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.
Filer submitted Form 144 to notify a proposed sale of Common stock through Fidelity Brokerage Services LLC. The notice lists multiple restricted stock vesting events with quantities: 02/15/2024 (1369), 02/23/2024 (3349), 02/14/2025 (646) and 02/15/2025 (3401).
The filing identifies Fidelity Brokerage Services LLC at 900 Salem Street, Smithfield RI and includes the numeric entries 1121920.00 and 278728211 on the same line; the document lists the exchange as NYSE.
State Street Corporation files its annual report describing a large, globally regulated custody and asset management franchise. The company serves institutional investors in more than 100 markets, reporting $53.80 trillion in assets under custody and/or administration and $5.67 trillion in assets under management as of December 31, 2025.
Consolidated total assets were $366.05 billion, deposits $274.35 billion and shareholders’ equity $27.84 billion, with about 52,000 employees, most outside the U.S. Market value of non‑affiliate equity was approximately $30.31 billion at $106.34 per share on June 30, 2025, and 278,728,211 common shares were outstanding on January 30, 2026.
The report details two core businesses: Investment Servicing, including custody, fund administration, trading, securities finance and the State Street Alpha platform; and Investment Management, offering index, active and ETF strategies. Extensive sections outline competitive pressures, technology change, cyber and operational risks, global regulation, capital and liquidity rules, stress testing, and resolution planning applicable to this G‑SIB.
State Street Corp EVP and COO Mostapha Tahiri reported equity compensation-related transactions in common stock. On February 13, 2026, he acquired 10,193 shares at no cost upon settlement of a performance award originally granted on February 24, 2023 as part of 2022 compensation.
On the same date, 1,639 shares and 2,269 shares were withheld at $127.97 per share to cover tax obligations tied to the performance award settlement and vesting of previously awarded deferred stock. After these transactions, Tahiri directly owned 59,994 common shares.
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.