Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 28, 2026 | April 30, 2026 |
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.
WELLS FARGO & COMPANY/MN
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,851.9647 |
Reported balance
After 2026-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-28 · Grant · Acquired 3,436 · Balance 17,851.9647 F2: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director. F3: Each Common Stock Unit represents a right to receive one share of Company common stock. F4: Includes dividend equivalents reinvested in additional Common Stock Units. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 28,540.387 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,540.387 F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under a dividend reinvestment program since the reporting person's most recent filing on Form 4.
F2: Common Stock Units vested upon grant with settlement deferred until the later of termination of service as a director of Wells Fargo & Company (the "Company") or such later settlement date elected by the director.
F3: Each Common Stock Unit represents a right to receive one share of Company common stock.
F4: Includes dividend equivalents reinvested in additional Common Stock Units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVO Payments, Inc.
Report date March 24, 2023 · Filed March 28, 2023
Section 16 reporting ended · disclosed 2023-03-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 1
1 source rowRow 1 · 2023-03-24 · Disposition to issuer · Disposed 21,187 · Balance 0 F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-24 · Disposition to issuer · Disposed 4,437 · Balance 0 F2: Upon vesting, restricted stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs (which would have vested on the first anniversary of 3/3/2023) and vested shares were canceled in exchange for a cash payment representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement.
F2: Upon vesting, restricted stock units convert to shares of Issuer common stock on a one-for-one basis.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 195,156.926 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 1,317.1791 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. F2: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Disposition to issuer · Disposed 14,949 · Balance 0 F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-06 · Disposition to issuer · Disposed 14,949 · Balance 0 F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-06 · Disposition to issuer · Disposed 14,948 · Balance 0 F5: This option was replaced with an option to purchase 19,357 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-06 · Disposition to issuer · Disposed 2,951.836 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 3,823 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-06 · Disposition to issuer · Disposed 4,690.207 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F8: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,074 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-06 · Disposition to issuer · Disposed 4,689.145 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F9: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,072 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-06 · Disposition to issuer · Disposed 18,916.467 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,497 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-12-06 · Disposition to issuer · Disposed 18,915.436 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F11: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-12-06 · Disposition to issuer · Disposed 18,915.436 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F12: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-12-06 · Disposition to issuer · Disposed 3,799.864 · Balance 0 F13: Represents performance-vested restricted stock units, each convertible into one share of SunTrust 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 terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. F14: Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-based restricted stock units immediately prior to the effective time of the Merger. F15: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 4,921 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-12-06 · Disposition to issuer · Disposed 2,600.8022 · Balance 0 F16: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F17: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,368 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2019-12-06 · Disposition to issuer · Disposed 50,262.307 · Balance 0 F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T 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. F18: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 65,090 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 30,764.834 |
Reported balance
After 2019-12-06 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2019-12-06 · Grant · Acquired 30,764.834 · Balance 30,764.834 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 43,390.834 |
Reported balance
After 2019-12-06 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2019-12-06 · Grant · Acquired 43,390.834 · Balance 43,390.834 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2019-12-06 · Disposition to issuer · Disposed 30,764.834 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust 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. Each BB&T 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. F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 39,840 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2019-12-06 · Disposition to issuer · Disposed 43,390.834 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust 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. Each BB&T 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. F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 56,191 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T, dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger.
F4: This option was replaced with an option to purchase 19,358 shares of BB&T common stock at an exercise price of $21.17 per share.
F5: This option was replaced with an option to purchase 19,357 shares of BB&T common stock at an exercise price of $21.17 per share.
F6: Represents time-vested restricted stock units, each convertible into one share of SunTrust common stock, under 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 retricted 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. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.
F7: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 3,823 shares of BB&T common stock.
F8: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,074 shares of BB&T common stock.
F9: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 6,072 shares of BB&T common stock.
F10: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,497 shares of BB&T common stock.
F11: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock.
F12: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 24,495 shares of BB&T common stock.
F13: Represents performance-vested restricted stock units, each convertible into one share of SunTrust 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 terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement.
F14: Each BB&T restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-based restricted stock units immediately prior to the effective time of the Merger.
F15: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 4,921 shares of BB&T common stock.
F16: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the underlying number of shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F17: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,368 shares of BB&T common stock.
F18: These time-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 65,090 shares of BB&T common stock.
F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target.
F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust 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. Each BB&T 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.
F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 39,840 shares of BB&T common stock.
F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 56,191 shares of BB&T common stock.
