STT insider ownership: who sold, why, and what they still hold

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Michael Richards EVP and Chief Admin Officer	1,009	n/a	2.4%	41K	Sep 2, 2026	Sep 4, 2026

What stands out

Two officers sold more than 25% of vested holdings: Bradford Hu (39% of holdings, $3.2M, all under a disclosed plan) and John Plansky (28% of holdings, $2.0M, none under a disclosed plan).Bradford Hu: largest sale, Jul 24, 2026 · John Plansky: largest sale, Mar 11, 2026

Three officers sold $3.8M with no disclosed plan: Mostapha Tahiri ($1.5M, 18% of holdings), Michael Richards ($1.2M, 21%) and Joerg Ambrosius ($1.1M). The filings don't state a reason.Mostapha Tahiri: largest such sale, Apr 22, 2026 · Michael Richards: largest such sale, Apr 22, 2026 · Joerg Ambrosius: largest such sale, Feb 23, 2026

Brian Porter bought 2.5K shares for $312K, first on Mar 5, 2026.Purchase, Mar 5, 2026

Percentages cover 23 of 27 officers and directors. 4 are left out

Left out: Joerg Ambrosius and Brian Porter (holdings couldn't be fully reconciled); Susan Gordon and Craig Read (held no vested shares at the start).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period

Hanley O

Chairman, CEO and President, Director

Sold 20%, but 12K shares were added (mostly vesting), so the stake grew

20% · $8.6MDisclosed plan

Kathryn Horgan

Executive Vice President

20% · $3.3MDisclosed plan

Bradford Hu

EVP and Chief Risk Officer

39% · $3.2MDisclosed plan

John Plansky

Executive Vice President

28% · $2.0MNo plan disclosed

Mostapha Tahiri

EVP and COO

18% · $1.5MNo plan disclosed

All 8 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed

Common questions

Is the State Street Corporation CEO selling stock?

Yes. Hanley O sold 58K shares ($8.6M, 20% of starting holdings) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are State Street Corporation insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 72% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 28% had no disclosed plan. A trading plan schedules sales in advance.

Are any State Street Corporation insiders buying?

Yes. 1 officer or director reported 1 purchase in the past 12 months (Form 4 code P, which includes private purchases).

How much of their stake did State Street Corporation insiders sell?

About 12% overall. As a group they ended with more shares than they started with. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold8 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
Hanley O Chairman, CEO and President, Director	$8.6M 58K shares	20%	Disclosed plan
Kathryn Horgan Executive Vice President	$3.3M 22K shares	20%	Disclosed plan
Bradford Hu EVP and Chief Risk Officer	$3.2M 19K shares	39%	Disclosed plan
John Plansky Executive Vice President	$2.0M 16K shares	28%	No plan disclosed
Mostapha Tahiri EVP and COO	$1.5M 9.6K shares	18%	No plan disclosed
Michael Richards EVP and Chief Admin Officer	$1.2M 8.5K shares	21%	No plan disclosed
Joerg Ambrosius Executive Vice President	$1.1M 8.8K shares	i No percentage: holdings couldn't be fully reconciled.	No plan disclosed
Elizabeth Schaefer SVP, Chief Accounting Officer	$166K 1K shares	18%	No plan disclosed

The full ownership picture25 of 27 insiders fully reconciled · 27 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 8, 2025

Sold

Held Oct 8, 2026

Still held

Hanley O

Chairman, CEO and President, Director

297K

−58K

301K

+1.2%

Vesting, gifts, unvested awards and holding lines for Hanley O

+12Kshares vested or exercised

−11Kgifted (net of own trusts)

−66Kwithheld by the company for taxes

16K → 4.4Kunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	227,023	230,459
a Trust	Common Stock	70,327	70,327

Kathryn Horgan

Executive Vice President

111K

−22K

103K

93%

Vesting, gifts, unvested awards and holding lines for Kathryn Horgan

0shares vested or exercised

0gifted (net of own trusts)

−12Kwithheld by the company for taxes

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	110,654	103,171

Yie-Hsin Hung

EVP; President and CEO of SSIM

91K

89K

no sales

Vesting, gifts, unvested awards and holding lines for Yie-Hsin Hung

0shares vested or exercised

−6Kgifted (net of own trusts)

−16Kwithheld by the company for taxes

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	91,224	88,959

John Woods

EVP and CFO

78K

94K

no sales

Vesting, gifts, unvested awards and holding lines for John Woods

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	78,103	94,215

Amelia Fawcett

Minor difference of 1,536 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

62K

65K

no sales

Vesting, gifts, unvested awards and holding lines for Amelia Fawcett

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	62,225	65,287

Reconciliation: minor difference of 1,536 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

John Plansky

New Form 3 filed 2023-01-12; earlier filings set aside.

