Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | Director | May 20, 2026 | May 22, 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 May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,146 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,526 · Balance 4,146 F1: Payment of Director's annual stock award. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of Director's annual stock award.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 17:11 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000359 · wk-form4_1779469885.xml · nonDerivative · entry 1 Halliday Patricia · CIK 0002043155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,146 F1 · shares: Payment of Director's annual stock award. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:04 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 506 | $97.71 | $49,441.26 |
DisclosureSEC source: 0000093751-25-000367 · wk-form4_1747425873.xml · nonDerivative · entry 2 Halliday Patricia · CIK 0002043155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,620 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the payment of Director's stock award. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:04 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000367 · wk-form4_1747425873.xml · nonDerivative · entry 1 Halliday Patricia · CIK 0002043155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,126 F1 · shares: Payment of Director's annual stock award. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:29 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 309 | $94.78 | $29,287.02 |
DisclosureSEC source: 0000093751-24-000919 · wk-form4_1731533335.xml · nonDerivative · entry 2 Halliday Patricia · CIK 0002043155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the payment of Director's stock award. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:29 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000919 · wk-form4_1731533335.xml · nonDerivative · entry 1 Halliday Patricia · CIK 0002043155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,029 F1 · shares: Payment of Director's stock award. 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.