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NYSE · USD

TFC

TRUIST FINANCIAL CORP

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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

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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
March 15, 2024 Filed Mar 19, 2024 19:42 UTC
Cummins Hugh S. IIIVice Chair & COO
Tax withholdingCommon Stock 15,971 $34.86 $556,749.06
Disclosure

SEC source: 0001664272-24-000212 · f4_a1e2k00000wi8irual-live.xml · nonDerivative · entry 1

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 357,858.61

Read SEC document
March 07, 2024 Filed Mar 8, 2024 18:20 UTC SaleCommon Stock 3,764 $37.48 $141,084.13
Disclosure

SEC source: 0001664272-24-000201 · f4_a1e2k00000wi8gbual-live.xml · nonDerivative · entry 1

Boyer K. David Jr. · CIK 0001475856 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,132.003

F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $37.4800 to $37.4900. 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.

F2 · balance_after: Includes 85.876 shares acquired in March 2024, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:55 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000192 · f4_a1e2k00000wi8a9ual-live.xml · derivative · entry 2

VOORHEES STEVEN C · CIK 0001195905 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:52 UTC GrantCommon Stock 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000190 · f4_a1e2k00000wi8a4ual-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,882

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:49 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000188 · f4_a1e2k00000wi89zuad-live.xml · derivative · entry 3

SKAINS THOMAS E · CIK 0001238180 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:45 UTC GrantCommon Stock 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000186 · f4_a1e2k00000wi89uuad-live.xml · nonDerivative · entry 1

Sears Christine · CIK 0001334536 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,364

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:39 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000184 · f4_a1e2k00000wi89puad-live.xml · derivative · entry 9

PATTON CHARLES A · CIK 0001566014 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:30 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000182 · f4_a1e2k00000wi89kuad-live.xml · derivative · entry 2

MOREA DONNA S · CIK 0001212424 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:26 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000180 · f4_a1e2k00000wi89fuad-live.xml · derivative · entry 2

Haynesworth Linnie M · CIK 0001790292 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:12 UTC GrantCommon Stock 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000178 · f4_a1e2k00000wi89auad-live.xml · nonDerivative · entry 1

Graney Patrick C III · CIK 0001649732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,429

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:07 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000176 · f4_a1e2k00000wi89vuat-live.xml · derivative · entry 2

CLEMENT DALLAS S · CIK 0001198477 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:03 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000174 · f4_a1e2k00000wi89quat-live.xml · derivative · entry 2

Bundy Scanlan Agnes · CIK 0001701617 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 19:58 UTC GrantCommon Stock 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000172 · f4_a1e2k00000wi89luat-live.xml · nonDerivative · entry 1

Boyer K. David Jr. · CIK 0001475856 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,810.127

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024.

F2 · balance_after: Includes 340.609 shares acquired between March 2023 through December 2023, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 19:54 UTC GrantRestricted Stock Unit · Derivative 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000170 · f4_a1e2k00000wi89guat-live.xml · derivative · entry 2

BANNER JENNIFER S · CIK 0001143953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Underlying: Common Stock · 5,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 23:21 UTC
ROGERS WILLIAM H JRDirector · Chairman & CEO
GrantCommon Stock 30,726 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000168 · f4_a1e2k00000wi891uad-live.xml · nonDerivative · entry 4

ROGERS WILLIAM H JR · CIK 0001182002 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 487,736.644

F4 · shares: On February 22, 2021, the reporting person was granted 40,968 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 30,726 shares being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 23:21 UTC
ROGERS WILLIAM H JRDirector · Chairman & CEO
GrantCommon Stock 17,691 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000168 · f4_a1e2k00000wi891uad-live.xml · nonDerivative · entry 3

ROGERS WILLIAM H JR · CIK 0001182002 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 457,010.644

F3 · shares: On February 22, 2022, the reporting person was granted 53,071 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 17,691 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 23:21 UTC
ROGERS WILLIAM H JRDirector · Chairman & CEO
GrantCommon Stock 11,980 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000168 · f4_a1e2k00000wi891uad-live.xml · nonDerivative · entry 2

ROGERS WILLIAM H JR · CIK 0001182002 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439,319.644

F2 · shares: On February 22, 2021, the reporting person was granted 35,940 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 11,980 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 23:21 UTC
ROGERS WILLIAM H JRDirector · Chairman & CEO
GrantCommon Stock 9,871 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000168 · f4_a1e2k00000wi891uad-live.xml · nonDerivative · entry 1