Executive Vice President

58K

−16K

56K

97%

Vesting, gifts, unvested awards and holding lines for John Plansky

0shares vested or exercised

0gifted (net of own trusts)

−21Kwithheld by the company for taxes

none reportedunvested awards, start → end

New Form 3 filed 2023-01-12; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	57,632	56,162

Mostapha Tahiri

New Form 3 filed 2024-01-09; earlier filings set aside.

EVP and COO

54K

−9.6K

64K

+20%

Vesting, gifts, unvested awards and holding lines for Mostapha Tahiri

0shares vested or exercised

0gifted (net of own trusts)

−4.1Kwithheld by the company for taxes

none reportedunvested awards, start → end

New Form 3 filed 2024-01-09; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	53,783	64,497

Ann Fogarty

Started reporting during the period; starting holdings are from the Form 3. New Form 3 filed 2026-09-21; earlier filings set aside.

EVP and COO

52K

no sales

Vesting, gifts, unvested awards and holding lines for Ann Fogarty

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Started reporting during the period; starting holdings are from the Form 3.
New Form 3 filed 2026-09-21; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	52,359	52,359

Bradford Hu

EVP and Chief Risk Officer

49K

−19K

50K

+1.2%

Vesting, gifts, unvested awards and holding lines for Bradford Hu

0shares vested or exercised

0gifted (net of own trusts)

−19Kwithheld by the company for taxes

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	49,213	49,794

Joerg Ambrosius

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +4,921 shares on Feb 13, 2026 (Direct). See the filing Sales and other transactions for Joerg Ambrosius are complete.

Executive Vice President

n/a

−8.8K

n/a

Vesting, gifts, unvested awards and holding lines for Joerg Ambrosius

0shares vested or exercised

0gifted (net of own trusts)

−3.8Kwithheld by the company for taxes

none reportedunvested awards, start → end

New Form 3 filed 2024-01-09; earlier filings set aside.

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +4,921 shares on Feb 13, 2026 (Direct). The balances below are as reported, not verified totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	48,820	65,032

Michael Richards

Minor difference of 16 shares. Difference is under 0.5% of holdings. New Form 3 filed 2025-03-20; earlier filings set aside.

EVP and Chief Admin Officer

41K

−8.5K

41K

+1.3%

Vesting, gifts, unvested awards and holding lines for Michael Richards

0shares vested or exercised

−1Kgifted (net of own trusts)

−7.1Kwithheld by the company for taxes

none reportedunvested awards, start → end

New Form 3 filed 2025-03-20; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	40,126	40,622
domestic partner	Common Stock	632	648

Reconciliation: minor difference of 16 shares. Difference is under 0.5% of holdings.

William Freda

Minor difference of 884 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

33K

36K

no sales

Vesting, gifts, unvested awards and holding lines for William Freda

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	33,096	35,506

Reconciliation: minor difference of 884 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Anthony Bisegna

Executive Vice President

27K

no sales

Vesting, gifts, unvested awards and holding lines for Anthony Bisegna

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	27,424	27,424

Mark Shelton

EVP; Gen Counsel and Secretary

27K

35K

no sales

Vesting, gifts, unvested awards and holding lines for Mark Shelton

0shares vested or exercised

0gifted (net of own trusts)

−2.5Kwithheld by the company for taxes

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	26,970	35,167

Sean O'Sullivan

Minor difference of 707 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

26K

29K

no sales

Vesting, gifts, unvested awards and holding lines for Sean O'Sullivan

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	26,463	28,696

Reconciliation: minor difference of 707 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Mark Keating

Interim CFO

25K

no sales

Vesting, gifts, unvested awards and holding lines for Mark Keating

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	22,381	22,381
401(k) Plan	Common Stock	2,398	2,398

