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 |
|---|---|---|---|---|---|---|
| February 24, 2021 Filed Feb 26, 2021 21:18 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 1,947 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-21-000056 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,980 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, 2021 Filed Feb 19, 2021 22:14 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000042 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,447 Underlying: Common Shares · 1,725 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 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F7 · derivative.expiration_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F8 · balance_after: Includes approximately 275 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:14 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,581 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000042 · edgar.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,581 Underlying: Common Shares · 1,581 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 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F5 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F6 · balance_after: Includes approximately 168 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:14 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000042 · edgar.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 · 2,093 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 20, 2017, vested in four equal annual installments ending on February 17, 2021. F3 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vested in four equal annual installments ending on February 17, 2021. F4 · derivative.underlying_shares: Includes approximately 111 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:14 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,633 | $19.72 | $32,202.76 |
DisclosureSEC source: 0000091576-21-000042 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,033 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:14 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 5,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-21-000042 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,666 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 15, 2021 Filed Feb 17, 2021 21:55 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 11,834 | $0.00 Strike: $20.98 | $0.00 |
DisclosureSEC source: 0000091576-21-000027 · edgar.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,834 Underlying: Common Shares · 11,834 shares Expires 2031-02-17 F4 · derivative.exercise_date: The option to buy, granted on February 15, 2021, vests in four equal annual installments beginning on February 17, 2022. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:55 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 6,292 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000027 · edgar.xml · derivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,292 Underlying: Common Shares · 6,292 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: The restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F3 · derivative.expiration_date: The restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 10,514 | $0.00 Strike: $10.49 | $0.00 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,514 shares Expires 2026-02-15 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. F3 · derivative.exercise_date: This option vested in four equal annual installments ending on February 15, 2020. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 4,366 | $0.00 Strike: $9.33 | $0.00 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 4,366 shares Expires 2023-03-01 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 March 1, 2017. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 13,425 | $19.03 | $255,477.75 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · nonDerivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,267 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 10,514 | $19.05 | $200,291.70 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · nonDerivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,692 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 10,514 | $10.49 | $110,291.86 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,206 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 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 4,366 | $19.06 | $83,215.96 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,692 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:23 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 4,366 | $9.33 | $40,734.78 |
DisclosureSEC source: 0000091576-21-000015 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,058 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 24, 2020 Filed Feb 26, 2020 21:28 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 11,824 | $0.00 Strike: $18.98 | $0.00 |
DisclosureSEC source: 0001799551-20-000036 · edgar.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,824 Underlying: Common Shares · 11,824 shares Expires 2030-02-24 F4 · derivative.exercise_date: The option to buy, granted on February 24, 2020, vests in four equal annual installments beginning on February 24, 2021. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 21:28 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 7,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000036 · edgar.xml · derivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,376 Underlying: Common Shares · 7,376 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: 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. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · derivative · entry 9 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,898 Underlying: Common Shares · 1,633 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. F10 · derivative.exercise_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F10 · derivative.expiration_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F11 · balance_after: Includes approximately 249 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,995 Underlying: Common Shares · 1,497 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 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F8 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F9 · balance_after: Includes approximately 171 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,982 Underlying: Common Shares · 1,982 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 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F6 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F7 · balance_after: Includes approximately 151 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,673 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 15, 2016, vested in four equal annual installments ending on February 17, 2020. F4 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vested in four equal annual installments ending on February 17, 2020. F5 · derivative.underlying_shares: Includes approximately 102 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,799 | $19.73 | $35,494.27 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · nonDerivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,692 Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 5,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,491 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 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 2,610 | $19.73 | $51,495.30 |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,566 Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 7,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001799551-20-000021 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,176 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 |
| December 13, 2019 Filed Dec 17, 2019 21:57 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 8,481 | $20.04 | $169,959.24 |
DisclosureSEC source: 0001294671-19-000079 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,391 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:09 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 10,250 | $0.00 Strike: $7.98 | $0.00 |
DisclosureSEC source: 0001294671-19-000073 · edgar.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,250 shares Expires 2022-03-02 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 March 2, 2016. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:09 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GiftCommon Shares | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000073 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,872 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:09 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 4,253 | $19.23 | $81,785.19 |
DisclosureSEC source: 0001294671-19-000073 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,087 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:09 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 10,250 | $7.98 | $81,795.00 |
DisclosureSEC source: 0001294671-19-000073 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,340 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 18, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 8,957 | $0.00 Strike: $17.51 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 11 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,957 Underlying: Common Shares · 8,957 shares Expires 2029-02-18 F13 · 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 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 6,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 10 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282 Underlying: Common Shares · 6,282 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F12 · derivative.exercise_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F12 · 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 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 3,681 | $17.51 | $64,454.31 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · nonDerivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,090 Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 11,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,771 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 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 9 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,321 Underlying: Common Shares · 1,441 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. F10 · derivative.exercise_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F10 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F11 · balance_after: Includes approximately 173 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,813 Underlying: Common Shares · 1,908 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 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F8 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F9 · balance_after: Includes approximately 172 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,571 Underlying: Common Shares · 2,572 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 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F6 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F7 · balance_after: Includes approximately 155 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,342 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 16, 2015, vested in four equal annual installments ending on February 17, 2019. F4 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vested in four equal annual installments ending on February 17, 2019. F5 · derivative.underlying_shares: Includes approximately 70 dividend-equivalent restricted stock units accrued between March and December 2018. Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 2,510 | $17.51 | $43,950.10 |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,417 Read SEC document |
| February 17, 2019 Filed Feb 20, 2019 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 8,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-19-000009 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,927 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 20, 2018 Filed Nov 20, 2018 21:19 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GiftCommon Shares | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000083 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,664 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 20:06 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 6,048 | $21.49 | $129,971.52 |
DisclosureSEC source: 0001294671-18-000072 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,164 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 3,500 | $0.00 Strike: $7.98 | $0.00 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,250 Underlying: Common Shares · 3,500 shares Expires 2022-03-02 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. F3 · derivative.exercise_date: This option vested in four equal annual installments ending on March 2, 2016. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 7,950 | $0.00 Strike: $9.26 | $0.00 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 7,950 shares Expires 2021-03-04 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 March 4, 2015. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,321 | $21.13 | $27,912.73 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · nonDerivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,212 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 3,500 | $7.98 | $27,930.00 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,533 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 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 3,483 | $21.14 | $73,630.62 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,033 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 7,950 | $9.26 | $73,617.00 |
DisclosureSEC source: 0001294671-18-000029 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,516 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 19, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 5,371 | $0.00 Strike: $21.02 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · derivative · entry 9 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,371 Underlying: Common Shares · 5,371 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 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 5,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,589 Underlying: Common Shares · 5,589 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.