What the executives and directors of State Street Corporation actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| O HANLEY RONALD P Chairman, CEO and President | CEO | 313K | — | $14.7M |
| Aboaf Eric W. Vice Chairman and CFO | CFO | 130.1K | — | — |
| Maiuri Louis D President and COO | COO | 125K | — | — |
| Horgan Kathryn M Executive Vice President | Officer | 103.2K | — | $3.3M |
| SUMME GREGORY L | Director | 100K | — | — |
| Woods John F EVP and CFO | CFO | 94.2K | — | — |
| FRANZ BRIAN J Executive Vice President | Officer | 90.7K | — | — |
| Hung Yie-Hsin EVP; President and CEO of SSIM | CEO | 89K | — | — |
| PHELAN DAVID C EVP; Gen Counsel and Secretary | Officer | 71.3K | — | — |
| Fawcett Amelia C. | Director | 65.3K | — | — |
| AMBROSIUS JOERG Executive Vice President | Officer | 64.6K | — | $1.1M |
| TAHIRI MOSTAPHA EVP and COO | COO | 64.6K | — | $1.5M |
| PLANSKY JOHN Executive Vice President | Officer | 56.2K | — | $2M |
| Milrod Donna M Executive Vice President | Officer | 52.7K | — | — |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Schaefer Elizabeth (Officer) | Discretionary sale | 500 | $181.19 | $91K |
| 2026-07-24 | Hu W. Bradford (Officer) | Planned sale (10b5-1) | 9,758 | $184.52 | $1.8M |
| 2026-07-21 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 14.6K | $184.17 | $2.7M |
| 2026-07-21 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 5,523 | $184.17 | $1M |
| 2026-06-11 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 5,500 | $162.78 | $895K |
| 2026-06-08 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 1,500 | $162.14 | $243K |
| 2026-05-26 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 14.6K | $155.35 | $2.3M |
| 2026-05-26 | Hu W. Bradford (Officer) | Planned sale (10b5-1) | 9,212 | $155.35 | $1.4M |
| 2026-05-13 | Schaefer Elizabeth (Officer) | Discretionary sale | 500 | $150.87 | $75K |
| 2026-04-22 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 3,000 | $153.89 | $462K |
| 2026-04-22 | TAHIRI MOSTAPHA (COO) | Discretionary sale | 9,611 | $152.93 | $1.5M |
| 2026-03-11 | PLANSKY JOHN (Officer) | Discretionary sale | 16.1K | $124.32 | $2M |
| 2026-03-05 | Porter Brian J. (Director) | Open-market buy | 2,500 | $124.99 | $312K |
| 2026-03-02 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 29.1K | $125.70 | $3.7M |
| 2026-02-24 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 2,500 | $127.91 | $320K |
| 2026-02-23 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 5,676 | $127.10 | $721K |
| 2026-02-23 | AMBROSIUS JOERG (Officer) | Discretionary sale | 8,765 | $128.00 | $1.1M |
| 2025-11-28 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 5,676 | $118.55 | $673K |
| 2025-10-27 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 1,500 | $117.24 | $176K |
| 2025-08-26 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 1,000 | $115.17 | $115K |
| 2025-08-21 | O HANLEY RONALD P (CEO) | Discretionary sale | 13.3K | $112.39 | $1.5M |
| 2025-08-19 | Schaefer Elizabeth (Officer) | Discretionary sale | 1,576 | $111.07 | $175K |
| 2025-08-12 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 1,699 | $111.47 | $189K |
| 2025-08-12 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 39.5K | $111.24 | $4.4M |
