State Street Corporation

Current directors and officers who also hold a role at another S&P 500 company.

• Craig Jack ReadMSCI · Officer
• William L. MeaneyIRM · CEO

Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.

No 5% holder filings parsed yet for this company.

Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.

Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.

1. Oct 14, 2026

   On October 9, 2026, State Street Corporation’s Board of Directors elected Alexander Vollert as an independent director of the corporation. Dr. Vollert has also been appointed as a member to the Board’s Technology and Operations Committee and its Risk Committee effective the date of his election to the Board. There are no arrangements or understandings between Dr. Vollert and any other persons pursuant to which Dr. Vollert was elected as a director of the corporation. Dr. Vollert will be entitled to a pro rata share of the 2026-2027 $110,000 annual retainer and $235,000 common stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in Exhibit 10.9 to State Street’s annual report on Form 10-K for the year ended December 31, 2025.

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2. Sep 14, 2026

   On September 14, 2026, State Street Corporation announced two executive leadership appointments. Mostapha Tahiri, currently Enterprise Chief Operating Officer, has been appointed President of State Street Alpha and will continue as Chairman of Asia Pacific. Ann Fogarty, currently Investment Services Chief Operating Officer, has been appointed Enterprise Chief Operating Officer, succeeding Mr. Tahiri. These appointments are effective immediately. Ms. Fogarty, age 60, had served as State Street’s Executive Vice President and Chief Operating Officer of Investment Services since July 2025. From March 2022 to July 2025, she served as Executive Vice President and Head of Global Delivery. Ms. Fogarty joined State Street in March 2021 as Executive Vice President and Deputy Head of Global Delivery.

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3. Mar 31, 2026

   On March 27, 2026, State Street Corporation appointed C. Jack Read to serve as Executive Vice President, Global Controller and Chief Accounting Officer, effective August 10, 2026, succeeding Elizabeth M. Schaefer. Mr. Read, age 57, has served as Managing Director, Global Controller and Chief Accounting Officer of MSCI Inc., a provider of investment decision support tools and solutions for global investors, since August 2024, and from August 2018 to August 2024 he served as Executive Vice President, Controller and Chief Accounting Officer at Citizens Financial Group, a financial services and retail banking firm. Prior to that role, he held senior risk management, financial operations and tax roles at MUFG Americas, JPMorgan Chase and Washington Mutual Bank and was a tax advisory partner at KPMG. In connection with his employment with State Street, Mr.

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4. Mar 23, 2026

   On March 19, 2026, State Street Corporation’s Board of Directors elected Susan Gordon as an independent director of the corporation. Ms. Gordon has also been appointed as a member to the Board’s Examining and Audit Committee and its Technology and Operations Committee effective the date of her election to the Board. There are no arrangements or understandings between Ms. Gordon and any other persons pursuant to which Ms. Gordon was elected as a director of the corporation. Ms. Gordon will be entitled to a pro rata share of the 2025-2026 $110,000 annual retainer and $235,000 common stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in Exhibit 10.9 to State Street’s annual report on Form 10-K for the year ended December 31, 2025.

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5. Sep 17, 2025

   On September 15, 2025, State Street Corporation’s Board of Directors elected Brian J. Porter as an independent director of the corporation. Mr. Porter has also been appointed as a member to the Board’s Human Resources Committee and its Risk Committee effective the date of his election to the Board. There are no arrangements or understandings between Mr. Porter and any other persons pursuant to which Mr. Porter was elected as a director of the corporation. Mr. Porter will be entitled to a pro rata share of the 2025-2026 $110,000 annual retainer and $235,000 common stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in Exhibit 10.2 to State Street’s quarterly report on Form 10-Q for the quarter ended June 30, 2025.

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6. Apr 30, 2025

   On April 30, 2025, State Street Corporation (“State Street”) announced that it is appointing John F. Woods to serve as Chief Financial Officer (“CFO”), effective no later than August 25, 2025. Upon Mr. Woods assuming the CFO role, Mark R. Keating will cease serving as interim CFO and continue with his other current areas of responsibility. Mr. Woods, 60, has served as CFO of Citizens Financial Group, Inc. (“Citizens”) since 2017. He was named Citizens’ Vice Chair in 2019 and has responsibility for its Financial Planning, Controller, Investor Relations, Strategy and Corporate Development, Treasury, Tax, Business line finance, and Property and Procurement groups. Prior to Citizens, Mr. Woods spent several years at Mitsubishi UFJ Financial Group (“MUFG”), in a variety of finance leadership roles, most recently as CFO of MUFG Americas Holdings Corporation. Prior to that, Mr.

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7. Jan 17, 2025

   As previously disclosed, in October 2024 Eric Aboaf informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s Vice Chairman and Chief Financial Officer (“CFO”) in February 2025 to take a position with a firm outside of banking. Mr. Aboaf’s last day at State Street will be the day State Street files its annual report on Form 10-K for the 2024 fiscal year with the U.S. Securities and Exchange Commission. Provided he remains at State Street through that date, State Street will deem the notice period under his outstanding deferred compensation awards to be satisfied. On January 14, 2025, the State Street Board of Directors appointed Mark R. Keating as interim CFO, effective upon Mr. Aboaf’s departure. Mr. Keating, 56, has served as State Street’s Executive Vice President and Chief Financial Officer for Investment Services, since 2018.

