Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Chief Accounting Officer | February 24, 2024 | February 27, 2024 |
| Northwest Bancshares, Inc.NWBI · Entity 4434 | Chief Financial Officer | May 01, 2026 | May 04, 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 February 24, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 25,063 |
Reported balance
After 2024-02-24 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-02-24 · Exercise / conversion · Acquired 2,252 · Balance 25,063 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. |
| Common SharesSEC Table I · non-derivative | Direct | 24,380 |
Reported balance
After 2024-02-24 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-02-24 · Tax withholding · Disposed 684 · Balance 24,380 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-24 · Exercise / conversion · Disposed 2,252 · Balance 0 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2: These restricted stock units, granted on February 24, 2020, vested in four equal annual installments. The final installment vested on February 24, 2024. F3: Includes approximately 150 dividend-equivalent restricted stock units accrued between March and December 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting.
F2: These restricted stock units, granted on February 24, 2020, vested in four equal annual installments. The final installment vested on February 24, 2024.
F3: Includes approximately 150 dividend-equivalent restricted stock units accrued between March and December 2023.
Northwest Bancshares, Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 81,057.559 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Purchase · Acquired 1,500 · Balance 81,057.559 F1: Average price of 14 lots with a high of $13.985 and a low of $13.720. |
Filing footnotes · ownership attribution and instrument terms
F1: Average price of 14 lots with a high of $13.985 and a low of $13.720.
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 01, 2026 Filed May 4, 2026 19:45 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | PurchaseNorthwest Bancshares, Inc. Common Stock | 1,500 | $13.92 | $20,883.00 |
DisclosureSEC source: 0001390812-26-000008 · wk-form4_1777923916.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,057.559 F1 · balance_after: Average price of 14 lots with a high of $13.985 and a low of $13.720. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:51 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. Common Stock | 3,845 | $12.21 | $46,947.45 |
DisclosureSEC source: 0001390812-26-000006 · wk-form4_1774385478.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,557.559 F1 · balance_after: Reflects shares withheld to satisfy reporting person's tax withholding obligation upon the vesting of a restricted stock unit. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 18:43 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 18,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001390812-26-000004 · wk-form4_1773773008.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,402.559 F1 · shares: One third of this grant of RSU shares will vest each year beginning March 13, 2027 and on each March 13th thereafter through March 13, 2029. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 19:18 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | Tax withholdingNorthwest Bancshares, Inc. Common Stock | 2,264 | $12.28 | $27,801.92 |
DisclosureSEC source: 0001390812-26-000002 · wk-form4_1773256706.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,499.559 F1 · balance_after: Reflects shares withheld to satisfy reporting person's tax withholding obligation upon the vesting of a restricted stock unit. F2 · balance_after: Represents dividend equivalent rights accrued on RSUs previously granted to the reporting person. Dividend equivalent rights are subject to the same terms and conditions as the underlying RSUs. F3 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 14:40 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 18,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001471265-25-000052 · wk-form4_1741704046.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,851 F1 · shares: One third of this grant of RSU shares will vest each year beginning March 7, 2026 and on each March 7th thereafter through March 7, 2028. Read SEC document |
| July 25, 2024 Filed Jul 26, 2024 12:51 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | PurchaseNorthwest Bancshares, Inc. Common Stock | 7,000 | $14.19 | $99,337.70 |
DisclosureSEC source: 0001471265-24-000108 · wk-form4_1721998257.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,347 Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:48 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 22,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001471265-24-000016 · wk-form4_1711054077.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,347 F1 · shares: One third of this grant of RSU shares will vest each year beginning March 20, 2025 and on each March 20th thereafter through March 20, 2027. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:48 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 17,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001471265-24-000016 · wk-form4_1711054077.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,242 F1 · shares: One third of this grant of RSU shares will vest each year beginning March 20, 2025 and on each March 20th thereafter through March 20, 2027. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 21:38 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000042 · wk-form4_1709069925.xml · derivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,252 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. F2 · derivative.exercise_date: These restricted stock units, granted on February 24, 2020, vested in four equal annual installments. The final installment vested on February 24, 2024. F2 · derivative.expiration_date: These restricted stock units, granted on February 24, 2020, vested in four equal annual installments. The final installment vested on February 24, 2024. F3 · derivative.underlying_shares: Includes approximately 150 dividend-equivalent restricted stock units accrued between March and December 2023. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 21:38 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 684 | $14.26 | $9,753.84 |
DisclosureSEC source: 0000091576-24-000042 · wk-form4_1709069925.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,380 Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 21:38 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 2,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-24-000042 · wk-form4_1709069925.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,063 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 17, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,720 Underlying: Common Shares · 1,574 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: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. F9 · derivative.expiration_date: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. F10 · balance_after: Includes approximately 420 dividend-equivalent restricted stock units accrued between March and December 2023. Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,587 Underlying: Common Shares · 1,294 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: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F7 · derivative.expiration_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F8 · balance_after: Includes approximately 259 dividend-equivalent restricted stock units accrued between March and December 2023. Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,819 Underlying: Common Shares · 1,819 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: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F5 · derivative.expiration_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F6 · balance_after: Includes approximately 243 dividend-equivalent restricted stock units accrued between March and December 2023. Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,671 | $14.07 | $23,510.97 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,811 Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 4,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,482 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 16, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 11,661 | $0.00 Strike: $15.48 | $0.00 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,661 Underlying: Common Shares · 11,661 shares Expires 2034-02-16 F4 · derivative.exercise_date: The option to buy, granted on February 16, 2024, vests in four equal annual installments beginning on February 17, 2025. Read SEC document |
| February 16, 2024 Filed Feb 22, 2024 00:20 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 8,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000036 · wk-form4_1708561200.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,528 Underlying: Common Shares · 8,528 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: These restricted stock units, granted on February 16, 2024, vest in four equal annual installments beginning on February 17, 2025. F3 · derivative.expiration_date: These restricted stock units, granted on February 16, 2024, vest in four equal annual installments beginning on February 17, 2025. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 3,326 | $0.00 Strike: $12.92 | $0.00 |
DisclosureSEC source: 0000091576-24-000023 · wk-form4_1708472086.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,326 shares Expires 2024-02-17 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. F2 · derivative.exercise_date: This option vested in four equal annual installments ending on February 17, 2018. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 3,326 | $14.00 | $46,564.00 |
DisclosureSEC source: 0000091576-24-000023 · wk-form4_1708472086.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,795 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 3,326 | $12.92 | $42,971.92 |
DisclosureSEC source: 0000091576-24-000023 · wk-form4_1708472086.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,121 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 06, 2023 Filed Dec 8, 2023 21:31 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 14,383 | $13.37 | $192,300.71 |
DisclosureSEC source: 0000091576-23-000128 · wk-form4_1702071082.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,795 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:11 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,102 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000052 · wf-form4_167761865914370.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,102 Underlying: Common Shares · 2,102 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: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · derivative.expiration_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4 · balance_after: Includes approximately 173 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:11 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 638 | $18.32 | $11,688.16 |
DisclosureSEC source: 0000091576-23-000052 · wf-form4_167761865914370.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,178 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:11 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 2,102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000052 · wf-form4_167761865914370.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,816 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 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 5,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 9 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922 Underlying: Common Shares · 5,255 shares Expires not disclosed F11 · derivative.exercise_price: Each deferred share represents a right to receive the cash value of one share of common stock. F13 · price: In connection with the vesting on February 17, 2023, of cash-settling performance shares previously granted to the reporting person, the reporting person's receipt of the cash value of 5,255 shares of common stock was deferred, resulting in the reporting person's receipt instead of 5,255 deferred shares pursuant to KeyCorp's Long-Term Incentive Deferral Plan. F12 · derivative.exercise_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F12 · derivative.expiration_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F14 · balance_after: Includes approximately 233 dividend-equivalent deferred shares accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 8,865 | $0.00 Strike: $21.07 | $0.00 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,865 Underlying: Common Shares · 8,865 shares Expires 2033-02-17 F10 · derivative.exercise_date: The option to buy, granted on February 17, 2023, vests in four equal annual installments beginning on February 17, 2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 5,874 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,874 Underlying: Common Shares · 5,874 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F9 · derivative.exercise_date: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. F9 · derivative.expiration_date: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,622 Underlying: Common Shares · 1,207 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: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F7 · derivative.expiration_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F8 · balance_after: Includes approximately 198 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,396 Underlying: Common Shares · 1,698 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: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F5 · derivative.expiration_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F6 · balance_after: Includes approximately 209 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,861 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: These restricted stock units, granted on February 18, 2019, vested in four equal annual installments ending on February 17, 2023. F3 · derivative.expiration_date: These restricted stock units, granted on February 18, 2019, vested in four equal annual installments ending on February 17, 2023. F4 · derivative.underlying_shares: Includes approximately 77 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,701 | $19.15 | $32,574.15 |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,714 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:35 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 4,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000039 · wf-form4_167710169504470.