8-KOther EventsExhibits & Filings

STATE STREET CORP 8-K Report, Corporate Update (Nov 25, 2014)

Filed November 25, 2014For Securities:STTSTT-PG

Summary

State Street Corporation (STT) filed an 8-K on November 25, 2014, to report the successful completion of a public offering of 30,000,000 depositary shares. These shares represent ownership in Series E Non-Cumulative Perpetual Preferred Stock, with each depositary share equivalent to $25. The offering generated approximately $727.8 million in net proceeds for State Street after accounting for expenses and underwriting fees. The company engaged a syndicate of underwriters, including Morgan Stanley & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities LLC, and Wells Fargo Securities, LLC, to facilitate the sale. The issuance was conducted under a registration statement and prospectus supplement filed with the SEC. This event represents a significant capital raise for State Street, likely intended for general corporate purposes or to bolster its capital position.

Key Highlights

  • 1State Street Corporation completed a public offering of 30,000,000 depositary shares on November 25, 2014.
  • 2The depositary shares represent interests in Series E Non-Cumulative Perpetual Preferred Stock.
  • 3Each depositary share has a liquidation preference of $25.
  • 4The offering generated net proceeds of approximately $727.8 million for State Street.
  • 5The offering was underwritten by a group of major financial institutions including Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo Securities.
  • 6The issuance was made under a Form S-3 registration statement and associated prospectus supplements.
  • 7A Deposit Agreement was entered into with American Stock Transfer & Trust Company, LLC as the depositary.

Frequently Asked Questions

The primary purpose of this Form 8-K filing was to report the completion of a public offering of 30,000,000 depositary shares by State Street Corporation.

State Street Corporation raised approximately $727.8 million in net proceeds from this offering after deducting expenses and underwriting discounts.

State Street issued depositary shares, each representing a 1/4,000th ownership interest in a share of State Street's Non-Cumulative Perpetual Preferred Stock, Series E.

The underwriters included Morgan Stanley & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities LLC, and Wells Fargo Securities, LLC, acting as representatives of the several underwriters.