KeyCorp (KEY)
Cleveland, OH, US
KeyCorp functions as the parent entity for KeyBank National Association, delivering a wide array of banking services to retail and business clients across the United States. Its operations are distinctly segmented into a Consumer Bank and a Commercial Bank. Targeting both individual consumers and small to medium-sized businesses, the corporation extends a comprehensive suite of services. These offerings include various deposit accounts, investment solutions, personal financial planning and wellness programs, student loan refinancing, mortgage and home equity products, general lending, credit card services, treasury management, business advisory, wealth and asset management, and trust-related services. Moreover, the company furnishes middle-market clients with a robust selection of sophisticated banking and capital market products. These encompass syndicated lending, debt and equity capital market offerings, commercial payment solutions, equipment financing, commercial real estate mortgage banking, derivatives, foreign exchange services, financial advisory, and public finance. Its commercial mortgage portfolio encompasses loans across diverse sectors, including consumer, energy, healthcare, industrial, public sector, real estate, and technology. Additionally, KeyCorp engages in community development financing, securities underwriting, brokerage, and investment banking services. As of December 31, 2021, its operational reach extended across 15 states, supported by an extensive network of approximately 999 physical branches and 1,317 automated teller machines (ATMs). Beyond its physical footprint, the company offers online and mobile banking capabilities, alongside a dedicated telephone banking call center and other offices. Established in 1849, KeyCorp maintains its corporate headquarters in Cleveland, Ohio.
Based on only 2 articles — low confidence
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1994-03-01 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.66% | +4.18% | +9.40% | +20.11% | +9.87% | +9.98% | +45.05% | +116.60% | +5.43% | +87.91% | +1,235.29% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 7 | -2 |
| Hold | 9 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
25.00
+6.5%
|
| Last Year | 19 |
22.95
-2.2%
|
| All Time | 51 |
21.34
-9.1%
|
-
Revenue growth+23.6% Q1'26: +1.1% (vs Q1'25)
-
EPS growth+575.0% Q1'26: +33.3% (vs Q1'25)
-
FCF margin— Q1'26: -2.7% (vs Q1'25)
-
EBIT margin— Q1'26: +25.7% (vs Q1'25)
-
ROIC— Q1'26: -9.0% (vs Q1'25)
-
Share dilution+15.3% Q1'26: -2.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 6.08× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 12 EPS Ana. |
Dec 2027 7 Rev. Ana. 12 EPS Ana. |
Dec 2028 5 Rev. Ana. 7 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
6.57B
est: 4.12B (+59.4%)
|
7.10B
est: 4.28B (+65.7%)
|
8.01B
est: 5.04B (+59.0%)
|
8.47B
est: 4.82B (+75.9%)
|
7.35B
est: 4.47B (+64.3%)
|
6.14B
est: 4.50B (+36.4%)
|
5.73B
est: 4.44B (+29.1%)
|
5.36B
est: 4.21B (+27.3%)
|
6.32B
est: 4.46B (+41.7%)
|
7.37B
est: 4.76B (+54.9%)
|
7.46B
est: 4.50B (+65.8%)
|
6.06B
est: 3.29B (+84.1%)
|
5.65B
est: 3.43B (+64.4%)
|
5.19B
est: 7.93B (-34.6%)
|
4.39B
est: 3.53B (+24.4%)
|
4.37B
est: 3.68B (+18.8%)
|
4.22B
est: 4.03B (+4.8%)
|
4.20B
est: 4.10B (+2.2%)
|
4.34B
est: 4.25B (+2.3%)
|
5.16B
est: 4.92B (+4.9%)
|
6.68B
est: 6.24B (+7.0%)
|
7.13B
est: 6.42B (+11.0%)
|
7.51B
est: 6.40B (+17.3%)
|
7.14B
est: 6.60B (+8.2%)
|
7.33B
est: 7.14B (+2.7%)
|
7.91B
est: 7.30B (+8.4%)
|
10.23B
est: 5.74B (+78.2%)
|
9.06B
est: 5.18B (+74.8%)
|
11.19B
est: 7.46B (+49.9%)
|
8.05B
8.03B – 8.09B
+7.9% YoY
|
8.57B
8.49B – 8.64B
+6.4% YoY
|
8.89B
8.89B – 8.90B
+3.8% YoY
|
| EBITDA |
1.59B
est: 4.07B (-61.0%)
|
1.81B
est: 942.46M (+91.7%)
|
2.08B
est: 4.95B (-57.9%)
|
1.90B
est: 1.06B (+79.2%)
|
789.00M
est: 3.52B (-77.6%)
|
1.54B
est: 3.14B (-51.0%)
|
1.45B
est: 2.67B (-45.7%)
|
1.66B
est: 2.51B (-33.9%)
|
1.88B
est: 3.55B (-46.9%)
|
2.04B
est: 4.29B (-52.4%)
|
1.66B
est: 989.92M (+68.1%)
|
-426.00M
est: -9.36B (+95.4%)
|
-1.91B
est: -1.06B (-79.6%)
|
1.12B
est: 4.01B (-72.0%)
|
1.53B
est: 1.85B (-17.3%)
|
1.31B
est: 1.53B (-14.8%)
|
1.36B
est: 1.63B (-16.6%)
|
1.52B
est: 1.70B (-10.8%)
|
1.47B
est: 1.79B (-17.8%)
|
1.28B
est: 1.60B (-19.8%)
|
2.34B
est: 3.05B (-23.6%)
|
2.59B
est: 3.50B (-26.1%)
|
2.26B
est: 3.90B (-42.0%)
|
1.67B
est: 1.99B (-16.2%)
|
3.29B
est: 2.81B (+17.1%)
|
2.50B
est: 3.05B (-18.2%)
|
1.31B
est: 1.23B (+6.6%)
|
-233.00M
est: 1.11B (-120.9%)
|
2.32B
est: 1.60B (+44.8%)
|
1.73B
1.73B – 1.74B
+7.9% YoY
|
1.84B
1.82B – 1.86B
+6.4% YoY
|
1.91B
1.91B – 1.91B
+3.8% YoY
|
| EBIT |
1.35B
est: 853.61M (+57.6%)
|
1.48B
est: 887.83M (+66.6%)
|
1.68B
est: 1.04B (+61.3%)
|
1.52B
est: 998.08M (+52.0%)
|
259.00M
est: 927.19M (-72.1%)
|
1.31B
est: 932.09M (+40.8%)
|
1.24B
est: 919.87M (+35.0%)
|
1.31B
est: 872.76M (+50.3%)
|
1.53B
est: 924.96M (+65.0%)
|
1.64B
est: 986.26M (+66.6%)
|
1.24B
est: 932.54M (+33.4%)
|
-850.00M
est: 682.15M (-224.6%)
|
-2.30B
est: 711.63M (-422.9%)
|
793.00M
est: 1.64B (-51.7%)
|
1.33B
est: 731.93M (+81.8%)
|
1.07B
est: 762.45M (+40.7%)
|
1.14B
est: 835.06M (+36.6%)
|
1.27B
est: 850.22M (+49.6%)
|
1.22B
est: 879.75M (+38.9%)
|
968.00M
est: 1.02B (-5.0%)
|
1.93B
est: 1.29B (+49.1%)
|
2.20B
est: 1.33B (+65.6%)
|
2.02B
est: 1.33B (+52.5%)
|
1.56B
est: 1.37B (+13.7%)
|
3.25B
est: 129.82M (+2,406.5%)
|
2.33B
est: 169.73M (+1,274.5%)
|
1.16B
est: 1.18B (-1.4%)
|
-306.00M
est: 1.06B (-128.8%)
|
2.30B
est: 1.53B (+50.7%)
|
1.65B
1.65B – 1.66B
+7.9% YoY
|
1.76B
1.74B – 1.77B
+6.4% YoY
|
1.82B
1.82B – 1.82B
+3.8% YoY
|
| Net Income |
919.00M
est: 923.33M (-0.5%)
|
996.00M
est: 986.81M (+0.9%)
|
1.11B
est: 1.10B (+0.8%)
|
1.00B
est: 977.48M (+2.5%)
|
132.00M
est: 174.45M (-24.3%)
|
976.00M
est: 971.64M (+0.4%)
|
903.00M
est: 893.67M (+1.0%)
|
954.00M
est: 881.14M (+8.3%)
|
1.13B
est: 1.06B (+6.3%)
|
1.06B
est: 1.01B (+4.2%)
|
919.00M
est: 968.63M (-5.1%)
|
-1.47B
est: -26.75B (+94.5%)
|
-1.34B
est: -2.29B (+41.8%)
|
554.00M
est: 1.14B (-51.6%)
|
920.00M
est: 779.53M (+18.0%)
|
858.00M
est: 738.28M (+16.2%)
|
910.00M
est: 896.71M (+1.5%)
|
900.00M
est: 890.59M (+1.1%)
|
916.00M
est: 940.68M (-2.6%)
|
791.00M
est: 756.27M (+4.6%)
|
1.30B
est: 1.33B (-2.6%)
|
1.87B
est: 1.83B (+1.8%)
|
1.72B
est: 1.86B (-7.6%)
|
1.34B
est: 1.07B (+25.0%)
|
2.63B
est: 2.05B (+27.9%)
|
1.92B
est: 2.20B (-12.9%)
|
967.00M
est: 841.84M (+14.9%)
|
-161.00M
est: 1.11B (-114.5%)
|
1.83B
est: 1.61B (+13.6%)
|
1.96B
1.95B – 2.04B
+21.7% YoY
|
2.37B
2.27B – 2.47B
+20.9% YoY
|
2.34B
2.30B – 2.98B
-1.0% YoY
|
| SGA |
1.27B
est: 1.27B (-0.5%)
|
1.36B
est: 1.34B (+0.9%)
|
1.59B
est: 1.57B (+0.9%)
|
1.56B
est: 1.52B (+2.2%)
|
1.49B
est: 1.46B (+2.3%)
|
1.56B
est: 1.55B (+0.5%)
|
1.61B
est: 1.56B (+3.1%)
|
1.76B
est: 1.53B (+14.7%)
|
1.82B
est: 1.62B (+12.4%)
|
1.96B
est: 1.89B (+3.9%)
|
1.88B
est: 3.47B (-45.8%)
|
1.85B
est: 1.11B (+67.4%)
|
1.93B
est: 2.57B (-25.0%)
|
1.79B
est: 3.98B (-54.9%)
|
1.65B
est: 1.41B (+16.3%)
|
1.70B
est: 1.54B (+10.4%)
|
1.70B
est: 1.66B (+2.4%)
|
1.69B
est: 1.69B (-0.1%)
|
