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NYSE · USD

STT

STATE STREET CORP

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Tapewire entity
242
SEC CIK
0000093751
Parsed reports
778

Last 12 months

Inside the activity.

1 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202603
Mar 202612
Apr 202602
May 202603
Jun 202602
Jul 202603
Aug 202601
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 18, 2024 Filed Nov 19, 2024 21:23 UTC PurchaseCommon Stock 25 $72.49 $1,812.25
Disclosure

SEC source: 0000093751-24-000954 · wk-form4_1732051375.xml · nonDerivative · entry 3

Meaney William L · CIK 0001566391 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,487

F1 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 23:27 UTC
Bisegna AnthonyExecutive Vice President
SaleCommon Stock 4,258 $73.64 $313,559.12
Disclosure

SEC source: 0000093751-24-000567 · wk-form4_1709594845.xml · nonDerivative · entry 1

Bisegna Anthony · CIK 0002005081 · Executive Vice President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,328

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2023.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 23:27 UTC
Aboaf Eric W.Vice Chairman and CFO
SaleCommon Stock 12,000 $73.90 $886,800.00
Disclosure

SEC source: 0000093751-24-000568 · wk-form4_1709594856.xml · nonDerivative · entry 1

Aboaf Eric W. · CIK 0001638861 · Vice Chairman and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 149,063

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:01 UTC
Hung Yie-HsinEVP; President and CEO of SSGA
GrantCommon Stock 29,505 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000561 · wk-form4_1709071301.xml · nonDerivative · entry 1

Hung Yie-Hsin · CIK 0001549066 · EVP; President and CEO of SSGA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,324

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:01 UTC
PLANSKY JOHNExecutive Vice President
GrantCommon Stock 15,104 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000560 · wk-form4_1709071270.xml · nonDerivative · entry 1

PLANSKY JOHN · CIK 0001782452 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,167

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:00 UTC
Bisegna AnthonyExecutive Vice President
GrantCommon Stock 9,849 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000559 · wk-form4_1709071220.xml · nonDerivative · entry 1

Bisegna Anthony · CIK 0002005081 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,586

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:00 UTC
AMBROSIUS JOERGExecutive Vice President
Tax withholdingCommon Stock 3,028 $73.58 $222,800.24
Disclosure

SEC source: 0000093751-24-000558 · wk-form4_1709071191.xml · nonDerivative · entry 3

AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,397

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 23, 2024 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:00 UTC
AMBROSIUS JOERGExecutive Vice President
GrantCommon Stock 6,377 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000558 · wk-form4_1709071191.xml · nonDerivative · entry 2

AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,425

F2 · shares: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 22:00 UTC
AMBROSIUS JOERGExecutive Vice President
GrantCommon Stock 3,126 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000558 · wk-form4_1709071191.xml · nonDerivative · entry 1

AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,048

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
Appleyard IanEVP, CAO and Global Controller
Tax withholdingCommon Stock 1,540 $73.58 $113,313.20
Disclosure

SEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 3

Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,212

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 23, 2024 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
Appleyard IanEVP, CAO and Global Controller
GrantCommon Stock 3,276 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 2

Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,752

F2 · shares: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
Appleyard IanEVP, CAO and Global Controller
GrantCommon Stock 1,458 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 1

Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,476

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
Horgan Kathryn MExecutive Vice President
GrantCommon Stock 9,806 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000556 · wk-form4_1709071164.xml · nonDerivative · entry 1

Horgan Kathryn M · CIK 0001698378 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,318

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Grant2024 Cash Settled Restricted Stock Units · Derivative 39,665 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-24-000555 · wk-form4_1709071151.xml · derivative · entry 3

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,665

Underlying: Common Stock · 39,665 shares

Expires 2027-02-15

F3 · derivative.exercise_price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F3 · price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F4 · derivative.exercise_date: Quarterly installment of award granted on February 23, 2024 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2024 and remaining units vesting in nine equal quarterly installments commencing February 15, 2025.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
GrantCommon Stock 41,988 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000555 · wk-form4_1709071151.xml · nonDerivative · entry 1

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,583

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:59 UTC
Aboaf Eric W.Vice Chairman and CFO
GrantCommon Stock 23,471 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000554 · wk-form4_1709071119.xml · nonDerivative · entry 1

Aboaf Eric W. · CIK 0001638861 · Vice Chairman and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,063

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:58 UTC
Fogarty AnnExecutive Vice President
GrantCommon Stock 12,651 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000553 · wk-form4_1709071099.xml · nonDerivative · entry 1

