Highest-materiality recent filing
State Street sells 500K Series L preferred depositary shares, netting ~$495.7M
Offered 500,000 depositary shares, each representing 1/100th of a Series L preferred share with $100,000 liquidation preference ($1,000 per depositary share).
State Street raises ~$495.7M net via 500,000 Series L preferred depositary shares at $1,000 each
Offered 500,000 depositary shares at $1,000 each, each representing 1/100th of a Series L preferred share.
State Street Bank issues $1.25B in senior notes: 4.701% due 2029, 5.217% due 2034
Issued $750M of 4.701% Senior Notes due 2029 and $500M of 5.217% Senior Notes due 2034.
State Street Q2 EPS $3.65 (+68% YoY); revenue $4.0B (+17%); raises dividend 10%
Diluted EPS of $3.65 vs $2.17 YoY; net income $1.08B (+56%); total revenue $4.05B (+17%).
All 13 director nominees elected; CEO Ronald P. O'Hanley received 94.6% support (211.4M for, 12.1M against).
State Street issues $1.5B senior notes in two tranches due 2032 and 2037
Issued $800M aggregate principal of Fixed-to-Floating Rate Senior Notes due 2032.
State Street Q1 2026 EPS $2.49 ($2.84 ex-items); record revenue $3.8B, up 16% YoY
Diluted EPS $2.49 GAAP, $2.84 ex-notables; total revenue $3.796B (record), +16% YoY; fee revenue $2.960B (record), +15%.
State Street appoints C. Jack Read as Global Controller & CAO; effective Aug 10, 2026
Appointed C. Jack Read as EVP, Global Controller and CAO, succeeding Elizabeth M. Schaefer.
State Street elects Susan Gordon as independent director, effective March 19, 2026
Susan Gordon appointed to State Street's board as an independent director.
State Street Q4 2025 ex-notables EPS $2.97; total revenue up 7% to $3.67B
GAAP EPS $2.42 (down 2% YoY); ex-notables EPS $2.97; record fee revenue $2.86B (+8% YoY).
State Street to redeem $500M 5.751% Senior Notes due 2026 on Nov 4, 2025
Redeems all $500M of 5.751% Fixed-to-Floating Rate Senior Notes due 2026 on November 4, 2025.
State Street issues $1B Fixed-to-Floating Rate Senior Notes due 2036
$1,000,000,000 aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2036 issued on Oct 23, 2025.
State Street reports Q3 EPS $2.78, revenue up 9% YoY to $3.5B, dividend raised 11%
Diluted EPS $2.78 vs $2.26 in Q3 2024; total revenue $3.545B, up 9% YoY, driven by 8% fee revenue growth.
State Street elects Brian J. Porter to Board of Directors, effective Sept 15
Brian J. Porter elected as independent director, effective September 15, 2025.
State Street Q2 2025 EPS $2.17 ($2.53 ex-notables); revenue up 8% YoY
Total revenue $3.45B, +8% YoY; fee revenue $2.72B, +11% YoY.
State Street shareholders re-elect all directors, approve compensation, reject two proposals
All 11 director nominees elected; CEO Ronald P. O'Hanley received 224.2M votes for (lowest support).
State Street appoints John F. Woods as CFO with $750K base, $15M buyout
John F. Woods appointed CFO effective no later than Aug 25, 2025; interim CFO Mark R. Keating steps down.
State Street issues $2B in senior notes across three tranches
Issued $300M floating-rate notes due 2028, $700M fixed-to-floating notes due 2028, and $1B 4.834% notes due 2030.
State Street Q1 EPS $2.04, revenue up 5% YoY; announces $1B note redemption
Diluted EPS $2.04, up 49% YoY; adjusted EPS up ~21% excluding prior-year FDIC charge.
State Street SSGA reports 2024 AUM $4.7T, revenue $2.3B, pre-tax margin 29.4% at RBC conference
SSGA AUM of $4.7T as of Dec 2024, up 16% CAGR from 2022; revenue $2.3B (+9% YoY).
State Street issues $2.75B in senior notes across three tranches
Issued $1.35B of 4.536% Senior Notes due 2028, $650M of 4.729% Senior Notes due 2030, and $750M of Fixed-to-Floating Rate Senior Notes due 2036.
State Street to redeem all $500M 2.901% Senior Notes due 2026 on March 30, 2025
State Street will redeem all $500M of its 2.901% Fixed-to-Floating Rate Senior Notes due 2026.
State Street issues $750M Series K Preferred Stock, raising ~$743.1M net
750,000 depositary shares sold, each representing 1/100th interest in a Series K Preferred share with $100,000 liquidation preference.
State Street issues 750,000 depositary shares at $1,000 each, net proceeds ~$743M
Offering of Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series K; liquidation preference $100,000/share.
State Street Q4 EPS $2.46, adj. $2.60; revenue +12%; CFO departure
Q4 EPS $2.46 GAAP, $2.60 ex-notables; net income $783M vs $210M a year ago.
State Street to redeem $800M in senior notes in Jan/Feb 2025
Redeems $500M of 4.857% Fixed-to-Floating Senior Notes due 2026 on Jan 27, 2025 at par plus accrued interest.
State Street Bank issues $2.25B in three tranches of Senior Notes
Aggregate $2.25B: $300M floating rate notes due 2026, $1.15B 4.594% notes due 2026, $800M 4.782% notes due 2029.
State Street elects Patricia Halliday as director effective November 8, 2024
Director Patricia Halliday elected on Nov 8, 2024; no arrangements or understandings with others.
State Street issues $2.3B senior notes (4.330% fixed 2027; floating 2027; fixed-to-floating 2032)
Issued $1.2B 4.330% Senior Notes due 2027, $300M Floating Rate Senior Notes due 2027, and $800M Fixed-to-Floating Rate Senior Notes due 2032.
