person · Reporting owner

Bessant Catherine P

Disclosed activity across 2 companies

Tapewire entity: 11670
SEC CIK: 0001649626

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
BANK OF AMERICA CORP /DE/BAC · Entity 2801	Vice Chair, Global Strategy	December 31, 2021	January 28, 2022
TRUIST FINANCIAL CORPTFC · Entity 1440	Director	July 28, 2026	July 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.

BANK OF AMERICA CORP /DE/

Report date December 31, 2021 · Filed January 28, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectRevocable Trust	633,767.52	Reported balance After 2021-11-12 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2021-11-12 · Gift · Disposed 119,226 · Balance 633,767.52 F1: Represents a gift by the reporting person to a child. F2: 453,788.52 shares previously reported as being owned directly by the reporting person were transferred to the Revocable Trust and are now indirectly held by the reporting person.
Common StockSEC Table I · non-derivative	IndirectRevocable Trust	633,767.52	Reported balance After 2021-11-12 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 4 · 2021-11-12 · Gift · Disposed 119,226 · Balance 633,767.52 F1: Represents a gift by the reporting person to a child.
Common StockSEC Table I · non-derivative	IndirectBy Child	119,226	Reported balance After 2021-11-12 transaction · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · 2021-11-12 · Gift · Acquired 119,226 · Balance 119,226 F1: Represents a gift by the reporting person to a child.
Common StockSEC Table I · non-derivative	IndirectBy Child	119,226	Reported balance After 2021-11-12 transaction · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · 2021-11-12 · Gift · Acquired 119,226 · Balance 119,226 F1: Represents a gift by the reporting person to a child.
Common StockSEC Table I · non-derivative	IndirectBy Child	1,250	Reported balance Holding disclosure · report date 2021-12-31 · row 7 Holding and transaction disclosures are not merged. 1 source row Row 7 · Balance 1,250
Common StockSEC Table I · non-derivative	IndirectBy Child	1,250	Reported balance Holding disclosure · report date 2021-12-31 · row 8 Holding and transaction disclosures are not merged. 1 source row Row 8 · Balance 1,250 F4: Reflects a change in the ownership of the account from an UTMA to direct ownership by a child of the reporting person.
Common StockSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2021-12-31 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 0
Common StockSEC Table I · non-derivative	Indirect401(k) Plan	8,814.19	Reported balance Holding disclosure · report date 2021-12-31 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 8,814.19 F3: The share equivalents attributed to the reporting person's 401(k) balance increased 102.47 shares due to dividend reinvestments and changes in the Net Asset Value of the issuer's stock fund.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a gift by the reporting person to a child.

F2: 453,788.52 shares previously reported as being owned directly by the reporting person were transferred to the Revocable Trust and are now indirectly held by the reporting person.

F3: The share equivalents attributed to the reporting person's 401(k) balance increased 102.47 shares due to dividend reinvestments and changes in the Net Asset Value of the issuer's stock fund.

F4: Reflects a change in the ownership of the account from an UTMA to direct ownership by a child of the reporting person.

TRUIST FINANCIAL CORP

Report date July 28, 2026 · Filed July 30, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,338	Reported balance After 2026-07-28 transaction · row 1 1 source row Row 1 · 2026-07-28 · Grant · Acquired 2,338 · Balance 2,338 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 API

Purchases/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 13, 2016 Filed Feb 17, 2016 21:43 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	14,857	$11.95	$177,541.15	Disclosure SEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,110.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 13, 2016 Filed Feb 17, 2016 21:43 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,864	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,967.52 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 12, 2016 Filed Feb 12, 2016 23:40 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Restricted Stock Units · Derivative	134,524	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041062 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires 2019-02-15 F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2017. Read SEC document
February 12, 2016 Filed Feb 12, 2016 23:40 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Performance Restricted Stock Units · Derivative	134,524	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041062 · form4.xml · derivative · entry 5 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires not disclosed F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. F3 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. 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.