Tapewire

NYSE · USD

TFC

TRUIST FINANCIAL CORP

Export transactions ↓
Tapewire entity
1440
SEC CIK
0000092230
Parsed reports
812

Last 12 months

Inside the activity.

1 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202601
Feb 202601
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202603
Aug 202600
Sep 202610
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 07, 2020 Filed Feb 11, 2020 22:55 UTC
Case ScottSr. Executive Vice President
Exercise / conversionRestricted Stock Units · Derivative 9,800 $54.27 $531,846.00
Disclosure

SEC source: 0001225208-20-001955 · doc4.xml · derivative · entry 3

Case Scott · CIK 0001730625 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,800 shares

Expires 2020-02-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F3 · derivative.underlying_shares: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 7,567.207 shares of SunTrust common stock.

Read SEC document
February 07, 2020 Filed Feb 11, 2020 22:55 UTC
Case ScottSr. Executive Vice President
Tax withholdingCommon Stock 2,950 $54.27 $160,096.50
Disclosure

SEC source: 0001225208-20-001955 · doc4.xml · nonDerivative · entry 2

Case Scott · CIK 0001730625 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,084

Read SEC document
February 07, 2020 Filed Feb 11, 2020 22:55 UTC
Case ScottSr. Executive Vice President
Exercise / conversionCommon Stock 9,800 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001955 · doc4.xml · nonDerivative · entry 1

Case Scott · CIK 0001730625 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,034

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Price $54.270

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Powell Cynthia BCorp. Controller, Exec VP
GrantCommon Stock 945 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001299 · doc4.xml · nonDerivative · entry 3

Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,036

F3 · shares: On February 20, 2018, the reporting person was granted 2,834 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 945 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Powell Cynthia BCorp. Controller, Exec VP
GrantCommon Stock 1,034 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001299 · doc4.xml · nonDerivative · entry 2

Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,091

F2 · shares: On February 26, 2019, the reporting person was granted 3,104 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 1,034 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Powell Cynthia BCorp. Controller, Exec VP
GrantCommon Stock 1,057 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001299 · doc4.xml · nonDerivative · entry 1

Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,057

F1 · shares: On February 21, 2017, the reporting person was granted 3,172 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 1,057 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Wilson Donta LSr. Exec. Vice President
GrantCommon Stock 1,363 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001298 · doc4.xml · nonDerivative · entry 4

Wilson Donta L · CIK 0001681329 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,188.099

F4 · shares: On February 20, 2018, the reporting person was granted 4,089 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 1,363 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Wilson Donta LSr. Exec. Vice President
GrantCommon Stock 1,529 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001298 · doc4.xml · nonDerivative · entry 3

Wilson Donta L · CIK 0001681329 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,825.099

F3 · shares: On February 21, 2017, the reporting person was granted 4,584 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 1,529 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Wilson Donta LSr. Exec. Vice President
GrantCommon Stock 1,874 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001298 · doc4.xml · nonDerivative · entry 2

Wilson Donta L · CIK 0001681329 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,296.099

F2 · shares: On February 26, 2019, the reporting person was granted 5,624 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 1,874 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Wilson Donta LSr. Exec. Vice President
GrantCommon Stock 5,378 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001298 · doc4.xml · nonDerivative · entry 1

Wilson Donta L · CIK 0001681329 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,422.099

F1 · shares: On February 21, 2017, the reporting person was granted 4,584 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 5,378 shares being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Standridge Brantley JSr. Exec. Vice President
GrantCommon Stock 1,363 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001297 · doc4.xml · nonDerivative · entry 4

Standridge Brantley J · CIK 0001681275 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,203

F4 · shares: On February 20, 2018, the reporting person was granted 4,089 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 1,363 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Standridge Brantley JSr. Exec. Vice President
GrantCommon Stock 1,529 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001297 · doc4.xml · nonDerivative · entry 3

Standridge Brantley J · CIK 0001681275 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,840

F3 · shares: On February 21, 2017, the reporting person was granted 4,584 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 1,529 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Standridge Brantley JSr. Exec. Vice President
GrantCommon Stock 1,874 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001297 · doc4.xml · nonDerivative · entry 2

Standridge Brantley J · CIK 0001681275 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,311

F2 · shares: On February 26, 2019, the reporting person was granted 5,624 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 1,874 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:42 UTC
Standridge Brantley JSr. Exec. Vice President
GrantCommon Stock 5,378 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001297 · doc4.xml · nonDerivative · entry 1

Standridge Brantley J · CIK 0001681275 · Sr. Exec. Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,437