1.77B
est: 1.82B (-2.7%)
|
2.22B
est: 2.12B (+4.9%)
|
2.57B
est: 2.64B (-2.6%)
|
2.60B
est: 2.52B (+3.3%)
|
2.47B
est: 2.66B (-7.2%)
|
2.57B
est: 2.19B (+17.5%)
|
2.81B
est: 2.21B (+27.1%)
|
2.78B
est: 2.74B (+1.3%)
|
2.77B
est: 1.86B (+49.0%)
|
2.87B
est: 1.67B (+71.4%)
|
3.28B
est: 2.41B (+36.1%)
|
2.60B
2.60B – 2.62B
+7.9% YoY
|
2.77B
2.74B – 2.79B
+6.4% YoY
|
2.87B
2.87B – 2.88B
+3.8% YoY
|
| EPS |
2.09
est: 2.11 (-0.9%)
|
2.25
est: 2.22 (+1.4%)
|
2.47
est: 2.34 (+5.6%)
|
2.32
est: 2.22 (+4.5%)
|
0.31
est: 0.81 (-61.7%)
|
2.29
est: 2.25 (+1.8%)
|
2.14
est: 2.08 (+2.9%)
|
2.32
est: 2.12 (+9.4%)
|
2.76
est: 2.43 (+13.6%)
|
2.61
est: 2.75 (-5.1%)
|
2.35
est: 2.03 (+15.8%)
|
-3.36
est: -2.87 (-17.1%)
|
-2.34
est: -1.74 (-34.9%)
|
0.45
est: -0.48 (+194.7%)
|
0.87
est: 0.66 (+31.8%)
|
0.89
est: 0.69 (+29.0%)
|
0.98
est: 0.84 (+16.7%)
|
1.01
est: 1.01 (+0.0%)
|
1.07
est: 1.08 (-0.9%)
|
0.81
est: 1.05 (-22.8%)
|
1.14
est: 1.36 (-16.2%)
|
1.73
est: 1.72 (+0.4%)
|
1.63
est: 1.77 (-7.7%)
|
1.28
est: 1.13 (+13.4%)
|
2.66
est: 2.54 (+4.6%)
|
1.94
est: 2.10 (-7.4%)
|
0.89
est: 0.77 (+15.5%)
|
-0.32
est: 1.02 (-131.4%)
|
1.53
est: 1.48 (+3.5%)
|
1.82
1.78 – 1.86
+23.3% YoY
|
2.16
2.07 – 2.25
+18.6% YoY
|
2.45
2.10 – 2.72
+13.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | DA Davidson | Buy | Buy | Maintain |
| 2026-04-21 | Evercore ISI Group | Outperform | Outperform | Maintain |
| 2026-04-17 | RBC Capital | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-11 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-10 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-09 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-08 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-05 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-04 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-03 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-02 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-06-01 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-28 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 109.92M | 11.81% | — | 1.50M | 106.05M | 3.88M | IA | — | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 83.63M | 9.00% | 72.82M | — | 83.63M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | STATE STREET CORPORATION | 53.77M | 5.78% | — | 48.66M | — | 53.68M | HC | — | 2022-02-11 | ↗ |
| 4 | JPMORGAN CHASE & CO.13-2624428 | 41.48M | 4.20% | 35.61M | 141.9K | 41.18M | 276.1K | HC | Delaware | 2019-12-05 | ↗ |
| 5 | Edward C. Johnson 3d | 25.92M | 2.72% | — | — | 25.92M | — | IN | United States of America | 2012-02-14 | ↗ |
| 6 | FMR LLC | 25.92M | 2.72% | 8.13M | — | 25.92M | — | HC | Delaware | 2012-02-14 | ↗ |
| 7 | 52-0556948 | 22.01M | 2.40% | 6.55M | — | 21.89M | — | IA | MARYLAND | 2011-02-10 | ↗ |
| 8 | 95-1411037 | 13.00 | 8.90% | 83.20M | — | 83.20M | — | IA | Delaware | 2022-02-11 | ↗ |
| 9 | Sirios Capital Partners, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2011-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF NOVA SCOTIA | 162.10M -872.0K (-0.5%) | 3.35B +299.8M (+9.8%) | 14.80% -0.014 pp | 4.95% -0.428 pp | USD17.02 +21.3% | 52 qtrs — |
| 2 | VANGUARD GROUP INC | 124.81M +1.2M (+1.0%) | 2.58B +265.7M (+11.5%) | 11.40% +0.159 pp | 0.04% +0.003 pp | USD14.00 +47.4% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 94.10M +1.0M (+1.1%) | 1.94B +202.2M (+11.6%) | 8.59% +0.129 pp | 0.03% +0.002 pp | USD16.84 +22.6% | 6 qtrs — |
| 4 | STATE STREET CORP | 46.13M -43.0K (-0.1%) | 952.17M +89.2M (+10.3%) | 4.21% +0.015 pp | 0.03% +0.002 pp | USD13.48 +53.1% | 51 qtrs — |
| 5 | FMR LLC | 42.48M +3.6M (+9.1%) | 876.70M +149.3M (+20.5%) | 3.88% +0.340 pp | 0.04% +0.007 pp | USD14.21 +45.2% | 70 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 23.98M +116.0K (+0.5%) | 493.05M +48.8M (+11.0%) | 2.19% +0.020 pp | 0.03% +0.002 pp | USD16.04 +28.7% | 78 qtrs — |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | 22.72M -35.0M (-60.6%) | 468.97M -609.4M (-56.5%) | 2.07% -3.170 pp | 0.05% -0.065 pp | USD16.17 +27.6% | 75 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 22.11M -14.3M (-39.2%) | 456.41M -223.4M (-32.9%) | 2.02% -1.287 pp | 0.08% -0.039 pp | USD17.80 +16.0% | 10 qtrs — |
| 9 | CAPITAL WORLD INVESTORS | 21.03M +238.5K (+1.1%) | 434.01M +45.5M (+11.7%) | 1.92% +0.030 pp | 0.06% +0.006 pp | USD18.25 +13.1% | 3 qtrs — |
| 10 | INVESCO LTD. | 20.57M +916.7K (+4.7%) | 424.51M +57.2M (+15.6%) | 1.88% +0.092 pp | 0.07% +0.007 pp | USD14.60 +41.4% | 57 qtrs — |
| 11 | FRANKLIN RESOURCES INC | 15.14M -662.3K (-4.2%) | 312.43M +17.1M (+5.8%) | 1.38% -0.054 pp | 0.08% +0.003 pp | USD16.07 +28.4% | 28 qtrs — |
| 12 | MORGAN STANLEY | 14.73M +1.2M (+8.7%) | 304.04M +50.8M (+20.0%) | 1.35% +0.113 pp | 0.02% +0.003 pp | USD16.13 +28.0% | 51 qtrs — |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 13.41M -11.6M (-46.5%) | 276.71M -191.4M (-40.9%) | 1.22% -1.053 pp | 0.93% -0.656 pp | USD13.42 +53.8% | 40 qtrs — |
| 14 | NORGES BANK | 12.73M +12.7M (+100.0%) | 262.69M +262.7M (+100.0%) | 1.16% +1.162 pp | 0.03% +0.028 pp | USD20.64 +0.0% | 1 qtrs NEW |
| 15 | DIAMOND HILL CAPITAL MANAGEMENT INC | 10.71M -1.4M (-11.5%) | 221.11M -5.3M (-2.3%) | 0.98% -0.123 pp | 1.13% +0.058 pp | USD15.35 +34.5% | 8 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 10.69M -178.7K (-1.6%) | 220.58M +17.5M (+8.6%) | 0.98% -0.012 pp | 0.05% +0.003 pp | USD13.72 +50.4% | 51 qtrs — |
| 17 | NORTHERN TRUST CORP | 10.07M -179.7K (-1.8%) | 207.80M +16.3M (+8.5%) | 0.92% -0.012 pp | 0.03% +0.002 pp | USD13.03 +58.4% | 51 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.03M +15.5K (+0.2%) | 186.43M +17.9M (+10.6%) | 0.82% +0.005 pp | 0.03% +0.002 pp | USD15.16 +36.1% | 100 qtrs — |
| 19 | TWO SIGMA INVESTMENTS, LP | 8.73M +5.2M (+144.8%) | 180.28M +113.6M (+170.4%) | 0.80% +0.473 pp | 0.25% +0.155 pp | USD19.84 +4.0% | 50 qtrs — |
| 20 | DEUTSCHE BANK AG\ | 8.26M +4.7M (+132.7%) | 170.48M +104.1M (+156.9%) | 0.75% +0.432 pp | 0.06% +0.033 pp | USD19.03 +8.5% | 50 qtrs — |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 7.97M +1.1M (+16.3%) | 164.60M +36.5M (+28.4%) | 0.73% +0.105 pp | 0.09% +0.018 pp | USD17.72 +16.5% | 45 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 7.59M +62.8K (+0.8%) | 156.67M +16.0M (+11.4%) | 0.69% +0.009 pp | 0.03% +0.003 pp | USD15.47 +33.4% | 90 qtrs — |
| 23 | HOLDCO ASSET MANAGEMENT, LP | 7.46M +4.2M (+125.7%) | 153.90M +92.2M (+149.2%) | 0.68% +0.381 pp | 11.58% +5.060 pp | USD19.21 +7.4% | 3 qtrs — |
| 24 | AQR CAPITAL MANAGEMENT LLC | 7.16M +5.8M (+416.3%) | 147.86M +121.9M (+470.2%) | 0.65% +0.528 pp | 0.08% +0.061 pp | USD19.87 +3.9% | 92 qtrs — |
| 25 | UBS GROUP AG | 6.74M +1.4M (+26.6%) | 139.13M +39.6M (+39.8%) | 0.62% +0.132 pp | 0.02% +0.007 pp | USD17.02 +21.3% | 45 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 6.64M -1.0M (-13.3%) | 137.13M -6.0M (-4.2%) | 0.61% -0.090 pp | 0.01% +0.000 pp | USD16.61 +24.3% | 52 qtrs — |
| 27 | JPMORGAN CHASE & CO | 5.78M -116.9K (-2.0%) | 119.31M +9.1M (+8.2%) | 0.53% -0.008 pp | 0.01% +0.001 pp | USD16.39 +25.9% | 51 qtrs — |