Fogarty Ann · CIK 0002005286 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,117

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:58 UTC
FRANZ BRIAN JExecutive Vice President
GrantCommon Stock 11,660 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000552 · wk-form4_1709071075.xml · nonDerivative · entry 1

FRANZ BRIAN J · CIK 0001798881 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,229

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:57 UTC
Hu W. BradfordEVP and Chief Risk Officer
GrantCommon Stock 15,433 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000551 · wk-form4_1709071061.xml · nonDerivative · entry 1

Hu W. Bradford · CIK 0001629737 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,738

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:57 UTC
Timby SarahEVP and Chief Admin Officer
Tax withholdingCommon Stock 1,682 $73.58 $123,761.56
Disclosure

SEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 3

Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,548

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 23, 2024 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:57 UTC
Timby SarahEVP and Chief Admin Officer
GrantCommon Stock 3,577 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 2

Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,230

F2 · shares: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:57 UTC
Timby SarahEVP and Chief Admin Officer
GrantCommon Stock 1,633 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 1

Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,653

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:57 UTC
Milrod Donna MExecutive Vice President
GrantCommon Stock 9,663 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000549 · wk-form4_1709071026.xml · nonDerivative · entry 1

Milrod Donna M · CIK 0001493239 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,822

F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:05 UTC
Milrod Donna MExecutive Vice President
SaleCommon Stock 3,200 $72.33 $231,456.00
Disclosure

SEC source: 0000093751-24-000532 · wk-form4_1708981485.xml · nonDerivative · entry 1

Milrod Donna M · CIK 0001493239 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,159

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.33 through $72.34, inclusive. The reporting person undertakes to provide to State Street Corporation, any security holder of State Street Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:18 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
GiftCommon Stock 68,975 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000530 · wk-form4_1708636670.xml · nonDerivative · entry 1

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,595

F1 · shares: On February 20, 2024, the reporting person contributed 68,975 shares of State Street Corporation common stock to a family trust, which shares are reported in this Form 4 as indirect holdings by a trust.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
GiftCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 10

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,570

Read SEC document
February 16, 2024 Filed Feb 20, 2024 23:42 UTC
Bisegna AnthonyExecutive Vice President
SaleCommon Stock 2,606 $73.00 $190,238.00
Disclosure

SEC source: 0000093751-24-000518 · wk-form4_1708472543.xml · nonDerivative · entry 4

Bisegna Anthony · CIK 0002005081 · Executive Vice President

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,737

F4 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2023.

Read SEC document
February 16, 2024 Filed Nov 19, 2024 21:23 UTC SaleCommon Stock 5 $72.49 $362.45
Disclosure

SEC source: 0000093751-24-000954 · wk-form4_1732051375.xml · nonDerivative · entry 11

Meaney William L · CIK 0001566391 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GST Trust

Disclosed balance after: 0

F3 · balance_after: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
February 16, 2024 Filed Nov 19, 2024 21:23 UTC SaleCommon Stock 5 $72.49 $362.45
Disclosure

SEC source: 0000093751-24-000954 · wk-form4_1732051375.xml · nonDerivative · entry 6

Meaney William L · CIK 0001566391 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spousal Trust

Disclosed balance after: 0

F3 · balance_after: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:46 UTC
Timby SarahEVP and Chief Admin Officer
Tax withholdingCommon Stock 121 $73.03 $8,836.63
Disclosure

SEC source: 0000093751-24-000528 · wk-form4_1708472772.xml · nonDerivative · entry 1

Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,020

F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:46 UTC
TAHIRI MOSTAPHAEVP and COO
Tax withholdingCommon Stock 728 $73.03 $53,165.84
Disclosure

SEC source: 0000093751-24-000527 · wk-form4_1708472737.xml · nonDerivative · entry 3

TAHIRI MOSTAPHA · CIK 0001818588 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,309

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:46 UTC
TAHIRI MOSTAPHAEVP and COO
Tax withholdingCommon Stock 880 $73.03 $64,266.40
Disclosure

SEC source: 0000093751-24-000527 · wk-form4_1708472737.xml · nonDerivative · entry 2

TAHIRI MOSTAPHA · CIK 0001818588 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,037

F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:46 UTC
TAHIRI MOSTAPHAEVP and COO
GrantCommon Stock 3,665 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000527 · wk-form4_1708472737.xml · nonDerivative · entry 1

