Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 384,378 | reported | 16 Mar 2010 | tx 46+2,710,951.33−221,244.15 |
| STATE STREET CORP | 255,512 | reported | 26 May 2026 | tx 200+1,235,913−1,059,552 |
| Unum Group | 47,534 | reported | 26 May 2026 | tx 26+79,018−37,746.44 |
| MELLON FINANCIAL CORP | 0 | reported | 01 Jul 2007 | tx 46+644,028−1,156,737.35 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | SALE | STATE STREET CORP | 14,553 | 155.35 USD | 10b5-1 |
| 26 May 2026 | GRANT_AWARD | Unum Group | 2,191 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | Unum Group | 1,777 | 0.00 USD | |
| 15 May 2026 | EXERCISE | STATE STREET CORP | 2,204 | 0.00 USD | |
| 15 May 2026 | OTHER | STATE STREET CORP | 2,204 | 147.14 USD | |
| 15 May 2026 | EXERCISE | STATE STREET CORP | 2,204 | — | deriv |
| 02 Mar 2026 | SALE | STATE STREET CORP | 29,107 | 125.70 USD | |
| 26 Feb 2026 | GRANT_AWARD | STATE STREET CORP | 43,873 | 0.00 USD | |
| 13 Feb 2026 | OTHER | STATE STREET CORP | 1,343 | 130.65 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | STATE STREET CORP | 21,589 | 127.97 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | STATE STREET CORP | 43,918 | 127.97 USD | |
| 13 Feb 2026 | EXERCISE | STATE STREET CORP | 1,343 | 0.00 USD | |
| 13 Feb 2026 | EXERCISE | STATE STREET CORP | 2,204 | 0.00 USD | |
| 13 Feb 2026 | OTHER | STATE STREET CORP | 2,204 | 130.65 USD | |
| 13 Feb 2026 | GRANT_AWARD | STATE STREET CORP | 93,783 | 0.00 USD | |
| 13 Feb 2026 | EXERCISE | STATE STREET CORP | 2,204 | — | deriv |
| 13 Feb 2026 | EXERCISE | STATE STREET CORP | 1,343 | — | deriv |
| 14 Nov 2025 | OTHER | STATE STREET CORP | 2,204 | 116.23 USD | |
| 14 Nov 2025 | EXERCISE | STATE STREET CORP | 1,343 | 0.00 USD | |
| 14 Nov 2025 | OTHER | STATE STREET CORP | 1,343 | 116.23 USD | |
| 14 Nov 2025 | EXERCISE | STATE STREET CORP | 2,204 | 0.00 USD | |
| 14 Nov 2025 | EXERCISE | STATE STREET CORP | 2,204 | — | deriv |
| 14 Nov 2025 | EXERCISE | STATE STREET CORP | 1,343 | — | deriv |
| 28 Aug 2025 | GIFT | STATE STREET CORP | 17,410 | 0.00 USD | |
| 21 Aug 2025 | SALE | STATE STREET CORP | 13,330 | 112.39 USD |