undamentalytics Newsletter

State Street Corporation insider trading

Every open-market purchase and sale by State Street Corporation's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
State Street Corporation insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following State Street Corporation’s insiders pay?

From February 26, 2010 to August 4, 2026, 44 insiders reported 13 open-market purchases and 122 sales not made under a pre-set plan in State Street Corporation. Twelve months after each purchase was reported, the shares were 0.0% against the S&P 500 on average (median +0.6%), over 12 purchases with a full year of prices; 50% beat the index. After sales, the shares moved +0.3% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 31, 2011 into $17,574 by November 2, 2026, +3.6% a year. It held shares 39% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $23,537 (+5.6% a year), and held throughout $77,448 (+13.9%).

$0$25.0k$50.0k$75.0k 20112013201520172019202120232025 $77.4k$23.5k$17.6k
Copying State Street Corporation's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by State Street Corporation's insiders from January 31, 2011, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 39% of the time.
State Street Corporation: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Malerba James J EVP, Corporate Controller, CAO 0 — — 11 −1.9% (11) January 29, 2014
De Saint-Aignan Patrick Director 6 +1.9% (6) 50% 4 +6.1% (4) March 4, 2025
Richards Michael L EVP and Chief Admin Officer 0 — — 9 +22.3% (6) June 9, 2026
Antonellis Joseph C Vice Chairman 0 — — 7 −2.0% (7) November 13, 2014
Newth Sean P SVP, CAO and Controller 0 — — 7 −6.5% (7) August 17, 2017
Powers Scott F EVP; President and CEO of SSGA 0 — — 7 −3.8% (7) February 25, 2015
Quirk Alison A. Executive Vice President 0 — — 6 −0.7% (6) February 19, 2014
Schaefer Elizabeth SVP, Chief Accounting Officer 0 — — 6 +18.4% (4) August 4, 2026
Phalen James S Executive Vice President 0 — — 5 −3.0% (5) August 15, 2013
Plansky John Executive Vice President 0 — — 5 +8.2% (4) March 12, 2026
Ambrosius Joerg Executive Vice President 0 — — 4 +6.7% (3) February 25, 2026
Klinck John L. JR. Executive Vice President 0 — — 4 +3.3% (4) November 25, 2014
Perretta Christopher Executive Vice President 0 — — 4 −13.5% (4) May 29, 2015
Appleyard Ian EVP, CAO and Global Controller 0 — — 3 −19.6% (3) February 28, 2023
Erickson Andrew Executive Vice President 0 — — 3 +1.0% (3) January 25, 2022
Hooley Joseph L Chairman, President and CEO 0 — — 3 −1.9% (3) November 4, 2019
O Hanley Ronald P Chairman, CEO and President 1 +18.0% (1) 100% 2 +16.4% (2) August 25, 2025
Summe Gregory L Director 2 −4.0% (2) 50% 1 +16.2% (1) February 19, 2025
Aristeguieta Francisco EVP and CEO of Inst. Services 0 — — 2 +9.8% (2) November 17, 2021
Gruber David P Director 0 — — 2 −20.3% (2) January 28, 2011
Kedia Gunjan Executive Vice President 0 — — 2 −18.1% (2) August 13, 2015
Lamantia Charles R Director 0 — — 2 −19.4% (2) January 28, 2011
Maiuri Louis D Executive Vice President 1 −12.0% (1) 0% 1 +18.1% (1) October 25, 2018
Phelan David C EVP; Gen Counsel and Secretary 0 — — 2 −29.8% (2) February 28, 2023
Resch Edward J EVP and CFO 0 — — 2 +14.7% (2) June 3, 2013
Seck Wai-Kwong Executive Vice President 0 — — 2 −1.1% (2) February 28, 2017
Tahiri Mostapha EVP and COO 0 — — 2 +36.1% (1) April 24, 2026
Bisegna Anthony Executive Vice President 0 — — 1 +36.1% (1) May 5, 2025
Conway Jeff D Executive Vice President 0 — — 1 +18.1% (1) February 23, 2017
Coym Peter Director 1 −18.8% (1) 0% 0 — January 28, 2011
Fawcett Amelia C. Director 0 — — 1 −20.8% (1) July 31, 2017
Grove Hannah M Executive Vice President 0 — — 1 −26.5% (1) August 14, 2017
Hung Yie-Hsin EVP; President and CEO of SSGA 0 — — 1 +14.5% (1) October 18, 2024
Kuritzkes Andrew P EVP and Chief Risk Officer 0 — — 1 −18.7% (1) June 3, 2013
Lehner John Executive Vice President 0 — — 1 −0.1% (1) August 4, 2020
Meaney William L Director 1 +9.9% (1) 100% 0 — November 19, 2024
Milrod Donna M Executive Vice President 0 — — 1 +21.1% (1) February 26, 2024
O'neill Peter Executive Vice President 0 — — 1 −2.7% (1) February 6, 2014
Oleary David C EVP and CAO 0 — — 1 −19.6% (1) January 24, 2011
Porter Brian J. Director 1 — — 0 — March 9, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). The 40 most active of 44 insiders are shown. A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded State Street Corporation

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of State Street Corporation in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +5.7% against the index. After 13 selling crowds, +0.8%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20263 selling+20.7%+21.7%not yet
February 28, 20253 selling−1.6%+8.5%+14.8%
October 31, 20243 selling+0.7%+0.5%+8.9%
March 31, 20234 selling−9.7%−16.0%−22.7%
January 31, 20223 selling−19.4%−17.0%+8.2%
May 28, 20213 selling+1.5%−1.3%−14.0%
September 30, 20192 buying+26.2%+3.7%−10.4%
July 31, 20192 buying+14.3%+24.4%+2.0%
October 31, 20182 buying+3.1%−11.0%−13.6%
August 31, 20173 selling−4.1%+4.4%−23.9%
February 28, 20174 selling+0.4%+13.2%+18.4%
November 28, 20144 selling−3.9%−1.7%−6.5%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 16. Total returns from the month end; past patterns are not a forecast.

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