Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRUIST FINANCIAL CORP
Report date December 06, 2019 · Filed December 10, 2019
Section 16 reporting ended · disclosed 2019-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,065 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 60,065 |
| Common StockSEC Table I · non-derivative | IndirectBy Mother | 2,548 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,548 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 365.4 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 365.4 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 6,000 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's Trust | 56,111 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 56,111 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,336 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 4,336 |
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 |
|---|---|---|---|---|---|---|
| June 07, 2019 Filed Jun 11, 2019 19:23 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009109 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 56,111 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:50 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004033 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,065 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2019. Read SEC document |
| October 25, 2018 Filed Dec 6, 2018 21:02 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | OtherCommon Stock | 365.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016280 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 365.4 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003873 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,608 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2018. Read SEC document |
| January 24, 2018 Filed Feb 1, 2018 22:54 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001999 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 56,511 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:34 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004370 · doc4.xml · nonDerivative · entry 1 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,478.962 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. F2 · balance_after: Includes 1.624 shares acquired between September 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 30, 2017 Filed Feb 23, 2017 21:34 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004370 · doc4.xml · nonDerivative · entry 2 RICH TOLLIE W JR · CIK 0001566007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 57,111 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.