Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Chief Risk Officer | February 16, 2024 | February 21, 2024 |
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 16, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,932 |
Ending reported balance
After 2024-02-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-17 · Exercise / conversion · Acquired 2,938 · Balance 2,938 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Row 2 · 2024-02-17 · Tax withholding · Disposed 1,006 · Balance 1,932 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,127 |
Reported balance
After 2024-02-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-16 · Grant · Acquired 10,127 · Balance 10,127 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2: These restricted stock units, granted on February 16, 2024, vest in four equal annual installments beginning on February 17, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,811 |
Reported balance
After 2024-02-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-02-17 · Exercise / conversion · Disposed 2,938 · Balance 8,811 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. |
| Option to BuySEC Table II · derivative / convertible security · Conversion / exercise price $15.48 · Expires 2034-02-16 | Direct | 13,848 |
Reported balance
After 2024-02-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-02-16 · Grant · Acquired 13,848 · Balance 13,848 F3: The option to buy, granted on February 16, 2024, vests in four equal annual installments beginning on February 17, 2025. |
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 16, 2024, vest in four equal annual installments beginning on February 17, 2025.
F3: The option to buy, granted on February 16, 2024, vests in four equal annual installments beginning on February 17, 2025.
F4: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024.
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, 2024 Filed Feb 21, 2024 23:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000027 · wk-form4_1708558034.xml · derivative · entry 5 Benhart Darrin L · CIK 0002005449 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,811 Underlying: Common Shares · 2,938 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: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. F4 · 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, 2024 Filed Feb 21, 2024 23:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 1,006 | $14.07 | $14,154.42 |
DisclosureSEC source: 0000091576-24-000027 · wk-form4_1708558034.xml · nonDerivative · entry 2 Benhart Darrin L · CIK 0002005449 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,932 Read SEC document |
| February 17, 2024 Filed Feb 21, 2024 23:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 2,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-24-000027 · wk-form4_1708558034.xml · nonDerivative · entry 1 Benhart Darrin L · CIK 0002005449 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,938 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 21, 2024 23:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 13,848 | $0.00 Strike: $15.48 | $0.00 |
DisclosureSEC source: 0000091576-24-000027 · wk-form4_1708558034.xml · derivative · entry 4 Benhart Darrin L · CIK 0002005449 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,848 Underlying: Common Shares · 13,848 shares Expires 2034-02-16 F3 · 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 21, 2024 23:27 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 10,127 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-24-000027 · wk-form4_1708558034.xml · derivative · entry 3 Benhart Darrin L · CIK 0002005449 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,127 Underlying: Common Shares · 10,127 shares Expires not disclosed 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 16, 2024, vest in four equal annual installments beginning on February 17, 2025. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.