| 2025-07-22 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 990 | $109.29 | $108K |
| 2025-05-30 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 94 | $96.72 | $9K |
| 2025-05-30 | O HANLEY RONALD P (CEO) | Planned sale (10b5-1) | 41.1K | $96.21 | $4M |
| 2025-05-30 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 11.1K | $96.61 | $1.1M |
| 2025-05-09 | RICHARDS MICHAEL L (Officer) | Discretionary sale | 750 | $94.04 | $71K |
| 2025-05-06 | Schaefer Elizabeth (Officer) | Discretionary sale | 1,300 | $90.72 | $118K |
| 2025-05-02 | TAHIRI MOSTAPHA (COO) | Discretionary sale | 3,989 | $90.43 | $361K |
| 2025-05-01 | PLANSKY JOHN (Officer) | Discretionary sale | 11.6K | $88.83 | $1M |
| 2025-05-01 | Bisegna Anthony (Officer) | Discretionary sale | 3,500 | $88.74 | $311K |
| 2025-02-28 | de Saint-Aignan Patrick (Director) | Discretionary sale | 19.7K | $98.24 | $1.9M |
| 2025-02-19 | AMBROSIUS JOERG (Officer) | Discretionary sale | 2,880 | $100.07 | $288K |
| 2025-02-18 | SUMME GREGORY L (Director) | Discretionary sale | 3,000 | $100.00 | $300K |
| 2025-02-18 | SUMME GREGORY L (Director) | Discretionary sale | 10.8K | $100.00 | $1.1M |
| 2025-02-18 | de Saint-Aignan Patrick (Director) | Discretionary sale | 8,028 | $99.96 | $802K |
| 2025-02-18 | Fogarty Ann (Officer) | Planned sale (10b5-1) | 3,705 | $99.47 | $369K |
| 2024-11-25 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 12.5K | $97.97 | $1.2M |
| 2024-11-25 | Fogarty Ann (Officer) | Planned sale (10b5-1) | 1,500 | $97.97 | $147K |
| 2024-11-18 | Milrod Donna M (Officer) | Planned sale (10b5-1) | 101 | $95.36 | $10K |
| 2024-10-18 | PLANSKY JOHN (Officer) | Discretionary sale | 13.9K | $91.32 | $1.3M |
| 2024-10-17 | Schaefer Elizabeth (Officer) | Discretionary sale | 500 | $92.50 | $46K |
| 2024-10-16 | Hung Yie-Hsin (CEO) | Discretionary sale | 3,500 | $93.00 | $326K |
| 2024-10-14 | Meaney William L (Director) | Open-market buy | 10 | $90.88 | $909 |
| 2024-08-23 | PLANSKY JOHN (Officer) | Discretionary sale | 12.2K | $82.91 | $1M |
| 2024-08-16 | Milrod Donna M (Officer) | Planned sale (10b5-1) | 102 | $80.65 | $8K |
| 2024-08-16 | Bisegna Anthony (Officer) | Planned sale (10b5-1) | 643 | $80.65 | $52K |
| 2024-08-15 | Horgan Kathryn M (Officer) | Planned sale (10b5-1) | 6,776 | $80.00 | $542K |
| 2024-08-14 | Aboaf Eric W. (CFO) | Planned sale (10b5-1) | 7,000 | $79.09 | $554K |
| 2024-08-09 | Meaney William L (Director) | Discretionary sale | 10 | $77.71 | $777 |
| 2024-06-17 | Meaney William L (Director) | Open-market buy | 10 | $71.71 | $717 |
| 2024-06-14 | Meaney William L (Director) | Open-market buy | 25 | $70.91 | $2K |
| 2024-05-31 | Milrod Donna M (Officer) | Planned sale (10b5-1) | 101 | $74.33 | $8K |
| 2024-05-21 | Timby Sarah (Officer) | Discretionary sale | 3,975 | $77.41 | $308K |
| 2024-05-17 | Meaney William L (Director) | Open-market buy | 10 | $78.01 | $780 |
| 2024-05-16 | Bisegna Anthony (Officer) | Planned sale (10b5-1) | 643 | $77.76 | $50K |
| 2024-05-14 | Aboaf Eric W. (CFO) | Planned sale (10b5-1) | 12K | $76.53 | $918K |
| 2024-05-10 | AMBROSIUS JOERG (Officer) | Discretionary sale | 4,000 | $76.74 | $307K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.