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STATE STREET CORP director Susan M. Gordon filed an initial statement of beneficial ownership on Form 3. The filing lists her status as a director and shows no reported transactions or derivative holdings at this time.
State Street Corporation has elected Susan Gordon as an independent director to its Board of Directors effective March 19, 2026. She will serve on the Board’s Examining and Audit Committee and its Technology and Operations Committee.
Gordon will receive a pro rata share of the 2025-2026 $110,000 annual cash retainer and $235,000 common stock retainer, consistent with existing non-employee director compensation. The stock award will be based on the closing price of State Street’s common stock on the date of her election, and she will enter into an indemnification agreement in the same form used for other non-employee directors.
State Street Corporation Executive Vice President John Plansky sold 16,100 shares of common stock in an open-market transaction on March 11, 2026, at a weighted-average price of $124.32 per share, with trades between $124.26 and $124.43. After this sale, he directly holds 56,162 shares.
Morgan Stanley Smith Barney LLC submitted Rule 144 notices reporting proposed sales of Common stock tied to restricted stock vesting, including 16,100 shares associated with vesting on 02/13/2026 and additional vesting-related lots on 02/15/2026.
The notices list the securities as being sold by the issuer under a registered plan and identify the transactions as resulting from services rendered. The filing lists per-lot quantities and vesting dates but does not state purchasers or proceeds.
State Street Corp director Brian J. Porter bought additional shares of company stock. On March 5, 2026, he made an open-market purchase of 2,500 shares of State Street common stock at $124.99 per share, bringing his directly held stake to 8,898 shares.
STATE STREET CORP director Brian J. Porter has amended his initial ownership filing to update his reported holdings. The Form 3/A reflects beneficial ownership of 5,000 shares of common stock held directly. The amendment specifies that it adds shares that were not reported on the date of his election as a director.
State Street Corp chairman, CEO and president Ronald P. O’Hanley sold 29,107 shares of common stock in an open‑market transaction. The sale occurred on March 2, 2026 at an average price of $125.70 per share under a pre‑arranged Rule 10b5‑1 trading plan adopted on November 26, 2025.
After this sale, O’Hanley directly owned 270,065 shares of State Street common stock. He also reported indirect ownership of 70,327 shares held by a trust, while disclaiming beneficial ownership of those shares except to the extent of his pecuniary interest.
STATE STREET CORP executive Mark Shelton, Executive Vice President, General Counsel and Secretary, reported an equity compensation grant in the form of common stock-based awards. He acquired 10,726 shares on a grant or award basis at a stated price of $0.00 per share, increasing his directly held position to 35,167 shares. The award consists of restricted stock units granted under State Street Corporation’s Amended and Restated 2017 Stock Incentive Plan, reflecting routine executive compensation in stock-based form rather than an open-market purchase.
State Street Corporation Chairman, CEO and President Ronald P. O’Hanley reported an equity award on common stock. He acquired 43,873 shares through a grant or award at a price of $0.00 per share, bringing his directly held common stock to 299,172 shares.
He also reports 8,816 2024 cash-settled restricted stock units, each equivalent to one share of State Street common stock, and 70,327 common shares held indirectly by a trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
STATE STREET CORP executive Elizabeth Schaefer, its SVP and Chief Accounting Officer, reported an equity award in the form of common stock. She acquired 4,216 shares on February 26, 2026 at a stated price of $0.00 per share, reflecting a grant or award rather than an open-market purchase.
The filing notes these are restricted stock units granted under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Following this award, her directly held common stock position increased to 9,264 shares.