State Street names Elizabeth M. Schaefer as new CAO; Appleyard retiring June 6

STATE STREET CORP

Ian W. Appleyard, EVP & CAO, will retire on June 6, 2024; retirement announced Oct 2023.
Elizabeth M. Schaefer appointed CAO effective June 6; previously SVP & Deputy Controller since July 2016.
Schaefer will receive $400K base salary and $800K target incentive for 2024.
She served as interim CAO from Sept 2017 to May 2018 and is a CPA.

item 5.02

Executive movements

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Departed

Ian W. Appleyard

Executive Vice President, Global Controller and Chief Accounting Officer

STT · STATE STREET CORP

Effective: 2024-06-06
Successor: Elizabeth M. Schaefer
Filed: March 22, 2024, 7:59 PM ET

Mr. Appleyard will retire on June 6, 2024.

Appointed

Elizabeth M. Schaefer

Chief Accounting Officer

STT · STATE STREET CORP

Effective: 2024-06-06
Filed: March 22, 2024, 7:59 PM ET

On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Ian W. Appleyard departed as Executive Vice President, Global Controller and Chief Accounting Officer at STATE STREET CORP.

Action: retire
Role: Executive Vice President, Global Controller and Chief Accounting Officer

Exact text from the filing

Mr. Appleyard will retire on June 6, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Elizabeth M. Schaefer was appointed as Chief Accounting Officer at STATE STREET CORP.

Action: appointed
Role: Chief Accounting Officer

Exact text from the filing

On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement.

View on SEC.gov

STATE STREET CORP filing history →

Source: SEC EDGAR

accession 0000093751-24-000573

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