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 |
|---|---|---|---|---|---|---|
| February 08, 2019 Filed Feb 11, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock Units · Derivative | 5,258.48 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000041 · edgar.xml · derivative · entry 6 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,258.48 shares Expires not disclosed 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 · security: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · derivative.exercise_price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · derivative.expiration_date: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 20,420 | $64.37 | $1,314,435.40 |
DisclosureSEC source: 0000750556-19-000041 · edgar.xml · nonDerivative · entry 4 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,456.037 Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 48,693.4 | $64.37 | $3,134,394.16 |
DisclosureSEC source: 0000750556-19-000041 · edgar.xml · nonDerivative · entry 3 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,876.037 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, 2019 Filed Feb 11, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 1,636 | $64.37 | $105,309.32 |
DisclosureSEC source: 0000750556-19-000041 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,182.637 Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 5,258.48 | $64.37 | $338,488.36 |
DisclosureSEC source: 0000750556-19-000041 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,818.637 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, 2019 Filed Feb 15, 2019 20:37 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 18,325.087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000076 · edgar.xml · derivative · entry 3 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,325.087 Underlying: Common Stock · 18,325.087 shares Expires not disclosed F1 · security: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.exercise_price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.expiration_date: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 15, 2019 20:37 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 18,325.087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000076 · edgar.xml · derivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,325.087 Underlying: Common Stock · 18,325.087 shares Expires not disclosed F1 · security: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.exercise_price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.expiration_date: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 15, 2019 20:37 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 18,325.087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000076 · edgar.xml · derivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,325.087 Underlying: Common Stock · 18,325.087 shares Expires not disclosed F1 · security: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.exercise_price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F1 · derivative.expiration_date: Represents time-vested restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. Read SEC document |
| April 10, 2018 Filed Apr 10, 2018 18:51 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GiftCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0000750556-18-000097 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,570.157 Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 18:51 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GiftCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0000750556-18-000097 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,945.157 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 12:48 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock · Derivative | 8,185.206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000074 · edgar.xml · derivative · entry 15 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,185.206 shares Expires 2018-02-21 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. F6 · security: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F6 · derivative.exercise_price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F6 · price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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 21, 2018 Filed Feb 23, 2018 12:48 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 3,520 | $71.45 | $251,504.00 |
DisclosureSEC source: 0000750556-18-000074 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,620.157 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 12:48 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 8,185.206 | $71.45 | $584,832.97 |
DisclosureSEC source: 0000750556-18-000074 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,140.167 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 16, 2018 Filed Feb 20, 2018 17:28 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 7,500 | $70.13 | $525,975.00 |
DisclosureSEC source: 0000750556-18-000068 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,954.961 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:19 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 39,471.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000065 · edgar.xml · derivative · entry 16 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,471.38 shares Expires not disclosed 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. F6 · security: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F6 · derivative.exercise_price: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F6 · price: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F6 · derivative.expiration_date: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:19 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 17,901 | $67.48 | $1,207,959.48 |
DisclosureSEC source: 0000750556-18-000065 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,454.961 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:19 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 39,471.368 | $67.48 | $2,663,527.91 |
DisclosureSEC source: 0000750556-18-000065 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,355.961 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, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 2,780.909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · derivative · entry 14 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,374.8218 Underlying: Common Stock · 8,155.7308 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. F4 · security: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. F4 · derivative.exercise_price: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. F4 · price: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 1,262 | $70.07 | $88,428.34 |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,884.593 Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 2,780.909 | $70.07 | $194,858.29 |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,146.593 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, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 4,416.9611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · derivative · entry 19 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416.9611 Underlying: Common Stock · 4,416.9611 shares Expires not disclosed F8 · security: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.exercise_price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.expiration_date: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 4,416.9611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · derivative · entry 18 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416.9611 Underlying: Common Stock · 4,416.9611 shares Expires not disclosed F8 · security: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.exercise_price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.expiration_date: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 4,416.9611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · derivative · entry 17 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416.9611 Underlying: Common Stock · 4,416.9611 shares Expires not disclosed F8 · security: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.exercise_price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · price: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F8 · derivative.expiration_date: Represents time-vested restricted stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 39,471.