| 28 | JANE STREET GROUP, LLC | 5.72M +1.6M (+40.5%) | 118.02M +41.9M (+55.1%) | 0.52% +0.152 pp | 0.02% +0.006 pp | USD19.25 +7.2% | 25 qtrs — |
| 29 | LEGAL & GENERAL GROUP PLC | 5.67M -75.9K (-1.3%) | 117.08M +9.6M (+9.0%) | 0.52% -0.005 pp | 0.03% +0.002 pp | USD14.60 +41.4% | 75 qtrs — |
| 30 | BARCLAYS PLC | 5.66M +2.6M (+85.9%) | 116.83M +65.8M (+129.1%) | 0.52% +0.240 pp | 0.03% +0.015 pp | USD17.48 +18.1% | 51 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 5.60M +721.4K (+14.8%) | 115.64M +24.4M (+26.8%) | 0.51% +0.068 pp | 0.02% +0.003 pp | USD15.21 +35.7% | 66 qtrs — |
| 32 | CITADEL ADVISORS LLC | 5.23M +4.3M (+451.9%) | 108.02M +90.3M (+509.4%) | 0.48% +0.392 pp | 0.02% +0.014 pp | USD19.88 +3.8% | 52 qtrs — |
| 33 | ROYAL BANK OF CANADA | 4.77M -61.0K (-1.3%) | 98.53M +8.2M (+9.0%) | 0.44% -0.004 pp | 0.02% +0.001 pp | USD17.62 +17.1% | 51 qtrs — |
| 34 | TWO SIGMA ADVISERS, LP | 4.67M +2.5M (+114.9%) | 96.45M +55.8M (+137.3%) | 0.43% +0.229 pp | 0.19% +0.106 pp | USD19.71 +4.7% | 3 qtrs — |
| 35 | CITIGROUP INC | 4.65M +240.0K (+5.4%) | 95.98M +13.6M (+16.4%) | 0.42% +0.024 pp | 0.04% +0.006 pp | USD16.58 +24.5% | 8 qtrs — |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 4.28M +2.0M (+84.0%) | 88.36M +44.9M (+103.2%) | 0.39% +0.179 pp | 0.14% +0.080 pp | USD19.56 +5.5% | 3 qtrs — |
| 37 | RECURRENT INVESTMENT ADVISORS LLC | 1.92M +1.9M (+100.0%) | 84.52M +84.5M (+100.0%) | 0.18% +0.175 pp | 6.25% +6.250 pp | USD20.64 +0.0% | 1 qtrs NEW |
| 38 | WESTFIELD CAPITAL MANAGEMENT CO LP | 4.04M -439.9K (-9.8%) | 83.39M -343.5K (-0.4%) | 0.37% -0.038 pp | 0.35% -0.004 pp | USD16.44 +25.5% | 8 qtrs — |
| 39 | PRANA CAPITAL MANAGEMENT, LP | 3.41M -728.4K (-17.6%) | 70.33M -7.0M (-9.0%) | 0.31% -0.065 pp | 2.55% -0.026 pp | USD15.80 +30.6% | 15 qtrs — |
| 40 | PANAGORA ASSET MANAGEMENT INC | 3.37M +3.4M (+28,028.8%) | 69.49M +69.3M (+30,963.6%) | 0.31% +0.306 pp | 0.25% +0.245 pp | USD20.63 +0.0% | 67 qtrs — |
| 41 | BANK OF MONTREAL /CAN/ | 2.96M -49.8K (-1.7%) | 61.12M +4.8M (+8.6%) | 0.27% -0.003 pp | 0.02% 0.000 pp | USD14.43 +43.0% | 51 qtrs — |
| 42 | ARTEMIS INVESTMENT MANAGEMENT LLP | 2.71M +2.7M (+100.0%) | 55.97M +56.0M (+100.0%) | 0.25% +0.248 pp | 0.68% +0.676 pp | USD20.64 +0.0% | 1 qtrs NEW |
| 43 | CEREDEX VALUE ADVISORS LLC | 2.44M -1.4M (-36.8%) | 50.31M -21.8M (-30.2%) | 0.22% -0.128 pp | 1.51% -0.160 pp | USD14.59 +41.5% | 9 qtrs — |
| 44 | — | 2.29M +960.6K (+72.4%) | 47.21M +22.4M (+90.4%) | 0.21% +0.088 pp | 0.24% +0.112 pp | USD17.84 +15.7% | 34 qtrs — |
| 45 | HSBC HOLDINGS PLC | 2.20M -51.5K (-2.3%) | 45.43M +3.7M (+8.8%) | 0.20% -0.004 pp | 0.02% +0.000 pp | USD14.74 +40.0% | 56 qtrs — |
| 46 | NUVEEN, LLC | 2.12M -52.4K (-2.4%) | 43.65M +3.1M (+7.8%) | 0.19% -0.004 pp | 0.01% +0.001 pp | USD15.99 +29.1% | 4 qtrs — |
| 47 | D. E. SHAW & CO., INC. | 2.05M +2.0M (+3,275.1%) | 42.40M +41.3M (+3,627.3%) | 0.19% +0.182 pp | 0.02% +0.023 pp | USD20.54 +0.5% | 24 qtrs — |
| 48 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.04M -53.4K (-2.6%) | 42.11M +3.0M (+7.6%) | 0.19% -0.004 pp | 0.02% +0.002 pp | USD14.89 +38.6% | 59 qtrs — |
| 49 | RAYMOND JAMES FINANCIAL INC | 2.01M -130.7K (-6.1%) | 41.46M +1.5M (+3.8%) | 0.18% -0.011 pp | 0.01% +0.000 pp | USD17.14 +20.4% | 5 qtrs — |
| 50 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.96M +104.0K (+5.6%) | 41.02M +6.4M (+18.6%) | 0.18% +0.010 pp | 0.03% +0.003 pp | USD15.89 +29.9% | 58 qtrs — |
| 51 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.98M -88.7K (-4.3%) | 40.93M +2.2M (+5.7%) | 0.18% -0.007 pp | 0.03% +0.002 pp | USD16.80 +22.9% | 108 qtrs — |
| 52 | AMERIPRISE FINANCIAL INC | 1.96M +8.8K (+0.5%) | 40.48M +3.9M (+10.6%) | 0.18% +0.002 pp | 0.01% +0.001 pp | USD18.17 +13.6% | 51 qtrs — |
| 53 | TREXQUANT INVESTMENT LP | 1.87M +616.5K (+49.1%) | 38.65M +15.2M (+64.6%) | 0.17% +0.057 pp | 0.34% +0.103 pp | USD18.76 +10.0% | 4 qtrs — |
| 54 | BNP PARIBAS ARBITRAGE, SNC | 1.80M +122.5K (+7.3%) | 37.18M +5.8M (+18.5%) | 0.16% +0.012 pp | 0.02% +0.000 pp | USD15.29 +35.0% | 51 qtrs — |
| 55 | RHUMBLINE ADVISERS | 1.77M -47.5K (-2.6%) | 36.52M +2.6M (+7.5%) | 0.16% -0.004 pp | 0.03% +0.002 pp | USD13.96 +47.9% | 51 qtrs — |
| 56 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.77M +885.8K (+100.7%) | 36.44M +20.0M (+121.6%) | 0.16% +0.081 pp | 0.13% +0.073 pp | USD19.67 +4.9% | 2 qtrs — |
| 57 | MILLENNIUM MANAGEMENT LLC | 1.74M -1.4M (-44.5%) | 35.88M -22.6M (-38.7%) | 0.16% -0.126 pp | 0.02% -0.010 pp | USD15.25 +35.3% | 75 qtrs — |
| 58 | PRIMECAP MANAGEMENT CO/CA/ | 1.70M +— (+0.0%) | 35.08M +3.3M (+10.4%) | 0.16% +0.001 pp | 0.03% +0.002 pp | USD10.98 +88.0% | 10 qtrs — |
| 59 | AMUNDI | 1.70M -2.0M (-53.8%) | 35.03M -33.1M (-48.6%) | 0.16% -0.179 pp | 0.01% -0.012 pp | USD16.81 +22.8% | 19 qtrs — |
| 60 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.69M +55.0K (+3.4%) | 34.84M +4.3M (+14.1%) | 0.15% +0.006 pp | 0.02% +0.002 pp | USD12.88 +60.2% | 58 qtrs — |
| 61 | FIRST TRUST ADVISORS LP | 1.67M +86.6K (+5.5%) | 34.50M +4.9M (+16.5%) | 0.15% +0.009 pp | 0.03% +0.003 pp | USD17.62 +17.1% | 51 qtrs — |
| 62 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.65M +388.7K (+30.7%) | 34.14M +10.5M (+44.4%) | 0.15% +0.036 pp | 0.00% +0.001 pp | USD16.29 +26.7% | 51 qtrs — |
| 63 | PZENA INVESTMENT MANAGEMENT LLC | 1.64M -8.2K (-0.5%) | 33.94M +3.1M (+9.9%) | 0.15% 0.000 pp | 0.10% +0.002 pp | USD12.80 +61.3% | 64 qtrs — |
| 64 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.61M +706.0K (+77.8%) | 33.45M +16.3M (+95.2%) | 0.15% +0.065 pp | 0.03% +0.012 pp | USD18.84 +9.6% | 51 qtrs — |
| 65 | FREESTONE GROVE PARTNERS LP | 1.52M +1.5M (+100.0%) | 31.33M +31.3M (+100.0%) | 0.14% +0.139 pp | 0.23% +0.227 pp | USD20.64 +0.0% | 5 qtrs — |
| 66 | ALLIANCEBERNSTEIN L.P. | 1.41M +286.5K (+25.5%) | 29.15M +8.1M (+38.5%) | 0.13% +0.027 pp | 0.01% +0.003 pp | USD15.15 +36.2% | 61 qtrs — |
| 67 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.41M +66.6K (+5.0%) | 29.07M +4.0M (+15.9%) | 0.13% +0.007 pp | 0.03% +0.003 pp | USD11.94 +72.9% | 52 qtrs — |
| 68 | MARSHALL WACE, LLP | 1.37M +312.3K (+29.4%) | 28.34M +8.5M (+42.9%) | 0.13% +0.029 pp | 0.03% +0.006 pp | USD18.13 +13.8% | 11 qtrs — |
| 69 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.36M +488.1K (+56.1%) | 28.02M +11.8M (+72.4%) | 0.12% +0.045 pp | 0.03% +0.012 pp | USD19.39 +6.4% | 2 qtrs — |
| 70 | BRIDGEWATER ASSOCIATES, LP | 1.34M +532.0K (+65.5%) | 27.75M +12.6M (+82.7%) | 0.12% +0.049 pp | 0.10% +0.042 pp | USD18.74 +10.1% | 3 qtrs — |
| 71 | POINT72 ASSET MANAGEMENT, L.P. | 1.29M +662.2K (+105.2%) | 26.66M +14.9M (+126.6%) | 0.12% +0.061 pp | 0.03% +0.010 pp | USD19.69 +4.8% | 11 qtrs — |
| 72 | PEAK6 LLC | 1.28M +1.2M (+1,711.8%) | 26.51M +25.2M (+1,900.9%) | 0.12% +0.111 pp | 0.05% +0.047 pp | USD20.49 +0.7% | 5 qtrs — |
| 73 | WELLS FARGO & COMPANY/MN | 1.27M -141.6K (-10.0%) | 26.31M -161.0K (-0.6%) | 0.12% -0.012 pp | 0.00% 0.000 pp | USD12.91 +59.9% | 57 qtrs — |
| 74 | ALPS ADVISORS INC | 1.21M -73.0K (-5.7%) | 25.06M +1.0M (+4.2%) | 0.11% -0.006 pp | 0.15% +0.012 pp | USD16.99 +21.5% | 5 qtrs — |
