Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | Interim CFO | August 15, 2025 | August 19, 2025 |
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 15, 2025 · Filed August 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,381 |
Reported balance
After 2025-08-15 transaction · row 1
1 source rowRow 1 · 2025-08-15 · Tax withholding · Disposed 590 · Balance 22,381 F1: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,398 |
Reported balance
Holding disclosure · report date 2025-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,398 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 August 15, 2025. The plan accounts for interest in units consisting of shares of State Street common stock, dividend equivalents 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: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.
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 August 15, 2025. The plan accounts for interest in units consisting of shares of State Street common stock, dividend equivalents 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 |
|---|---|---|---|---|---|---|
| August 15, 2025 Filed Aug 19, 2025 20:37 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 590 | $111.07 | $65,531.30 |
DisclosureSEC source: 0000093751-25-000537 · wk-form4_1755635838.xml · nonDerivative · entry 1 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,381 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:18 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 590 | $98.20 | $57,938.00 |
DisclosureSEC source: 0000093751-25-000382 · wk-form4_1747685899.xml · nonDerivative · entry 1 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,971 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 21:49 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 5,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000184 · wk-form4_1741124982.xml · nonDerivative · entry 1 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,561 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 | 556 | $99.16 | $55,132.96 |
DisclosureSEC source: 0000093751-25-000144 · wk-form4_1740007661.xml · nonDerivative · entry 3 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,275 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 23:27 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 918 | $99.16 | $91,028.88 |
DisclosureSEC source: 0000093751-25-000144 · wk-form4_1740007661.xml · nonDerivative · entry 2 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,831 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 23:27 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,793 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000144 · wk-form4_1740007661.xml · nonDerivative · entry 1 Keating Mark R · CIK 0002056169 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,749 F1 · shares: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. 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.