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000052 · edgar.xml · derivative · entry 16 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,471.38 Underlying: Common Stock · 39,471.38 shares Expires not disclosed F7 · security: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F6 · derivative.exercise_price: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F6 · price: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F6 · derivative.expiration_date: Represents performance-vested restricted stock units granted on February 10, 2015 under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. Performance resulted in the award vesting at 120% of target. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 5,111.727 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · derivative · entry 8 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,111.727 shares Expires 2018-02-09 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. F6 · security: Represents time-vested restricted stock units granted on February 9, 2016 under the SunTrust Banks, Inc. 2009 Stock Plan. the plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F6 · derivative.exercise_price: Represents time-vested restricted stock units granted on February 9, 2016 under the SunTrust Banks, Inc. 2009 Stock Plan. the plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. F6 · price: Represents time-vested restricted stock units granted on February 9, 2016 under the SunTrust Banks, Inc. 2009 Stock Plan. the plan is exempt under Rule 16b-03. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy withholding obligations. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 4,698.364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · derivative · entry 7 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,698.364 shares Expires not disclosed 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 time-vested restricted stock units granted on February 10, 2015 under the 2009 Stock Plan. The Plan is exempt under Rule 16b-3. The restricted stock unit award agreements contain tax withholding features which allow us to withhold units to satisfly withholding obligations. Units will be settled in shares. F5 · price: Represents time-vested restricted stock units granted on February 10, 2015 under the 2009 Stock Plan. The Plan is exempt under Rule 16b-3. The restricted stock unit award agreements contain tax withholding features which allow us to withhold units to satisfly withholding obligations. Units will be settled in shares. F5 · derivative.expiration_date: Represents time-vested restricted stock units granted on February 10, 2015 under the 2009 Stock Plan. The Plan is exempt under Rule 16b-3. The restricted stock unit award agreements contain tax withholding features which allow us to withhold units to satisfly withholding obligations. Units will be settled in shares. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 2,365 | $67.48 | $159,590.20 |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · nonDerivative · entry 4 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,365.684 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 5,111.727 | $67.48 | $344,939.34 |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · nonDerivative · entry 3 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,730.684 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 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 2,131 | $67.48 | $143,799.88 |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,618.957 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 4,698.364 | $67.48 | $317,045.60 |
DisclosureSEC source: 0000750556-18-000034 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,749.957 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 23, 2018 Filed Jan 24, 2018 15:11 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionOption · Derivative | 35,000 | $9.06 Strike: $9.06 | $317,100.00 |
DisclosureSEC source: 0000750556-18-000014 · edgar.xml · derivative · entry 12 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 75,000 shares Expires 2019-02-10 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 · security: Granted pursuant to the SunTrust Banks, Inc. 2004 Stock Plan. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 15:11 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionOption · Derivative | 115,000 | $64.58 Strike: $64.58 | $7,426,700.00 |
DisclosureSEC source: 0000750556-18-000014 · edgar.xml · derivative · entry 11 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 115,000 shares Expires 2018-02-12 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 · security: Granted pursuant to the SunTrust Banks, Inc. 2004 Stock Plan. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 15:11 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000014 · edgar.xml · nonDerivative · entry 3 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,051.593 F1 · price: Sold at prices ranging from $69.64 to $70.63. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 15:11 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 35,000 | $9.06 | $317,100.00 |
DisclosureSEC source: 0000750556-18-000014 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,051.593 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 23, 2018 Filed Jan 24, 2018 15:11 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 115,000 | $64.58 | $7,426,700.00 |
DisclosureSEC source: 0000750556-18-000014 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,051.593 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 23, 2018 Filed Jun 19, 2018 17:15 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionOption · Derivative | 35,000 | $9.06 Strike: $9.06 | $317,100.00 |
DisclosureSEC source: 0000750556-18-000158 · edgar.xml · derivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2019-02-10 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 · security: Granted pursuant to the SunTrust Banks, Inc. 2004 Stock Plan. F2 · balance_after: The original Form 4 incorrectly stated that Mr. Chancy owned an additional 40,000 options with this price and vesting schedule that were outstanding and subject to future exercise. Mr. Chancy's previously reported exercise of 35,000 options on January 23, 2018 resulted in no further options with this exercise price and vesting schedule being outstanding. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 14:15 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 4,000 | $60.06 | $240,240.00 |