| 75 | INTERVAL PARTNERS, LP | 1.19M +132.7K (+12.6%) | 24.56M +4.8M (+24.3%) | 0.11% +0.013 pp | 0.44% +0.117 pp | USD18.10 +14.0% | 3 qtrs — |
| 76 | VERITION FUND MANAGEMENT LLC | 1.15M -115.8K (-9.1%) | 23.73M +77.8K (+0.3%) | 0.11% -0.010 pp | 0.09% -0.004 pp | USD17.20 +20.0% | 25 qtrs — |
| 77 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.14M -873.6K (-43.4%) | 23.55M -14.1M (-37.4%) | 0.10% -0.079 pp | 0.03% -0.071 pp | USD16.91 +22.1% | 51 qtrs — |
| 78 | HRT FINANCIAL LP | 1.13M -1.0M (-48.1%) | 23.41M -17.4M (-42.6%) | 0.10% -0.095 pp | 0.07% -0.076 pp | USD18.69 +10.4% | 7 qtrs — |
| 79 | KOREA INVESTMENT CORP | 1.12M +146.2K (+15.0%) | 23.09M +4.9M (+27.0%) | 0.10% +0.014 pp | 0.05% +0.008 pp | USD18.01 +14.6% | 61 qtrs — |
| 80 | AE WEALTH MANAGEMENT LLC | 1.10M -244.2K (-18.1%) | 22.74M -2.4M (-9.6%) | 0.10% -0.022 pp | 0.13% -0.030 pp | USD14.28 +44.5% | 30 qtrs — |
| 81 | KESTRA ADVISORY SERVICES, LLC | 1.09M +85.7K (+8.6%) | 22.42M +3.7M (+19.9%) | 0.10% +0.008 pp | 0.09% +0.007 pp | USD12.28 +68.1% | 22 qtrs — |
| 82 | COLONY GROUP, LLC | 1.10M +296.9K (+37.2%) | 22.39M +7.5M (+50.0%) | 0.10% +0.027 pp | 0.03% +0.001 pp | USD18.52 +11.4% | 9 qtrs — |
| 83 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.06M -98.5K (-8.5%) | 21.89M +227.5K (+1.1%) | 0.10% -0.009 pp | 0.89% -0.002 pp | USD18.69 +10.4% | 41 qtrs — |
| 84 | SAPIENT CAPITAL LLC | 1.04M -26.2K (-2.5%) | 21.58M +1.4M (+7.1%) | 0.10% -0.002 pp | 0.30% -0.007 pp | USD17.06 +21.0% | 9 qtrs — |
| 85 | PRINCIPAL FINANCIAL GROUP INC | 1.04M +21.5K (+2.1%) | 21.47M +2.4M (+12.8%) | 0.10% +0.002 pp | 0.01% +0.001 pp | USD15.72 +31.3% | 81 qtrs — |
| 86 | SCHONFELD STRATEGIC ADVISORS LLC | 1.01M +64.9K (+6.8%) | 20.94M +3.2M (+18.0%) | 0.09% +0.006 pp | 0.09% -0.008 pp | USD17.56 +17.5% | 15 qtrs — |
| 87 | CLEARSTEAD ADVISORS, LLC | 978.0K -75.8K (-7.2%) | 20.19M +491.1K (+2.5%) | 0.09% -0.007 pp | 0.25% -0.004 pp | USD15.65 +31.9% | 37 qtrs — |
| 88 | JUMP FINANCIAL, LLC | 941.9K +874.2K (+1,289.5%) | 19.44M +18.2M (+1,434.5%) | 0.09% +0.080 pp | 0.24% +0.224 pp | USD20.46 +0.9% | 16 qtrs — |
| 89 | GRADIENT INVESTMENTS LLC | 897.6K +797.6K (+797.9%) | 18.53M +16.7M (+891.6%) | 0.08% +0.073 pp | 0.29% +0.263 pp | USD20.28 +1.8% | 3 qtrs — |
| 90 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 878.2K -123.5K (-12.3%) | 18.13M -595.8K (-3.2%) | 0.08% -0.011 pp | 0.03% -0.001 pp | USD12.01 +71.9% | 51 qtrs — |
| 91 | LPL FINANCIAL LLC | 852.1K +32.0K (+3.9%) | 17.59M +2.3M (+14.7%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD17.21 +19.9% | 35 qtrs — |
| 92 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 850.7K +89.5K (+11.8%) | 17.56M +3.3M (+23.4%) | 0.08% +0.009 pp | 0.03% +0.006 pp | USD13.06 +58.0% | 51 qtrs — |
| 93 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 839.7K -9.8K (-1.2%) | 17.33M +1.5M (+9.2%) | 0.08% -0.001 pp | 0.03% +0.001 pp | USD15.10 +36.7% | 39 qtrs — |
| 94 | PRUDENTIAL FINANCIAL INC | 819.3K +292.2K (+55.4%) | 16.91M +7.1M (+71.7%) | 0.07% +0.027 pp | 0.02% +0.009 pp | USD19.38 +6.5% | 85 qtrs — |
| 95 | GOLDMAN SACHS GROUP INC | 808.6K +— (+0.0%) | 16.69M +1.6M (+10.4%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD15.99 +29.1% | 4 qtrs — |
| 96 | WALLEYE CAPITAL LLC | 780.9K +661.9K (+555.8%) | 16.12M +13.9M (+624.2%) | 0.07% +0.061 pp | 0.05% +0.041 pp | USD20.09 +2.7% | 12 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2029-11-20 | Alexander Victor B | Officer | — | D | Restricted Stock Units | 185,130 | 0.00 | — | 0 | — | ↗ |
| 2026-05-27 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 162,692 | 21.25 | 3.46M | 158,723,874 | D | ↗ |
| 2026-05-19 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 220,354 | 21.14 | 4.66M | 158,886,566 | D | ↗ |
| 2026-05-14 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 75,450 | D | ↗ |
| 2026-05-14 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 84,896 | D | ↗ |
| 2026-05-14 | Snyder Barbara R | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 168,668 | D | ↗ |
| 2026-05-14 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 89,117 | D | ↗ |
| 2026-05-14 | Khanna Somesh | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 16,551 | D | ↗ |
| 2026-05-14 | Hipple Richard J | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 26,777 | D | ↗ |
| 2026-05-14 | Henson Christopher L | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 7,352 | D | ↗ |
| 2026-05-14 | Hayes Robin | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 50,933 | D | ↗ |
| 2026-05-14 | Gile Elizabeth R. | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 132,059 | D | ↗ |
| 2026-05-14 | DeSpirito Antonio III | Director | — | — | Common Shares | 0 | 0.00 | — | 4,450 | D | ↗ |
| 2026-05-14 | Dallas H James | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 26,777 | D | ↗ |
| 2026-05-14 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 65,174 | D | ↗ |
| 2026-05-14 | Allard Jacqui | Director | A-Award | A | Deferred Shares | 7,352 | 0.00 | — | 16,551 | D | ↗ |
| 2026-05-12 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 235,628 | 21.83 | 5.14M | 159,106,920 | D | ↗ |
| 2026-05-11 | Snyder Barbara R | Director | D-Return | D | Common Shares | 9,059 | 21.41 | 194.0K | 91,288 | D | ↗ |
| 2026-05-11 | Hipple Richard J | Director | M-Exempt | A | Common Shares | 18,118 | 0.00 | — | 113,634 | D | ↗ |
| 2026-05-11 | Highsmith Carlton L | Director | M-Exempt | D | Deferred Shares | 18,118 | 0.00 | — | 19,425 | D | ↗ |
| 2026-05-11 | Hayes Robin | Director | D-Return | D | Common Shares | 9,059 | 21.41 | 194.0K | 35,519 | D | ↗ |
| 2026-05-11 | Dallas H James | Director | M-Exempt | D | Deferred Shares | 18,118 | 0.00 | — | 19,425 | D | ↗ |
| 2026-05-08 | Mago Angela G | Officer | S-Sale | D | Common Shares | 22,826 | 21.66 | 494.4K | 281,564 | D | ↗ |
| 2026-05-05 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 231,847 | 21.96 | 5.09M | 159,342,548 | D | ↗ |
| 2026-04-28 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 251,736 | 22.02 | 5.54M | 159,574,395 | D | ↗ |
| 2026-04-21 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 49,921 | 21.95 | 1.10M | 159,826,131 | D | ↗ |
| 2026-04-01 | Snyder Barbara R | Director | M-Exempt | D | Deferred Shares | 1,526 | 0.00 | — | 9,266 | D | ↗ |
| 2026-03-31 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 2,306 | 0.00 | — | 68,098 | D | ↗ |
| 2026-03-31 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,558 | 0.00 | — | 81,765 | D | ↗ |
| 2026-03-31 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,558 | 0.00 | — | 61,698 | D | ↗ |
| 2026-03-31 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 841 | 0.00 | — | 57,822 | D | ↗ |
| 2026-03-17 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 183,268 | 19.43 | 3.56M | 159,876,052 | D | ↗ |
| 2026-03-03 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 408,070 | 21.14 | 8.63M | 160,059,320 | D | ↗ |
| 2026-02-18 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 440,551 | 22.46 | 9.89M | 160,467,390 | D | ↗ |
