Ronald P. O Hanley - 15 Feb 2025 Form 4 Insider Report for STATE STREET CORP (STT)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
19 Feb 2025, 18:30:11 UTC
Prior SEC filing
19 Nov 2024
Next SEC filing
04 Mar 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Shannon C. Stanley, Attorney-in-fact

Key filing fact

Ronald P. O Hanley filed Form 4 for STATE STREET CORP (STT) on 19 Feb 2025.

Key facts

  • This page summarizes Ronald P. O Hanley's Form 4 filing for STATE STREET CORP (STT).
  • 12 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 19 Feb 2025, 18:30.

Change

  • Previous filing in this sequence was filed on 19 Nov 2024.
  • Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001180495 Primary reporting owner

O HANLEY RONALD P

Relationship
Chairman, CEO and President, Director
Address
STATE STREET CORPORATION, ONE CONGRESS STREET, BOSTON
Signature
/s/ Shannon C. Stanley, Attorney-in-fact
Signature date
19 Feb 2025

Reported non-derivative transactions

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

STT transaction

Common Stock

Options Exercise

Transaction value
Shares
+2,516
Change %
+1.2%
Price
$0.000000*
Shares after
214,544
Date
15 Feb 2025
Ownership
Direct
Footnotes
F1
STT transaction

Common Stock

Disposed to Issuer

Transaction value
Shares
-2,516
Change %
-1.2%
Price
$99.16*
Shares after
212,028
Date
15 Feb 2025
Ownership
Direct
Footnotes
F2
STT transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,342
Change %
+0.63%
Price
$0.000000*
Shares after
213,370
Date
15 Feb 2025
Ownership
Direct
Footnotes
F1
STT transaction

Common Stock

Disposed to Issuer

Transaction value
Shares
-1,342
Change %
-0.63%
Price
$98.58*
Shares after
212,028
Date
15 Feb 2025
Ownership
Direct
Footnotes
F3
STT transaction

Common Stock

Options Exercise

Transaction value
Shares
+2,203
Change %
+1%
Price
$0.000000*
Shares after
214,231
Date
15 Feb 2025
Ownership
Direct
Footnotes
F1
STT transaction

Common Stock

Disposed to Issuer

Transaction value
Shares
-2,203
Change %
-1%
Price
$98.58*
Shares after
212,028
Date
15 Feb 2025
Ownership
Direct
Footnotes
F4
STT transaction

Common Stock

Award

Transaction value
Shares
+58,800
Change %
+28%
Price
$0.000000*
Shares after
270,828
Date
15 Feb 2025
Ownership
Direct
Footnotes
F5
STT transaction

Common Stock

Tax liability

Transaction value
Shares
-28,430
Change %
-10%
Price
$99.16*
Shares after
242,398
Date
15 Feb 2025
Ownership
Direct
Footnotes
F6
STT transaction

Common Stock

Tax liability

Transaction value
Shares
-21,199
Change %
-8.7%
Price
$99.16*
Shares after
221,199
Date
15 Feb 2025
Ownership
Direct
Footnotes
F7
STT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
152,656
Date
15 Feb 2025
Ownership
By a Trust
Footnotes
F8

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

STT transaction Derivative

2022 Cash Settled Restricted Stock Units

Options Exercise

Transaction value
Shares
-2,516
Change %
-100%
Price
Shares after
0
Date
15 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,516
Exercise price
Footnotes
F1, F9
STT transaction Derivative

2023 Cash Settled Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,342
Change %
-20%
Price
Shares after
5,372
Date
15 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,342
Exercise price
Footnotes
F1, F10
STT transaction Derivative

2024 Cash Settled Restricted Stock Units

Options Exercise

Transaction value
Shares
-2,203
Change %
-11%
Price
Shares after
17,630
Date
15 Feb 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,203
Exercise price
Footnotes
F1, F11
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 11 footnotes

Footnote F1

Each Unit is the equivalent of one share of State Street Corporation common stock.

Footnote F2

Pursuant to award granted on February 25, 2022 under the State Street Corporation 2017 Stock Incentive Plan, the price reflected is the closing price of Common Stock on the New York Stock Exchange occurring on the applicable vesting date.

Footnote F3

Pursuant to award granted on February 24, 2023 under the State Street Corporation 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by the average closing price of Common Stock on the New York Stock Exchange during the 30 trading days occurring on or immediately prior to the applicable vesting date.

Footnote F4

Pursuant to award granted on February 23, 2024 under the State Street Corporation Amended and Restated 2017 Stock Incentive Plan, price is determined by multiplying the number of Restricted Stock Units by the average closing price of Common Stock on the New York Stock Exchange during the 30 trading days occurring on or immediately prior to the applicable vesting date.

Footnote F5

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

Footnote F6

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 F7

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

Footnote F8

By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Footnote F9

Quarterly installment of award granted on February 25, 2022 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2022 and remaining units vesting in nine equal quarterly installments commencing February 15, 2023.

Footnote F10

Quarterly installment of award granted on February 24, 2023 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2023 and remaining units vesting in nine equal quarterly installments commencing February 15, 2024.

Footnote F11

Quarterly installment of award granted on February 23, 2024 with one-half of the units vesting in three equal quarterly installments commencing May 15, 2024 and remaining units vesting in nine equal quarterly installments commencing February 15, 2025.

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