State Street insider activity
What the executives and directors of State Street actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$21M
net open-market flow, 12 m
1 open-market buy, 12 m
71.8%
of sale value on 10b5-1 plans, 12 m
200 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the 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 grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 164 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Sep 2, 2026 | RICHARDS MICHAEL L | 1,009 |
| Aug 31, 2026 | Read Craig Jack | 9,408 |
| Aug 14, 2026 | O HANLEY RONALD P | 13K |
| Aug 14, 2026 | RICHARDS MICHAEL L | 196 |
| Aug 14, 2026 | TAHIRI MOSTAPHA | 54 |
| May 20, 2026 | MATHEW SARA | 1,526 |
| May 20, 2026 | Fawcett Amelia C. | 1,526 |
| May 20, 2026 | Portalatin Julio A | 1,526 |
| May 20, 2026 | Meaney William L | 1,526 |
| May 20, 2026 | Freda William C | 1,526 |
| May 20, 2026 | Chandoha Marie A | 1,526 |
| May 20, 2026 | Rhea John B | 2,533 |
| May 20, 2026 | DeMaio Donna | 1,526 |
| May 20, 2026 | O'Sullivan Sean | 1,526 |
| May 20, 2026 | Gordon Susan M. | 1,526 |
| May 20, 2026 | Halliday Patricia | 1,526 |
| May 20, 2026 | Porter Brian J. | 1,526 |
| May 15, 2026 | O HANLEY RONALD P | 2,204 |
| May 15, 2026 | Schaefer Elizabeth | 191 |
| May 15, 2026 | RICHARDS MICHAEL L | 195 |
| May 15, 2026 | TAHIRI MOSTAPHA | 91 |
| Mar 19, 2026 | Gordon Susan M. | 324 |
| Feb 26, 2026 | O HANLEY RONALD P | 44K |
| Feb 26, 2026 | Woods John F | 16K |
| Feb 26, 2026 | Hung Yie-Hsin | 20K |
| Feb 26, 2026 | Hu W. Bradford | 12K |
| Feb 26, 2026 | Horgan Kathryn M | 9,507 |
| Feb 26, 2026 | Schaefer Elizabeth | 4,216 |
| Feb 26, 2026 | PLANSKY JOHN | 13K |
| Feb 26, 2026 | AMBROSIUS JOERG | 12K |
| Feb 26, 2026 | RICHARDS MICHAEL L | 5,967 |
| Feb 26, 2026 | TAHIRI MOSTAPHA | 14K |
| Feb 26, 2026 | Shelton Mark | 11K |
| Feb 13, 2026 | O HANLEY RONALD P | 163K |
| Feb 13, 2026 | Hung Yie-Hsin | 16K |
| Feb 13, 2026 | Hu W. Bradford | 46K |
| Feb 13, 2026 | Horgan Kathryn M | 29K |
| Feb 13, 2026 | Schaefer Elizabeth | 211 |
| Feb 13, 2026 | PLANSKY JOHN | 40K |
| Feb 13, 2026 | AMBROSIUS JOERG | 16K |
| Feb 13, 2026 | RICHARDS MICHAEL L | 17K |
| Feb 13, 2026 | TAHIRI MOSTAPHA | 14K |
| Feb 13, 2026 | Shelton Mark | 2,529 |
| Nov 14, 2025 | O HANLEY RONALD P | 3,547 |
| Nov 14, 2025 | Schaefer Elizabeth | 173 |
| Nov 14, 2025 | PLANSKY JOHN | 3,601 |
| Nov 14, 2025 | RICHARDS MICHAEL L | 333 |
| Nov 14, 2025 | TAHIRI MOSTAPHA | 74 |
| Nov 11, 2025 | Hung Yie-Hsin | 6,000 |
| Sep 15, 2025 | Porter Brian J. | 1,398 |
| Aug 29, 2025 | Woods John F | 78K |
| Aug 28, 2025 | O HANLEY RONALD P | 17K |
| Aug 15, 2025 | O HANLEY RONALD P | 3,546 |
| Aug 15, 2025 | Schaefer Elizabeth | 173 |
| Aug 15, 2025 | RICHARDS MICHAEL L | 206 |
| Aug 15, 2025 | TAHIRI MOSTAPHA | 70 |
| Aug 15, 2025 | Bisegna Anthony | 567 |
| Aug 15, 2025 | Keating Mark R | 590 |
| Aug 11, 2025 | Hung Yie-Hsin | 1,700 |
| Aug 6, 2025 | Chandoha Marie A | 5,469 |
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.
