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person · Reporting owner

O HANLEY RONALD P

Disclosed activity across 2 companies

Tapewire entity
22632
SEC CIK
0001180495

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
STATE STREET CORPSTT · Entity 242Director · Chairman, CEO and PresidentAugust 14, 2026August 18, 2026
Unum GroupUNM · Entity 3369DirectorMay 26, 2026May 28, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

STATE STREET CORP

Report date August 14, 2026 · Filed August 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect230,459 Ending reported balance After 2026-08-14 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-08-14 · Exercise / conversion · Acquired 2,204 · Balance 243,163

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

Row 2 · 2026-08-14 · Disposition to issuer · Disposed 2,204 · Balance 240,959

F2: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Row 3 · 2026-08-14 · Gift · Disposed 10,500 · Balance 230,459

2024 Cash Settled Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15Direct4,408 Reported balance After 2026-08-14 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-08-14 · Exercise / conversion · Disposed 2,204 · Balance 4,408

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

F4: 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.

Common StockSEC Table I · non-derivativeIndirectBy a Trust70,327 Reported balance Holding disclosure · report date 2026-08-14 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 70,327

F3: 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.

Filing footnotes · ownership attribution and instrument terms

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

F2: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

F3: 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.

F4: 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.

Unum Group

Report date May 26, 2026 · Filed May 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect45,757 Reported balance After 2026-05-26 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-05-26 · Grant · Acquired 2,191 · Balance 45,757

F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders.

F2: Includes 14,829 deferred share rights ("DSRs"), 13,383 RSUs, and 17,545 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.

F3: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,197.00 DSRs and 3,342.000 RSUs, and the exempt acquisitions of an aggregate of 314.394 DSRs and 124.593 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4.

Common StockSEC Table I · non-derivativeDirect47,534 Reported balance After 2026-05-26 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-05-26 · Grant · Acquired 1,777 · Balance 47,534

F4: Represents deferred share rights ("DSRs") in lieu of cash for annual retainers pursuant to the election of the reporting person.

F5: Includes 16,606 DSRs, 13,383 RSUs, and 17,545 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Filing footnotes · ownership attribution and instrument terms

F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders.

F2: Includes 14,829 deferred share rights ("DSRs"), 13,383 RSUs, and 17,545 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.

F3: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,197.00 DSRs and 3,342.000 RSUs, and the exempt acquisitions of an aggregate of 314.394 DSRs and 124.593 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4.

F4: Represents deferred share rights ("DSRs") in lieu of cash for annual retainers pursuant to the election of the reporting person.

F5: Includes 16,606 DSRs, 13,383 RSUs, and 17,545 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 14, 2026 Filed Aug 18, 2026 20:02 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,204 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-26-000573 · wk-form4_1787083374.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,408

Underlying: Common Stock · 2,204 shares

Expires 2027-02-15

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.

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
August 14, 2026 Filed Aug 18, 2026 20:02 UTC STATE STREET CORP STT · Entity 242 GiftCommon Stock 10,500 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000573 · wk-form4_1787083374.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: 230,459

Read SEC document
August 14, 2026 Filed Aug 18, 2026 20:02 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,204 $183.75 $404,985.00
Disclosure

SEC source: 0000093751-26-000573 · wk-form4_1787083374.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: 240,959

F2 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
August 14, 2026 Filed Aug 18, 2026 20:02 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,204 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000573 · wk-form4_1787083374.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: 243,163

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
July 21, 2026 Filed Jul 23, 2026 20:12 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 14,553 $184.17 $2,680,226.01
Disclosure

SEC source: 0000093751-26-000390 · wk-form4_1784837534.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 240,959

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 26, 2025.

Read SEC document
May 26, 2026 Filed May 28, 2026 21:57 UTC Unum Group UNM · Entity 3369 GrantCommon Stock 1,777 $0.00 $0.00
Disclosure

SEC source: 0001180495-26-000003 · wk-form4_1780005434.xml · nonDerivative · entry 2

O HANLEY RONALD P · CIK 0001180495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,534

F4 · shares: Represents deferred share rights ("DSRs") in lieu of cash for annual retainers pursuant to the election of the reporting person.

