Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | EVP; Gen Counsel and Secretary | 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 | 35,167 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 10,726 · Balance 35,167 F1: Restricted stock units granted 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.
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 21:22 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 10,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000151 · wk-form4_1772486559.xml · nonDerivative · entry 1 Shelton Mark · CIK 0002005068 · EVP; Gen Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,167 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 21:04 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 2,529 | $127.97 | $323,636.13 |
DisclosureSEC source: 0000093751-26-000118 · wk-form4_1771448643.xml · nonDerivative · entry 1 Shelton Mark · CIK 0002005068 · EVP; Gen Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,441 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 28, 2025 Filed Mar 4, 2025 21:48 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 14,518 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000179 · wk-form4_1741124927.xml · nonDerivative · entry 1 Shelton Mark · CIK 0002005068 · EVP; Gen Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,970 F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:27 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,437 | $99.16 | $142,492.92 |
DisclosureSEC source: 0000093751-25-000143 · wk-form4_1740007651.xml · nonDerivative · entry 1 Shelton Mark · CIK 0002005068 · EVP; Gen Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,452 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. 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.