William Meaney

Minor difference of 648 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

24K

27K

no sales

Vesting, gifts, unvested awards and holding lines for William Meaney

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	24,298	26,472
Spousal Trust	Common Stock	30	30
GST Trust	Common Stock	30	30

Reconciliation: minor difference of 648 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Sara Mathew

Minor difference of 478 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

23K

25K

no sales

Vesting, gifts, unvested awards and holding lines for Sara Mathew

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	23,083	25,087

Reconciliation: minor difference of 478 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

John Rhea

Minor difference of 604 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

23K

26K

no sales

Vesting, gifts, unvested awards and holding lines for John Rhea

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	22,599	25,736

Reconciliation: minor difference of 604 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Marie Chandoha

Minor difference of 276 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

20K

21K

no sales

Vesting, gifts, unvested awards and holding lines for Marie Chandoha

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	14,051	15,853
a Trust	Common Stock	5,469	5,469

Reconciliation: minor difference of 276 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Julio Portalatin

Minor difference of 83 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

14K

15K

no sales

Vesting, gifts, unvested awards and holding lines for Julio Portalatin

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	13,795	15,404

Reconciliation: minor difference of 83 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Donna DeMaio

Minor difference of 307 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Director

12K

13K

no sales

Vesting, gifts, unvested awards and holding lines for Donna DeMaio

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	11,513	13,346

Reconciliation: minor difference of 307 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Elizabeth Schaefer

New Form 3 filed 2024-06-12; earlier filings set aside.

SVP, Chief Accounting Officer

5.4K

−1K

8.1K

+49%

Vesting, gifts, unvested awards and holding lines for Elizabeth Schaefer

0shares vested or exercised

0gifted (net of own trusts)

−575withheld by the company for taxes

none reportedunvested awards, start → end

New Form 3 filed 2024-06-12; earlier filings set aside.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	5,432	8,073

Brian Porter

Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +2,500 shares on Mar 5, 2026 (Direct). See the filing Sales and other transactions for Brian Porter are complete.

Director

n/a

Vesting, gifts, unvested awards and holding lines for Brian Porter

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +2,500 shares on Mar 5, 2026 (Direct). The balances below are as reported, not verified totals.

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	3,898	10,424

Patricia Halliday

Director

2.6K

4.1K

no sales

Vesting, gifts, unvested awards and holding lines for Patricia Halliday

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	2,620	4,146

Susan Gordon

Director

1.9K

no sales

Vesting, gifts, unvested awards and holding lines for Susan Gordon

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	0	1,850

Craig Read

EVP, Global Controller and CAO

9.4K

no sales

Vesting, gifts, unvested awards and holding lines for Craig Read

0shares vested or exercised

0gifted (net of own trusts)

none reportedunvested awards, start → end

Held through	Share class	Oct 8, 2025	Oct 8, 2026
Direct	Common Stock	0	9,408

25 of 27 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (15 exactly, 10 with a minor or footnoted difference). For 2 we show sales but not holdings; the ! icon on their rows explains why. Percentages cover 23 of 27 officers and directors. Left out: Joerg Ambrosius and Brian Porter (holdings couldn't be fully reconciled); Susan Gordon and Craig Read (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$21.1M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $21.1M across 143,534 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Disclosed plan · $15.1M · 72%

28%

The lighter segment is sales with no plan disclosed in the filing ($6.0M), including tax-related sales outside a plan.

No plan disclosed · $6.0M

Sales with no 10b5-1 plan and no tax reference in the filing. $2.0M of it is John Plansky. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: John Plansky, Mar 11, 2026

Taxes

151,964 shares ($19.4M) were withheld by the company for taxes, which isn't a market sale.

Purchases · 1 buyer (1 trade)

1 officer or director bought shares in this period, in 1 trade(Form 4 code P). Across all their filings on record there are 14 purchase trades.