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8. Nov 13, 2024

   Election of Directors; Appointment of Certain Officers; Compensation Arrangements of Certain Officers. On November 8, 2024, State Street Corporation’s Board of Directors elected Patricia Halliday as a director of the corporation. There are no arrangements or understandings between Ms. Halliday and any other persons pursuant to which Ms. Halliday was elected as a director of the corporation. Ms. Halliday will be entitled to a pro rata share of the 2024-2025 $100,000 annual retainer and $195,000 stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in State Street’s definitive proxy statement for its 2024 annual meeting of shareholders and in Exhibit 10.9 to State Street’s annual report on Form 10-K for the fiscal year ended December 31, 2023.

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9. Oct 15, 2024

   On October 10, 2024, Eric Aboaf informed State Street of his intention to step down from his roles as State Street's vice chairman and chief financial officer to take a position with a firm outside of banking. Mr. Aboaf is expected to remain at State Street into February of 2025 through the filing of State Street's annual report on Form 10-K for the 2024 fiscal year with the U.S. Securities and Exchange Commission ("SEC"). State Street has commenced its succession plan with a formal internal and external search process.

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10. Mar 22, 2024

    Election of Directors, Appointment of Certain Officers; Compensation Arrangements of Certain Officers. As previously disclosed, on October 25, 2023, Ian W. Appleyard, Executive Vice President, Global Controller and Chief Accounting Officer, notified State Street Corporation (“State Street”) of his intent to retire in mid-2024. Mr. Appleyard will retire on June 6, 2024. On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement. Ms. Schaefer, 49, has served as State Street’s Senior Vice President and Deputy Controller since July 2016. She served as State Street’s interim Chief Accounting Officer from September 2017 to May 2018. She is a certified public accountant. Following her appointment, Ms.

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11. Oct 30, 2023

    On October 26, 2023, Louis D. Maiuri informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s president, chief operating officer and head of Investment Services at the end of this year. Mr. Maiuri will retire from State Street in early 2024. Provided that Mr. Maiuri remains an employee on December 31, 2023, State Street will deem the notice period under his outstanding deferred compensation awards to be satisfied. On January 1, 2024, Ronald P. O’Hanley will assume the office of president (in addition to his current positions as chairman and chief executive officer) and Moulay Mostapha Tahiri will assume the role of chief operating officer. Mr.

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12. May 19, 2023

    At the annual meeting of shareholders of State Street Corporation (“State Street”) held on May 17, 2023 (the “Annual Meeting”), State Street's shareholders approved the Amended and Restated 2017 Stock Incentive Plan (the “A&R Plan”), which amends and restates State Street’s 2017 Stock Incentive Plan to: • increase the number of shares of State Street’s common stock available for issuance under the A&R Plan by 6,775,000 shares; • delete obsolete provisions no longer required by Section 162(m) of the Internal Revenue Code of 1986, as amended, and any regulations thereunder; • eliminate the recycling of shares used to pay the exercise or measurement price of, and/or tax withholding with respect to, stock options and stock appreciation rights; • clarify that any dividends paid with respect to unvested shares of restricted stock will be accrued and paid only if such restricted stock vests; •…

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13. Dec 16, 2022

    On December 16, 2022, the Human Resources Committee of the Board of Directors (the “Board”) of State Street Corporation (the “Company”) revised the performance-based restricted stock units (“RSUs”) granted in early 2022 and described in the Company’s 2022 proxy statement. This action was taken to reflect the impact of the Company’s recent announcement that it had mutually agreed with Brown Brothers Harriman & Co. (“BBH”) to terminate the Company’s proposed acquisition of BBH’s Investor Services business. The revisions update the payout chart for one of the three core performance metrics (fee revenue growth) to remove the anticipated fee revenue growth, originally incorporated into the performance-based RSUs when granted in February 2022, attributable to the then-proposed BBH acquisition.

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14. May 9, 2022

    On May 9, 2022, State Street Corporation announced that its Board of Directors has appointed Louis D. Maiuri (age 57) to serve as its President and head of Institutional Services, and has appointed Eric W. Aboaf (age 57) to serve as Vice Chairman, effective immediately. Mr. Maiuri retains his Chief Operating Officer responsibilities, and Mr. Aboaf will continue to serve as Chief Financial Officer and will have expanded responsibility for State Street’s Global Markets business. Ronald P. O’Hanley will continue to serve as Chairman and Chief Executive Officer and will no longer serve as President. Mr. Maiuri joined State Street in October 2013 and since February 2019 has served as Executive Vice President and Chief Operating Officer. Prior to this role, Mr.

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15. Mar 28, 2022

    On March 28, 2022, State Street Corporation’s Board of Directors elected DonnaLee A. DeMaio as a director of the corporation. There are no arrangements or understandings between Ms. DeMaio and any other persons pursuant to which Ms. DeMaio was elected as a director of the corporation. Ms. DeMaio will be entitled to a pro rata share of the 2021-2022 $90,000 annual retainer and $195,000 stock retainer, and other director compensation arrangements under terms consistent with those previously disclosed in State Street’s definitive proxy statement for its 2021 annual meeting of shareholders and in Exhibit 10.9 to State Street’s annual report on Form 10-K for the fiscal year ended December 31, 2021. The pro-rated stock award will be based on the closing price of State Street’s common stock on the New York Stock Exchange on the date of election. Ms.

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Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021

From the company's 10-K XBRL data (SEC companyfacts).

People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.