Schaefer Elizabeth 4

What Happened

• Elizabeth Schaefer, SVP and Chief Accounting Officer of State Street Corp. (STT), had 191 shares withheld on May 15, 2026 to satisfy tax withholding obligations tied to the vesting of previously awarded deferred stock. The shares were valued at $152.85 each, for a total of $29,194 (disposition via tax withholding).

Key Details

• Transaction date and price: 2026-05-15 — 191 shares @ $152.85 each.
• Transaction amount: Approximately $29,194 total.
• Transaction code: F (shares withheld to satisfy tax withholding).
• Footnote: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock (F1).
• Shares owned after the transaction: Not disclosed in the filing.
• Filing date/timeliness: Report filed on 2026-05-19 (the filing appears to be within the typical two-business-day reporting window following the 2026-05-15 transaction).

Context

• This was a routine tax-withholding disposition following the vesting of deferred equity, not an open-market sale or a purchase. Tax-withholding transactions (code F) reflect settlements to cover tax liabilities and generally do not signal insider buying or selling intent. Purchases are typically more informative about insider sentiment than routine withholdings.