Form 4: State Street Executive Vice President Donna M. Milrod Reports Changes in Beneficial Ownership

Executive Vice President of State Street Corporation, Donna M. Milrod, reports transactions involving common stock, including acquisition through performance award settlement and disposal to cover tax obligations.

Summary

• On February 15, 2025, Donna M. Milrod, an Executive Vice President at State Street Corporation, reported changes in her beneficial ownership of State Street common stock.
• She acquired 10,452 shares through the settlement of a performance award granted on February 25, 2022, as part of her 2021 compensation.
• Milrod disposed of 6,019 shares at $99.16 to satisfy tax withholding obligations related to the performance award settlement.
• Additionally, she disposed of 3,480 shares at $99.16 to cover tax withholding obligations from the vesting of previously awarded deferred stock.
• Following these transactions, Milrod directly owns 43,151 shares of State Street common stock.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing. It doesn't contain information that would strongly suggest positive or negative sentiment.

Positives

• The acquisition of shares through a performance award settlement suggests that Milrod met certain performance criteria, which could be viewed positively.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, as required by the SEC. It provides transparency into the executive's holdings and transactions in the company's stock.

Stakeholder Impact

• The transactions may have a minor impact on shareholders by slightly increasing the number of outstanding shares, but the effect is likely negligible.

Key Dates

Keywords

State Street Corporation, Beneficial Ownership, Form 4, Executive Vice President, Donna M. Milrod, Stock Transactions, Performance Award, Tax Withholding, Deferred Stock