The chart, in numbers
| Flow | Shares |
|---|---|
| Granted | 384K |
| Vested / exercised | 12K |
| Bought on market | 2,500 |
| Withheld for tax | 163K |
| Planned sales (10b5-1) | 100K |
| Discretionary sales | 44K |
| Gifts | 18K |
| Kept | 74K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to 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.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| O HANLEY RONALD P | 218K | 230K | 105.8 |
| Horgan Kathryn M | 84K | 103K | 122.4 |
| SUMME GREGORY L | 97K | 100K | 103.6 |
| Woods John F | 78K | 94K | 120.6 |
| FRANZ BRIAN J | 49K | 81K | 167.1 |
Who holds what
the 14 largest holdings of 36| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| O HANLEY RONALD P Chairman, CEO and President Last trade Jul 21, 2026 | CEO | 315K | – | $8.6M | net selling over the year: 0 months buying, 3 months selling | Jul 21, 2026 |
| Aboaf Eric W. Vice Chairman and CFO Last trade Aug 14, 2024 | CFO | 130K | – | – | Aug 14, 2024 | |
| Maiuri Louis D President and COO Last trade Nov 20, 2023 | COO | 125K | – | – | Nov 20, 2023 | |
| Horgan Kathryn M Executive Vice President Last trade Jul 21, 2026 | Officer | 103K | – | $3.3M | net selling over the year: 0 months buying, 4 months selling | Jul 21, 2026 |
| SUMME GREGORY L Last trade Feb 18, 2025 | Director | 100K | – | – | Feb 18, 2025 | |
| Woods John F EVP and CFO | CFO | 94K | – | – | – | |
| FRANZ BRIAN J Executive Vice President | Officer | 91K | – | – | – | |
| Hung Yie-Hsin EVP; President and CEO of SSIM Last trade Oct 16, 2024 | CEO | 89K | – | – | Oct 16, 2024 | |
| PHELAN DAVID C EVP; Gen Counsel and Secretary Last trade Feb 24, 2023 | Officer | 71K | – | – | Feb 24, 2023 | |
| Fawcett Amelia C. Last trade Jul 28, 2017 | Director | 65K | – | – | Jul 28, 2017 | |
| AMBROSIUS JOERG Executive Vice President Last trade Feb 23, 2026 | Officer | 65K | – | $1.1M | net selling over the year: 0 months buying, 1 month selling | Feb 23, 2026 |
| TAHIRI MOSTAPHA EVP and COO Last trade Apr 22, 2026 | COO | 64K | – | $1.5M | net selling over the year: 0 months buying, 1 month selling | Apr 22, 2026 |
| PLANSKY JOHN Executive Vice President Last trade Mar 11, 2026 | Officer | 56K | – | $2.0M | net selling over the year: 0 months buying, 1 month selling | Mar 11, 2026 |
| Milrod Donna M Executive Vice President Last trade Nov 18, 2024 | Officer | 53K | – | – | Nov 18, 2024 |
Open-market trade log
the 60 most recent of 924| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | Schaefer Elizabeth (Officer) 500 shares $181.19 +0.0% since trade filed Aug 4, 2026 | Discretionary sale | 500 | $181.19 | $91K | +0.0% | Aug 4, 2026 |
| Jul 24, 2026 | Hu W. Bradford (Officer) 9,758 shares $184.52 −1.8% since trade filed Jul 28, 2026 | Planned sale (10b5-1) | 9,758 | $184.52 | $1.8M | −1.8% | Jul 28, 2026 |
| Jul 21, 2026 | O HANLEY RONALD P (CEO) 15K shares $184.17 −1.6% since trade filed Jul 23, 2026 | Planned sale (10b5-1) | 15K | $184.17 | $2.7M | −1.6% | Jul 23, 2026 |
| Jul 21, 2026 | Horgan Kathryn M (Officer) 5,523 shares $184.17 −1.6% since trade filed Jul 23, 2026 | Planned sale (10b5-1) | 5,523 | $184.17 | $1.0M | −1.6% | Jul 23, 2026 |