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
Hanley O Chairman, CEO and President, Director	58K	$8.6M	100%	41%	Mar 2, 2026 to Jul 21, 2026
Kathryn Horgan Executive Vice President	22K	$3.3M	100%	16%	Nov 28, 2025 to Jul 21, 2026
Bradford Hu EVP and Chief Risk Officer	19K	$3.2M	100%	15%	May 26, 2026 to Jul 24, 2026
John Plansky Executive Vice President	16K	$2.0M	0%	9%	Mar 11, 2026 to Mar 11, 2026
Mostapha Tahiri EVP and COO	9.6K	$1.5M	0%	7%	Apr 22, 2026 to Apr 22, 2026
Michael Richards EVP and Chief Admin Officer	8.5K	$1.2M	0%	6%	Oct 27, 2025 to Jun 8, 2026
Joerg Ambrosius Executive Vice President	8.8K	$1.1M	0%	5%	Feb 23, 2026 to Feb 23, 2026
Elizabeth Schaefer SVP, Chief Accounting Officer	1K	$166K	0%	0.8%	May 13, 2026 to Aug 3, 2026

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$176K	$0	$0	$176K
Nov 2025	$673K	$673K	$0	$0
Dec 2025	$0	$0	$0	$0
Jan 2026	$0	$0	$0	$0
Feb 2026	$2.2M	$721K	$0	$1.4M
Mar 2026	$5.7M	$3.7M	$0	$2.0M
Apr 2026	$1.9M	$0	$0	$1.9M
May 2026	$3.8M	$3.7M	$0	$75K
Jun 2026	$1.1M	$895K	$0	$243K
Jul 2026	$5.5M	$5.5M	$0	$0
Aug 2026	$91K	$0	$0	$91K
Sep 2026	$0	$0	$0	$0
Oct 2026	$0	$0	$0	$0

Is this normal? Selling year by year5 earlier years to compare with

In line with the past 5 years. 8 insiders sold; the average is 9 a year.

12 months ending	Shares sold	Insiders who sold	Proceeds
Oct 8, 2026 Latest 12 months	144K	8	$21.1M
Oct 8, 2025 1 year earlier	212K	13	$21.2M
Oct 8, 2024 2 years earlier	88K	10	$6.7M
Oct 9, 2023 3 years earlier	77K	7	$6.1M
Oct 9, 2022 4 years earlier	97K	5	$8.9M
Oct 9, 2021 5 years earlier	172K	8	$13.1M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty2 insiders whose holdings couldn't be fully reconciled

Joerg Ambrosius: holdings couldn't be fully reconciled (difference of 4,921 shares). Balance changed without a matching transaction, and the footnote does not state the amount: +4,921 shares on Feb 13, 2026 (Direct). Filing, Feb 13, 2026

Footnote: "Settlement of a performance award granted on February 24, 2023 as part of 2022 compensation."

Brian Porter: holdings couldn't be fully reconciled (difference of 2,500 shares). Balance changed with no matching transaction and no footnote: +2,500 shares on Mar 5, 2026 (Direct). Filing, Mar 5, 2026

Amelia Fawcett: minor difference of 1,536 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Michael Richards: minor difference of 16 shares. Difference is under 0.5% of holdings.

William Freda: minor difference of 884 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Sean O'Sullivan: minor difference of 707 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

William Meaney: minor difference of 648 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Sara Mathew: minor difference of 478 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

John Rhea: minor difference of 604 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Marie Chandoha: minor difference of 276 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Julio Portalatin: minor difference of 83 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Donna DeMaio: minor difference of 307 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends.

Inferred rename: "Trust" is treated as the same holder as "a Trust", because the old name was never reported again and the new one opened with the same balance (13,417 shares). Old name, new name

Inferred rename: "family member" is treated as the same holder as "a family member", because the old name was never reported again and the new one opened with the same balance (8,550 shares). Old name, new name

Inferred rename: "A Trust" is treated as the same holder as "a Spouse", because the old name was never reported again and the new one opened with the same balance (3,111 shares). Old name, new name

Inferred rename: "Trust" is treated as the same holder as "a Trust", because the old name was never reported again and the new one opened with the same balance (2,890 shares). Old name, new name

Inferred rename: "spousal trust" is treated as the same holder as "a spousal trust", because the old name was never reported again and the new one opened with the same balance (29,320 shares). Old name, new name

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology1,881 filings from SEC EDGAR, and how we read them

All 1,881 Forms 3, 4 and 5 filed for State Street Corporation (SEC CIK 93751) from Jul 2, 1996 to Sep 21, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 379 older filings exist only on paper and could not be read.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (77)No filing in 18 months; last reported balances, not in any total

