Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | EVP and Chief Admin Officer | February 15, 2025 | February 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 February 15, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,397 |
Reported balance
After 2025-02-15 transaction · row 1
1 source rowRow 1 · 2025-02-15 · Tax withholding · Disposed 491 · Balance 14,397 F1: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. |
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.
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, 2025 Filed Feb 19, 2025 23:28 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 491 | $99.16 | $48,687.56 |
DisclosureSEC source: 0000093751-25-000150 · wk-form4_1740007730.xml · nonDerivative · entry 1 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,397 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:30 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 685 | $80.55 | $55,176.75 |
DisclosureSEC source: 0000093751-24-000694 · wk-form4_1724099446.xml · nonDerivative · entry 1 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,888 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 21, 2024 Filed May 22, 2024 20:10 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 3,975 | $77.41 | $307,704.75 |
DisclosureSEC source: 0000093751-24-000641 · wk-form4_1716408579.xml · nonDerivative · entry 1 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,573 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:57 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,682 | $73.58 | $123,761.56 |
DisclosureSEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 3 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,548 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 21:57 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 2 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,230 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 21:57 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000550 · wk-form4_1709071045.xml · nonDerivative · entry 1 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,653 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 23:46 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 121 | $73.03 | $8,836.63 |
DisclosureSEC source: 0000093751-24-000528 · wk-form4_1708472772.xml · nonDerivative · entry 1 Timby Sarah · CIK 0002005129 · EVP and Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,020 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.