State Street SVP shares withheld for taxes

State Street Corp senior executive reports tax-related share withholding.

Accepted by SEC EDGAR 02/18/2026 - 04:04 PM EST

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Rhea-AI Filing Summary

State Street Corp senior executive reports tax-related share withholding. SVP and Chief Accounting Officer Elizabeth Schaefer had 211 shares of common stock withheld on the vesting of previously awarded deferred stock to satisfy tax withholding obligations at a price of $127.97 per share. After this tax-withholding disposition, she directly holds 5,048 shares of State Street common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 211 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	211	$127.97	$27K

Holdings After Transaction: Common Stock — 5,048 shares (Direct)

Footnotes (1)

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

FAQ

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

What insider transaction did State Street (STT) report for Elizabeth Schaefer?

State Street reported that SVP and Chief Accounting Officer Elizabeth Schaefer had 211 shares of common stock withheld to cover tax obligations upon vesting of previously awarded deferred stock, rather than executing an open-market trade.

How many State Street (STT) shares were involved in Elizabeth Schaefer’s Form 4 filing?

The Form 4 shows 211 shares of State Street common stock were disposed of through withholding at $127.97 per share to satisfy tax withholding obligations tied to vesting of deferred stock awards.

Was Elizabeth Schaefer’s State Street (STT) transaction an open-market sale?

No, the transaction was not an open-market sale. The 211 shares were withheld by the company to satisfy tax withholding obligations related to the vesting of previously granted deferred stock, as indicated by transaction code F and the footnote.

How many State Street (STT) shares does Elizabeth Schaefer hold after this transaction?

Following the tax-withholding disposition, Elizabeth Schaefer directly holds 5,048 shares of State Street common stock. This post-transaction balance is reported in the Form 4 as the total number of shares owned after the withholding event.

What does transaction code F mean in the State Street (STT) Form 4?

Transaction code F indicates payment of an exercise price or tax liability by delivering securities. In this case, 211 State Street shares were withheld to cover tax withholding obligations when previously awarded deferred stock vested.

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Form 4 Insider Transactions: What Each Field Means →

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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

02114

(City)

(State)

(Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/13/2026

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

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

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

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	02/13/2026		F		211⁽¹⁾	D	$127.97	5,048	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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	02/18/2026
	** 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.

Source: View Original Filing on SEC EDGAR