Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aptiv PLCAPTV · Entity 3559 | Director | April 28, 2026 | April 30, 2026 |
| EXXON MOBIL CORPXOM · Entity 32533 | Director | January 02, 2026 | January 05, 2026 |
| IDEXX LABORATORIES INC /DEIDXX · Entity 3057 | Director | July 30, 2026 | August 03, 2026 |
| STATE STREET CORPSTT · Entity 242 | Director | November 26, 2019 | December 30, 2019 |
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.
Aptiv PLC
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 27,869 |
Last balance in matching sequence
After 2026-04-29 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-04-28 · Tax withholding · Disposed 518 · Balance 22,297 F1: Shares withheld to pay tax liabilities incident to the vesting of restricted stock units. F2: Total reflects adjustment of outstanding awards as a result of the spin-off of Versigent PLC. Row 2 · 2026-04-29 · Grant · Acquired 5,572 · Balance 27,869 F3: The Reporting Person has received restricted stock units that each represent a right to receive one ordinary share of the Issuer pursuant to the Issuer's Long Term Incentive Plan and will vest in full one day before the Issuer's Annual Meeting of Shareholders in 2027. F2: Total reflects adjustment of outstanding awards as a result of the spin-off of Versigent PLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to pay tax liabilities incident to the vesting of restricted stock units.
F2: Total reflects adjustment of outstanding awards as a result of the spin-off of Versigent PLC.
F3: The Reporting Person has received restricted stock units that each represent a right to receive one ordinary share of the Issuer pursuant to the Issuer's Long Term Incentive Plan and will vest in full one day before the Issuer's Annual Meeting of Shareholders in 2027.
EXXON MOBIL CORP
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,000 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 2,500 · Balance 23,000 F1: Restricted stock grant |
| Common StockSEC Table I · non-derivative | IndirectRevocable trust with spouse | 218 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 218 F2: Reporting person is co-trustee with spouse in revocable trust |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant
F2: Reporting person is co-trustee with spouse in revocable trust
IDEXX LABORATORIES INC /DE
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 325 |
Reported balance
After 2026-07-30 transaction · row 1
1 source rowRow 1 · 2026-07-30 · Grant · Acquired 49 · Balance 325 F1: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the 'Plan') in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($27,280.22) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock as soon as practicable following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units acquired pursuant to the IDEXX Laboratories, Inc. Director Deferred Compensation Plan (the 'Plan') in accordance with Rule 16b-3. The number of deferred stock units, rounded up or down to the nearest whole unit, is determined by dividing the amount of cash compensation deferred pursuant to the Plan ($27,280.22) by the closing price of IDEXX Laboratories, Inc. common stock on the date of the deferral, or if no such price is reported for that date, the closing price for the next preceding date for which such price was reported. Each deferred stock unit represents a contingent right to receive one share of IDEXX Laboratories, Inc. common stock. The deferred stock units vest immediately upon grant and are payable only as common stock as soon as practicable following the Director's resignation from the Board of Directors or on such other nondiscretionary and objectively determinable date(s) selected in accordance with the terms of the Plan.
STATE STREET CORP
Report date November 26, 2019 · Filed December 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 697,639 |
Reported balance
After 2019-11-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-11-26 · Gift · Disposed 25,000 · Balance 697,639 F1: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. |
| Common StockSEC Table I · non-derivative | Indirect401 (k) Plan | 2,594 |
Reported balance
Holding disclosure · report date 2019-11-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,594 F2: The reporting person indirectly beneficially owns the indicated shares of State Street common stock under State Street's 401(k) plan, based on a plan statement dated as of November 30, 2019. The plan accounts for interest in units consisting of shares of State Street common stock and a small amount of cash. As a result, the number of underlying shares may fluctuate from time to time. |
Filing footnotes · ownership attribution and instrument terms
F1: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report.
F2: The reporting person indirectly beneficially owns the indicated shares of State Street common stock under State Street's 401(k) plan, based on a plan statement dated as of November 30, 2019. The plan accounts for interest in units consisting of shares of State Street common stock and a small amount of cash. As a result, the number of underlying shares may fluctuate from time to time.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2019 Filed Feb 20, 2019 21:23 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 22,772 | $70.70 | $1,609,980.40 |
DisclosureSEC source: 0000093751-19-000325 · wf-form4_155069778435431.xml · nonDerivative · entry 2 HOOLEY JOSEPH L · CIK 0001123847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,271 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 17, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.290 through 71.220, 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:23 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 2,228 | $69.93 | $155,804.04 |
DisclosureSEC source: 0000093751-19-000325 · wf-form4_155069778435431.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,043 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 17, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.290 through $70.285 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:47 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 25,000 | $69.63 | $1,740,750.00 |
DisclosureSEC source: 0000093751-18-000496 · wf-form4_154266401315605.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,132 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 17, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 69.05 through 69.94, 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 20:09 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 25,000 | $83.01 | $2,075,250.00 |
DisclosureSEC source: 0000093751-18-000455 · wf-form4_153453655233021.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,013 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 17, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.51 through $83.41, 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| May 15, 2018 Filed May 17, 2018 20:22 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 25,000 | $101.82 | $2,545,500.00 |
DisclosureSEC source: 0000093751-18-000385 · wf-form4_152658854235532.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763,920 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 17, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 101.395 through 102.380, 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:24 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 36,919 | $106.82 | $3,943,687.58 |
DisclosureSEC source: 0000093751-18-000331 · wf-form4_151985307202032.xml · nonDerivative · entry 3 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,834 F4 · shares: These shares were withheld to satisfy tax withholding obligations in connection with settlement of a performance award granted on February 19, 2015 as part of 2014 compensation. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:24 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 83,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000331 · wf-form4_151985307202032.xml · nonDerivative · entry 2 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,753 F3 · shares: Settlement of a performance award granted on February 19, 2015 as part of 2014 compensation. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 21:24 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 39,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000331 · wf-form4_151985307202032.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,697 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:06 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 3,624 | $103.03 | $373,380.72 |
