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 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 1,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,548 Underlying: Common Shares · 1,851 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F9 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F9 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F10 · balance_after: Includes approximately 148 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,988 Underlying: Common Shares · 2,494 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F7 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F7 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F8 · balance_after: Includes approximately 150 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 Underlying: Common Shares · 2,271 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F5 · derivative.exercise_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F5 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F6 · balance_after: Includes approximately 90 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-18-000027 · 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 · 2,210 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: The restricted stock units, granted on February 17, 2014, vested in four equal annual installments ending on February 17, 2018. F3 · derivative.expiration_date: The restricted stock units, granted on February 17, 2014, vested in four equal annual installments ending on February 17, 2018. F4 · derivative.underlying_shares: Includes approximately 45 dividend-equivalent restricted stock units accrued between March and December 2017. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 2,778 | $21.02 | $58,393.56 |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,566 Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 22:40 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 8,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-18-000027 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,344 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 |
| May 09, 2017 Filed May 11, 2017 20:43 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionOption to Buy · Derivative | 4,000 | $0.00 Strike: $9.26 | $0.00 |
DisclosureSEC source: 0001294671-17-000050 · edgar.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,950 Underlying: Common Shares · 4,000 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. F3 · derivative.exercise_date: This option vested in four equal annual installments ending on ending on March 4, 2015. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:43 UTC | KEYCORP /NEW/ KEY · Entity 3220 | SaleCommon Shares | 12,913 | $18.59 | $240,052.67 |
DisclosureSEC source: 0001294671-17-000050 · edgar.xml · nonDerivative · entry 3 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,517 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:43 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,989 | $18.62 | $37,035.18 |
DisclosureSEC source: 0001294671-17-000050 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,430 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:43 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 4,000 | $9.26 | $37,040.00 |
DisclosureSEC source: 0001294671-17-000050 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,419 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 · balance_after: Includes approximately 7 common shares acquired through dividend reinvestment in March 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000042 · 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 · 2,734 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 · shares: Includes approximately 86 dividend-equivalent restricted stock units accrued between March and December 2016. F4 · derivative.exercise_date: The restricted stock units, granted on March 1, 2013, vested in four equal annual installments ending on March 1, 2017. F4 · derivative.expiration_date: The restricted stock units, granted on March 1, 2013, vested in four equal annual installments ending on March 1, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 912 | $19.36 | $17,656.32 |
DisclosureSEC source: 0001294671-17-000042 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,412 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 2,734 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-17-000042 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,324 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 4,891 | $0.00 Strike: $18.96 | $0.00 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · derivative · entry 8 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,891 Underlying: Common Shares · 4,891 shares Expires 2027-02-20 F10 · derivative.exercise_date: The options to buy, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 7,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · derivative · entry 7 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,251 Underlying: Common Shares · 7,251 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: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. F9 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vest in four equal annual installments beginning on February 17, 2018. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · derivative · entry 6 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,332 Underlying: Common Shares · 2,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F7 · derivative.exercise_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F7 · derivative.expiration_date: The restricted stock units, granted on February 15, 2016, vest in four equal annual installments beginning on February 17, 2017. F8 · balance_after: Includes approximately 245 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · derivative · entry 5 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452 Underlying: Common Shares · 2,226 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F5 · derivative.exercise_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F5 · derivative.expiration_date: The restricted stock units, granted on February 16, 2015, vest in four equal annual installments beginning on February 17, 2016. F6 · balance_after: Includes approximately 168 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · derivative · entry 4 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,165 Underlying: Common Shares · 2,166 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: The restricted stock units, granted on February 17, 2014, vest in four equal annual installments that began on February 17, 2015. F3 · derivative.expiration_date: The restricted stock units, granted on February 17, 2014, vest in four equal annual installments that began on February 17, 2015. F4 · balance_after: Includes approximately 109 dividend-equivalent restricted stock units accrued between March and December 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 2,524 | $18.96 | $47,855.04 |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · nonDerivative · entry 2 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,590 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:12 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 6,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001294671-17-000028 · edgar.xml · nonDerivative · entry 1 Schosser Douglas M · CIK 0001390812 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,114 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.