Insider and congress filings

State Street Corporation (STT)

NYSE · Financial Services · 356 insider transactions · 117 congress trades · last filed 5 days agoS&P 500

18
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
1 buy·17 sells
Purchases and sales in the filings shown
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About State Street Corporation

from the company's filings and listing, as of Oct 27, 2026
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
Ronald Philip O'Hanley
Employees
51,119
Listed since
-
Market value
$46.4B
Price to earnings (12 mo)
13.6
Net income per share, as reported (12 mo)
$13.44
Dividend yield
2.02%

www.statestreet.com

Earnings

6 reported quarters · next on Jan 15, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 14, 2026$3.69$3.68$4.0B$4.0BEPS in lineRevenue in line
Q2 FY2026reported Jul 16, 2026$3.65$3.34$4.0B$3.9BEPS beat, GAAPRevenue beat
Q1 FY2026reported Apr 17, 2026$2.84$2.64$3.8B$3.7BEPS beatRevenue beat
Q4 FY2025reported Jan 16, 2026$2.97$2.84$3.7B$3.6BEPS beatRevenue beat
Q3 FY2025reported Oct 17, 2025$2.78$2.64$5.7Bn/aEPS beat, GAAPRevenue n/a
Q2 FY2025reported Jul 15, 2025$2.53$2.35$5.8Bn/aEPS beatRevenue n/a

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A figure or flag reads n/a when a number is missing, or when the figure failed our check against the company's other quarters, its own filings and its share splits, and was left out. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 8, 2026
ExecutiveSalaryStock awardsOtherTotal
Ronald P. O’HanleyChairman, CEO and President$1.2M$12.8M$5.6M$19.5M
John F. WoodsExecutive Vice President and CFO$231K$12.0M$5.3M$17.5M
Yie-Hsin HungPresident and CEO of State Street Investment Management$700K$6.3M$3.7M$10.7M
Joerg AmbrosiusExecutive Vice President and President of Investment Services$3.6M$2.8M$2.3M$8.7M
Mostapha TahiriExecutive Vice President and Chief Operating Officer$650K$3.7M$2.5M$6.9M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$4.1B24,406,776+1.6%8.77%
Vanguard Capital Management LLC$3.0B17,603,680-0.3%6.32%
Vanguard Portfolio Management LLC$2.5B14,734,612-8.6%5.29%
FMR LLC$2.4B13,911,287+20.5%5.00%
State Street Corp$2.3B13,538,311+1.2%4.86%
Regents of the University of California$1.7B9,917,831-1.5%3.56%
Geode Capital Management, LLC$1.3B7,416,903-4.2%2.66%
Invesco Ltd.$1.1B6,572,279-16.0%2.36%
Harris Associates L.P.$808.2M4,765,306-22.5%1.71%
Morgan Stanley$802.5M4,731,988-4.5%1.70%
Victory Capital Management Inc$763.6M4,502,183+128.5%1.62%
JPMorgan Chase & Co.$753.7M4,428,797-31.6%1.59%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