| Jun 11, 2026 | Horgan Kathryn M (Officer) 5,500 shares $162.78 +11.3% since trade filed Jun 15, 2026 | Planned sale (10b5-1) | 5,500 | $162.78 | $895K | +11.3% | Jun 15, 2026 |
| Jun 8, 2026 | RICHARDS MICHAEL L (Officer) 1,500 shares $162.14 +11.8% since trade filed Jun 9, 2026 | Discretionary sale | 1,500 | $162.14 | $243K | +11.8% | Jun 9, 2026 |
| May 26, 2026 | O HANLEY RONALD P (CEO) 15K shares $155.35 +16.6% since trade filed May 28, 2026 | Planned sale (10b5-1) | 15K | $155.35 | $2.3M | +16.6% | May 28, 2026 |
| May 26, 2026 | Hu W. Bradford (Officer) 9,212 shares $155.35 +16.6% since trade filed May 28, 2026 | Planned sale (10b5-1) | 9,212 | $155.35 | $1.4M | +16.6% | May 28, 2026 |
| May 13, 2026 | Schaefer Elizabeth (Officer) 500 shares $150.87 +20.1% since trade filed May 15, 2026 | Discretionary sale | 500 | $150.87 | $75K | +20.1% | May 15, 2026 |
| Apr 22, 2026 | RICHARDS MICHAEL L (Officer) 3,000 shares $153.89 +17.7% since trade filed Apr 24, 2026 | Discretionary sale | 3,000 | $153.89 | $462K | +17.7% | Apr 24, 2026 |
| Apr 22, 2026 | TAHIRI MOSTAPHA (COO) 9,611 shares $152.93 +18.5% since trade filed Apr 24, 2026 | Discretionary sale | 9,611 | $152.93 | $1.5M | +18.5% | Apr 24, 2026 |
| Mar 11, 2026 | PLANSKY JOHN (Officer) 16K shares $124.32 +45.7% since trade filed Mar 12, 2026 | Discretionary sale | 16K | $124.32 | $2.0M | +45.7% | Mar 12, 2026 |
| Mar 5, 2026 | Porter Brian J. (Director) 2,500 shares $124.99 +45.0% since trade filed Mar 9, 2026 | Open-market buy | 2,500 | $124.99 | $312K | +45.0% | Mar 9, 2026 |
| Mar 2, 2026 | O HANLEY RONALD P (CEO) 29K shares $125.70 +44.1% since trade filed Mar 4, 2026 | Planned sale (10b5-1) | 29K | $125.70 | $3.7M | +44.1% | Mar 4, 2026 |
| Feb 24, 2026 | RICHARDS MICHAEL L (Officer) 2,500 shares $127.91 +41.7% since trade filed Feb 25, 2026 | Discretionary sale | 2,500 | $127.91 | $320K | +41.7% | Feb 25, 2026 |
| Feb 23, 2026 | Horgan Kathryn M (Officer) 5,676 shares $127.10 +42.6% since trade filed Feb 25, 2026 | Planned sale (10b5-1) | 5,676 | $127.10 | $721K | +42.6% | Feb 25, 2026 |
| Feb 23, 2026 | AMBROSIUS JOERG (Officer) 8,765 shares $128.00 +41.6% since trade filed Feb 25, 2026 | Discretionary sale | 8,765 | $128.00 | $1.1M | +41.6% | Feb 25, 2026 |
| Nov 28, 2025 | Horgan Kathryn M (Officer) 5,676 shares $118.55 +52.8% since trade filed Dec 2, 2025 | Planned sale (10b5-1) | 5,676 | $118.55 | $673K | +52.8% | Dec 2, 2025 |
| Oct 27, 2025 | RICHARDS MICHAEL L (Officer) 1,500 shares $117.24 +54.6% since trade filed Oct 29, 2025 | Discretionary sale | 1,500 | $117.24 | $176K | +54.6% | Oct 29, 2025 |
| Aug 26, 2025 | RICHARDS MICHAEL L (Officer) 1,000 shares $115.17 +57.3% since trade filed Aug 28, 2025 | Discretionary sale | 1,000 | $115.17 | $115K | +57.3% | Aug 28, 2025 |
| Aug 21, 2025 | O HANLEY RONALD P (CEO) 13K shares $112.39 +61.2% since trade filed Aug 25, 2025 | Discretionary sale | 13K | $112.39 | $1.5M | +61.2% | Aug 25, 2025 |
| Aug 19, 2025 | Schaefer Elizabeth (Officer) 1,576 shares $111.07 +63.1% since trade filed Aug 21, 2025 | Discretionary sale | 1,576 | $111.07 | $175K | +63.1% | Aug 21, 2025 |
| Aug 12, 2025 | O HANLEY RONALD P (CEO) 1,699 shares $111.47 +62.6% since trade filed Aug 13, 2025 | Planned sale (10b5-1) | 1,699 | $111.47 | $189K | +62.6% | Aug 13, 2025 |
