Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | Executive Vice President | February 26, 2026 | March 02, 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 February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,032 |
Ending reported balance
After 2026-02-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-26 · Grant · Acquired 10,716 · Balance 64,641 F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Row 2 · 2026-02-26 · Grant · Acquired 746 · Balance 65,387 F2: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Row 3 · 2026-02-26 · Tax withholding · Disposed 355 · Balance 65,032 F3: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 26, 2026 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.
F2: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.
F3: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 26, 2026 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.
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 26, 2026 Filed Mar 2, 2026 21:16 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 355 | $132.27 | $46,955.85 |
DisclosureSEC source: 0000093751-26-000142 · wk-form4_1772486174.xml · nonDerivative · entry 3 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,032 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 26, 2026 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:16 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000142 · wk-form4_1772486174.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,387 F2 · shares: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:16 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 10,716 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000142 · wk-form4_1772486174.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,641 F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:01 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 8,765 | $128.00 | $1,121,920.00 |
DisclosureSEC source: 0000093751-26-000127 · wk-form4_1772053259.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,925 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:03 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 938 | $127.97 | $120,035.86 |
DisclosureSEC source: 0000093751-26-000116 · wk-form4_1771448630.xml · nonDerivative · entry 3 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,690 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 13, 2026 Filed Feb 18, 2026 21:03 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 2,464 | $127.97 | $315,318.08 |
DisclosureSEC source: 0000093751-26-000116 · wk-form4_1771448630.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,628 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement and deferred stock vestings of previously granted performance awards. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:03 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 12,351 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000116 · wk-form4_1771448630.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,092 F1 · shares: Settlement of a performance award granted on February 24, 2023 as part of 2022 compensation. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 5,192 | $99.23 | $515,202.16 |
DisclosureSEC source: 0000093751-25-000180 · wk-form4_1741124938.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,820 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 28, 2025 pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 10,936 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000180 · wk-form4_1741124938.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,012 F1 · shares: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:22 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 2,880 | $100.07 | $288,201.60 |
DisclosureSEC source: 0000093751-25-000161 · wk-form4_1740172959.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,076 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,457 | $99.16 | $144,476.12 |
DisclosureSEC source: 0000093751-25-000151 · wk-form4_1740007742.xml · nonDerivative · entry 3 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,956 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, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 2,214 | $99.16 | $219,540.24 |
DisclosureSEC source: 0000093751-25-000151 · wk-form4_1740007742.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,413 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement and deferred stock vestings of previously granted performance awards. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000151 · wk-form4_1740007742.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,627 F1 · shares: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| February 15, 2025 Filed Mar 13, 2025 20:16 UTC Amendment | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 6,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000195 · wk-form4a_1741896987.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,548 F1 · shares: Amendment to reflect shares subject to continuing deferred vesting schedule of performance award settled on February 15, 2025 in connection with the award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:02 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 4,000 | $76.74 | $306,960.00 |
DisclosureSEC source: 0000093751-24-000591 · wk-form4_1715716933.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,397 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.73 through $76.76, 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 23, 2024 Filed Feb 27, 2024 22:00 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 3,028 | $73.58 | $222,800.24 |
DisclosureSEC 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 | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 6,377 | $0.00 | $0.00 |
DisclosureSEC 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 | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,126 | $0.00 | $0.00 |
DisclosureSEC 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 15, 2024 Filed Feb 20, 2024 23:42 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,125 | $73.03 | $82,158.75 |
DisclosureSEC source: 0000093751-24-000516 · wk-form4_1708472514.xml · nonDerivative · entry 3 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,922 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 23:42 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,631 | $73.03 | $119,111.93 |
DisclosureSEC source: 0000093751-24-000516 · wk-form4_1708472514.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,047 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of performance awards and deferred vestings. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:42 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 5,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000516 · wk-form4_1708472514.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,679 F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:32 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 74 | $54.41 | $4,026.34 |
DisclosureSEC source: 0000093751-20-000824 · wf-form4_158992755861762.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,243 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 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 901 | $69.38 | $62,511.38 |
DisclosureSEC source: 0000093751-20-000713 · wf-form4_158318358062096.xml · nonDerivative · entry 3 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,317 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 27, 2020 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000713 · wf-form4_158318358062096.xml · nonDerivative · entry 2 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,218 F2 · shares: Stock Award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000713 · wf-form4_158318358062096.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,326 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:32 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,734 | $77.85 | $134,991.90 |
DisclosureSEC source: 0000093751-20-000664 · wf-form4_158214794335371.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,920 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 21:05 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 2,500 | $75.08 | $187,700.00 |
DisclosureSEC source: 0000093751-19-000676 · wf-form4_157540708360948.xml · nonDerivative · entry 1 AMBROSIUS JOERG · CIK 0001782535 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,654 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.