State Street SVP reports tax-withheld STT shares

STATE STREET CORP executive Elizabeth Schaefer, SVP and Chief Accounting Officer, reported a Form 4 transaction where 191 shares of common stock were withheld on May 15, 2026 at $152.85 per share to cover tax obligations on vesting deferred stock.

Accepted by SEC EDGAR 05/19/2026 - 04:06 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

STATE STREET CORP executive Elizabeth Schaefer, SVP and Chief Accounting Officer, reported a Form 4 transaction where 191 shares of common stock were withheld on May 15, 2026 at $152.85 per share to cover tax obligations on vesting deferred stock. After this non‑market, tax-withholding disposition, she directly holds 8,573 shares of State Street common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 191 shares

Exercise Price or Tax Liability 1 txn

Insider Schaefer Elizabeth

Role SVP, Chief Accounting Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	191	$152.85	$29K

Holdings After Transaction: Common Stock — 8,573 shares (Direct)

Footnotes (1)

1. F1. These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Key Figures

Tax-withheld shares: 191 shares Per-share value: $152.85 per share Shares held after transaction: 8,573 shares

3 metrics

Tax-withheld shares 191 shares Common stock withheld for tax obligations on May 15, 2026

Per-share value $152.85 per share Value used for the 191 withheld common shares

Shares held after transaction 8,573 shares Direct common stock holdings after tax withholding

Key Terms

tax withholding obligations, deferred stock, tax-withholding disposition

3 terms

tax withholding obligations financial

"These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock"

deferred stock financial

"in connection with the vesting of previously awarded deferred stock"

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for code F"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did STATE STREET CORP (STT) report for Elizabeth Schaefer?

STATE STREET CORP reported that executive Elizabeth Schaefer had 191 common shares withheld. The shares were used to satisfy tax obligations related to vesting deferred stock, rather than being sold in the open market.

Was the Elizabeth Schaefer Form 4 transaction in STT a market sale?

No, the Form 4 shows a tax-withholding disposition of 191 STT shares. The shares were withheld by the company to pay taxes on vesting deferred stock, not sold through an exchange transaction.

At what price were the withheld STT shares valued in Elizabeth Schaefer’s Form 4?

The 191 withheld State Street common shares were valued at $152.85 per share. This price is used in the filing to quantify the tax-withholding disposition tied to vested deferred stock units.

How many STATE STREET CORP shares does Elizabeth Schaefer hold after this Form 4?

After the tax-withholding disposition, Elizabeth Schaefer directly holds 8,573 shares of STATE STREET CORP common stock. This post-transaction figure shows her remaining equity stake reported in the Form 4 filing.

What does transaction code F mean in the STT Form 4 for Elizabeth Schaefer?

Transaction code F indicates shares were used to pay taxes or exercise costs. In this case, 191 STT shares were withheld to satisfy tax withholding obligations when previously awarded deferred stock vested.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Schaefer Elizabeth

(Last) (First) (Middle)

STATE STREET CORPORATION

ONE CONGRESS STREET

(Street)

BOSTON MASSACHUSETTS 02114

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
STATE STREET CORP [ STT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP, Chief Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/15/2026		F		191(1)	D	$152.85	8,573	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Remarks:

	/s/ Shannon C. Stanley, Attorney-in-fact	05/19/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)