is the economic equivalent of one Common Share. F3 · price: The Deferred Shares were awarded under the Deferred Share Plan. F2 · derivative.exercise_date: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp Amended and Restated 2019 Equity Compensation Plan (the "Deferred Share Plan"), payment of the deferred shares has been deferred until October 1, 2029. F2 · derivative.expiration_date: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp Amended and Restated 2019 Equity Compensation Plan (the "Deferred Share Plan"), payment of the deferred shares has been deferred until October 1, 2029. Read SEC document |
| April 22, 2025 Filed Apr 23, 2025 21:21 UTC | KEYCORP /NEW/ KEY · Entity 3220 | PurchaseCommon Shares | 180 | $14.03 | $2,525.40 |
DisclosureSEC source: 0000091576-25-000054 · wk-form4_1745443289.xml · nonDerivative · entry 1 Allard Jacqui · CIK 0002050454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180 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.