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 | September 02, 2026 | September 04, 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 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,622 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Gift · Disposed 1,009 · Balance 40,622 |
| Common StockSEC Table I · non-derivative | IndirectBy domestic partner | 648 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 648 F1: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report.
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 |
|---|---|---|---|---|---|---|
| November 16, 2020 Filed Nov 17, 2020 21:05 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 316 | $70.50 | $22,278.00 |
DisclosureSEC source: 0000093751-20-001008 · wf-form4_160564713454450.xml · nonDerivative · entry 2 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,704 F2 · 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 29, 2019. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:05 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 6 | $68.52 | $411.12 |
DisclosureSEC source: 0000093751-20-001008 · wf-form4_160564713454450.xml · nonDerivative · entry 3 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By domestic partner Disclosed balance after: 550 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. F3 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:05 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 781 | $68.52 | $53,514.12 |
DisclosureSEC source: 0000093751-20-001008 · wf-form4_160564713454450.xml · nonDerivative · entry 1 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,020 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 20:15 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 379 | $70.35 | $26,662.65 |
DisclosureSEC source: 0000093751-20-000952 · wf-form4_159778173782130.xml · nonDerivative · entry 2 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,801 F2 · 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 29, 2019. Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 20:15 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 6 | $70.53 | $423.18 |
DisclosureSEC source: 0000093751-20-000952 · wf-form4_159778173782130.xml · nonDerivative · entry 3 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By domestic partner Disclosed balance after: 552 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. F3 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 20:15 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 465 | $70.53 | $32,796.45 |
DisclosureSEC source: 0000093751-20-000952 · wf-form4_159778173782130.xml · nonDerivative · entry 1 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,180 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 18, 2020 Filed May 19, 2020 22:35 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 381 | $56.31 | $21,454.11 |
DisclosureSEC source: 0000093751-20-000830 · wf-form4_158992769313939.xml · nonDerivative · entry 2 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,645 F2 · 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 29, 2019. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:35 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 6 | $54.41 | $326.46 |
DisclosureSEC source: 0000093751-20-000830 · wf-form4_158992769313939.xml · nonDerivative · entry 3 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By domestic partner Disclosed balance after: 554 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. F3 · balance_after: The balance reflects the amount of shares beneficially owned, including shares received due to dividend reinvestment, as of the date of this report. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:35 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 465 | $54.41 | $25,300.65 |
DisclosureSEC source: 0000093751-20-000830 · wf-form4_158992769313939.xml · nonDerivative · entry 1 RICHARDS MICHAEL L · CIK 0001807269 · EVP and Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,026 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.