Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | EVP and COO | September 11, 2026 | September 21, 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 September 11, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,359 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 52,359 |
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 18, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 3,705 | $99.47 | $368,536.35 |
DisclosureSEC source: 0000093751-25-000153 · wk-form4_1740007761.xml · nonDerivative · entry 4 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,816 F4 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 21, 2024. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,594 | $99.16 | $158,061.04 |
DisclosureSEC source: 0000093751-25-000153 · wk-form4_1740007761.xml · nonDerivative · entry 3 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,521 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 | 3,259 | $99.16 | $323,162.44 |
DisclosureSEC source: 0000093751-25-000153 · wk-form4_1740007761.xml · nonDerivative · entry 2 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,115 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:29 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 8,332 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000153 · wk-form4_1740007761.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,374 F1 · shares: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 20:58 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 1,500 | $97.97 | $146,955.00 |
DisclosureSEC source: 0000093751-24-000980 · wk-form4_1732654730.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,042 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 21, 2024. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:18 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 704 | $95.48 | $67,217.92 |
DisclosureSEC source: 0000093751-24-000949 · wk-form4_1732051097.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,542 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 20:31 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 704 | $80.55 | $56,707.20 |
DisclosureSEC source: 0000093751-24-000699 · wk-form4_1724099509.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,246 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, 2024 Filed May 17, 2024 20:05 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 3,167 | $77.57 | $245,664.19 |
DisclosureSEC source: 0000093751-24-000629 · wk-form4_1715976292.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,950 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 23, 2024 Filed Feb 27, 2024 21:58 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 12,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000553 · wk-form4_1709071099.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,117 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 23:43 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,445 | $73.03 | $105,528.35 |
DisclosureSEC source: 0000093751-24-000519 · wk-form4_1708472571.xml · nonDerivative · entry 1 Fogarty Ann · CIK 0002005286 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,466 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.