Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Chief Operating Officer | January 18, 2023 | January 20, 2023 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 26, 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.
MORGAN STANLEY
Report date January 18, 2023 · Filed January 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 406,985.085 |
Ending reported balance
After 2023-01-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-18 · Grant · Acquired 89,058.05 · Balance 427,301.085 F1: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Row 2 · 2023-01-18 · Tax withholding · Disposed 20,316 · Balance 406,985.085 F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,198.093 |
Reported balance
Holding disclosure · report date 2023-01-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,198.093 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1.
F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020.
TRUIST FINANCIAL CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,724 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 4,027 · Balance 6,724 F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026.
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 24, 2026 Filed Feb 26, 2026 19:46 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001640050-26-000002 · f4_a1eus0000085arfmay-live.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,724 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2026. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 18:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units | 2,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001640050-25-000004 · f4_a1eus000005f3ipmay-live.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,697 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2025. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 20,316 | $97.08 | $1,972,277.28 |
DisclosureSEC source: 0001209191-23-004253 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,985.085 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 89,058.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004253 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,301.085 F1 · kind: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:24 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 55,564 | $93.55 | $5,198,012.20 |
DisclosureSEC source: 0001209191-22-013175 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,692.119 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 100,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013175 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,256.119 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 18, 2019. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 21:17 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 18,414 | $101.05 | $1,860,705.24 |
DisclosureSEC source: 0001209191-22-005388 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,601.937 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $101 to $101.1150, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 17,394 | $95.73 | $1,665,127.62 |
DisclosureSEC source: 0001209191-22-004426 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,015.937 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2019. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 60,052.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004426 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,409.937 F1 · kind: Restricted Stock Units granted in 2022 as part of 2021 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 14, 2021 Filed May 14, 2021 20:44 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032761 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,717.59 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 21:15 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 30,196 | $78.43 | $2,368,272.28 |
DisclosureSEC source: 0001209191-21-014725 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,717.59 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 21:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 56,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014725 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,913.59 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 19, 2018. Read SEC document |
| January 22, 2021 Filed Jan 22, 2021 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 18,880 | $74.53 | $1,407,060.32 |
DisclosureSEC source: 0001209191-21-004882 · doc4.xml · nonDerivative · entry 3 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,484.109 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.47 to $74.61, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,470 | $74.84 | $1,157,774.80 |
DisclosureSEC source: 0001209191-21-004882 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,364.109 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 19, 2018. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 72,963.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004882 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,834.109 F1 · kind: Restricted Stock Units granted in 2021 as part of 2020 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 24,440 | $45.41 | $1,109,820.40 |
DisclosureSEC source: 0001209191-20-013836 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,493.113 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the LTIP Awards described in footnote (1). Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:25 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 45,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013836 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,933.113 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 18, 2017. Read SEC document |
| January 17, 2020 Filed Jan 17, 2020 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,940 | $56.44 | $899,653.60 |
DisclosureSEC source: 0001209191-20-004003 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,625.552 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2017. Read SEC document |
| January 17, 2020 Filed Jan 17, 2020 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 37,994.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004003 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,565.552 F1 · kind: Restricted Stock Units granted in 2020 as part of 2019 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 36,840 | $42.19 | $1,554,279.60 |
DisclosureSEC source: 0001209191-19-014442 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,223.927 F2 · kind: Shares withheld to satisfy taxes upon the conversion of LTIP Awards granted on January 20, 2016 and earned on February 26, 2019 as described in footnote (1). Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 68,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014442 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,063.927 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 20, 2016. Read SEC document |
| January 18, 2019 Filed Jan 18, 2019 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 26,460 | $42.53 | $1,125,343.80 |
DisclosureSEC source: 0001209191-19-004557 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,403.535 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2016. Read SEC document |
| January 18, 2019 Filed Jan 18, 2019 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 33,029.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004557 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,863.535 F1 · kind: Restricted Stock Units granted in 2019 as part of 2018 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 16, 2018 Filed Feb 16, 2018 21:19 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 52,204 | $55.35 | $2,889,360.89 |
DisclosureSEC source: 0001209191-18-010838 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,613.474 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $55.243 to $55.445, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 21:37 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 54,223 | $55.84 | $3,027,812.32 |
DisclosureSEC source: 0001209191-18-004570 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,255.414 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2015. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 21:37 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 31,691.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004570 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,478.414 F1 · kind: Restricted Stock Units granted in 2018 as part of 2017 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 20:05 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,767 | $46.68 | $1,202,834.48 |
DisclosureSEC source: 0001209191-17-045919 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,708.161 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.56 to $46.74, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 25,189 | $42.15 | $1,061,716.35 |
DisclosureSEC source: 0001209191-17-004816 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,733.385 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2014. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 34,035.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004816 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,923.089 F1 · kind: Restricted Stock Units granted in 2017 as part of 2016 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 21:15 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 44,625 | $33.90 | $1,512,667.01 |
DisclosureSEC source: 0001209191-16-149051 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,813.968 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.78 to $34.11, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 44,496 | $26.26 | $1,168,464.96 |
DisclosureSEC source: 0001209191-16-093097 · doc4.xml · nonDerivative · entry 2 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,517.45 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 22, 2013 and January 21, 2014. Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 55,215.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-093097 · doc4.xml · nonDerivative · entry 1 PRUZAN JONATHAN · CIK 0001640050 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,014.001 F1 · kind: Restricted Stock Units granted in 2016 as part of 2015 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. 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.