STATE STREET CORP shareholders rejected Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition at the 2026-05-20 meeting.
“Proposal 4 – Shareholder Proposal Requesting the Adoption of a Policy and Amendment to the By-Laws Requiring the Chair of the Board to be an Independent Member of the Board in the next CEO transition For Against Abstain Broker Non-Votes 51,352,459 171,324,674 1,030,370* 17,269,746”
Shareholder Votes
STATE STREET CORP shareholders approved Ratification of the selection of Ernst & Young LLP as State Street’s independent registered public accounting firm for the year ending December 31, 2026 at the 2026-05-20 meeting.
“Proposal 3 - Ratification of the Selection of Ernst & Young LLP as State Street’s Independent Registered Public Accounting Firm for the Year Ending December 31, 2026 For Against Abstain Broker Non-Votes 221,395,564 19,494,699 86,986* **”
Shareholder Votes
STATE STREET CORP shareholders approved Advisory proposal on executive compensation at the 2026-05-20 meeting.
“Proposal 2 - Advisory Proposal on Executive Compensation For Against Abstain Broker Non-Votes 207,894,340 15,187,360 625,803* 17,269,746”
Shareholder Votes
STATE STREET CORP shareholders approved Election of thirteen director nominees at the 2026-05-20 meeting.
“Proposal 1 - Election of Directors For Against Abstain Broker Non-Votes Marie A. Chandoha 222,741,619 761,920 203,964 17,269,746 DonnaLee A. DeMaio 222,816,719 688,830 201,954 17,269,746 Amelia C. Fawcett 217,704,303 5,806,668 196,532 17,269,746 William C. Freda 218,319,030 5,187,501 200,972 17,269,746 Susan M. Gordon 223,171,019 333,404 203,080 17,269,746 Patricia M. Halliday 223,093,530 410,852 203,121 17,269,746 Sara Mathew 221,633,071 1,738,746 335,686 17,269,746 William L. Meaney 218,875,686 4,631,398 200,419 17,269,746 Ronald P. O'Hanley 211,448,466 12,060,580 198,457 17,269,746 Sean O'Sullivan 223,086,639 416,577 204,287 17,269,746 Julio A. Portalatin 221,943,492 1,560,483 203,528 17,269,746 Brian J. Porter 222,797,391 705,296 204,816 17,269,746 John B. Rhea 218,747,409 4,755,226 204,868 17,269,746”
Earnings Releases
STATE STREET CORP reported first-quarter 2026 results: revenue $3,796, net income $764, EPS $2.49.
“1Q26 4Q25 1Q25 % QoQ % YoY Income statement: Total fee revenue $ 2,960 $ 2,862 $ 2,570 3 % 15 % Net interest income 835 802 714 4 17 Other income 1 3 — (67) nm Total revenue 3,796 3,667 3,284 4 16 Provision for credit losses 16 8 12 nm 33 Total expenses 2,811 2,741 2,450 3 15 Net income 764 747 644 2 19 Financial ratios and other metrics: Diluted earnings”
Mark R. Keating changed role as Interim Chief Financial Officer at STATE STREET CORP.
“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.”
John F. Woods was appointed as Chief Financial Officer at STATE STREET CORP.
“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.”
Governance Changes
STATE STREET CORP: Filed Articles of Amendment to fix designations, preferences, limitations and relative rights of Series K Preferred Stock (effective 2025-01-31).
“On January 31, 2025, State Street Corporation (“State Street”) filed Articles of Amendment with the Secretary of the Commonwealth of the Commonwealth of Massachusetts for the purpose of amending its Articles of Organization to fix the designations, preferences, limitations and relative rights of its Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series K, without par value per share, with a liquidation preference of $100,000 per share (the “Preferred Stock”).”
Mark R. Keating was appointed as interim Chief Financial Officer at STATE STREET CORP.
“On January 14, 2025, the State Street Board of Directors appointed Mark R. Keating as interim CFO, effective upon Mr. Aboaf’s departure.”
