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 18:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 9,007 | $32.10 | $289,124.70 |
DisclosureSEC 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 |
| February 27, 2023 Filed Mar 1, 2023 15:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000131 · f4_a1e2k00000rxrkjual-live.xml · nonDerivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,686.389 F1 · shares: On February 24, 2020, the reporting person was granted 10,282 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 2,570 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 15:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000131 · f4_a1e2k00000rxrkjual-live.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,807.389 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 2023 were met, resulting in 3,121 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 15:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 14,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000131 · f4_a1e2k00000rxrkjual-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,083.389 F3 · shares: On February 24, 2020, the reporting person was granted 11,660 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2020 through December 31, 2022) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 122.44% of the Target Level of Achievement, resulting in 14,276 shares being earned. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 66,773.452 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000278 · f4_a1e2k00000rxofbual-live.xml · derivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,773.452 shares Expires 2022-10-01 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. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F2 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 30,115 | $43.54 | $1,311,207.10 |
DisclosureSEC source: 0001664272-22-000278 · f4_a1e2k00000rxofbual-live.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,116.389 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 66,773.452 | $43.54 | $2,907,316.10 |
DisclosureSEC source: 0001664272-22-000278 · f4_a1e2k00000rxofbual-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,231.389 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. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:09 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,160 | $58.02 | $67,303.20 |
DisclosureSEC source: 0001664272-22-000197 · f4_a1e2k00000rxlacua1-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,457.937 F4 · balance_after: Includes 0.452 shares acquired (after withholding for taxes) as a result of dividend equivalents being paid on a prior performance unit award that distributed on February 11, 2022, which was the record date for Truist's first quarter dividend. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:17 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000116 · f4_a1e2k00000rxkfouat-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,617.485 F1 · shares: On February 24, 2020, the reporting person was granted 10,282 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 2,571 restricted stock units being earned. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:51 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 297.018 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000088 · f4_a1e2k00000rxky3ual-live.xml · derivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 297.018 shares Expires 2022-02-13 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 · 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 Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:51 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 134 | $63.58 | $8,519.72 |
DisclosureSEC source: 0001664272-22-000088 · f4_a1e2k00000rxky3ual-live.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,046.485 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:51 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 297.018 | $63.58 | $18,884.40 |
DisclosureSEC source: 0001664272-22-000088 · f4_a1e2k00000rxky3ual-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,180.485 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. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 26,362.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · derivative · entry 7 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,362.36 shares Expires 2022-02-08 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. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F1 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 8,786.736 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · derivative · entry 6 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,786.736 shares Expires 2022-02-08 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. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F1 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 4,297 | $65.85 | $282,957.45 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · nonDerivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,883.467 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 11,960 | $65.85 | $787,566.00 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · nonDerivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,180.467 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 26,362.36 | $65.85 | $1,735,961.41 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,140.467 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. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 8,786.736 | $65.85 | $578,606.57 |
DisclosureSEC source: 0001664272-22-000050 · f4_a1e2k00000rxkvxual-live.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,778.107 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. Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 22:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 3,750 | $67.69 | $253,837.50 |
DisclosureSEC source: 0001664272-22-000001 · primary_doc.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,991.371 Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 19:21 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 5,265 | $58.20 | $306,433.53 |
DisclosureSEC source: 0001225208-21-007092 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,741.371 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $58.2000 to $58.2100. 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 |
| March 15, 2021 Filed Mar 17, 2021 21:40 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,160 | $59.48 | $68,996.80 |
DisclosureSEC source: 0001225208-21-005493 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,006.371 F1 · balance_after: Includes net shares acquired as a result of dividend equivalents being paid to reflect Truist's March 1, 2021 common stock dividend on RSU awards that vested on February 13, 2021 or for which the one-year deferral period expired on February 14, 2021. The record date for the dividend was February 12, 2021. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:29 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003696 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,075.177 F1 · shares: On February 24, 2020, the reporting person was granted 10,282 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 2,570 restricted stock units being earned. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 1,898.692 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · derivative · entry 10 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,898.692 shares Expires 2021-02-13 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. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 2,923.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · derivative · entry 9 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,923.63 shares Expires 2020-02-14 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 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 Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 17,289.459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · derivative · entry 8 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287.777 Underlying: Common Stock · 17,289.459 shares Expires 2021-02-13 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 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 Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 5,869 | $54.01 | $316,984.69 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 6 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,505.177 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,319 | $54.01 | $71,239.19 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 5 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,374.177 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 857 | $54.01 | $46,286.57 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,693.177 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 1,898.692 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,550.177 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 $54.010 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,923.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,651.485 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 $54.010 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 17,289.459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002768 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,727.855 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 $54.010 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:09 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 8,514.396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002068 · doc4.xml · derivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,514.396 shares Expires 2021-02-08 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. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:09 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,650 | $52.97 | $140,370.50 |
DisclosureSEC source: 0001225208-21-002068 · doc4.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,438.396 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:09 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 8,514.396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002068 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,088.396 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 $52.970 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · derivative · entry 10 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,123 shares Expires 2020-02-14 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 · 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 1,639.906 shares of SunTrust common stock. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 19,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · derivative · entry 9 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,804 Underlying: Common Stock · 19,329 shares Expires 2020-02-14 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. F3 · 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. F4 · 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 |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 7,876 | $54.94 | $432,707.44 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 6 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,574 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 958 | $54.94 | $52,632.52 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 5 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,450 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,123 | $54.94 | $116,637.62 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,408 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. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 19,329 | $54.94 | $1,061,935.26 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,285 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. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 1,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · derivative · entry 8 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,822 shares Expires 2020-02-13 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 · 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. F2 · 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 |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 549 | $54.82 | $30,096.18 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,956 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 1,822 | $54.82 | $99,882.04 |
DisclosureSEC source: 0001225208-20-002547 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,505 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. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,734 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · derivative · entry 7 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,734 shares Expires 2019-02-09 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. F5 · 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. F6 · price: (continued from footnote 1) 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. 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 |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 8,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · derivative · entry 6 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,166 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. F3 · 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. F4 · 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 |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,458 | $54.27 | $133,395.66 |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · nonDerivative · entry 4 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,683 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 759 | $54.27 | $41,190.93 |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · nonDerivative · entry 3 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,141 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · nonDerivative · entry 2 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,900 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 |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 8,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001956 · doc4.xml · nonDerivative · entry 1 Thompson Joseph M · CIK 0001788989 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,166 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 |
| December 06, 2019 Filed Dec 11, 2019 00:44 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 16,858 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.