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State Street (STT) director Julio Portalatin granted 1,526 common shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Portalatin Julio A reported acquisition or exercise transactions in this Form 4 filing.

STATE STREET CORP director Julio A. Portalatin received a grant of 1,526 shares of Common Stock as part of his compensation. The shares were awarded at no cash cost to him as a director's annual stock award and include stock compensation dividend equivalents through the date of the report. Following this grant, he directly holds 15,404 shares of State Street common stock.

Positive

  • None.

Negative

  • None.
Insider Portalatin Julio A
Role null
Type Security Shares Price Value
Grant/Award Common Stock 1,526 $0.00 --
Holdings After Transaction: Common Stock — 15,404 shares (Direct, null)
Footnotes (1)
  1. Payment of Director's annual stock award. Includes Director's stock compensation dividend equivalents acquired through the date of this report.
Shares granted 1,526 shares Director’s annual stock award of Common Stock
Price per share for grant $0.0000 per share Equity award granted at no cash cost to director
Shares held after grant 15,404 shares Total direct holdings following the reported award
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Director's annual stock award financial
"Payment of Director's annual stock award."
dividend equivalents financial
"Includes Director's stock compensation dividend equivalents acquired"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
Portalatin Julio A
(Last)(First)(Middle)
C/O 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock05/20/2026A1,526(1)A$015,404(2)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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Payment of Director's annual stock award.
2. Includes Director's stock compensation dividend equivalents acquired through the date of this report.
Remarks:
/s/ Shannon C. Stanley, Attorney-in-fact05/22/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did State Street (STT) director Julio A. Portalatin report?

Julio A. Portalatin reported receiving 1,526 shares of State Street Common Stock as a director’s annual stock award. The shares were granted at no cash cost as part of his equity compensation package.

How many State Street (STT) shares does Julio A. Portalatin hold after this Form 4?

After this grant, Julio A. Portalatin directly holds 15,404 shares of State Street Common Stock. This total includes shares received as the annual director stock award and related stock compensation dividend equivalents.

Was cash paid for the 1,526 State Street (STT) shares reported on this Form 4?

No cash was paid for these 1,526 shares. They were granted to director Julio A. Portalatin as a director’s annual stock award, reflecting non-cash equity compensation rather than an open-market purchase.

What is the transaction code used in Julio A. Portalatin’s State Street (STT) Form 4?

The transaction uses code "A," indicating a grant, award, or other acquisition. This reflects an equity compensation grant of State Street Common Stock to the director rather than a market buy or sell transaction.

What do the footnotes in Julio A. Portalatin’s State Street (STT) Form 4 explain?

The footnotes state the shares represent payment of the director’s annual stock award and include stock compensation dividend equivalents acquired through the report date, clarifying that these holdings arise from equity compensation features.