DisclosureSEC source: 0000750556-17-000179 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Vice Chairman, Consumer Exec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,051.593 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · nonDerivative · entry 5 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,051.593 F1 · price: Sold at prices ranging from $59.77 to $59.845. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock · Derivative | 52,034.409 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · derivative · entry 24 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,002.985 Underlying: Common Stock · 52,034.409 shares Expires 2018-02-21 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. F11 · security: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F11 · derivative.exercise_price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F11 · price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 60,037.394 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · derivative · entry 23 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,037.394 Underlying: Common Stock · 60,037.394 shares Expires 2018-02-21 F11 · security: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F11 · derivative.exercise_price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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. F11 · price: Represents performance stock which was granted on February 21, 2014 and which vested on February 21, 2017. Award is settled in common stock. Because exceptional performance resulted 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 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 5,717.394 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · derivative · entry 8 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,717.394 shares Expires not disclosed 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 · security: Represents time-vested phantom stock granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. The restricted stock unit agreements contain tax withholding provisions which allow us to withhold units to satisfy tax withholding obligations. Units will be settled in shares. F3 · derivative.exercise_price: Represents time-vested phantom stock granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. The restricted stock unit agreements contain tax withholding provisions which allow us to withhold units to satisfy tax withholding obligations. Units will be settled in shares. F3 · price: Represents time-vested phantom stock granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. The restricted stock unit agreements contain tax withholding provisions which allow us to withhold units to satisfy tax withholding obligations. Units will be settled in shares. F3 · derivative.expiration_date: Represents time-vested phantom stock granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. The restricted stock unit agreements contain tax withholding provisions which allow us to withhold units to satisfy tax withholding obligations. Units will be settled in shares. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 2,742 | $59.79 | $163,944.18 |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · nonDerivative · entry 4 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,051.593 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 24,951 | $59.79 | $1,491,820.29 |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · nonDerivative · entry 3 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,793.593 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 5,717.394 | $59.79 | $341,842.99 |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · nonDerivative · entry 2 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,744.593 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 21, 2017 Filed Feb 23, 2017 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 52,034.409 | $59.79 | $3,111,137.31 |
DisclosureSEC source: 0000750556-17-000056 · edgar.xml · nonDerivative · entry 1 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,027.199 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 15, 2017 Filed Feb 16, 2017 15:08 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 8,155.7308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000039 · edgar.xml · derivative · entry 18 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,155.7308 Underlying: Common Stock · 8,155.7308 shares Expires 2020-02-24 F9 · security: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will vest on February 14, 2020 and will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. F9 · derivative.exercise_price: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will vest on February 14, 2020 and will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. F9 · price: Represents time-vested restricted stock unit award granted on February 14, 2017 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Award will vest on February 14, 2020 and will be settled in Shares of common stock. The Restricted Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 15:08 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 20,012.465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-17-000039 · edgar.xml · derivative · entry 17 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,012.465 Underlying: Common Stock · 20,012.465 shares Expires 2017-02-21 F8 · security: Represents restricted stock unit award granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. The Restricted Stock Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. Award will vest on February 21, 2017 and will be settled in shares of common stock. F8 · derivative.exercise_price: Represents restricted stock unit award granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. The Restricted Stock Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. Award will vest on February 21, 2017 and will be settled in shares of common stock. F8 · price: Represents restricted stock unit award granted on February 21, 2014 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Transaction represents the satisfaction of EPS/TSR/ROTCE performance conditions. The Restricted Stock Unit award agreements contain tax withholding provisions which allow us to satisfy tax withholding obligations by netting shares. Award will vest on February 21, 2017 and will be settled in shares of common stock. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 17:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock · Derivative | 4,594.808 | $57.76 | $265,396.11 |
DisclosureSEC source: 0000750556-17-000033 · edgar.xml · derivative · entry 8 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,594.808 shares Expires not disclosed 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 time-vested restricted stock units granted on February 10, 2015 under the 2009 Stock Plan. The Plan is exempt under Rule 16b-3. The restricted stock unit award agreements contain tax withholding features which allow us to withhold units to satisfly withholding obligations. Units will be settled in shares. F5 · derivative.expiration_date: Represents time-vested restricted stock units granted on February 10, 2015 under the 2009 Stock Plan. The Plan is exempt under Rule 16b-3. The restricted stock unit award agreements contain tax withholding features which allow us to withhold units to satisfly withholding obligations. Units will be settled in shares. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 17:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 2,204 | $57.76 | $127,303.04 |
DisclosureSEC source: 0000750556-17-000033 · edgar.xml · nonDerivative · entry 4 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,992.79 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 17:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 4,594.808 | $57.76 | $265,396.11 |
DisclosureSEC source: 0000750556-17-000033 · edgar.xml · nonDerivative · entry 3 Chancy Mark A · CIK 0001300651 · Corp. EVP-Wholesale Bank Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,196.79 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.