F5 · balance_after: Includes 16,606 DSRs, 13,383 RSUs, and 17,545 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
May 26, 2026 Filed May 28, 2026 21:57 UTC Unum Group UNM · Entity 3369 GrantCommon Stock 2,191 $0.00 $0.00
Disclosure

SEC source: 0001180495-26-000003 · wk-form4_1780005434.xml · nonDerivative · entry 1

O HANLEY RONALD P · CIK 0001180495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,757

F1 · shares: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders.

F2 · balance_after: Includes 14,829 deferred share rights ("DSRs"), 13,383 RSUs, and 17,545 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.

F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,197.00 DSRs and 3,342.000 RSUs, and the exempt acquisitions of an aggregate of 314.394 DSRs and 124.593 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4.

Read SEC document
May 26, 2026 Filed May 28, 2026 20:09 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 14,553 $155.35 $2,260,808.55
Disclosure

SEC source: 0000093751-26-000368 · wk-form4_1779998943.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 255,512

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 26, 2025.

Read SEC document
May 15, 2026 Filed May 19, 2026 20:07 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,204 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-26-000325 · wk-form4_1779221250.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,612

Underlying: Common Stock · 2,204 shares

Expires 2027-02-15

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.

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
May 15, 2026 Filed May 19, 2026 20:07 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,204 $147.14 $324,296.56
Disclosure

SEC source: 0000093751-26-000325 · wk-form4_1779221250.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: 270,065

F2 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
May 15, 2026 Filed May 19, 2026 20:07 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,204 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000325 · wk-form4_1779221250.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: 272,269

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
March 02, 2026 Filed Mar 4, 2026 20:56 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 29,107 $125.70 $3,658,749.90
Disclosure

SEC source: 0000093751-26-000153 · wk-form4_1772657767.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 270,065

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 26, 2025.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 21:21 UTC STATE STREET CORP STT · Entity 242 GrantCommon Stock 43,873 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000150 · wk-form4_1772486498.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: 299,172

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

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,204 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,816

Underlying: Common Stock · 2,204 shares

Expires 2027-02-15

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 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 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative 1,343 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.xml · derivative · entry 9

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 · 1,343 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.

F8 · 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 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Tax withholdingCommon Stock 21,589 $127.97 $2,762,744.33
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 255,299

F6 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Tax withholdingCommon Stock 43,918 $127.97 $5,620,186.46
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 276,888

F5 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 24, 2023 as part of 2022 compensation.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 GrantCommon Stock 93,783 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 320,806

F4 · shares: Settlement of a performance award granted on February 24, 2023 as part of 2022 compensation.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,204 $130.65 $287,952.60
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 227,023

F3 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,204 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 229,227

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 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 1,343 $130.65 $175,462.95
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 227,023

F2 · price: Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 21:03 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 1,343 $0.00 $0.00
Disclosure

SEC source: 0000093751-26-000115 · wk-form4_1771448620.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: 228,366

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
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,204 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,020

Underlying: Common Stock · 2,204 shares

Expires 2027-02-15

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.

F6 · 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
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative 1,343 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,343

Underlying: Common Stock · 1,343 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.

F5 · 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
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,204 $116.23 $256,170.92
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.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: 227,023

F3 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,204 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.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: 229,227

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
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 1,343 $116.23 $156,096.89
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.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: 227,023

F2 · price: Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
November 14, 2025 Filed Nov 18, 2025 21:15 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 1,343 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000663 · wk-form4_1763500522.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: 228,366

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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August 28, 2025 Filed Aug 29, 2025 20:13 UTC STATE STREET CORP STT · Entity 242 GiftCommon Stock 17,410 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000545 · wk-form4_1756498387.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: 227,023

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August 21, 2025 Filed Aug 25, 2025 20:02 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 13,330 $112.39 $1,498,158.70
Disclosure

SEC source: 0000093751-25-000541 · wk-form4_1756152124.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: 244,433

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.38 through $112.45, 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.

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August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,203 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,224

Underlying: Common Stock · 2,203 shares

Expires 2027-02-15

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.

F6 · 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.

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August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative 1,343 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,686

Underlying: Common Stock · 1,343 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.

F5 · 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.

