Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | EVP, CAO and Global Controller | February 23, 2024 | February 27, 2024 |
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 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,212 |
Ending reported balance
After 2024-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-02-23 · Grant · Acquired 1,458 · Balance 15,476 F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Row 2 · 2024-02-23 · Grant · Acquired 3,276 · Balance 18,752 F2: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Row 3 · 2024-02-23 · Tax withholding · Disposed 1,540 · Balance 17,212 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.
F2: Stock award granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan.
F3: 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.
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 23, 2024 Filed Feb 27, 2024 21:59 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,540 | $73.58 | $113,313.20 |
DisclosureSEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,212 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 21:59 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,752 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 21:59 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,458 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000557 · wk-form4_1709071176.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,476 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 23:42 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,509 | $73.03 | $110,202.27 |
DisclosureSEC source: 0000093751-24-000517 · wk-form4_1708472526.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,018 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 23:42 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,235 | $73.03 | $90,192.05 |
DisclosureSEC source: 0000093751-24-000517 · wk-form4_1708472526.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,527 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 23:42 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000517 · wk-form4_1708472526.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,762 F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 22:12 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 358 | $69.56 | $24,902.48 |
DisclosureSEC source: 0000093751-23-000674 · wk-form4_1692310325.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,135 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 27, 2023 Filed Feb 28, 2023 23:12 UTC Amendment | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 6,725 | $88.42 | $594,624.50 |
DisclosureSEC source: 0000093751-23-000539 · wf-form4a_167762591865540.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,494 F1 · date: On February 28, 2023, the reporting person filed a Form 4 that, due to administrative error, included the incorrect transaction date of February 24, 2023. This amendment corrects the date of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.41 through $88.44, inclusive. The reporting person undertakes to provide to State Street Corporation, any security holder of State Street Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:26 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 6,725 | $88.42 | $594,624.50 |
DisclosureSEC source: 0000093751-23-000527 · wf-form4_167761954395925.xml · nonDerivative · entry 4 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,493 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.41 through $88.44, inclusive. The reporting person undertakes to provide to State Street Corporation, any security holder of State Street Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:26 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,652 | $87.17 | $144,004.84 |
DisclosureSEC source: 0000093751-23-000527 · wf-form4_167761954395925.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,218 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 24, 2023 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:26 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000527 · wf-form4_167761954395925.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,870 F2 · shares: Stock award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:26 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000527 · wf-form4_167761954395925.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,357 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 21:11 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 2,333 | $94.11 | $219,558.63 |
DisclosureSEC source: 0000093751-23-000502 · wf-form4_167666824815256.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,829 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, 2023 Filed Feb 17, 2023 21:11 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,755 | $94.11 | $165,163.05 |
DisclosureSEC source: 0000093751-23-000502 · wf-form4_167666824815256.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,162 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 27, 2020 as part of 2019 compensation. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:11 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000502 · wf-form4_167666824815256.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,917 F1 · shares: Settlement of a performance award granted on February 27, 2020 as part of 2019 compensation. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:03 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 367 | $74.46 | $27,326.82 |
DisclosureSEC source: 0000093751-22-000598 · wf-form4_166076656152604.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,316 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 25, 2022 Filed Mar 1, 2022 23:17 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 906 | $88.74 | $80,398.44 |
DisclosureSEC source: 0000093751-22-000465 · wf-form4_164617661385183.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,683 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 25, 2022 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:17 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-22-000465 · wf-form4_164617661385183.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,589 F2 · shares: Stock award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:17 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,454 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-22-000465 · wf-form4_164617661385183.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,663 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:33 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,892 | $100.32 | $189,805.44 |
DisclosureSEC source: 0000093751-22-000436 · wf-form4_164513715382598.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,209 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, 2021 Filed Aug 17, 2021 20:07 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 357 | $90.79 | $32,412.03 |
DisclosureSEC source: 0000093751-21-000659 · wf-form4_162923081453267.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,101 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 20, 2021 Filed May 21, 2021 20:46 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 3,800 | $84.59 | $321,442.00 |
DisclosureSEC source: 0000093751-21-000596 · wf-form4_162162998852407.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,458 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.57 through $84.60, inclusive. The reporting person undertakes to provide to State Street Corporation, any security holder of State Street Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:33 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,039 | $72.77 | $75,608.03 |
DisclosureSEC source: 0000093751-21-000499 · wf-form4_161472440911678.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,258 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 26, 2021 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:33 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000499 · wf-form4_161472440911678.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,297 F2 · shares: Stock award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:33 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 4,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000499 · wf-form4_161472440911678.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,088 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:36 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,420 | $73.50 | $104,370.00 |
DisclosureSEC source: 0000093751-21-000464 · wf-form4_161359776521739.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,082 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 20:13 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 357 | $70.53 | $25,179.21 |
DisclosureSEC source: 0000093751-20-000944 · wf-form4_159778160219919.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,502 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| April 29, 2020 Filed May 1, 2020 20:03 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 5,000 | $64.61 | $323,050.00 |
DisclosureSEC source: 0000093751-20-000762 · wf-form4_158836337843768.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,859 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 989 | $69.38 | $68,616.82 |
DisclosureSEC source: 0000093751-20-000714 · wf-form4_158318360244501.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,859 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on February 27, 2020 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000714 · wf-form4_158318360244501.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,848 F2 · shares: Stock award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:13 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 3,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000714 · wf-form4_158318360244501.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,744 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:33 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,969 | $77.85 | $153,286.65 |
DisclosureSEC source: 0000093751-20-000665 · wf-form4_158214796806452.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,915 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, 2019 Filed Aug 19, 2019 20:07 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 357 | $48.81 | $17,425.17 |
DisclosureSEC source: 0000093751-19-000555 · wf-form4_156624522277431.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,884 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:57 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 865 | $72.80 | $62,972.00 |
DisclosureSEC source: 0000093751-19-000356 · wf-form4_155174023932219.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,241 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on March 1, 2019 pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:57 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-19-000356 · wf-form4_155174023932219.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,106 F2 · shares: Stock award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:57 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 8,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-19-000356 · wf-form4_155174023932219.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,266 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:20 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 2,518 | $70.66 | $177,921.88 |
DisclosureSEC source: 0000093751-19-000320 · wf-form4_155069759791294.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,009 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 31, 2018 Filed Jun 4, 2018 20:22 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 1,112 | $96.11 | $106,874.32 |
DisclosureSEC source: 0000093751-18-000421 · wf-form4_152814367340137.xml · nonDerivative · entry 3 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,527 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the stock award granted on May 31, 2018 pursuant to the State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:22 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,364 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000421 · wf-form4_152814367340137.xml · nonDerivative · entry 2 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,639 F2 · shares: Stock Award granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:22 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 11,275 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-18-000421 · wf-form4_152814367340137.xml · nonDerivative · entry 1 Appleyard Ian · CIK 0001740298 · EVP, CAO and Global Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,275 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.