Welcome to our dedicated page for State Str 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.
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 director Marie A. Chandoha reported a routine equity compensation grant. She acquired 1,526 shares of Common Stock as a payment of the director's annual stock award, with no cash paid per share.
After this grant, she directly holds 15,853 shares of State Street common stock. She is also reported as indirectly beneficial owner of 5,469 shares held by a trust, while disclaiming ownership except to the extent of her pecuniary interest. Her holdings also include stock compensation dividend equivalents accrued through the report date.
State Street Corporation Chairman, CEO and President Ronald P. O’Hanley reported routine equity compensation activity involving common stock and restricted stock units. On May 15, 2026, he exercised 2,204 cash-settled restricted stock units, each equivalent to one share of State Street common stock, and a matching 2,204-share disposition to the issuer was recorded the same day.
After these transactions, O’Hanley directly holds 270,065 shares of common stock and indirectly reports 70,327 shares held by a trust, while disclaiming beneficial ownership beyond his pecuniary interest. The filing also shows 6,612 cash-settled restricted stock units remaining outstanding, scheduled to vest in quarterly installments under a 2024 stock incentive award.
STATE STREET CORP EVP and COO Mostapha Tahiri reported a small, routine tax-related share disposition. On the vesting of previously awarded deferred stock, 91 shares of Common Stock were withheld to satisfy tax withholding obligations. Following this withholding, Tahiri directly holds 64,551 shares of State Street common stock.
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.
STATE STREET CORP EVP and Chief Admin Officer Michael L. Richards reported a tax-related share disposition. On May 15, 2026, 195 shares of State Street common stock were withheld at $152.85 per share to satisfy tax withholding obligations tied to vesting of previously awarded deferred stock. After this non-market tax withholding, Richards directly beneficially owned 43,327 common shares and indirectly owned 645 shares through a domestic partner, including shares received from dividend reinvestment.
State Street Corp senior executive Elizabeth Schaefer reported an open-market sale of company stock. As SVP and Chief Accounting Officer, she sold 500 shares of State Street common stock at a price of $150.87 per share.
After this transaction, she directly holds 8,764 shares of State Street common stock. The filing shows a single sale transaction and no derivative securities, indicating this was a straightforward, relatively small share sale by a senior officer.
State Street Corp filed a Form 13F reporting institutional holdings with a reported Form 13F Information Table Value Total of $2,896,359,015,041. The filing lists 4,269 information-table entries and notes 11 other included managers. The report was signed by Elizabeth Schaefer on 05-15-2026.
STT submitted a Form 144 disclosing the proposed sale of 500 shares of Common Stock.
The filing lists Fidelity Brokerage Services LLC as the broker and shows two restricted stock vesting events—6 shares vesting on 11/15/2025 and 494 shares vesting on 02/15/2026—which together total 500 shares. The filing date shown is 05/13/2026.
Vanguard Capital Management filed a Schedule 13G reporting beneficial ownership of 20,493,476 shares of State Street Corp common stock. The filing states this equals 7.35% of the class as of 03/31/2026. It reports sole voting power for 2,839,806 shares and sole dispositive power for 20,493,476 shares. The filing notes ownership includes shares held for Vanguard funds and managed accounts and is signed on 04/30/2026.
State Street Corporation reports strong first-quarter 2026 results, with total revenue of $3.80 billion, up 16% from 2025, and net income of $764 million, up 19%. Growth was driven by a 15% rise in fee revenue and a 17% increase in net interest income as net interest margin improved to 1.16%.
Total expenses rose 15% to $2.81 billion, reflecting $130 million of notable items, including $89 million of repositioning charges and $41 million of client rescoping costs. Diluted EPS increased 22% to $2.49, while pre-tax margin edged up to 25.5% and return on average common equity reached 11.6%.
Assets under custody and/or administration reached $54.52 trillion and assets under management $5.62 trillion, up 17% and 20% year over year, supported by higher markets and net inflows. The CET1 capital ratio declined to 10.6% from 11.6% at year-end 2025 but remained within the stated 10–11% target range as the company returned $633 million to shareholders via dividends and $400 million of share repurchases.