PLANSKY JOHN 4

What Happened

• John Plansky, Executive Vice President of State Street (STT), was granted/settled a performance award totaling 22,786 shares on 2026-02-13. To satisfy tax withholding, 9,595 shares and 7,729 shares were withheld (disposed) at $127.97/share, totaling $1,227,872 and $989,080 respectively (combined ~$2,216,952). Net shares added to his position from this settlement = 5,462 shares.

Key Details

• Transaction date: 2026-02-13; Filing date: 2026-02-18 (filed timely).
• Award (code A): 22,786 shares received at $0.00 per share (performance award settlement).
• Withholding (code F): 9,595 shares disposed at $127.97 ($1,227,872) and 7,729 shares disposed at $127.97 ($989,080) to cover tax obligations.
• Net new shares retained after withholding: 5,462 (22,786 − 17,324).
• Footnotes: F1 — settlement of a performance award granted Feb 24, 2023 as part of 2022 compensation. F2/F3 — shares withheld to satisfy tax withholding in connection with that settlement and vesting of previously awarded deferred stock.
• Shares owned after the transaction are not specified in the provided filing details.
• No 10b5‑1 plan or open-market sale is disclosed; the disposals are tax withholdings, not market sales.

Context

• This was a performance award settlement, not an open-market purchase or sale. The withheld shares served to cover tax obligations (a common administrative step), leaving Plansky with a net gain of 5,462 shares from the award. Such settlements are routine compensation events and do not necessarily indicate an insider buying or selling for investment reasons.