Eric Aboaf departed as Vice Chairman and Chief Financial Officer at STATE STREET CORP.
“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.”
Patricia Halliday was elected as director at STATE STREET CORP.
“On November 8, 2024, State Street Corporation’s Board of Directors elected Patricia Halliday as a director of the corporation.”
Eric Aboaf departed as Chief Financial Officer at STATE STREET CORP.
“Eric Aboaf informed State Street of his intention to step down from his roles as State Street's vice chairman and chief financial officer”
Shareholder Votes
STATE STREET CORP shareholders approved Ratification of the selection of Ernst & Young LLP as independent registered public accounting firm at the 2024-05-15 meeting.
“Ratification of the Selection of Ernst & Young LLP as State Street’s Independent Registered Public Accounting Firm for the Year Ending December 31, 2024”
Shareholder Votes
STATE STREET CORP shareholders approved Advisory proposal on executive compensation at the 2024-05-15 meeting.
“Pursuant to Section 13(a) of the Exchange Act. ̈ Item 5.07. Submission of Matters to a Vote of Security Holders . At the Annual Meeting held on May 15, 2024, 266,899,021 shares of State Street’s common stock were represented in person or by proxy.”
Shareholder Votes
STATE STREET CORP shareholders approved Election of twelve director nominees at the 2024-05-15 meeting.
“for or against and the number of abstentions and broker non-votes, as applicable, in connection with each matter presented for shareholder consideration at the meeting”
Earnings Releases
STATE STREET CORP reported financial results for first-quarter of 2024.
“On April 12, 2024, State Street Corporation issued a news release announcing its results of operations for the first-quarter of 2024.”
Elizabeth M. Schaefer was appointed as Chief Accounting Officer at STATE STREET CORP.
“On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement.”
Ian W. Appleyard departed as Executive Vice President, Global Controller and Chief Accounting Officer at STATE STREET CORP.
“Mr. Appleyard will retire on June 6, 2024.”
Governance Changes
STATE STREET CORP: Amended Articles of Organization to fix designations of new Series I Preferred Stock (effective 2024-01-30).
“On January 30, 2024, State Street Corporation (“State Street”) filed Articles of Amendment with the Secretary of the Commonwealth of the Commonwealth of Massachusetts for the purpose of amending its Articles of Organization to fix the designations, preferences, limitations and relative rights of its Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I, without par value per share, with a liquidation preference of $100,000 per share (the “Preferred Stock”).”
Earnings Releases
STATE STREET CORP reported financial results for the fourth-quarter 2023 and full-year 2023.
“On January 19, 2024, State Street Corporation issued a news release announcing its results of operations for the fourth-quarter 2023 and full-year 2023.”
Moulay Mostapha Tahiri changed role as Chief Operating Officer at STATE STREET CORP.
“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.”
Ronald P. O'Hanley changed role as President at STATE STREET CORP.
“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.”
Louis D. Maiuri departed as President, Chief Operating Officer and Head of Investment Services at STATE STREET CORP.
“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.”
Earnings Releases
STATE STREET CORP reported third-quarter of 2023 results: revenue $2,691, net income $422, EPS $1.25.
“2Q23 3Q22 % QoQ % YoY Income statement: Total fee revenue $ 2,361 $ 2,419 $ 2,299 (2) % 3 % Net interest income 624 691 660 (10) (5) Other income (294) — — nm nm Total revenue 2,691 3,110 2,959 (13) (9) Provision for credit losses — (18) — nm nm Total expenses 2,180 2,212 2,110 (1) 3 Net income 422 763 690 (45) (39) Financial ratios and other metrics: Diluted”
Earnings Releases
STATE STREET CORP reported the second quarter of 2023 results: revenue 3,110, net income 763, EPS $2.17.