DisclosureSEC source: 0000093751-18-000294 · wf-form4_151916435525030.xml · nonDerivative · entry 3 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,554 F3 · 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 17, 2017. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 102.93 through 103.24, 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. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:06 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 29,944 | $102.60 | $3,072,254.40 |
DisclosureSEC source: 0000093751-18-000294 · wf-form4_151916435525030.xml · nonDerivative · entry 2 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707,178 F3 · 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 17, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 101.94 through 102.92, 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. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:06 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 35,019 | $103.96 | $3,640,575.24 |
DisclosureSEC source: 0000093751-18-000294 · wf-form4_151916435525030.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,122 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:06 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 25,000 | $92.60 | $2,315,000.00 |
DisclosureSEC source: 0000093751-17-000477 · wf-form4_150973957828299.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772,060 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 17, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.30 through $92.91, 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: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:05 UTC | STATE STREET CORP STT · Entity 242 | GiftCommon Stock | 25,008 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-17-000454 · wf-form4_150300032141110.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796,973 F1 · kind: The gift reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 17, 2017. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 20:13 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 5,666 | $87.88 | $497,928.08 |
DisclosureSEC source: 0000093751-17-000407 · wf-form4_149747116690242.xml · nonDerivative · entry 4 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,898 F1 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 23, 2017. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:13 UTC | STATE STREET CORP STT · Entity 242 | Exercise / conversionStock Appreciation Right · Derivative | 167,135 | $0.00 Strike: $81.71 | $0.00 |
DisclosureSEC source: 0000093751-17-000407 · wf-form4_149747116690242.xml · derivative · entry 6 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 167,135 shares Expires 2018-02-27 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 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 23, 2017. F5 · derivative.exercise_date: The stock appreciation right vested in four (4) annual installments commencing February 28, 2009. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:13 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 5,035 | $87.30 | $439,555.50 |
DisclosureSEC source: 0000093751-17-000407 · wf-form4_149747116690242.xml · nonDerivative · entry 3 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827,564 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the exercise of a previously awarded Stock Appreciation Right. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:13 UTC | STATE STREET CORP STT · Entity 242 | Disposition to issuerCommon Stock | 156,434 | $87.30 | $13,656,688.20 |
DisclosureSEC source: 0000093751-17-000407 · wf-form4_149747116690242.xml · nonDerivative · entry 2 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832,599 F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:13 UTC | STATE STREET CORP STT · Entity 242 | Exercise / conversionCommon Stock | 167,135 | $81.71 | $13,656,600.85 |
DisclosureSEC source: 0000093751-17-000407 · wf-form4_149747116690242.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989,033 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 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 23, 2017. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| June 09, 2017 Filed Jun 27, 2017 20:51 UTC | STATE STREET CORP STT · Entity 242 | OtherCash - Only Right · Derivative | 3,659.297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093751-17-000409 · wf-form4_149859666470561.xml · derivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 0 Underlying: Common Stock · 3,659.297 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: These rights, which represent the right to receive cash in an amount equal to the value of the underlying securities upon retirement, were held under the deferred compensation plan of a previously affiliated company. On June 9, 2017 these rights were automatically converted under the terms of the plan into interests in another investment option. The number of rights converted reflect shares received due to dividend reinvestment. F2 · price: These rights, which represent the right to receive cash in an amount equal to the value of the underlying securities upon retirement, were held under the deferred compensation plan of a previously affiliated company. On June 9, 2017 these rights were automatically converted under the terms of the plan into interests in another investment option. The number of rights converted reflect shares received due to dividend reinvestment. F2 · derivative.exercise_date: These rights, which represent the right to receive cash in an amount equal to the value of the underlying securities upon retirement, were held under the deferred compensation plan of a previously affiliated company. On June 9, 2017 these rights were automatically converted under the terms of the plan into interests in another investment option. The number of rights converted reflect shares received due to dividend reinvestment. F2 · derivative.expiration_date: These rights, which represent the right to receive cash in an amount equal to the value of the underlying securities upon retirement, were held under the deferred compensation plan of a previously affiliated company. On June 9, 2017 these rights were automatically converted under the terms of the plan into interests in another investment option. The number of rights converted reflect shares received due to dividend reinvestment. F2 · ownership.nature: These rights, which represent the right to receive cash in an amount equal to the value of the underlying securities upon retirement, were held under the deferred compensation plan of a previously affiliated company. On June 9, 2017 these rights were automatically converted under the terms of the plan into interests in another investment option. The number of rights converted reflect shares received due to dividend reinvestment. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:12 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 53,398 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-17-000313 · wf-form4_148840274137609.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,799 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2006 Equity Incentive Plan. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:17 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 51,925 | $81.91 | $4,253,176.75 |
DisclosureSEC source: 0000093751-17-000269 · wf-form4_148736623895320.xml · nonDerivative · entry 1 HOOLEY JOSEPH L · CIK 0001123847 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768,401 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. F2 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. 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.