| 2026-02-17 | Waters James L | Officer | M-Exempt | D | Restricted Stock Units | 3,573 | 0.00 | — | 0 | D | ↗ |
| 2026-02-17 | Ramani Mohit | Officer | F-InKind | D | Common Shares | 2,572 | 21.69 | 55.8K | 53,788 | D | ↗ |
| 2026-02-17 | Paine Andrew J III | Officer | M-Exempt | A | Common Shares | 44,557 | 0.00 | — | 211,140 | D | ↗ |
| 2026-02-17 | Mago Angela G | Officer | M-Exempt | D | Restricted Stock Units | 11,193 | 0.00 | — | 22,385 | D | ↗ |
| 2026-02-17 | Kidik Allyson M | Officer | M-Exempt | D | Restricted Stock Units | 1,553 | 0.00 | — | 4,656 | D | ↗ |
| 2026-02-17 | Khayat Clark H | Officer | M-Exempt | D | Restricted Stock Units | 8,871 | 0.00 | — | 26,612 | D | ↗ |
| 2026-02-17 | Gorman Christopher M. | Director / Officer | M-Exempt | D | Restricted Stock Units | 25,734 | 0.00 | — | 0 | D | ↗ |
| 2026-02-17 | Gilbert Stacy L | Officer | F-InKind | D | Common Shares | 1,493 | 21.69 | 32.4K | 6,280 | D | ↗ |
| 2026-02-17 | Gavrity Kenneth C | Officer | F-InKind | D | Common Shares | 6,646 | 21.69 | 144.2K | 134,647 | D | ↗ |
| 2026-02-17 | Evans Trina M | Director / Officer | M-Exempt | A | Common Shares | 13,094 | 0.00 | — | 71,549 | D | ↗ |
| 2026-02-17 | Brady Amy G. | Officer | M-Exempt | D | Restricted Stock Units | 5,360 | 0.00 | — | 0 | D | ↗ |
| 2026-02-17 | Alexander Victor B | Officer | M-Exempt | D | Restricted Stock Units | 4,288 | 0.00 | — | 0 | D | ↗ |
| 2026-02-16 | Waters James L | Officer | A-Award | A | Option to Buy | 19,667 | 23.87 | 469.5K | 19,667 | D | ↗ |
| 2026-02-16 | Ramani Mohit | Officer | A-Award | A | Option to Buy | 21,180 | 23.87 | 505.6K | 21,180 | D | ↗ |
| 2026-02-16 | Paine Andrew J III | Officer | A-Award | A | Restricted Stock Units | 34,562 | 0.00 | — | 34,562 | D | ↗ |
| 2026-02-16 | Mago Angela G | Officer | A-Award | A | Restricted Stock Units | 18,432 | 0.00 | — | 18,432 | D | ↗ |
| 2026-02-16 | Kidik Allyson M | Officer | A-Award | A | Restricted Stock Units | 5,184 | 0.00 | — | 5,184 | D | ↗ |
| 2026-02-16 | Khayat Clark H | Officer | A-Award | A | Restricted Stock Units | 31,012 | 0.00 | — | 31,012 | D | ↗ |
| 2026-02-16 | Gorman Christopher M. | Director / Officer | A-Award | A | Option to Buy | 107,413 | 23.87 | 2.56M | 107,413 | D | ↗ |
| 2026-02-16 | Gilbert Stacy L | Officer | A-Award | A | Option to Buy | 6,051 | 23.87 | 144.4K | 6,051 | D | ↗ |
| 2026-02-16 | Gavrity Kenneth C | Officer | A-Award | A | Restricted Stock Units | 43,778 | 0.00 | — | 43,778 | D | ↗ |
| 2026-02-16 | Evans Trina M | Director / Officer | A-Award | A | Option to Buy | 10,590 | 23.87 | 252.8K | 10,590 | D | ↗ |
| 2026-02-16 | Brady Amy G. | Officer | A-Award | A | Restricted Stock Units | 20,737 | 0.00 | — | 20,737 | D | ↗ |
| 2026-02-16 | Alexander Victor B | Officer | A-Award | A | Restricted Stock Units | 22,119 | 0.00 | — | 22,119 | D | ↗ |
| 2026-02-10 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 415,133 | 22.47 | 9.33M | 160,907,941 | D | ↗ |
| 2026-02-06 | Paine Andrew J III | Officer | S-Sale | D | Common Shares | 65,961 | 23.23 | 1.53M | 166,583 | D | ↗ |
| 2026-02-03 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 517,633 | 21.36 | 11.06M | 161,323,074 | D | ↗ |
| 2026-01-29 | Mago Angela G | Officer | S-Sale | D | Common Shares | 62,850 | 21.55 | 1.35M | 261,415 | D | ↗ |
| 2026-01-27 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 128,055 | 21.16 | 2.71M | 161,840,707 | D | ↗ |
| 2026-01-24 | Hayes Robin | Director | M-Exempt | D | Deferred Shares | 738 | 0.00 | — | 59,495 | D | ↗ |
| 2026-01-23 | Ramani Mohit | Officer | M-Exempt | A | Common Shares | 61,483 | 0.00 | — | 71,691 | D | ↗ |
| 2026-01-22 | Evans Trina M | Director / Officer | M-Exempt | A | Common Shares | 8,695 | 18.96 | 164.9K | 91,414 | D | ↗ |
| 2026-01-21 | Alexander Victor B | Officer | M-Exempt | D | Option to Buy | 9,345 | 10.49 | 98.0K | 0 | D | ↗ |
| 2026-01-02 | Wilson David K | Director | M-Exempt | D | Deferred Shares | 1,703 | 0.00 | — | 57,219 | D | ↗ |
| 2026-01-01 | Wilson David K | Director | M-Exempt | D | Deferred Shares | 8,635 | 0.00 | — | 58,922 | D | ↗ |
| 2026-01-01 | Snyder Barbara R | Director | M-Exempt | D | Deferred Shares | 1,526 | 0.00 | — | 10,683 | D | ↗ |
| 2026-01-01 | Hayes Robin | Director | M-Exempt | A | Common Shares | 3,174 | 0.00 | — | 25,723 | D | ↗ |
| 2026-01-01 | Gile Elizabeth R. | Director | M-Exempt | A | Common Shares | 4,319 | 0.00 | — | 45,201 | D | ↗ |
| 2025-12-31 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,574 | 0.00 | — | 65,087 | D | ↗ |
| 2025-12-31 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,453 | 0.00 | — | 76,711 | D | ↗ |
| 2025-12-31 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,453 | 0.00 | — | 79,346 | D | ↗ |
| 2025-12-31 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,453 | 0.00 | — | 63,407 | D | ↗ |
| 2025-12-31 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,090 | 0.00 | — | 56,370 | D | ↗ |
| 2025-12-16 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 225,084 | 20.22 | 4.55M | 161,968,762 | D | ↗ |
| 2025-12-10 | Paine Andrew J III | Officer | G-Gift | D | Common Shares | 12,500 | 0.00 | — | 232,544 | D | ↗ |
| 2025-12-09 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 100,316 | 18.86 | 1.89M | 162,193,846 | D | ↗ |
| 2025-12-02 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 57,241 | 18.29 | 1.05M | 162,294,162 | D | ↗ |
| 2025-11-25 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 306,143 | 17.20 | 5.27M | 162,478,674 | D | ↗ |
| 2025-11-18 | BANK OF NOVA SCOTIA | Director / 10% Owner | D-Return | D | Common Shares | 214,129 | 17.87 | 3.83M | 162,783,583 | D | ↗ |
| 2025-10-01 | Snyder Barbara R | Director | M-Exempt | D | Deferred Shares | 1,493 | 0.00 | — | 12,089 | D | ↗ |
| 2025-09-30 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,738 | 0.00 | — | 62,882 | D | ↗ |
| 2025-09-30 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,605 | 0.00 | — | 74,512 | D | ↗ |
| 2025-09-30 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,605 | 0.00 | — | 77,121 | D | ↗ |
| 2025-09-30 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,605 | 0.00 | — | 61,339 | D | ↗ |
| 2025-09-30 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,203 | 0.00 | — | 54,731 | D | ↗ |
| 2025-09-10 | Gorman Christopher M. | Director / Officer | G-Gift | D | Common Shares | 66,645 | 0.00 | — | 0 | I | ↗ |
| 2025-09-09 | Paine Andrew J III | Officer | M-Exempt | D | Option to Buy | 44,953 | 10.49 | 471.6K | 0 | D | ↗ |
| 2025-08-09 | Paine Andrew J III | Officer | G-Gift | D | Common Shares | 39,406 | 0.00 | — | 132,000 | I | ↗ |
| 2025-08-08 | Brady Amy G. | Officer | S-Sale | D | Common Shares | 50,000 | 17.61 | 880.5K | 32,523 | D | ↗ |
| 2025-07-24 | Evans Trina M | Director / Officer | S-Sale | D | Common Shares | 17,000 | 18.67 | 317.4K | 82,719 | D | ↗ |
| 2025-07-23 | Gorman Christopher M. | Director / Officer | M-Exempt | A | Common Shares | 112,149 | 10.49 | 1.18M | 732,044 | D | ↗ |
| 2025-07-01 | VASOS TODD J | Director | M-Exempt | D | Deferred Shares | 9,726 | 0.00 | — | 60,486 | D | ↗ |