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August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,203 $110.05 $242,440.15
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.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: 257,763

F3 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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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August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,203 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.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: 259,966

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
August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 1,343 $110.05 $147,797.15
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.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: 257,763

F2 · price: Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:06 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 1,343 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000524 · wk-form4_1755633987.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: 259,106

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
August 12, 2025 Filed Aug 13, 2025 20:19 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 1,699 $111.47 $189,387.53
Disclosure

SEC source: 0000093751-25-000508 · wk-form4_1755116391.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · By a Trust

Disclosed balance after: 70,327

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trustee of the Ronald O'Hanley Irrevocable Trust on February 27, 2025. See also Footnote 3.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.46 through $111.51 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.

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.

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August 12, 2025 Filed Aug 13, 2025 20:19 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 39,466 $111.24 $4,390,197.84
Disclosure

SEC source: 0000093751-25-000508 · wk-form4_1755116391.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · By a Trust

Disclosed balance after: 72,026

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trustee of the Ronald O'Hanley Irrevocable Trust on February 27, 2025. See also Footnote 3.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.46 through $111.45, 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.

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.

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May 30, 2025 Filed Jun 3, 2025 20:05 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 94 $96.72 $9,091.68
Disclosure

SEC source: 0000093751-25-000388 · wk-form4_1748981094.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · By a Trust

Disclosed balance after: 111,492

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trustee of the Ronald O'Hanley Irrevocable Trust on February 27, 2025. See also Footnote 3.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.71 through $96.74 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.

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.

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May 30, 2025 Filed Jun 3, 2025 20:05 UTC STATE STREET CORP STT · Entity 242 SaleCommon Stock 41,070 $96.21 $3,951,344.70
Disclosure

SEC source: 0000093751-25-000388 · wk-form4_1748981094.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · By a Trust

Disclosed balance after: 111,586

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trustee of the Ronald O'Hanley Irrevocable Trust on February 27, 2025. See also Footnote 3.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.71 through $96.70, 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.

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.

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May 22, 2025 Filed May 24, 2025 00:26 UTC Unum Group UNM · Entity 3369 GrantCommon Stock 1,821 $0.00 $0.00
Disclosure

SEC source: 0000005513-25-000101 · wk-form4_1748046372.xml · nonDerivative · entry 2

O HANLEY RONALD P · CIK 0001180495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,127

F4 · shares: Represents DSRs in lieu of cash for annual retainers pursuant to the election of the reporting person.

F5 · balance_after: Includes 17,711 DSRs, 14,410 RSUs, and 11,006 shares of common stock. Fractional amounts have been rounded to the nearest whole number.

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May 22, 2025 Filed May 24, 2025 00:26 UTC Unum Group UNM · Entity 3369 GrantCommon Stock 2,198 $0.00 $0.00
Disclosure

SEC source: 0000005513-25-000101 · wk-form4_1748046372.xml · nonDerivative · entry 1

O HANLEY RONALD P · CIK 0001180495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,306

F1 · shares: All are restricted stock units ("RSUs") vesting on May 22, 2026.

F2 · balance_after: Includes 15,890 deferred share rights ("DSRs"), 14,410 RSUs, and 11,006 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.

F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 207.157 DSRs and 82.095 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4.

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May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 2,203 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,427

Underlying: Common Stock · 2,203 shares

Expires 2027-02-15

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.

F6 · 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
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative 1,343 Not disclosed Not disclosed
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,029

Underlying: Common Stock · 1,343 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.

F5 · 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
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 GiftCommon Stock 10,235 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.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: 257,763

Read SEC document
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 2,203 $86.45 $190,449.35
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.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: 267,998

F3 · price: Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 2,203 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.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: 270,201

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
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Disposition to issuerCommon Stock 1,343 $86.45 $116,102.35
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.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: 267,998

F2 · price: Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by 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.

Read SEC document
May 15, 2025 Filed May 19, 2025 20:18 UTC STATE STREET CORP STT · Entity 242 Exercise / conversionCommon Stock 1,343 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000381 · wk-form4_1747685887.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: 269,341

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 28, 2025 Filed Mar 4, 2025 21:50 UTC STATE STREET CORP STT · Entity 242 GrantCommon Stock 46,799 $0.00 $0.00
Disclosure

SEC source: 0000093751-25-000190 · wk-form4_1741125048.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: 267,998

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

Read SEC document

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