TAHIRI MOSTAPHA · CIK 0001818588 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,917

F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:45 UTC
PLANSKY JOHNExecutive Vice President
Tax withholdingCommon Stock 5,150 $73.03 $376,104.50
Disclosure

SEC source: 0000093751-24-000526 · wk-form4_1708472691.xml · nonDerivative · entry 3

PLANSKY JOHN · CIK 0001782452 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,063

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:45 UTC
PLANSKY JOHNExecutive Vice President
Tax withholdingCommon Stock 3,640 $73.03 $265,829.20
Disclosure

SEC source: 0000093751-24-000526 · wk-form4_1708472691.xml · nonDerivative · entry 2

PLANSKY JOHN · CIK 0001782452 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,213

F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:45 UTC
PLANSKY JOHNExecutive Vice President
GrantCommon Stock 12,164 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000526 · wk-form4_1708472691.xml · nonDerivative · entry 1

PLANSKY JOHN · CIK 0001782452 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,853

F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
Milrod Donna MExecutive Vice President
Tax withholdingCommon Stock 5,172 $73.03 $377,711.16
Disclosure

SEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 3

Milrod Donna M · CIK 0001493239 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,359

F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
Milrod Donna MExecutive Vice President
Tax withholdingCommon Stock 4,562 $73.03 $333,162.86
Disclosure

SEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 2

Milrod Donna M · CIK 0001493239 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,531

F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
Milrod Donna MExecutive Vice President
GrantCommon Stock 11,183 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 1

Milrod Donna M · CIK 0001493239 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,093

F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative 1,342 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · derivative · entry 14

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,740

Underlying: Common Stock · 1,342 shares

Expires 2026-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F1 · price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F11 · derivative.exercise_date: Quarterly installment of award granted on February 24, 2023 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2023 and remaining units vesting in nine equal quarterly installments commencing February 15, 2024.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Exercise / conversion2022 Cash Settled Restricted Stock Units · Derivative 2,516 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · derivative · entry 13

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,064

Underlying: Common Stock · 2,516 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F1 · price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F10 · derivative.exercise_date: Quarterly installment of award granted on February 25, 2022 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2022 and remaining units vesting in nine equal quarterly installments commencing February 15, 2023.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Exercise / conversion2021 Cash Settled Restricted Stock Units · Derivative 2,582 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · derivative · entry 12

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,582 shares

Expires 2024-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F1 · price: Each Unit is the equivalent of one share of State Street Corporation common stock.

F9 · derivative.exercise_date: Quarterly installment of award granted on February 26, 2021 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2021 and remaining units vesting in nine equal quarterly installments commencing February 15, 2022.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Tax withholdingCommon Stock 21,828 $73.03 $1,594,098.84
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 9

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 263,570

F7 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

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February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Tax withholdingCommon Stock 26,235 $73.03 $1,915,942.05
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 8

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,398

F6 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

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February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
GrantCommon Stock 63,762 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 7

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 311,633

F5 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Disposition to issuerCommon Stock 1,342 $74.54 $100,032.68
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 6

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,871

F4 · price: Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined as the average closing price of Common Stock on the New York Stock Exchange during the 30 trading days occurring on or immediately prior to the applicable vesting date.

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February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Exercise / conversionCommon Stock 1,342 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 5

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,213

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 Unit is the equivalent of one share of State Street Corporation common stock.

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February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Disposition to issuerCommon Stock 2,516 $73.03 $183,743.48
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 4

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,871

F3 · price: Pursuant to award granted on February 25, 2022 under the State Street Corporation 2017 Stock Incentive Plan, the price reflected is the closing price of Common Stock on the New York Stock Exchange occurring on the applicable vesting date.

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February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Exercise / conversionCommon Stock 2,516 $0.00 $0.00
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 3

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,387

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 Unit is the equivalent of one share of State Street Corporation common stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:44 UTC
O HANLEY RONALD PDirector · Chairman, CEO and President
Disposition to issuerCommon Stock 2,582 $73.03 $188,563.46
Disclosure

SEC source: 0000093751-24-000524 · wk-form4_1708472662.xml · nonDerivative · entry 2

O HANLEY RONALD P · CIK 0001180495 · Director · Chairman, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,871

F2 · price: Pursuant to award granted on February 26, 2021 under the State Street Corporation 2017 Stock Incentive Plan, the price reflected is the closing price of Common Stock on the New York Stock Exchange occurring on the applicable vesting date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.