| 2025-07-01 | Snyder Barbara R | Director | M-Exempt | A | Common Shares | 1,493 | 0.00 | — | 73,124 | D | ↗ |
| 2025-07-01 | CUTLER ALEXANDER M | Director | M-Exempt | D | Deferred Shares | 13,983 | 0.00 | — | 52,952 | D | ↗ |
| 2025-06-30 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,865 | 0.00 | — | 70,213 | D | ↗ |
| 2025-06-30 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,722 | 0.00 | — | 72,125 | D | ↗ |
| 2025-06-30 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,722 | 0.00 | — | 74,703 | D | ↗ |
| 2025-06-30 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,722 | 0.00 | — | 59,091 | D | ↗ |
| 2025-06-30 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,291 | 0.00 | — | 66,935 | D | ↗ |
| 2025-06-12 | Brady Amy G. | Officer | S-Sale | D | Common Shares | 19,000 | 16.09 | 305.7K | 82,523 | D | ↗ |
| 2025-05-15 | Wilson David K | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 65,311 | D | ↗ |
| 2025-05-15 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 67,464 | D | ↗ |
| 2025-05-15 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 69,493 | D | ↗ |
| 2025-05-15 | Snyder Barbara R | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 211,091 | D | ↗ |
| 2025-05-15 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 72,037 | D | ↗ |
| 2025-05-15 | Khanna Somesh | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 8,798 | D | ↗ |
| 2025-05-15 | Hipple Richard J | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 35,905 | D | ↗ |
| 2025-05-15 | Highsmith Carlton L | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 35,905 | D | ↗ |
| 2025-05-15 | Hayes Robin | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 56,627 | D | ↗ |
| 2025-05-15 | Gile Elizabeth R. | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 123,443 | D | ↗ |
| 2025-05-15 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 67,068 | D | ↗ |
| 2025-05-15 | Dallas H James | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 35,905 | D | ↗ |
| 2025-05-15 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 64,795 | D | ↗ |
| 2025-05-15 | Allard Jacqui | Director | A-Award | A | Deferred Shares | 8,798 | 0.00 | — | 8,798 | D | ↗ |
| 2025-05-13 | Highsmith Carlton L | Director | S-Sale | D | Common Shares | 5,000 | 16.60 | 83.0K | 37,177 | D | ↗ |
| 2025-05-12 | Hipple Richard J | Director | M-Exempt | D | Deferred Shares | 8,626 | 0.00 | — | 27,107 | D | ↗ |
| 2025-05-12 | Highsmith Carlton L | Director | D-Return | D | Common Shares | 4,312 | 14.70 | 63.4K | 42,178 | D | ↗ |
| 2025-05-12 | Hayes Robin | Director | M-Exempt | D | Deferred Shares | 8,626 | 0.00 | — | 47,829 | D | ↗ |
| 2025-05-12 | Dallas H James | Director | M-Exempt | D | Deferred Shares | 8,626 | 0.00 | — | 27,107 | D | ↗ |
| 2025-04-22 | Allard Jacqui | Director | P-Purchase | A | Common Shares | 180 | 14.03 | 2.5K | 180 | D | ↗ |
| 2025-04-21 | Tobin Richard J | Director | P-Purchase | A | Common Shares | 750 | 13.84 | 10.4K | 750 | D | ↗ |
| 2025-04-21 | Ramani Mohit | Officer | P-Purchase | A | Common Shares | 10,000 | 13.75 | 137.5K | 10,000 | D | ↗ |
| 2025-04-21 | Khanna Somesh | Director | P-Purchase | A | Common Shares | 100 | 13.87 | 1.4K | 100 | D | ↗ |
| 2025-03-31 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 2,032 | 0.00 | — | 58,666 | D | ↗ |
| 2025-03-31 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,876 | 0.00 | — | 60,695 | D | ↗ |
| 2025-03-31 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,876 | 0.00 | — | 63,239 | D | ↗ |
| 2025-03-31 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,876 | 0.00 | — | 56,455 | D | ↗ |
| 2025-03-31 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,407 | 0.00 | — | 55,997 | D | ↗ |
| 2025-02-17 | Waters James L | Officer | M-Exempt | D | Restricted Stock Units | 3,410 | 0.00 | — | 3,410 | D | ↗ |
| 2025-02-17 | Ramani Mohit | Officer | A-Award | A | Restricted Stock Units | 22,009 | 0.00 | — | 22,009 | D | ↗ |
| 2025-02-17 | Paine Andrew J III | Officer | M-Exempt | A | Common Shares | 43,026 | 0.00 | — | 257,094 | D | ↗ |
| 2025-02-17 | Mago Angela G | Officer | M-Exempt | D | Restricted Stock Units | 7,195 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Kidik Allyson M | Officer | M-Exempt | D | Restricted Stock Units | 671 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Khayat Clark H | Officer | M-Exempt | D | Restricted Stock Units | 4,316 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Gorman Christopher M. | Director / Officer | M-Exempt | D | Restricted Stock Units | 20,626 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Gilbert Stacy L | Officer | M-Exempt | D | Restricted Stock Units | 1,406 | 0.00 | — | 4,215 | D | ↗ |
| 2025-02-17 | Gavrity Kenneth C | Officer | M-Exempt | D | Restricted Stock Units | 3,358 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Evans Trina M | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,358 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Brady Amy G. | Officer | M-Exempt | D | Restricted Stock Units | 7,195 | 0.00 | — | 0 | D | ↗ |
| 2025-02-17 | Alexander Victor B | Officer | M-Exempt | D | Restricted Stock Units | 4,092 | 0.00 | — | 4,092 | D | ↗ |
| 2025-02-14 | Kidik Allyson M | Officer | M-Exempt | D | Option to Buy | 1,016 | 14.11 | 14.3K | 0 | D | ↗ |
| 2025-02-13 | Gorman Christopher M. | Director / Officer | M-Exempt | A | Common Shares | 57,736 | 14.11 | 814.7K | 857,454 | D | ↗ |
| 2025-02-05 | BANK OF NOVA SCOTIA | Director / 10% Owner | P-Purchase | A | Common Shares | 50,000 | 17.85 | 892.5K | 162,983,726 | D | ↗ |
| 2025-01-24 | Hayes Robin | Director | M-Exempt | D | Deferred Shares | 704 | 0.00 | — | 53,875 | D | ↗ |
| 2025-01-23 | Ramani Mohit | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-02 | Wilson David K | Director | M-Exempt | A | Common Shares | 1,625 | 0.00 | — | 50,871 | D | ↗ |
| 2025-01-01 | Wilson David K | Director | M-Exempt | A | Common Shares | 8,440 | 0.00 | — | 49,246 | D | ↗ |
| 2025-01-01 | VASOS TODD J | Director | M-Exempt | D | Deferred Shares | 6,068 | 0.00 | — | 55,903 | D | ↗ |
| 2025-01-01 | Hayes Robin | Director | M-Exempt | A | Common Shares | 3,029 | 0.00 | — | 17,532 | D | ↗ |
| 2025-01-01 | Gile Elizabeth R. | Director | M-Exempt | A | Common Shares | 4,114 | 0.00 | — | 40,881 | D | ↗ |
| 2024-12-31 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,823 | 0.00 | — | 61,971 | D | ↗ |
| 2024-12-31 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,677 | 0.00 | — | 57,830 | D | ↗ |
| 2024-12-31 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,677 | 0.00 | — | 60,571 | D | ↗ |
| 2024-12-31 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,677 | 0.00 | — | 57,608 | D | ↗ |
| 2024-12-31 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,239 | 0.00 | — | 53,886 | D | ↗ |
| 2024-12-27 | Khanna Somesh | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-27 | BANK OF NOVA SCOTIA | Director / 10% Owner | — | — | Common Shares | 0 | 0.00 | — | 162,933,726 | D | ↗ |
| 2024-12-27 | Allard Jacqui | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-08 | Paine Andrew J III | Officer | G-Gift | D | Common Shares | 14,249 | 0.00 | — | 4,265 | I | ↗ |