ROGERS WILLIAM H JR · CIK 0001182002 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 427,339.644

F1 · shares: On February 24, 2020, the reporting person was granted 39,482 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 9,871 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:19 UTC
Wilson Donta LChief Consumer & SB BK Officer
GrantCommon Stock 7,960 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000166 · f4_a1e2k00000wi88wuad-live.xml · nonDerivative · entry 5

Wilson Donta L · CIK 0001681329 · Chief Consumer & SB BK Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,061.099

F5 · shares: On February 22, 2021, the reporting person was granted 10,614 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 7,960 shares being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:19 UTC
Wilson Donta LChief Consumer & SB BK Officer
GrantCommon Stock 1,103 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000166 · f4_a1e2k00000wi88wuad-live.xml · nonDerivative · entry 4

Wilson Donta L · CIK 0001681329 · Chief Consumer & SB BK Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,101.099

F4 · shares: On April 1, 2022, the reporting person was granted 3,307 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2024 were met, resulting in 1,103 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:19 UTC
Wilson Donta LChief Consumer & SB BK Officer
GrantCommon Stock 3,217 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000166 · f4_a1e2k00000wi88wuad-live.xml · nonDerivative · entry 3

Wilson Donta L · CIK 0001681329 · Chief Consumer & SB BK Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,998.099

F3 · shares: On February 22, 2022, the reporting person was granted 9,649 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2024 were met, resulting in 3,217 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:19 UTC
Wilson Donta LChief Consumer & SB BK Officer
GrantCommon Stock 3,120 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000166 · f4_a1e2k00000wi88wuad-live.xml · nonDerivative · entry 2

Wilson Donta L · CIK 0001681329 · Chief Consumer & SB BK Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,781.099

F2 · shares: On February 22, 2021, the reporting person was granted 9,360 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 3,120 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:19 UTC
Wilson Donta LChief Consumer & SB BK Officer
GrantCommon Stock 1,900 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000166 · f4_a1e2k00000wi88wuad-live.xml · nonDerivative · entry 1

Wilson Donta L · CIK 0001681329 · Chief Consumer & SB BK Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,661.099

F1 · shares: On February 24, 2020, the reporting person was granted 7,597 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 1,900 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:15 UTC
Starnes Clarke R IIIVice Chair & CRO
GrantCommon Stock 13,331 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000164 · f4_a1e2k00000wi88huad-live.xml · nonDerivative · entry 4

Starnes Clarke R III · CIK 0001385101 · Vice Chair & CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,415

F4 · shares: On February 22, 2021, the reporting person was granted 17,775 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 13,331 shares being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:15 UTC
Starnes Clarke R IIIVice Chair & CRO
GrantCommon Stock 5,554 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000164 · f4_a1e2k00000wi88huad-live.xml · nonDerivative · entry 3

Starnes Clarke R III · CIK 0001385101 · Vice Chair & CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,084

F3 · shares: On February 22, 2022, the reporting person was granted 16,661 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 5,554 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:15 UTC
Starnes Clarke R IIIVice Chair & CRO
GrantCommon Stock 5,214 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000164 · f4_a1e2k00000wi88huad-live.xml · nonDerivative · entry 2

Starnes Clarke R III · CIK 0001385101 · Vice Chair & CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,530

F2 · shares: On February 22, 2021, the reporting person was granted 15,642 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 5,214 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:15 UTC
Starnes Clarke R IIIVice Chair & CRO
GrantCommon Stock 4,296 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000164 · f4_a1e2k00000wi88huad-live.xml · nonDerivative · entry 1

Starnes Clarke R III · CIK 0001385101 · Vice Chair & CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,316

F1 · shares: On February 24, 2020, the reporting person was granted 17,184 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 4,296 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:12 UTC
Powell Cynthia BCorp. Controller & CAO
GrantCommon Stock 1,783 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000162 · f4_a1e2k00000wi88xuat-live.xml · nonDerivative · entry 4

Powell Cynthia B · CIK 0001471555 · Corp. Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,998

F4 · shares: On February 22, 2022, the reporting person was granted 5,347 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 1,783 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:12 UTC
Powell Cynthia BCorp. Controller & CAO
GrantCommon Stock 1,580 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000162 · f4_a1e2k00000wi88xuat-live.xml · nonDerivative · entry 3