18 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Ronald P. O HanleyChairman, CEO and PresidentSold · scheduled14,554$164.60$2.4MOct 20, 2026filed Oct 22, 20262d
Elizabeth SchaeferSVP, Chief Accounting OfficerSold500$181.19$91KAug 3, 2026filed Aug 4, 20261d
W. Bradford HuEVP and Chief Risk OfficerSold · scheduled9,758$184.52$1.8MJul 24, 2026filed Jul 28, 20262d
Ronald P. O HanleyChairman, CEO and PresidentSold · scheduled14,553$184.17$2.7MJul 21, 2026filed Jul 23, 20262d
Kathryn M. HorganExecutive Vice PresidentSold · scheduled5,523$184.17$1.0MJul 21, 2026filed Jul 23, 20262d
Kathryn M. HorganExecutive Vice PresidentSold · scheduled5,500$162.78$895KJun 11, 2026filed Jun 15, 20262d
Michael L. RichardsEVP and Chief Admin OfficerSold1,500$162.14$243KJun 8, 2026filed Jun 9, 20261d
Ronald P. O HanleyChairman, CEO and PresidentSold · scheduled14,553$155.35$2.3MMay 26, 2026filed May 28, 20262d
W. Bradford HuEVP and Chief Risk OfficerSold · scheduled9,212$155.35$1.4MMay 26, 2026filed May 28, 20262d
Elizabeth SchaeferSVP, Chief Accounting OfficerSold500$150.87$75KMay 13, 2026filed May 15, 20262d
Michael L. RichardsEVP and Chief Admin OfficerSold3,000$153.89$462KApr 22, 2026filed Apr 24, 20262d
Mostapha TahiriEVP and COOSold9,611$152.93$1.5MApr 22, 2026filed Apr 24, 20262d
John PlanskyExecutive Vice PresidentSold16,100$124.32$2.0MMar 11, 2026filed Mar 12, 20261d
Brian J. PorterDirectorBought2,500$124.99$312KMar 5, 2026filed Mar 9, 20262d
Ronald P. O HanleyChairman, CEO and PresidentSold · scheduled29,107$125.70$3.7MMar 2, 2026filed Mar 4, 20262d
Joerg AmbrosiusExecutive Vice PresidentSold8,765$128.00$1.1MFeb 23, 2026filed Feb 25, 20262d
Michael L. RichardsEVP and Senior AdvisorSold2,500$127.91$320KFeb 24, 2026filed Feb 25, 20261d
Kathryn M. HorganExecutive Vice PresidentSold · scheduled5,676$127.10$721KFeb 23, 2026filed Feb 25, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Karl Alexander VollertDirectorTax withholding118Oct 9, 2026
Karl Alexander VollertDirectorStock award784Oct 9, 2026
Michael L. RichardsEVP and Chief Admin OfficerGift1,009Sep 2, 2026
Craig Jack ReadEVP, Global Controller and CAOStock award9,408Aug 31, 2026
Mostapha TahiriEVP and COOTax withholding54Aug 14, 2026
Michael L. RichardsEVP and Chief Admin OfficerTax withholding196Aug 14, 2026
Ronald P. O HanleyChairman, CEO and PresidentGift10,500Aug 14, 2026
Ronald P. O HanleyChairman, CEO and PresidentDisposed to issuer2,204Aug 14, 2026
Ronald P. O HanleyChairman, CEO and PresidentOption exercise2,204Aug 14, 2026
Marie A. ChandohaDirectorStock award1,526May 20, 2026
Sean O'SullivanDirectorStock award1,526May 20, 2026
John B. RheaDirectorStock award2,533May 20, 2026
Brian J. PorterDirectorStock award1,526May 20, 2026
Julio A. PortalatinDirectorStock award1,526May 20, 2026
William L. MeaneyDirectorStock award1,526May 20, 2026
Sara MathewDirectorStock award1,526May 20, 2026
Patricia HallidayDirectorStock award1,526May 20, 2026
Amelia C. FawcettDirectorStock award1,526May 20, 2026
William C. FredaDirectorStock award1,526May 20, 2026
Donna DeMaioDirectorStock award1,526May 20, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in STT