State Street reports record Q3 EPS of $2.26; CFO Eric Aboaf to step down
Record EPS $2.26, net income $730M (+73% YoY); total revenue $3.259B (+21%).
State Street to redeem $1B of 2.354% senior notes due 2025 on Nov 1, 2024
Redeeming $1,000,000,000 aggregate principal of 2.354% Fixed-to-Floating Rate Senior Notes due 2025.
State Street issues $1B in Fixed-to-Floating Rate Senior Notes due 2029
$1 billion aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2029 issued on August 20, 2024.
State Street to redeem all Series H Preferred Stock on Sept 16, 2024 at $100,000 per share
All 5,000 outstanding Series H Preferred shares to be redeemed for cash.
State Street issues 850,000 depositary shares of Series J Preferred Stock, nets ~$842.2M
850,000 depositary shares sold, each representing 1/100th of a Series J Preferred share.
State Street raises ~$842M via public offering of Series J preferred stock
State Street issued 850,000 depositary shares at $1,000 each, each representing 1/100th interest in a share of Series J preferred.
State Street Q2 EPS $2.15, revenue up 3% YoY; plans 10% dividend hike
Diluted EPS $2.15 vs $2.17 YoY (-1%); net income $711M (-7% YoY).
State Street shareholders elect all 12 directors, approve say-on-pay and auditor
All 12 director nominees elected; highest 'against' votes for Ronald O'Hanley (16.6M) and Amelia Fawcett (16.2M).
State Street announces details for annual shareholder meeting on May 15, 2024
Meeting to be held virtually on May 15, 2024 at 9:00 am EST.
State Street Q1 GAAP EPS $1.37, $1.69 ex-items; fee revenue up 4% YoY
Diluted GAAP EPS of $1.37; adjusted EPS of $1.69 after excluding $0.32 per share from FDIC special assessment.
State Street names Elizabeth M. Schaefer as new CAO; Appleyard retiring June 6
Ian W. Appleyard, EVP & CAO, will retire on June 6, 2024; retirement announced Oct 2023.
State Street issues $1B of 4.993% Senior Notes due 2027
Issued $1,000M aggregate principal of 4.993% Senior Notes due 2027 in a public offering.
State Street CEO and CFO present at UBS conference; no new financial data disclosed
Slides furnished for UBS Financial Services Conference on February 27, 2024.
State Street to redeem all Series D and Series F preferred stock on March 15, 2024
Series D: 7,500 shares redeemed at $100,000/share ($25/depositary share) on March 15, 2024.
State Street issues 1.5M depositary shares of Series I preferred, raising ~$1.48B net
Issued 1,500,000 depositary shares each representing 1/100th interest in Series I Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, liquidation preference $100,000/share.
Offering of 1,500,000 depositary shares at $1,000 each, representing 1/100th interest in Series I Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock.
State Street Q4 GAAP EPS $0.55, $2.04 ex-notables; FDIC charge hits; $5B buyback authorized
Q4 GAAP EPS $0.55 (diluted) vs $1.91 YoY; adjusted EPS excluding notable items $2.04.
State Street issues $1.5B in senior and subordinated notes due 2029/2034
Issued $1.0B Fixed-to-Floating Rate Senior Notes due 2029 and $500M Subordinated Notes due 2034.
State Street to redeem $500M of 3.776% Senior Notes due 2024 on Dec 3
Redeeming all $500M aggregate principal of 3.776% Fixed-to-Floating Rate Senior Notes due 2024.
State Street President & COO Louis Maiuri to retire; O'Hanley becomes President, Tahiri named COO
Louis D. Maiuri steps down as President, COO, and Head of Investment Services effective Dec 31, 2023; retires early 2024.
State Street Q3 GAAP EPS $1.25; adjusted $1.93; total revenue down 9% on portfolio repositioning
GAAP net income $422M, EPS $1.25 (down 31% YoY); excluding notable items, EPS $1.93.
On April 30, 2025, State Street Corporation (“State Street”) announced that it is appointing John F. Woods to serve as Chief Financial Officer (“CFO”), effective no later than August 25, 2025.
Upon Mr. Woods assuming the CFO role, Mark R. Keating will cease serving as interim CFO and continue with his other current areas of responsibility.
On January 14, 2025, the State Street Board of Directors appointed Mark R. Keating as interim CFO, effective upon Mr. Aboaf’s departure.
As previously disclosed, in October 2024 Eric Aboaf informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s Vice Chairman and Chief Financial Officer (“CFO”) in February 2025 to take a position with a firm outside of banking.
On November 8, 2024, State Street Corporation’s Board of Directors elected Patricia Halliday as a director of the corporation.
Eric Aboaf informed State Street of his intention to step down from his roles as State Street's vice chairman and chief financial officer
Mr. Appleyard will retire on June 6, 2024.
On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement.
On January 1, 2024, Ronald P. O’Hanley will assume the office of president (in addition to his current positions as chairman and chief executive officer) and Moulay Mostapha Tahiri will assume the role of chief operating officer.
On October 26, 2023, Louis D. Maiuri informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s president, chief operating officer and head of Investment Services at the end of this year.
On January 1, 2024, Ronald P. O’Hanley will assume the office of president (in addition to his current positions as chairman and chief executive officer) and Moulay Mostapha Tahiri will assume the role of chief operating officer.
State Street has eliminated the role of Chief Executive Officer of State Street Institutional Services, held by Francisco Aristeguieta. To promote an effective leadership transition, Mr. Aristeguieta has agreed to serve through January 31, 2023 as a special advisor to Mr. Maiuri
Max materiality 0.85 · Median 0.55 · Most common event debt