F1 · shares: On February 21, 2017, the reporting person was granted 4,584 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 5,378 shares being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Weaver David HudsonSr. Executive Vice President
GrantCommon Stock 1,363 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001296 · doc4.xml · nonDerivative · entry 4

Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,789.67

F5 · shares: On February 20, 2018, the reporting person was granted 4,089 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 1,363 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Weaver David HudsonSr. Executive Vice President
GrantCommon Stock 1,529 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001296 · doc4.xml · nonDerivative · entry 3

Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,426.67

F4 · shares: On February 21, 2017, the reporting person was granted 4,584 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 1,529 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Weaver David HudsonSr. Executive Vice President
GrantCommon Stock 1,874 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001296 · doc4.xml · nonDerivative · entry 2

Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,897.67

F3 · shares: On February 26, 2019, the reporting person was granted 5,624 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 1,874 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Weaver David HudsonSr. Executive Vice President
GrantCommon Stock 5,378 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001296 · doc4.xml · nonDerivative · entry 1

Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,023.67

F1 · shares: On February 21, 2017, the reporting person was granted 4,584 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 5,378 shares being earned.

F2 · balance_after: Includes 4.965 shares acquired between September 2019 and December 2019, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Bible Daryl N.Chief Financial Officer
GrantCommon Stock 3,583 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 4

Bible Daryl N. · CIK 0001449506 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,978

F4 · shares: On February 20, 2018, the reporting person was granted 10,748 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 3,583 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Bible Daryl N.Chief Financial Officer
GrantCommon Stock 4,017 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 3

Bible Daryl N. · CIK 0001449506 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,395

F3 · shares: On February 21, 2017, the reporting person was granted 12,048 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 4,017 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Bible Daryl N.Chief Financial Officer
GrantCommon Stock 4,254 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 2

Bible Daryl N. · CIK 0001449506 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170,378

F2 · shares: On February 26, 2019, the reporting person was granted 12,765 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 4,254 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Bible Daryl N.Chief Financial Officer
GrantCommon Stock 14,136 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 1

Bible Daryl N. · CIK 0001449506 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,124

F1 · shares: On February 21, 2017, the reporting person was granted 12,048 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 14,136 shares being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Starnes Clarke R IIIChief Risk Officer
GrantCommon Stock 3,583 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001295 · doc4.xml · nonDerivative · entry 4

Starnes Clarke R III · CIK 0001385101 · Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,649

F4 · shares: On February 20, 2018, the reporting person was granted 10,748 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 3,583 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Starnes Clarke R IIIChief Risk Officer
GrantCommon Stock 4,017 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001295 · doc4.xml · nonDerivative · entry 3

Starnes Clarke R III · CIK 0001385101 · Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,066

F3 · shares: On February 21, 2017, the reporting person was granted 12,048 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 4,017 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Starnes Clarke R IIIChief Risk Officer
GrantCommon Stock 4,254 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001295 · doc4.xml · nonDerivative · entry 2

Starnes Clarke R III · CIK 0001385101 · Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,049

F2 · shares: On February 26, 2019, the reporting person was granted 12,765 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 4,254 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Starnes Clarke R IIIChief Risk Officer
GrantCommon Stock 14,136 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001295 · doc4.xml · nonDerivative · entry 1

Starnes Clarke R III · CIK 0001385101 · Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,795

F1 · shares: On February 21, 2017, the reporting person was granted 12,048 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 14,136 shares being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Henson Christopher LHead of Banking and Insurance
GrantCommon Stock 4,685 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001293 · doc4.xml · nonDerivative · entry 4

Henson Christopher L · CIK 0001289488 · Head of Banking and Insurance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,574

F4 · shares: On February 20, 2018, the reporting person was granted 14,053 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 4,685 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Henson Christopher LHead of Banking and Insurance
GrantCommon Stock 5,252 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001293 · doc4.xml · nonDerivative · entry 3

Henson Christopher L · CIK 0001289488 · Head of Banking and Insurance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,889

F3 · shares: On February 21, 2017, the reporting person was granted 15,753 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 5,252 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Henson Christopher LHead of Banking and Insurance
GrantCommon Stock 5,826 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001293 · doc4.xml · nonDerivative · entry 2

Henson Christopher L · CIK 0001289488 · Head of Banking and Insurance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,637

F2 · shares: On February 26, 2019, the reporting person was granted 17,479 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 5,826 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
Henson Christopher LHead of Banking and Insurance
GrantCommon Stock 18,483 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001293 · doc4.xml · nonDerivative · entry 1

Henson Christopher L · CIK 0001289488 · Head of Banking and Insurance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,811