Name	Last filed	Last reported balance
Patrick de Saint-Aignan	Mar 4, 2025	11,955 shares, last reported balance as of Feb 28, 2025
Gregory Summe	Feb 19, 2025	100,023 shares, last reported balance as of Feb 18, 2025
Donna Milrod	Feb 19, 2025	43,151 shares, last reported balance as of Feb 15, 2025
Brian Franz	Feb 19, 2025	81,208 shares, last reported balance as of Feb 15, 2025
Sarah Timby	Feb 19, 2025	14,397 shares, last reported balance as of Feb 15, 2025
Eric Aboaf	Aug 16, 2024	130,063 shares, last reported balance as of Aug 14, 2024
Ian Appleyard	Feb 27, 2024	17,212 shares, last reported balance as of Feb 23, 2024
Louis Maiuri	Nov 21, 2023	150,278 shares, last reported balance as of Nov 20, 2023
David Phelan	Nov 17, 2023	71,318 shares, last reported balance as of Nov 15, 2023
Andrew Erickson	Feb 28, 2023	190,851 shares, last reported balance as of Feb 24, 2023
Richard Sergel	May 20, 2022	69,967 shares, last reported balance as of May 18, 2022
Cyrus Taraporevala	Mar 1, 2022	106,641 shares, last reported balance as of Feb 25, 2022
Francisco Aristeguieta	Mar 1, 2022	85,814 shares, last reported balance as of Feb 28, 2022
Andrew Kuritzkes	Mar 2, 2021	98,363 shares, last reported balance as of Mar 1, 2021
Hannah Grove	Aug 18, 2020	35,910 shares, last reported balance as of Aug 15, 2020
Aunoy Banerjee	Aug 18, 2020	17,116 shares, last reported balance as of Aug 15, 2020
John Lehner	Aug 18, 2020	23,324 shares, last reported balance as of Aug 15, 2020
Julia McCarthy	Aug 18, 2020	7,635 shares, last reported balance as of Aug 15, 2020
Lynn Dugle	May 22, 2020	14,390 shares, last reported balance as of May 20, 2020
Nadine Chakar	May 19, 2020	17,681 shares, last reported balance as of May 15, 2020
Jeffrey Carp	Mar 2, 2020	196,659 shares, last reported balance as of Feb 27, 2020
Elizabeth Nolan	Mar 2, 2020	29,197 shares, last reported balance as of Feb 27, 2020
Tracy Atkinson	Mar 2, 2020	31,207 shares, last reported balance as of Feb 27, 2020
Ian Martin	Mar 2, 2020	25,554 shares, last reported balance as of Feb 27, 2020
Joseph Hooley	Dec 30, 2019	709,933 shares, last reported balance as of Nov 26, 2019
Karen Keenan	Nov 26, 2019	45,878 shares, last reported balance as of Nov 25, 2019
Kennett Burnes	May 17, 2019	74,703 shares, last reported balance as of May 15, 2019
Antoine Shagoury	May 17, 2019	60,771 shares, last reported balance as of May 15, 2019
Jeff Conway	Mar 4, 2019	46,376 shares, last reported balance as of Mar 1, 2019
George Sullivan	Nov 19, 2018	52,377 shares, last reported balance as of Nov 16, 2018
Linda Hill	May 18, 2018	50,998 shares, last reported balance as of May 16, 2018
Wai-Kwong Seck	Feb 28, 2018	66,750 shares, last reported balance as of Feb 26, 2018
Sean Newth	Aug 17, 2017	12,602 shares, last reported balance as of Aug 16, 2017
Michael Rogers	May 17, 2017	1,324,508 shares, last reported balance as of May 10, 2017
Michael Bell	Mar 1, 2017	123,701 shares, last reported balance as of Feb 27, 2017
Alison Quirk	Feb 17, 2017	73,193 shares, last reported balance as of Feb 15, 2017
James Phalen	Jan 23, 2017	366,597 shares, last reported balance as of Jan 20, 2017
Ronald Skates	May 20, 2016	61,470 shares, last reported balance as of May 18, 2016
Thomas Wilson	May 20, 2016	14,116 shares, last reported balance as of May 18, 2016
Gunjan Kedia	Mar 2, 2016	83,983 shares, last reported balance as of Feb 29, 2016
Christopher Perretta	Nov 16, 2015	56,096 shares, last reported balance as of Nov 15, 2015