| Aug 12, 2025 | O HANLEY RONALD P (CEO) 39K shares $111.24 +62.9% since trade filed Aug 13, 2025 | Planned sale (10b5-1) | 39K | $111.24 | $4.4M | +62.9% | Aug 13, 2025 |
| Jul 22, 2025 | RICHARDS MICHAEL L (Officer) 990 shares $109.29 +65.8% since trade filed Jul 24, 2025 | Discretionary sale | 990 | $109.29 | $108K | +65.8% | Jul 24, 2025 |
| May 30, 2025 | O HANLEY RONALD P (CEO) 94 shares $96.72 +87.3% since trade filed Jun 3, 2025 | Planned sale (10b5-1) | 94 | $96.72 | $9K | +87.3% | Jun 3, 2025 |
| May 30, 2025 | O HANLEY RONALD P (CEO) 41K shares $96.21 +88.3% since trade filed Jun 3, 2025 | Planned sale (10b5-1) | 41K | $96.21 | $4.0M | +88.3% | Jun 3, 2025 |
| May 30, 2025 | Horgan Kathryn M (Officer) 11K shares $96.61 +87.6% since trade filed Jun 3, 2025 | Planned sale (10b5-1) | 11K | $96.61 | $1.1M | +87.6% | Jun 3, 2025 |
| May 9, 2025 | RICHARDS MICHAEL L (Officer) 750 shares $94.04 +92.7% since trade filed May 13, 2025 | Discretionary sale | 750 | $94.04 | $71K | +92.7% | May 13, 2025 |
| May 6, 2025 | Schaefer Elizabeth (Officer) 1,300 shares $90.72 +99.7% since trade filed May 8, 2025 | Discretionary sale | 1,300 | $90.72 | $118K | +99.7% | May 8, 2025 |
| May 2, 2025 | TAHIRI MOSTAPHA (COO) 3,989 shares $90.43 +100.4% since trade filed May 5, 2025 | Discretionary sale | 3,989 | $90.43 | $361K | +100.4% | May 5, 2025 |
| May 1, 2025 | PLANSKY JOHN (Officer) 12K shares $88.83 +104.0% since trade filed May 5, 2025 | Discretionary sale | 12K | $88.83 | $1.0M | +104.0% | May 5, 2025 |
| May 1, 2025 | Bisegna Anthony (Officer) 3,500 shares $88.74 +104.2% since trade filed May 5, 2025 | Discretionary sale | 3,500 | $88.74 | $311K | +104.2% | May 5, 2025 |
| Feb 28, 2025 | de Saint-Aignan Patrick (Director) 20K shares $98.24 +84.4% since trade filed Mar 4, 2025 | Discretionary sale | 20K | $98.24 | $1.9M | +84.4% | Mar 4, 2025 |
| Feb 19, 2025 | AMBROSIUS JOERG (Officer) 2,880 shares $100.07 +81.1% since trade filed Feb 21, 2025 | Discretionary sale | 2,880 | $100.07 | $288K | +81.1% | Feb 21, 2025 |
| Feb 18, 2025 | SUMME GREGORY L (Director) 3,000 shares $100.00 +81.2% since trade filed Feb 19, 2025 | Discretionary sale | 3,000 | $100.00 | $300K | +81.2% | Feb 19, 2025 |
| Feb 18, 2025 | SUMME GREGORY L (Director) 11K shares $100.00 +81.2% since trade filed Feb 19, 2025 | Discretionary sale | 11K | $100.00 | $1.1M | +81.2% | Feb 19, 2025 |
| Feb 18, 2025 | de Saint-Aignan Patrick (Director) 8,028 shares $99.96 +81.3% since trade filed Feb 19, 2025 | Discretionary sale | 8,028 | $99.96 | $802K | +81.3% | Feb 19, 2025 |
| Feb 18, 2025 | Fogarty Ann (Officer) 3,705 shares $99.47 +82.2% since trade filed Feb 19, 2025 | Planned sale (10b5-1) | 3,705 | $99.47 | $369K | +82.2% | Feb 19, 2025 |
| Nov 25, 2024 | Horgan Kathryn M (Officer) 13K shares $97.97 +84.9% since trade filed Nov 26, 2024 | Planned sale (10b5-1) | 13K | $97.97 | $1.2M | +84.9% | Nov 26, 2024 |
| Nov 25, 2024 | Fogarty Ann (Officer) 1,500 shares $97.97 +84.9% since trade filed Nov 26, 2024 | Planned sale (10b5-1) | 1,500 | $97.97 | $147K | +84.9% | Nov 26, 2024 |
| Nov 18, 2024 | Milrod Donna M (Officer) 101 shares $95.36 +90.0% since trade filed Nov 19, 2024 | Planned sale (10b5-1) | 101 | $95.36 | $10K | +90.0% | Nov 19, 2024 |