F1 · shares: On February 21, 2017, the reporting person was granted 15,753 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 18,483 shares being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
KING KELLY SDirector · Chairman and CEO
GrantCommon Stock 9,792 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 4

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 428,137.747

F4 · shares: On February 20, 2018, the reporting person was granted 29,376 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 9,792 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
KING KELLY SDirector · Chairman and CEO
GrantCommon Stock 10,977 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 3

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 418,345.747

F3 · shares: On February 21, 2017, the reporting person was granted 32,928 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 10,977 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
KING KELLY SDirector · Chairman and CEO
GrantCommon Stock 11,906 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 2

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 407,368.747

F2 · shares: On February 26, 2019, the reporting person was granted 35,719 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 11,906 restricted stock units being earned.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:41 UTC
KING KELLY SDirector · Chairman and CEO
GrantCommon Stock 38,635 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 1

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 395,462.747

F1 · shares: On February 21, 2017, the reporting person was granted 32,928 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 38,635 shares being earned.

Read SEC document
December 18, 2019 Filed Dec 20, 2019 22:30 UTC
KING KELLY SDirector · Chairman and CEO
GiftCommon Stock 8,979 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-016022 · doc4.xml · nonDerivative · entry 2

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse

Disclosed balance after: 56,131.28

F2 · balance_after: Includes 532.936 shares acquired in December 2019, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 18, 2019 Filed Dec 20, 2019 22:30 UTC
KING KELLY SDirector · Chairman and CEO
GiftCommon Stock 8,979 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-016022 · doc4.xml · nonDerivative · entry 1

KING KELLY S · CIK 0001195189 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 356,827.747

F1 · balance_after: Includes 2,847.189 shares acquired in December 2019, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 11, 2019 Filed Dec 12, 2019 21:35 UTC SaleCommon Stock 2,457 $54.23 $133,241.88
Disclosure

SEC source: 0001225208-19-015699 · doc4.xml · nonDerivative · entry 1

QUBEIN NIDO R · CIK 0001195214 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,402

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $54.2200 to $54.2350. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
December 10, 2019 Filed Dec 12, 2019 21:35 UTC PurchaseCommon Stock 5,000 $55.16 $275,787.50
Disclosure

SEC source: 0001225208-19-015698 · doc4.xml · nonDerivative · entry 1

VOORHEES STEVEN C · CIK 0001195905 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,950

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 16,858 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 13

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,858

Underlying: Common Stock · 16,858 shares

Expires 2021-02-13

F16 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F18 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 13,071.672 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 22,133 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 12

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,133

Underlying: Common Stock · 22,133 shares

Expires 2020-02-14

F16 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F17 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 17,091.215 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 2,734 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 11

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,734

Underlying: Common Stock · 2,734 shares

Expires 2019-02-09

F13 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with the terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement.

F14 · derivative.exercise_price: (continued from footnote 13) Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F15 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 2,111.055 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 2,124 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 10

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,124

Underlying: Common Stock · 2,124 shares

Expires 2020-02-14

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F12 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 1,639.906 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 1,821 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 9

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,821

Underlying: Common Stock · 1,821 shares

Expires 2021-02-13

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F11 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 1,405.894 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 1,822 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 8

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,822

Underlying: Common Stock · 1,822 shares

Expires 2020-02-13

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F10 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 1,406.955 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 8,165 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 7

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,165

Underlying: Common Stock · 8,165 shares

Expires 2022-02-08

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F9 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 6,304.802 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 8,166 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 6

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,166

Underlying: Common Stock · 8,166 shares

Expires 2021-02-08

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F8 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 6,305.833 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 8,166 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 5

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,166

Underlying: Common Stock · 8,166 shares

Expires 2020-02-08

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F7 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 6,305.833 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 24,497 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 4

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,497

Underlying: Common Stock · 24,497 shares

Expires 2022-02-08

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F6 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 18,916.468 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantRestricted Stock Units · Derivative 60,274 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 3

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,274

Underlying: Common Stock · 60,274 shares

Expires 2022-10-01

F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F5 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 46,543.455 shares of SunTrust common stock.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:44 UTC
Thompson Joseph MSr. Executive Vice President
GrantPhantom Stock Units · Derivative 1,490 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028851 · doc4.xml · derivative · entry 2

Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,490

Underlying: Common Stock · 1,490 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock units immediately prior to the effective time of the Merger.

F3 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 1,150.8843 shares of SunTrust common stock.

F2 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock units immediately prior to the effective time of the Merger.

F2 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock units immediately prior to the effective time of the Merger.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.