State Street Corporation filings document the regulatory record of a NYSE-listed financial services company serving institutional investors through investment servicing, investment management, investment research and trading. Its 8-K reports include quarterly and annual results materials, Regulation FD presentations, senior note offerings, note redemptions and other capital-structure events.
The company’s proxy materials cover annual meeting voting matters, board composition, executive compensation and corporate governance. State Street’s filings also identify its listed common stock and depositary shares representing interests in Series G preferred stock, while governance-related 8-Ks record director elections, committee assignments and senior finance leadership changes.
State Street Corp executive Kathryn M. Horgan reported equity compensation activity involving common stock. On February 13, 2026, she acquired 16,950 shares at $0.00 per share as a grant tied to a performance award granted on February 24, 2023 as part of 2022 compensation.
On the same date, a total of 11,565 shares were disposed of at $127.97 per share, with 6,773 shares withheld to cover tax obligations from the performance award settlement and 4,792 shares withheld to cover taxes on vesting of deferred stock. Following these transactions, Horgan directly owned 110,363 common shares.
STATE STREET CORP executive Mark Shelton reported a tax-related share disposition. On the transaction date, 2,529 shares of common stock were withheld at $127.97 per share to cover tax obligations tied to vesting of previously awarded deferred stock. After this withholding, his directly held stake was 24,441 shares.
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.
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.