Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRUIST FINANCIAL CORP
Report date November 10, 2023 · Filed December 04, 2023
Section 16 reporting ended · disclosed 2023-12-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 17:39 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,555 | $32.10 | $49,915.50 |
DisclosureSEC source: 0001664272-23-000251 · f4_a1e2k00000rxrquuad-live.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,352 Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 1,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000123 · f4_a1e2k00000rxrkpua1-live.xml · nonDerivative · entry 4 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,516 F1 · shares: Performance Based Restricted Stock Units granted February 26, 2019 on which the performance criteria has been met. The shares will vest on March 15, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000123 · f4_a1e2k00000rxrkpua1-live.xml · nonDerivative · entry 3 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,291 F2 · shares: On February 24, 2020, the reporting person was granted 3,099 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 2023 were met, resulting in 775 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000123 · f4_a1e2k00000rxrkpua1-live.xml · nonDerivative · entry 2 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,601 F3 · shares: On July 27, 2020, the reporting person was granted 1,239 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 2023 were met, resulting in 310 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000123 · f4_a1e2k00000rxrkpua1-live.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,907 F4 · 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 2023 were met, resulting in 2,306 restricted stock units being earned. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:59 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,410 | $58.02 | $81,808.20 |
DisclosureSEC source: 0001664272-22-000212 · f4_a1e2k00000rxlawua1-live.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,588 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000112 · f4_a1e2k00000rxkfxuad-live.xml · nonDerivative · entry 3 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,998 F3 · shares: On July 27, 2020, the reporting person was granted 1,239 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 2022 were met, resulting in 310 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000112 · f4_a1e2k00000rxkfxuad-live.xml · nonDerivative · entry 2 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 F2 · shares: On February 24, 2020, the reporting person was granted 3,099 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 2022 were met, resulting in 775 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000112 · f4_a1e2k00000rxkfxuad-live.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice Presidnet 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,913 F1 · shares: Performance Based Restricted Stock Units granted February 20, 2018 on which the performance criteria has been met. The shares will vest on March 15, 2022. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:40 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 774 | $59.48 | $46,037.52 |
DisclosureSEC source: 0001225208-21-005497 · doc4.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,828 Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003690 · doc4.xml · nonDerivative · entry 3 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,602 F3 · shares: On July 27, 2020, the reporting person was granted 1,239 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 2021 were met, resulting in 309 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 774 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003690 · doc4.xml · nonDerivative · entry 2 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,293 F2 · shares: On February 24, 2020, the reporting person was granted 3,099 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 2021 were met, resulting in 774 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003690 · doc4.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,519 F1 · shares: Performance Based Restricted Stock Units granted February 21, 2017 on which the performance measurement has been met. The shares will vest on March 15, 2021. Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 21:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 1,398 | $44.09 | $61,637.82 |
DisclosureSEC source: 0001225208-20-013248 · doc4.xml · nonDerivative · entry 1 Moore-Wright Kimberly · CIK 0001816674 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.