Joseph Antonellis	May 29, 2015	317,958 shares, last reported balance as of May 27, 2015
Robert Kaplan	May 21, 2015	28,596 shares, last reported balance as of May 20, 2015
Jose Almeida	May 21, 2015	5,191 shares, last reported balance as of May 20, 2015
Scott Powers	Feb 25, 2015	216,578 shares, last reported balance as of Feb 24, 2015
John Klinck Jr.	Feb 23, 2015	163,517 shares, last reported balance as of Feb 19, 2015
Peter O'Neill	Feb 23, 2015	144,888 shares, last reported balance as of Feb 19, 2015
Peter Coym	May 16, 2014	21,725 shares, last reported balance as of May 14, 2014
James Malerba	Feb 24, 2014	60,789 shares, last reported balance as of Feb 20, 2014
Edward Resch	Jun 3, 2013	479,257 shares, last reported balance as of May 30, 2013
David Gruber	May 18, 2012	22,024 shares, last reported balance as of May 16, 2012
Robert Weissman	May 18, 2012	54,643 shares, last reported balance as of May 18, 2012
David OLeary	Nov 3, 2011	95,861 shares, last reported balance as of Nov 1, 2011
Charles Lamantia	May 20, 2011	26,332 shares, last reported balance as of May 18, 2011
David Puth	Feb 28, 2011	23,904 shares, last reported balance as of Feb 24, 2011
Ronald Logue	Feb 17, 2010	258,323 shares, last reported balance as of Feb 15, 2010
Maureen Miskovic	Mar 6, 2009	10,422 shares, last reported balance as of Mar 5, 2009
Nader Darehshori	May 1, 2008	22,674 shares, last reported balance as of Apr 30, 2008
Joseph Chow	Mar 3, 2008	35,571 shares, last reported balance as of Feb 28, 2008
Stanley Shelton	Mar 3, 2008	76,730 shares, last reported balance as of Feb 28, 2008
Tenley Albright	Feb 27, 2008	59,645 shares, last reported balance as of Feb 21, 2008
William Hunt	Jan 4, 2008	23,148 shares, last reported balance as of Jan 2, 2008
Arthur Goldstein	Apr 20, 2007	32,719 shares, last reported balance as of Apr 18, 2007
Diana Walsh	Apr 20, 2007	28,833 shares, last reported balance as of Apr 18, 2007
Charles Cutrell III	Jul 5, 2006	25,087 shares, last reported balance as of Jun 30, 2006
Edward OBrien	Apr 25, 2006	28,301 shares, last reported balance as of Mar 31, 2006
Pamela Gormley	Mar 3, 2006	5,962 shares, last reported balance as of Mar 1, 2006
Truman Casner	Apr 20, 2005	52,846 shares, last reported balance as of Apr 20, 2005
Luis de Ocejo	Mar 4, 2005	3,314 shares, last reported balance as of Mar 2, 2005
Alan Brown	Dec 22, 2004	98,051 shares, last reported balance as of Dec 21, 2004
Peter Leahy	Dec 22, 2004	24,014 shares, last reported balance as of Dec 21, 2004
Stefan Gavell	Nov 12, 2004	15,036 shares, last reported balance as of Apr 30, 2004
John Towers	Apr 22, 2004	28,453 shares, last reported balance as of Apr 20, 2004
Timothy Harbert	Jan 26, 2004	229,722 shares, last reported balance as of Jan 22, 2004
Frederick Baughman	Jan 26, 2004	2,664 shares, last reported balance as of Jan 22, 2004
David Spina	Dec 19, 2003	1,039,662 shares, last reported balance as of Oct 21, 2003
Alfred Poe		No balance on record

State Street Corporation insiders sold $21.1M in the past 12 months. How much of their stake is that?

What stands out

Who sold, and how much of their stake

Selling by month

Common questions

Is the State Street Corporation CEO selling stock?

Why are State Street Corporation insiders selling?

Are any State Street Corporation insiders buying?

How much of their stake did State Street Corporation insiders sell?

The evidence

No plan disclosed · $6.0M

Taxes

Purchases · 1 buyer (1 trade)

Sales by month