Welcome to our dedicated page for STATE STREET SEC filings (Ticker: STT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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STATE STREET CORP Executive Vice President Joerg Ambrosius reported equity compensation activity involving company common stock. On February 13, 2026, he acquired 12,351 shares at $0.00 per share through the settlement of a performance award granted as part of 2022 compensation. On the same date, 2,464 shares and 938 shares were withheld at $127.97 per share to cover tax withholding obligations tied to the settlement of performance awards and vesting of deferred stock. After these transactions, his directly held common stock position was reported as 62,690 shares.
State Street Corporation Chairman, CEO and President Ronald P. O’Hanley reported multiple equity compensation transactions dated February 13, 2026. He exercised 2023 and 2024 cash-settled restricted stock units into 1,343 and 2,204 shares of common stock, respectively, at a stated price of $0.00 per share as derivative conversions.
He also received a grant of 93,783 shares of common stock as an award. To cover obligations, he disposed of 1,343 and 2,204 shares back to the issuer and had 43,918 and 21,589 shares withheld at prices of $130.65 and $127.97 per share for tax liabilities. After these transactions, he directly owned 255,299 shares and indirectly reported 70,327 shares held by a trust, while disclaiming beneficial ownership beyond his pecuniary interest.
STATE STREET CORP Executive Vice President John Plansky reported equity compensation and related tax withholding transactions in common stock. He acquired 22,786 shares on February 13, 2026 as the settlement of a performance award granted on February 24, 2023 as part of 2022 compensation.
On the same date, a total of 17,324 shares (9,595 shares and 7,729 shares) were disposed of to satisfy tax withholding obligations tied to the performance award settlement and the vesting of previously awarded deferred stock, at a reference price of $127.97 per share. After these transactions, Plansky directly owned 59,493 shares of State Street common stock.
STATE STREET CORP executive Hu W. Bradford reported equity compensation activity involving common stock. On February 13, 2026, Bradford acquired 26,676 shares through a grant tied to a performance award originally granted on February 24, 2023 as part of 2022 compensation.
On the same date, Bradford disposed of 12,477 shares and 6,958 shares at $127.97 per share, with both transactions described as shares withheld to cover tax withholding obligations related to the performance award settlement and the vesting of previously awarded deferred stock. Following these transactions, Bradford directly owned 56,454 common shares.
State Street Corp executive Michael L. Richards reported equity compensation activity involving company common stock. On February 13, 2026, he acquired 11,115 shares through the settlement of a performance award granted on February 24, 2023 as part of his 2022 compensation. The award carried a stated price of $0.00 per share, reflecting a stock grant rather than an open-market purchase.
On the same date, a total of 6,353 shares$127.97 per share in two tax-withholding disposition transactions (3,953 shares and 2,400 shares). These shares were withheld to satisfy tax obligations tied to the performance award settlement and the vesting of previously awarded deferred stock, rather than discretionary market sales. Following these transactions, Richards directly beneficially owned 43,055 shares of common stock, and indirectly held 641 shares through a domestic partner.
STATE STREET CORP executive Yie-Hsin Hung reported a tax-related share disposition. On the reported date, 16,467 shares of common stock were withheld at a price of $127.97 per share to satisfy tax withholding obligations tied to the vesting of previously awarded deferred stock. After this tax-withholding disposition, Hung directly owned 68,757 shares of State Street common stock.
State Street Corp filed a quarterly Form 13F holdings report as an institutional investment manager. The filing, signed by Senior Vice President and Chief Accounting Officer Elizabeth Schaefer, states that all reportable holdings for this manager are included.
The information table covers 4,288 report entries with a reported aggregate value of 2,980,911,055,209. The report also lists 11 other included investment managers, such as State Street Bank and Trust Company and various State Street Global Advisors entities.
State Street Corporation filed a current report to furnish information about its fourth-quarter 2025 and full-year 2025 results of operations. On January 16, 2026, the company issued a news release and a detailed financial information addendum covering these periods, which are attached as Exhibits 99.1 and 99.2.
State Street also prepared a slide presentation highlighting key aspects of its fourth-quarter and full-year 2025 performance and related information as of December 31, 2025. This presentation, attached as Exhibit 99.3, is being used in connection with an investor conference call held on the same day.
State Street Corporation executive reports automatic stock sale under trading plan
A State Street Corporation executive vice president reported selling 5,676 shares of State Street common stock on 11/28/2025 at a price of $118.55 per share. The filing notes this sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 29, 2025, which is designed to allow insiders to sell shares according to a preset schedule. Following this transaction, the executive beneficially owns 104,978 shares of State Street common stock, held directly.
A shareholder of STT’s issuer has filed a Form 144 notice of intent to sell up to 5,676 shares of common stock. The planned sale is to be executed through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $672,889.80 and an approximate sale date of 11/28/2025. The filing states that there were 279,312,436 shares of this class outstanding.
The securities to be sold were acquired via restricted stock vesting from the issuer as compensation on three dates: 978 shares on 05/15/2017, 600 shares on 08/15/2018, and 4,098 shares on 02/25/2022. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.