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,415 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 17, 2023 Filed Apr 25, 2023 20:24 UTC Amendment | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 5,954 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000068 · wf-form4a_168245427306526.xml · derivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,621 Underlying: Common Shares · 5,954 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred share represents a right to receive the cash value of one share of common stock. F2 · shares: The originally reported amount of deferred shares granted represented the deferral of the reporting person's payout of cash-settling performance shares at "target" (100%) rather than at the performance level approved by KeyCorp's Compensation and Organization Committee, which was 113.3%. The amended amount includes a proportional number of additional deferred shares. F4 · price: In connection with the vesting on February 17, 2023, of cash-settling performance shares previously granted to the reporting person, the reporting person's receipt of the cash value of 5,954 shares of common stock was deferred, resulting in the reporting person's receipt instead of 5,954 deferred shares pursuant to KeyCorp's Long-Term Incentive Deferral Plan. F3 · derivative.exercise_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F3 · derivative.expiration_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F2 · derivative.underlying_shares: The originally reported amount of deferred shares granted represented the deferral of the reporting person's payout of cash-settling performance shares at "target" (100%) rather than at the performance level approved by KeyCorp's Compensation and Organization Committee, which was 113.3%. The amended amount includes a proportional number of additional deferred shares. F5 · balance_after: Includes approximately 233 dividend-equivalent deferred shares accrued between March and December 2022. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:28 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000055 · wf-form4_164608370447902.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,031 Underlying: Common Shares · 2,016 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: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · derivative.expiration_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4 · balance_after: Includes approximately 205 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:28 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 612 | $24.13 | $14,767.56 |
DisclosureSEC source: 0000091576-22-000055 · wf-form4_164608370447902.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,649 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:28 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 2,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000055 · wf-form4_164608370447902.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,261 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 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 5,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 Underlying: Common Shares · 5,434 shares Expires not disclosed F9 · derivative.exercise_price: Each deferred share represents a right to receive the cash value of one share of common stock. F11 · price: In connection with the vesting on February 17, 2022, of cash-settling performance shares previously granted to the reporting person, the reporting person's receipt of the cash value of 5,434 shares ofcommon stock was deferred, resulting in the reporting person's receipt instead of 5,434 deferred shares pursuant to KeyCorp's Long-Term Incentive Deferral Plan. F10 · derivative.exercise_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F10 · derivative.expiration_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,628 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,885 Underlying: Common Shares · 1,628 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: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F7 · derivative.expiration_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F8 · balance_after: Includes approximately 221 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Underlying: Common Shares · 1,784 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: These restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F5 · derivative.expiration_date: These restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F6 · balance_after: Includes approximately 121 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,637 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: These restricted stock units, granted on February 19, 2018, vested in four equal annual installments ending on February 17, 2022. F3 · derivative.expiration_date: These restricted stock units, granted on February 19, 2018, vested in four equal annual installments ending on February 17, 2022. F4 · derivative.underlying_shares: Includes approximately 55 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,721 | $25.73 | $44,281.33 |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,245 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 22:30 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 5,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000042 · wf-form4_164556902214739.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,966 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 14, 2022 Filed Feb 16, 2022 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 6,920 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0000091576-22-000024 · wf-form4_164504822680397.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,920 Underlying: Common Shares · 6,920 shares Expires 2032-02-17 F5 · derivative.exercise_date: The option to buy, granted on February 14, 2022, vests in four equal annual installments beginning on February 17, 2023. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 19,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000024 · wf-form4_164504822680397.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,297 Underlying: Common Shares · 19,297 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4 · derivative.exercise_date: These restricted stock units, granted on February 14, 2022, vest in full on February 14, 2025. F4 · derivative.expiration_date: These restricted stock units, granted on February 14, 2022, vest in full on February 14, 2025. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 4,631 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000024 · wf-form4_164504822680397.xml · derivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,631 Underlying: Common Shares · 4,631 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F3 · derivative.expiration_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:39 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GiftCommon Shares | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000134 · wf-form4_163675313559344.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,917 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 21:39 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 9,301 | $23.72 | $220,573.22 |
DisclosureSEC source: 0000091576-21-000134 · wf-form4_163675313559344.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,087 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:18 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000056 · edgar.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,842 Underlying: Common Shares · 1,947 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 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · derivative.expiration_date: The restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4 · balance_after: Includes approximately 414 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:18 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 592 | $21.54 | $12,751.68 |
DisclosureSEC source: 0000091576-21-000056 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,388 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.