State Street Corporation (NYSE: CSL) reports 5.2% beneficial stake in Carlisle
Rhea-AI Filing Summary
State Street Corporation has filed as a passive institutional holder of Carlisle Cos Inc common stock. State Street reports beneficial ownership of 2,096,907 shares of Carlisle, representing 5.2% of the outstanding common stock as of the reporting date. It holds no sole voting or dispositive power, with 1,890,995 shares subject to shared voting power and 2,096,647 shares subject to shared dispositive power through its asset-management subsidiaries, including various State Street Global Advisors entities. The filing indicates no other person is known to have rights to more than 5% of the class via this position.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 2,096,907 shares
Percent of class: 5.2%
Shared voting power: 1,890,995 shares
+3 more
6 metrics
Beneficial ownership
2,096,907 shares
Common stock of Carlisle Cos Inc reported by State Street Corporation
Percent of class
5.2%
Portion of Carlisle Cos Inc common stock beneficially owned by State Street
Shared voting power
1,890,995 shares
Shares over which State Street has shared power to vote or direct the vote
Shared dispositive power
2,096,647 shares
Shares over which State Street has shared power to dispose or direct disposition
Sole voting power
0 shares
Shares over which State Street has sole power to vote
Sole dispositive power
0 shares
Shares over which State Street has sole power to dispose
Key Terms
beneficially owned, shared voting power, shared dispositive power, dispositive power, +2 more
6 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 2096907.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"Sole Dispositive Power 0.00 8 | Shared Dispositive Power 2,096,647.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
investment company financial
"A listing of the shareholders of an investment company registered under"
investment adviser financial
"SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. (IA)"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Carlisle (CSL) common stock is owned by State Street?
State Street reports owning 5.2% of Carlisle’s common stock. This level of ownership crosses the 5% threshold that requires institutional investors to file a beneficial ownership report.
Which State Street subsidiaries are involved in managing the Carlisle (CSL) stake?
The filing lists several State Street Global Advisors entities, including SSGA Funds Management, Inc. and multiple regional State Street Global Advisors affiliates, as investment adviser subsidiaries related to the reported Carlisle position.
Is any other person reported to have more than 5% interest in Carlisle (CSL) through State Street’s holdings?
No. Under Item 6, State Street states “Not applicable”, indicating no other person is identified as having the right to receive dividends or sale proceeds relating to more than 5% of the class through this position.