| Oct 18, 2024 | PLANSKY JOHN (Officer) 14K shares $91.32 +98.4% since trade filed Oct 21, 2024 | Discretionary sale | 14K | $91.32 | $1.3M | +98.4% | Oct 21, 2024 |
| Oct 17, 2024 | Schaefer Elizabeth (Officer) 500 shares $92.50 +95.9% since trade filed Oct 18, 2024 | Discretionary sale | 500 | $92.50 | $46K | +95.9% | Oct 18, 2024 |
| Oct 16, 2024 | Hung Yie-Hsin (CEO) 3,500 shares $93.00 +94.8% since trade filed Oct 18, 2024 | Discretionary sale | 3,500 | $93.00 | $326K | +94.8% | Oct 18, 2024 |
| Oct 14, 2024 | Meaney William L (Director) 10 shares $90.88 +99.4% since trade filed Nov 19, 2024 late | Open-market buy | 10 | $90.88 | $909 | +99.4% | Nov 19, 2024 late |
| Aug 23, 2024 | PLANSKY JOHN (Officer) 12K shares $82.91 +118.5% since trade filed Aug 26, 2024 | Discretionary sale | 12K | $82.91 | $1.0M | +118.5% | Aug 26, 2024 |
| Aug 16, 2024 | Milrod Donna M (Officer) 102 shares $80.65 +124.7% since trade filed Aug 19, 2024 | Planned sale (10b5-1) | 102 | $80.65 | $8K | +124.7% | Aug 19, 2024 |
| Aug 16, 2024 | Bisegna Anthony (Officer) 643 shares $80.65 +124.7% since trade filed Aug 19, 2024 | Planned sale (10b5-1) | 643 | $80.65 | $52K | +124.7% | Aug 19, 2024 |
| Aug 15, 2024 | Horgan Kathryn M (Officer) 6,776 shares $80.00 +126.5% since trade filed Aug 16, 2024 | Planned sale (10b5-1) | 6,776 | $80.00 | $542K | +126.5% | Aug 16, 2024 |
| Aug 14, 2024 | Aboaf Eric W. (CFO) 7,000 shares $79.09 +129.1% since trade filed Aug 16, 2024 | Planned sale (10b5-1) | 7,000 | $79.09 | $554K | +129.1% | Aug 16, 2024 |
| Aug 9, 2024 | Meaney William L (Director) 10 shares $77.71 +133.2% since trade filed Nov 19, 2024 late | Discretionary sale | 10 | $77.71 | $777 | +133.2% | Nov 19, 2024 late |
| Jun 17, 2024 | Meaney William L (Director) 10 shares $71.71 +152.7% since trade filed Nov 19, 2024 late | Open-market buy | 10 | $71.71 | $717 | +152.7% | Nov 19, 2024 late |
| Jun 14, 2024 | Meaney William L (Director) 25 shares $70.91 +155.5% since trade filed Nov 19, 2024 late | Open-market buy | 25 | $70.91 | $2K | +155.5% | Nov 19, 2024 late |
| May 31, 2024 | Milrod Donna M (Officer) 101 shares $74.33 +143.8% since trade filed Jun 3, 2024 | Planned sale (10b5-1) | 101 | $74.33 | $8K | +143.8% | Jun 3, 2024 |
| May 21, 2024 | Timby Sarah (Officer) 3,975 shares $77.41 +134.1% since trade filed May 22, 2024 | Discretionary sale | 3,975 | $77.41 | $308K | +134.1% | May 22, 2024 |
| May 17, 2024 | Meaney William L (Director) 10 shares $78.01 +132.3% since trade filed Nov 19, 2024 late | Open-market buy | 10 | $78.01 | $780 | +132.3% | Nov 19, 2024 late |
| May 16, 2024 | Bisegna Anthony (Officer) 643 shares $77.76 +133.0% since trade filed May 17, 2024 | Planned sale (10b5-1) | 643 | $77.76 | $50K | +133.0% | May 17, 2024 |
| May 14, 2024 | Aboaf Eric W. (CFO) 12K shares $76.53 +136.8% since trade filed May 16, 2024 | Planned sale (10b5-1) | 12K | $76.53 | $918K | +136.8% | May 16, 2024 |
| May 10, 2024 | AMBROSIUS JOERG (Officer) 4,000 shares $76.74 +136.1% since trade filed May 14, 2024 | Discretionary sale | 4,000 | $76.74 | $307K | +136.1% | May 14, 2024 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
237 Forms 4, 3 years
1 filed late
1 amendments
4.1 avg. days to file
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.