8-KOther EventsExhibits & Filings

STATE STREET CORP 8-K Report, Corporate Update (Jan 31, 2024)

Filed January 31, 2024For Securities:STTSTT-PG

Summary

State Street Corporation (STT) has filed an 8-K report detailing the successful completion of a public offering and sale of 1,500,000 depositary shares. These shares represent ownership in its newly established Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I. The offering generated approximately $1.481 billion in net proceeds for State Street after deducting underwriting discounts and expenses. This capital raise is a significant event for investors, as it enhances the company's capital base. The preferred stock, with a liquidation preference of $100,000 per share (equivalent to $1,000 per depositary share), carries fixed rate reset non-cumulative perpetual characteristics. The details of the offering, including the underwriting agreement and the establishment of the preferred stock series, were finalized in late January 2024.

Key Highlights

  • 1State Street successfully completed a public offering of 1,500,000 depositary shares representing Series I Preferred Stock.
  • 2The company expects to receive approximately $1.481 billion in net proceeds from the offering.
  • 3The Series I Preferred Stock is a new class of Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock.
  • 4Each depositary share represents a 1/100th ownership interest in a share of preferred stock with a $100,000 liquidation preference per share.
  • 5The offering was conducted under a registration statement on Form S-3.
  • 6Key agreements related to the offering, including the underwriting agreement and deposit agreement, have been filed.
  • 7The net proceeds will bolster State Street's capital position.

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