| 2024-11-06 | Paine Andrew J III | Officer | M-Exempt | A | Common Shares | 21,362 | 14.11 | 301.4K | 235,430 | D | ↗ |
| 2024-11-06 | Mago Angela G | Officer | M-Exempt | D | Option to Buy | 15,011 | 14.11 | 211.8K | 0 | D | ↗ |
| 2024-11-05 | Highsmith Carlton L | Director | S-Sale | D | Common Shares | 9,000 | 17.14 | 154.3K | 37,864 | D | ↗ |
| 2024-09-30 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,865 | 0.00 | — | 59,476 | D | ↗ |
| 2024-09-30 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,492 | 0.00 | — | 55,525 | D | ↗ |
| 2024-09-30 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 1,716 | 0.00 | — | 58,236 | D | ↗ |
| 2024-09-30 | Hayes Robin | Director | A-Award | A | Deferred Shares | 1,716 | 0.00 | — | 55,305 | D | ↗ |
| 2024-09-30 | CUTLER ALEXANDER M | Director | A-Award | A | Common Shares | 1,268 | 0.00 | — | 52,058 | D | ↗ |
| 2024-08-29 | Brady Amy G. | Officer | M-Exempt | A | Common Shares | 13,856 | 14.11 | 195.5K | 125,183 | — | ↗ |
| 2024-08-16 | Highsmith Carlton L | Director | S-Sale | D | Common Shares | 10,000 | 16.21 | 162.1K | 46,864 | — | ↗ |
| 2024-07-06 | Waters James L | Officer | M-Exempt | D | Restricted Stock Units | 23,337 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | VASOS TODD J | Director | M-Exempt | D | Deferred Shares | 6,674 | 0.00 | — | 56,886 | — | ↗ |
| 2024-07-01 | Snyder Barbara R | Director | M-Exempt | A | Common Shares | 8,164 | 0.00 | — | 35,014 | — | ↗ |
| 2024-07-01 | CUTLER ALEXANDER M | Director | M-Exempt | A | Common Shares | 10,781 | 0.00 | — | 284,433 | — | ↗ |
| 2024-06-30 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 1,759 | 0.00 | — | 63,560 | — | ↗ |
| 2024-06-30 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 1,759 | 0.00 | — | 53,354 | — | ↗ |
| 2024-06-30 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 2,023 | 0.00 | — | 55,809 | — | ↗ |
| 2024-06-30 | Hayes Robin | Director | A-Award | A | Deferred Shares | 2,023 | 0.00 | — | 52,915 | — | ↗ |
| 2024-06-30 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 1,495 | 0.00 | — | 60,932 | — | ↗ |
| 2024-05-13 | Rankin Devina A | Director | D-Return | D | Common Shares | 3,287 | 14.86 | 48.8K | 13,430 | — | ↗ |
| 2024-05-13 | Hipple Richard J | Director | M-Exempt | D | Deferred Shares | 6,573 | 0.00 | — | 33,918 | — | ↗ |
| 2024-05-13 | Highsmith Carlton L | Director | D-Return | D | Common Shares | 3,287 | 14.86 | 48.8K | 56,864 | — | ↗ |
| 2024-05-13 | Hayes Robin | Director | M-Exempt | A | Common Shares | 6,573 | 0.00 | — | 17,789 | — | ↗ |
| 2024-05-13 | Dallas H James | Director | M-Exempt | A | Common Shares | 6,573 | 0.00 | — | 128,683 | — | ↗ |
| 2024-05-12 | Khayat Clark H | Officer | M-Exempt | A | Common Shares | 26,089 | 0.00 | — | 138,463 | — | ↗ |
| 2024-05-09 | Wilson David K | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 63,322 | — | ↗ |
| 2024-05-09 | VASOS TODD J | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 60,867 | — | ↗ |
| 2024-05-09 | Tobin Richard J | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 50,815 | — | ↗ |
| 2024-05-09 | Snyder Barbara R | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 200,059 | — | ↗ |
| 2024-05-09 | Rankin Devina A | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 59,546 | — | ↗ |
| 2024-05-09 | Hipple Richard J | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 40,492 | — | ↗ |
| 2024-05-09 | Highsmith Carlton L | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 40,492 | — | ↗ |
| 2024-05-09 | Hayes Robin | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 56,697 | — | ↗ |
| 2024-05-09 | Gile Elizabeth R. | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 112,779 | — | ↗ |
| 2024-05-09 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 55,311 | — | ↗ |
| 2024-05-09 | Dallas H James | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 40,492 | — | ↗ |
| 2024-05-09 | CUTLER ALEXANDER M | Director | A-Award | A | Deferred Shares | 9,283 | 0.00 | — | 58,539 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | Beth E. Mooney Chairman and Chief Executive Officer | 986.5K | — | 3.60M | 400.0K | 2.30M | 245.7K | 7.53M | 53.11% | ↗ |
| 2 | 2013 | Christopher M. Gorman President, Key Corporate Bank | 600.0K | — | 1.71M | 190.0K | 1.60M | 108.6K | 4.21M | 45.15% | ↗ |
| 3 | 2013 | Donald R. Kimble Chief Financial Officer | 323.1K | — | 2.10M | — | 660.0K | 104.8K | 3.19M | 65.87% | ↗ |
| 4 | 2013 | Jeffrey B. Weeden Chief Financial Officer (Former) | 350.0K | — | 1.39M | 140.0K | 330.0K | 763.7K | 2.97M | 51.40% | ↗ |
| 5 | 2013 | William R. Koehler President, Key Community Bank | 550.0K | 59.5K | 1.17M | 130.0K | 850.0K | 118.7K | 2.88M | 45.17% | ↗ |
| 6 | 2013 | William L. Hartmann Chief Risk Officer | 500.0K | — | 1.14M | 62.5K | 655.0K | 37.8K | 2.40M | 50.25% | ↗ |
| 7 | 2012 | Beth E. Mooney Chairman and Chief Executive Officer | 923.1K | — | 1.67M | 1.45M | 2.04M | 185.0K | 6.27M | 49.89% | ↗ |
| 8 | 2012 | Christopher M. Gorman President, Key Corporate Bank | 600.0K | — | 875.0K | 759.7K | 1.50M | 81.1K | 3.82M | 42.84% | ↗ |
| 9 | 2012 | Jeffrey B. Weeden Chief Financial Officer (Former) | 644.6K | — | 690.0K | 599.1K | 650.0K | 112.3K | 2.70M | 47.82% | ↗ |
| 10 | 2012 | William R. Koehler President, Key Community Bank | 523.1K | 93.5K | 500.0K | 434.1K | 775.0K | 104.2K | 2.43M | 38.44% | ↗ |
| 11 | 2011 | Beth E. Mooney Chairman and Chief Executive Officer | 1.27M | — | 1.43M | 1.18M | 958.8K | 122.9K | 4.96M | 52.64% | ↗ |
| 12 | 2011 | Jeffrey B. Weeden Chief Financial Officer (Former) | 899.9K | — | 1.98M | 646.9K | 420.0K | 77.6K | 4.02M | 65.25% | ↗ |
| 13 | 2011 | Christopher M. Gorman President, Key Corporate Bank | 1.12M | — | 942.8K | 750.0K | 805.5K | 67.4K | 3.68M | 45.97% | ↗ |
| 14 | 2010 | Henry L. Meyer — Chairman of the Board & CEO (Announced retirement effective 5/1/2011) | 3.00M | — | 1.50M | — | — | 2.59M | 7.09M | 21.16% | ↗ |
| 15 | 2010 | Beth E. Mooney — President and Chief Operating Officer (Effective 5/1/2011 Chairman and CEO) | 1.61M | — | 770.0K | — | — | 68.6K | 2.45M | 31.44% | ↗ |
| 16 | 2010 | Christopher M. Gorman — President Key Corporate Bank | 1.41M | — | 705.0K | — | — | 77.3K | 2.19M | 32.16% | ↗ |
| 17 | 2010 | Thomas C. Stevens — Vice Chair & Chief Administrative Officer | 1.21M | — | 585.0K | — | — | 109.7K | 1.91M | 30.63% | ↗ |
| 18 | 2010 | Jeffrey B. Weeden — Chief Financial Officer | 1.21M | — | 585.0K | — | — | 75.4K | 1.88M | 31.20% | ↗ |
| 19 | 2009 | Henry L. Meyer — Chairman of the Board & CEO (Announced retirement effective 5/1/2011) | 1.64M | — | 1.25M | 2.14M | — | 3.12M | 8.15M | 41.58% | ↗ |
| 20 | 2009 | Thomas C. Stevens — Vice Chair & Chief Administrative Officer | 798.1K | — | 664.2K | 833.0K | — | 144.8K | 2.44M | 61.36% | ↗ |
| 21 | 2009 | Beth E. Mooney — President and Chief Operating Officer (Effective 5/1/2011 Chairman and CEO) | 849.2K | — | 607.9K | 833.0K | — | 87.4K | 2.38M | 60.60% | ↗ |
| 22 | 2009 | Jeffrey B. Weeden — Chief Financial Officer | 725.0K | — | 707.9K | 833.0K | — | 93.8K | 2.36M | 65.30% | ↗ |