“2Q23 1Q23 2Q22 % QoQ % YoY Income statement: Total fee revenue $ 2,419 $ 2,335 $ 2,370 4 % 2 % Net interest income 691 766 584 (10) 18 Other income — — (1) nm nm Total revenue 3,110 3,101 2,953 — 5 Provision for credit losses (18) 44 10 nm nm Total expenses 2,212 2,369 2,108 (7) 5 Net income 763 549 747 39 2 Financial ratios and other metrics: Diluted”
Shareholder Votes
STATE STREET CORP shareholders rejected Shareholder proposal relating to asset management stewardship activities at the 2023-05-17 meeting.
“Proposal 6 – Shareholder Proposal”
Shareholder Votes
STATE STREET CORP shareholders approved Ratification of the Selection of Ernst & Young LLP as State Street’s Independent Registered Public Accounting Firm for the Year Ending December 31, 2023 at the 2023-05-17 meeting.
“Proposal 5 - Ratification of the Selection of Ernst & Young LLP as State Street’s Independent Registered Public Accounting Firm for the Year Ending December 31, 2023”
Shareholder Votes
STATE STREET CORP shareholders approved Amended and Restated 2017 Stock Incentive Plan at the 2023-05-17 meeting.
“Proposal 4 - Amended and Restated 2017 Stock Incentive Plan”
Shareholder Votes
STATE STREET CORP shareholders approved Advisory proposal on the frequency of future advisory proposals on executive compensation at the 2023-05-17 meeting.
“Proposal 3 - Advisory Proposal on the Frequency of Future Advisory Proposals on Executive Compensation”
Shareholder Votes
STATE STREET CORP shareholders approved Advisory proposal on executive compensation at the 2023-05-17 meeting.
“Proposal 2 - Advisory Proposal on Executive Compensation”
Shareholder Votes
STATE STREET CORP shareholders approved Election of twelve director nominees at the 2023-05-17 meeting.
“The shareholders voted: to elect the twelve director nominees”
Earnings Releases
STATE STREET CORP reported first-quarter of 2023 results: revenue $3,101, net income $549, EPS $1.52.
“1Q23 4Q22 1Q22 % QoQ % YoY Income statement: Total fee revenue $ 2,335 $ 2,364 $ 2,573 (1) % (9) % Net interest income 766 791 509 (3) 50 Other Income — — (1) nm nm Total revenue 3,101 3,155 3,081 (2) 1 Provision for credit losses 44 10 — nm nm Total expenses 2,369 2,256 2,327 5 2 Net income 549 733 604 (25) (9) Financial ratios and other metrics: Diluted”
Earnings Releases
STATE STREET CORP reported financial results for the fourth-quarter of 2022 and full-year 2022.
“On January 20, 2023, State Street Corporation issued a news release announcing its results of operations for the fourth-quarter of 2022 and full-year 2022.”
Governance Changes
STATE STREET CORP: 修改和重述公司附则，包括增加股东提名董事和提交提案的披露要求、调整提前通知截止日期以及其他技术性更新。 (effective 2022-12-15).
“On December 15, 2022, the Company’s Board approved an amendment and restatement of the Company’s By-laws (as so amended and restated, the “Amended and Restated By-laws”), effective immediately.”
Francisco Aristeguieta changed role as special advisor at STATE STREET CORP.
“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”
Ronald P. O'Hanley changed role as Chairman and Chief Executive Officer at STATE STREET CORP.
“Ronald P. O’Hanley will continue to serve as Chairman and Chief Executive Officer and will no longer serve as President.”
Eric W. Aboaf was appointed as Vice Chairman at STATE STREET CORP.
“and has appointed Eric W. Aboaf (age 57) to serve as Vice Chairman, effective immediately.”
Louis D. Maiuri was appointed as President at STATE STREET CORP.
“State Street Corporation announced that its Board of Directors has appointed Louis D. Maiuri (age 57) to serve as its President and head of Institutional Services”
DonnaLee A. DeMaio was elected as director at STATE STREET CORP.
“On March 28, 2022, State Street Corporation’s Board of Directors elected DonnaLee A. DeMaio as a director of the corporation.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.