20 disclosures of 117 on record · median 15d of the 45 allowed

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+6.3% since the saleEstimated exit price $157.92, close on Wed May 27Current price $167.83, close on Fri Oct 23May 27, 2026Jun 9, 202613d
Jake AuchinclossSpouseStockSale$15,001 - $50,000+9.2% since the saleEstimated exit price $153.74, close on Mon May 18Current price $167.83, close on Fri Oct 23May 18, 2026May 22, 20264d
Ro KhannaStockPurchase$1,001 - $15,000+18.5% since the tradeEstimated entry price $141.62, close on Mon Apr 13Current price $167.83, close on Fri Oct 23Apr 13, 2026May 11, 202628d
Michael T. McCaulSTATE STREET SPDR S&P 500 ETF UNITSFundPurchase$1,001 - $15,000n/aApr 30, 2026May 4, 20264d
Ro KhannaStockSale$1,001 - $15,000+36.0% since the saleEstimated exit price $123.42, close on Mon Mar 30Current price $167.83, close on Fri Oct 23Mar 30, 2026Apr 7, 20268d
Ro KhannaStockSale$1,001 - $15,000+30.4% since the saleEstimated exit price $128.71, close on Thu Feb 5Current price $167.83, close on Fri Oct 23Feb 5, 2026Mar 9, 202632d
Ro KhannaStockPurchase$1,001 - $15,000+31.9% since the tradeEstimated entry price $127.23, close on Tue Feb 24Current price $167.83, close on Fri Oct 23Feb 24, 2026Mar 9, 202613d
Jake AuchinclossStockSale$15,001 - $50,000+31.1% since the saleEstimated exit price $128.00, close on Tue Feb 17Current price $167.83, close on Fri Oct 23Feb 17, 2026Feb 19, 20262d
Ro KhannaStockPurchase$1,001 - $15,000+27.7% since the tradeEstimated entry price $131.43, close on Thu Jan 29Current price $167.83, close on Fri Oct 23Jan 29, 2026Feb 6, 20268d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000+72.3% since the tradeEstimated entry price $97.43, close on Tue May 27, 2025Current price $167.83, close on Fri Oct 23May 27, 2025Jan 13, 2026231d
Julia LetlowFiled lateStockSale$1,001 - $15,000+46.8% since the saleEstimated exit price $114.36, close on Fri Nov 21, 2025Current price $167.83, close on Fri Oct 23Nov 21, 2025Jan 13, 202653d
Ro KhannaStockPurchase$1,001 - $15,000+43.8% since the tradeEstimated entry price $116.69, close on Mon Nov 3, 2025Current price $167.83, close on Fri Oct 23Nov 3, 2025Dec 8, 202535d
Jonathan L. JacksonSpouseStockPurchase$1,001 - $15,000+40.5% since the tradeEstimated entry price $119.43, close on Tue Nov 11, 2025Current price $167.83, close on Fri Oct 23Nov 11, 2025Dec 5, 202524d
Jake AuchinclossSpouseStockSale$15,001 - $50,000+48.7% since the saleEstimated exit price $112.84, close on Mon Nov 17, 2025Current price $167.83, close on Fri Oct 23Nov 17, 2025Nov 18, 20251d
Jake AuchinclossSpouseStockSale$15,001 - $50,000+50.9% since the saleEstimated exit price $111.19, close on Mon Aug 18, 2025Current price $167.83, close on Fri Oct 23Aug 18, 2025Aug 27, 20259d
Ro KhannaStockPurchase$1,001 - $15,000n/aJun 5, 2025Jul 9, 202534d
Ro KhannaStockSale$1,001 - $15,000+65.8% since the saleEstimated exit price $101.24, close on Mon Jun 23, 2025Current price $167.83, close on Fri Oct 23Jun 23, 2025Jul 9, 202516d
Ro KhannaStockPurchase$1,001 - $15,000n/aMay 15, 2025Jun 10, 202526d
Jake AuchinclossSpouseStockSale$15,001 - $50,000+70.7% since the saleEstimated exit price $98.29, close on Fri May 16, 2025Current price $167.83, close on Fri Oct 23May 16, 2025May 22, 20256d
Ro KhannaStockPurchase$1,001 - $15,000+96.2% since the tradeEstimated entry price $85.52, close on Wed Apr 23, 2025Current price $167.83, close on Fri Oct 23Apr 23, 2025May 12, 202519d

Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in STT, filterable by party, chamber, type and account.

Members of Congress reporting a position

4 members · estimate, as of Oct 26, 2026

4 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%
Julia LetlowRepublican · House$1,001 - $15,0001.0%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

Estimate, as of Oct 26, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling STT?

Across the 18 most recent open-market filings shown here, 1 was a purchase and 17 were sales. 9 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded STT?

Ro Khanna, Jake Auchincloss, Michael T. McCaul, Julia Letlow and Jonathan L. Jackson disclosed STT transactions in the filings shown here.

Which members of Congress hold STT?

4 members of Congress report a position in STT in the estimate we hold as of Oct 26, 2026. The largest estimated positions, in the $1,001 - $15,000 band, include Gilbert Ray Cisneros, Jr., Julia Letlow and Julie Johnson. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is STT in the S&P 500 or the Nasdaq 100?

State Street Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 27, 2026. Current members of either index get a page here whatever their filing history.

How quickly are STT trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 15 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 27, 2026.

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