Powell Cynthia B · CIK 0001471555 · Corp. Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,215

F3 · shares: On February 22, 2021, the reporting person was granted 4,740 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 1,580 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:12 UTC
Powell Cynthia BCorp. Controller & CAO
GrantCommon Stock 330 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000162 · f4_a1e2k00000wi88xuat-live.xml · nonDerivative · entry 2

Powell Cynthia B · CIK 0001471555 · Corp. Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,635

F2 · shares: On July 27, 2020, the reporting person was granted 1,319 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 330 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:12 UTC
Powell Cynthia BCorp. Controller & CAO
GrantCommon Stock 825 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000162 · f4_a1e2k00000wi88xuat-live.xml · nonDerivative · entry 1

Powell Cynthia B · CIK 0001471555 · Corp. Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,305

F1 · shares: On February 24, 2020, the reporting person was granted 3,299 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 825 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:09 UTC
Maguire Michael BaronChief Financial Officer
GrantCommon Stock 5,910 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000160 · f4_a1e2k00000wi88muad-live.xml · nonDerivative · entry 4

Maguire Michael Baron · CIK 0001789902 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,968.044

F4 · shares: On February 22, 2021, the reporting person was granted 7,880 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 5,910 shares being earned.

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February 26, 2024 Filed Feb 28, 2024 19:09 UTC
Maguire Michael BaronChief Financial Officer
GrantCommon Stock 2,730 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000160 · f4_a1e2k00000wi88muad-live.xml · nonDerivative · entry 3

Maguire Michael Baron · CIK 0001789902 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,058.044

F3 · shares: On February 22, 2022, the reporting person was granted 8,189 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 2,730 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:09 UTC
Maguire Michael BaronChief Financial Officer
GrantCommon Stock 2,305 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000160 · f4_a1e2k00000wi88muad-live.xml · nonDerivative · entry 2

Maguire Michael Baron · CIK 0001789902 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,328.044

F2 · shares: On February 22, 2021, the reporting person was granted 6,915 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 2,305 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:09 UTC
Maguire Michael BaronChief Financial Officer
GrantCommon Stock 1,900 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000160 · f4_a1e2k00000wi88muad-live.xml · nonDerivative · entry 1

Maguire Michael Baron · CIK 0001789902 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,023.044

F1 · shares: On February 24, 2020, the reporting person was granted 7,597 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 1,900 restricted stock units being earned.

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February 26, 2024 Filed Feb 28, 2024 19:06 UTC
Cummins Hugh S. IIIVice Chair & COO
GrantCommon Stock 17,010 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 4

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,829.61

F4 · shares: On February 22, 2021, the reporting person was granted 22,681 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 17,010 shares being earned.

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February 26, 2024 Filed Feb 28, 2024 19:06 UTC
Cummins Hugh S. IIIVice Chair & COO
GrantCommon Stock 8,278 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 3

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 356,819.61

F3 · shares: On February 22, 2022, the reporting person was granted 24,831 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 8,278 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:06 UTC
Cummins Hugh S. IIIVice Chair & COO
GrantCommon Stock 6,648 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 2

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 348,541.61

F2 · shares: On February 22, 2021, the reporting person was granted 19,944 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 6,648 restricted stock units being earned.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 19:06 UTC
Cummins Hugh S. IIIVice Chair & COO
GrantCommon Stock 5,478 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 1

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 341,893.61

F1 · shares: On February 24, 2020, the reporting person was granted 21,909 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2024 were met, resulting in 5,478 restricted stock units being earned.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 23:34 UTC
Cummins Hugh S. IIIVice Chair & COO
GrantCommon Stock 1,475 $0.00 $0.00
Disclosure

SEC source: 0001664272-23-000532 · f4_a1e2k00000wi6ksual-live.xml · nonDerivative · entry 2

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 337,890.61

F1 · shares: Represents accelerated vesting of a portion of RSUs granted earlier in 2023 solely to pay certain federal tax withholding currently due on account of the fact that the reporting person is retirement eligible. The original award was to vest in three equal tranches on March 15 following each of the second, third and fourth anniversaries of the grant date, which was in February 2023. The accelerated vesting reduces the shares otherwise scheduled to vest on March 15, 2027.

