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 |
|---|---|---|---|---|---|---|
| January 24, 2017 Filed Jan 26, 2017 22:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 6,125 | $44.15 | $270,418.75 |
DisclosureSEC source: 0001225208-17-001774 · doc4.xml · nonDerivative · entry 2 Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,471.392 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 24, 2017 Filed Jan 26, 2017 22:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 8,532 | $27.75 | $236,763.00 |
DisclosureSEC source: 0001225208-17-001774 · doc4.xml · nonDerivative · entry 1 Weaver David Hudson · CIK 0001663152 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,346.392 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 · balance_after: Includes 71.967 shares acquired in September 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. 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.