Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | Executive Vice President | 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 | 81,208 |
Ending reported balance
After 2025-02-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-15 · Grant · Acquired 12,423 · Balance 90,652 F1: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Row 2 · 2025-02-15 · Tax withholding · Disposed 6,007 · Balance 84,645 F2: 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. Row 3 · 2025-02-15 · Tax withholding · Disposed 3,437 · Balance 81,208 F3: 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: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation.
F2: 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.
F3: 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 23:29 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 3,437 | $99.16 | $340,812.92 |
DisclosureSEC source: 0000093751-25-000154 · wk-form4_1740007771.xml · nonDerivative · entry 3 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,208 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 | 6,007 | $99.16 | $595,654.12 |
DisclosureSEC source: 0000093751-25-000154 · wk-form4_1740007771.xml · nonDerivative · entry 2 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,645 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 | 12,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000154 · wk-form4_1740007771.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,652 F1 · shares: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:58 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 11,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000552 · wk-form4_1709071075.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,229 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 | 3,932 | $73.03 | $287,153.96 |
DisclosureSEC source: 0000093751-24-000520 · wk-form4_1708472588.xml · nonDerivative · entry 3 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,569 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 23:43 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 4,041 | $73.03 | $295,114.23 |
DisclosureSEC source: 0000093751-24-000520 · wk-form4_1708472588.xml · nonDerivative · entry 2 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,501 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:43 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 13,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000520 · wk-form4_1708472588.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,542 F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:27 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 12,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000529 · wf-form4_167761963882277.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,122 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:12 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,528 | $94.11 | $143,800.08 |
DisclosureSEC source: 0000093751-23-000504 · wf-form4_167666833853408.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,609 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, 2020 Filed Aug 18, 2020 20:14 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 9,713 | $70.53 | $685,057.89 |
DisclosureSEC source: 0000093751-20-000946 · wf-form4_159778163616828.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,910 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 21:03 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 58,623 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000010 · wf-form4_158076377261995.xml · nonDerivative · entry 1 FRANZ BRIAN J · CIK 0001798881 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,623 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. 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.