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December 08, 2023 Filed Dec 12, 2023 23:34 UTC
Cummins Hugh S. IIIVice Chair & COO
Tax withholdingCommon Stock 1,475 $32.14 $47,406.50
Disclosure

SEC source: 0001664272-23-000532 · f4_a1e2k00000wi6ksual-live.xml · nonDerivative · entry 1

Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 336,415.61

Read SEC document
October 20, 2023 Filed Oct 24, 2023 20:42 UTC
ROGERS WILLIAM H JRDirector · Chairman & CEO
PurchaseCommon Stock 10,000 $28.05 $280,480.00
Disclosure

SEC source: 0001664272-23-000453 · f4_a1e2k00000ujexouaf-live.xml · nonDerivative · entry 1

ROGERS WILLIAM H JR · CIK 0001182002 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 412,923.644

F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $28.0200 to $28.0500. 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 purchased at each price within the range.

F2 · balance_after: On October 23, 2023, a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children made an annuity payment to the reporting person consisting of 111,743 shares of Truist common stock. The reporting person's wife is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. This Form 4 is being filed to reflect the change in the form of the reporting person's beneficial ownership of the Truist common stock transferred by the GRAT from indirect to direct beneficial ownership.

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September 15, 2023 Filed Sep 19, 2023 13:22 UTC Exercise / conversionCommon Stock 9,961 $0.00 $0.00
Disclosure

SEC source: 0001664272-23-000441 · f4_a1e2k00000kls5vuat-live.xml · nonDerivative · entry 2

Cummins Hugh S. III · CIK 0001701995 · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 340,818.61

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 · shares: On September 1, 2021, the reporting person was granted 49,804 restricted stock units, which shall vest and become earned ratably over five years based on certain performance criteria for each vesting year ending September 15, 2022, 2023, 2024, 2025 and 2026. The performance criteria for the vesting year ending September 15, 2023 were met, resulting in 9,961 restricted stock units being earned.

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September 15, 2023 Filed Sep 19, 2023 13:22 UTC Tax withholdingCommon Stock 4,403 $29.00 $127,687.00
Disclosure

SEC source: 0001664272-23-000441 · f4_a1e2k00000kls5vuat-live.xml · nonDerivative · entry 1

Cummins Hugh S. III · CIK 0001701995 · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 336,415.61

Read SEC document
May 03, 2023 Filed May 4, 2023 20:43 UTC PurchaseDepositary Shares Series I 1,332 $19.00 $25,308.00
Disclosure

SEC source: 0001664272-23-000316 · f4_a1e2k00000rxslluad-live.xml · nonDerivative · entry 1

PATTON CHARLES A · CIK 0001566014 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Read SEC document
May 02, 2023 Filed May 4, 2023 20:43 UTC PurchaseDepositary Shares Series I 3,668 $19.00 $69,684.66
Disclosure

SEC source: 0001664272-23-000316 · f4_a1e2k00000rxslluad-live.xml · nonDerivative · entry 2

PATTON CHARLES A · CIK 0001566014 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,668

F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $18.9800 to $19.0000. 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 purchased at each price within the range.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 18:07 UTC
Wilson Donta LSr. Executive Vice President
Tax withholdingCommon Stock 6,905 $32.10 $221,650.50
Disclosure

SEC source: 0001664272-23-000263 · f4_a1e2k00000rxrreuat-live.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,761.099

Read SEC document
March 15, 2023 Filed Mar 17, 2023 18:05 UTC
Weaver David HudsonSr. Executive Vice President
Tax withholdingCommon Stock 8,827 $32.10 $283,346.70
Disclosure

SEC source: 0001664272-23-000261 · f4_a1e2k00000rxrr9uad-live.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,660.344

F1 · balance_after: Includes 0.003 shares acquired in March 2023, under the Issuer's Dividend Reinvestment Plan.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 18:03 UTC
Thompson Joseph MSr. Executive Vice President
Tax withholdingCommon Stock 9,007 $32.10 $289,124.70
Disclosure

SEC source: 0001664272-23-000259 · f4_a1e2k00000rxrlquat-live.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,076.389

Read SEC document
March 15, 2023 Filed Mar 17, 2023 17:47 UTC
Starnes Clarke R IIIChief Risk Officer
Tax withholdingCommon Stock 14,549 $32.10 $467,022.90
Disclosure

SEC source: 0001664272-23-000257 · f4_a1e2k00000rxrr4uad-live.xml · nonDerivative · entry 1

Starnes Clarke R III · CIK 0001385101 · Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,020

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.