| 23 | 2008 | Henry L. Meyer — Chairman of the Board & CEO (Announced retirement effective 5/1/2011) | 1.02M | — | 2.50M | 845.0K | — | 2.36M | 6.73M | 49.72% | ↗ |
| 24 | 2008 | Beth E. Mooney — President and Chief Operating Officer (Effective 5/1/2011 Chairman and CEO) | 574.2K | — | 2.38M | 295.8K | — | 148.5K | 3.39M | 78.70% | ↗ |
| 25 | 2008 | Jeffrey B. Weeden — Chief Financial Officer | 545.2K | — | 2.38M | 295.8K | — | 121.9K | 3.34M | 80.01% | ↗ |
| 26 | 2008 | Thomas C. Stevens — Vice Chair & Chief Administrative Officer | 645.2K | — | 1.38M | 295.8K | — | 174.6K | 2.49M | 67.08% | ↗ |
| 27 | 2007 | Henry L. Meyer — Chairman of the Board & CEO | 1.00M | — | — | 1.96M | 412.0K | 3.73M | 6.36M | 30.88% | ↗ |
| 28 | 2007 | Beth E. Mooney — Vice Chair | 550.0K | — | 89.0K | 553.9K | 525.0K | 203.7K | 1.92M | 33.45% | ↗ |
| 29 | 2007 | Thomas W. Bunn — Vice Chair | 525.0K | — | — | 771.4K | 250.0K | 404.9K | 1.72M | 44.82% | ↗ |
| 30 | 2007 | Thomas C. Stevens — Vice Chair & CAO | 625.0K | — | — | 710.5K | 250.0K | 248.7K | 1.62M | 43.87% | ↗ |
| 31 | 2007 | Jeffrey B. Weeden — Chief Financial Officer | 525.0K | — | — | 653.8K | 250.0K | 186.6K | 1.43M | 45.81% | ↗ |
| 32 | 2006 | Henry L. Meyer — Chairman of the Board & CEO | 992.3K | — | 2.66M | 1.89M | 2.97M | 3.52M | 12.02M | 37.79% | ↗ |
| 33 | 2006 | Thomas W. Bunn — Vice Chair | 525.0K | — | 1.04M | 704.2K | 2.28M | 396.5K | 4.94M | 35.31% | ↗ |
| 34 | 2006 | Beth E. Mooney — Vice Chair | 361.7K | 1.20M | 154.6K | 342.2K | 1.18M | 149.8K | 3.38M | 14.68% | ↗ |
| 35 | 2006 | Thomas C. Stevens — Vice Chair & CAO | 625.0K | — | 964.9K | 668.9K | 850.0K | 241.0K | 3.35M | 48.77% | ↗ |
| 36 | 2006 | Jeffrey B. Weeden — Chief Financial Officer | 525.0K | — | 840.5K | 581.3K | 875.0K | 189.7K | 3.01M | 47.21% | ↗ |
| 37 | 2005 | Henry L. Meyer III Chairman, President, and Chief Executive Officer | 950.0K | 3.50M | — | 300.0K | — | 353.0K | 5.10M | 5.88% | ↗ |
| 38 | 2005 | Thomas W. Bunn Vice Chairman | 519.2K | 2.30M | — | 105.0K | — | 222.7K | 3.15M | 3.34% | ↗ |
| 39 | 2005 | Thomas C. Stevens Vice Chairman and Chief Administrative Officer | 619.2K | 1.00M | — | 100.0K | — | 115.6K | 1.83M | 5.45% | ↗ |
| 40 | 2005 | Jeffrey B. Weeden Senior Executive Vice President and Chief Financial Officer | 519.2K | 1.00M | — | 85.0K | — | 109.6K | 1.71M | 4.96% | ↗ |
| 41 | 2005 | Charles S. Hyle Executive Vice President and Chief Risk Officer | 300.0K | 600.0K | — | 40.0K | — | 63.5K | 1.00M | 3.99% | ↗ |
| 42 | 2004 | Henry L. Meyer III Chairman, President, and Chief Executive Officer | 950.0K | 2.19M | — | 260.0K | — | 239.0K | 3.64M | 7.14% | ↗ |
| 43 | 2004 | Thomas W. Bunn Vice Chairman | 500.0K | 2.00M | — | 105.0K | — | 195.5K | 2.80M | 3.75% | ↗ |
| 44 | 2004 | Thomas C. Stevens Vice Chairman and Chief Administrative Officer | 600.0K | 800.0K | — | 97.0K | — | 98.0K | 1.59M | 6.08% | ↗ |
| 45 | 2004 | Jeffrey B. Weeden Senior Executive Vice President and Chief Financial Officer | 500.0K | 800.0K | — | 85.0K | — | 92.0K | 1.48M | 5.76% | ↗ |
| 46 | 2004 | Charles S. Hyle Executive Vice President and Chief Risk Officer | 164.8K | 350.0K | — | 40.0K | — | 132.1K | 686.8K | 5.82% | ↗ |
| 47 | 2003 | Henry L. Meyer III Chairman, President, and Chief Executive Officer | 950.0K | 611.0K | 1.03M | 400.0K | — | 103.4K | 3.10M | 46.28% | ↗ |
| 48 | 2003 | Thomas W. Bunn Vice Chairman | 500.0K | 1.25M | 499.9K | 125.0K | — | 130.2K | 2.51M | 24.95% | ↗ |
| 49 | 2003 | Thomas C. Stevens Vice Chairman and Chief Administrative Officer | 600.0K | 260.0K | 520.0K | 125.0K | — | 54.5K | 1.56M | 41.36% | ↗ |
| 50 | 2003 | Jeffrey B. Weeden Senior Executive Vice President and Chief Financial Officer | 500.0K | 260.0K | 274.9K | 100.0K | — | 125.2K | 1.26M | 29.75% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher Marrott Gorman | Chairman, President & Chief Executive Officer | 5M | male |
| Mohit Ramani | Chief Risk Officer | 4M | male |
| Andrew Jackson Paine | Head of Institutional Banking & President of Key Institutional Bank | 3M | male |
| Clark Harold Ibrahim Khayat | Chief Financial Officer | 3M | male |
| Amy G. Brady | Non-Executive Officer | 2M | female |
| Angela G. Mago | Chief Human Resources Officer | 2M | female |
| Brian James Mauney | Director of Investor Relations | — | male |
| James L. Waters | General Counsel & Corporate Secretary | — | male |
| Katrina Evans | Chief of Staff & Director of Corporate Center | — | female |
| Stacy L. Gilbert | Chief Accounting Officer | — | female |
| Susan E. Donlan | Chief Communications Officer | — | female |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-05-09 | 2024-06-14 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-04-30 | 2024-05-15 | Tommy Tuberville | AL | Joint | Sale (Full) | $50,001 - $100,000 | ↗ |
| 2024-02-12 | 2024-03-15 | Tommy Tuberville | AL | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-12-26 | 2024-01-12 | Tommy Tuberville | AL | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2023-11-21 | 2023-12-15 | Tommy Tuberville | AL | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2023-07-25 | 2023-08-14 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-06-12 | 2023-07-14 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-08 | 2023-06-15 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2022-03-30 | 2022-04-08 | Tommy Tuberville | AL | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-04-07 | 2020-05-01 | Kelly Loeffler | GA | Joint | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2017-06-15 | 2017-06-22 | Patty Murray | WA | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2017-03-16 | 2017-03-21 | Patty Murray | WA | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2016-02-10 | 2016-03-13 | Michael Enzi | WY | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-12 | 2026-04-09 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2026-01-09 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-30 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-25 | 2025-10-08 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-08 | 2025-08-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-06-27 | 2025-07-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-02-26 | 2024-03-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-05 | 2024-03-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-01 | 2024-03-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-31 | 2024-02-05 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-08-29 | 2023-09-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-07-20 | 2023-08-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-19 | 2023-06-12 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-02 | 2022-12-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-08-03 | 2022-09-14 | Kathy Manning | NC06 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-08-01 | 2022-09-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for KEY
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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