Ann Fogarty - 15 Feb 2025 Form 4 Insider Report for STATE STREET CORP (STT)

Reporting relationship: Executive Vice President
Issuer ticker: STT
Reported as of: 15 Feb 2025
Net transaction value: -$849,760
SEC form: 4
Accepted by SEC: 19 Feb 2025, 18:29:28 UTC
Prior SEC filing: 26 Nov 2024
Source filing: View source filing
Reporting owner signature: /s/ Shannon C. Stanley, Attorney-in-fact

Key filing fact

Ann Fogarty filed Form 4 for STATE STREET CORP (STT) on 19 Feb 2025.

Key facts

This page summarizes Ann Fogarty's Form 4 filing for STATE STREET CORP (STT).
4 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 19 Feb 2025, 18:29.

Change

Previous filing in this sequence was filed on 26 Nov 2024.
Current net transaction value: -$849,760.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

STT transaction

Common Stock

Award

Transaction value: $0
Shares: +8,332
Change %: +16%
Price: $0.000000
Shares after: 59,374
Date: 15 Feb 2025
Ownership: Direct
Footnotes: F1

STT transaction

Common Stock

Tax liability

Transaction value: $323,162
Shares: -3,259
Change %: -5.5%
Price: $99.16
Shares after: 56,115
Date: 15 Feb 2025
Ownership: Direct
Footnotes: F2

STT transaction

Common Stock

Tax liability

Transaction value: $158,061
Shares: -1,594
Change %: -2.8%
Price: $99.16
Shares after: 54,521
Date: 15 Feb 2025
Ownership: Direct
Footnotes: F3

STT transaction

Common Stock

Sale

Transaction value: $368,536
Shares: -3,705
Change %: -6.8%
Price: $99.47
Shares after: 50,816
Date: 18 Feb 2025
Ownership: Direct
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 4 footnotes

Footnote F1

Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation.

Footnote F2

These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 25, 2022 as part of 2021 compensation.

Footnote F3

These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.

Footnote F4

The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 21, 2024.