Form 4: State Street Officer's Stock Transaction for Tax Withholding

State Street's SVP, Chief Accounting Officer, Elizabeth Schaefer, disposed of 173 shares of common stock to cover tax withholding obligations related to vested deferred stock.

Summary

• Elizabeth Schaefer, SVP, Chief Accounting Officer of State Street Corporation (STT), reported a transaction on November 14, 2025.
• The transaction involved the disposition of 173 shares of Common Stock.
• These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.
• The price per share for the disposed stock was $116.84.
• Following this transaction, Elizabeth Schaefer beneficially owns 5,259 shares of Common Stock directly.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction for tax withholding purposes, which is a neutral event and does not indicate positive or negative sentiment regarding the company's performance or outlook.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction for tax purposes, common across all publicly traded companies when executive compensation includes equity awards that vest over time. It does not reflect a strategic move or a change in the company's operational performance relative to industry trends.

Stakeholder Impact

• Shareholders: Minimal impact as this is a routine, non-discretionary transaction for tax purposes and does not signal a change in management's confidence or company fundamentals.

Key Dates

Keywords

State Street, STT, Form 4, Insider Transaction, Stock Disposal, Tax Withholding, Elizabeth Schaefer, Chief Accounting Officer