person · Reporting owner
Johnson Robert Jerome JR
Disclosed activity across 1 company
Sign in to followReported 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 | 26,962.436 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 26,962.436 F1: Includes 0.012 shares acquired between June 2019 and December 2019, under the Issuer's Dividend Reinvestment Plan. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.10 · Expires 2026-02-23 | Direct | 16,279 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 16,279 F2: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 8,139 options being earned. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.22 · Expires 2025-02-24 | Direct | 6,178 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,178 F3: On February 24, 2015, the reporting person was granted an option to purchase 18,535 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 6,178 options being earned. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 0.012 shares acquired between June 2019 and December 2019, under the Issuer's Dividend Reinvestment Plan.
F2: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 8,139 options being earned.
F3: On February 24, 2015, the reporting person was granted an option to purchase 18,535 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 6,178 options being earned.
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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 21:30 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 2,939 | $50.13 | $147,332.07 |
DisclosureSEC source: 0001225208-19-005550 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,962.424 F1 · balance_after: Includes 168.443 shares acquired in March 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 8,139 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-19-004018 · doc4.xml · derivative · entry 4 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,279 Underlying: Common Stock · 8,139 shares Expires 2026-02-23 F4 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 8,139 options being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004018 · doc4.xml · nonDerivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,732.981 F3 · shares: On February 20, 2018, the reporting person was granted 5,916 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2019 were met, resulting in 1,971 restricted stock units being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004018 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,761.981 F2 · shares: On February 21, 2017, the reporting person was granted 6,544 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2019 were met, resulting in 2,182 restricted stock units being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004018 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,579.981 F1 · shares: On February 23, 2016, the reporting person was granted 11,775 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 3,926 restricted stock units being earned. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:04 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 163 | $49.74 | $8,107.62 |
DisclosureSEC source: 0001225208-19-003030 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,653.981 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:11 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002679 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,816.981 F1 · shares: On December 31, 2015, the reporting person was granted 1,388 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending February 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 463 restricted stock units being earned. F2 · balance_after: Includes 491.764 shares acquired between March 2018 and December 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 18:49 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 3,803 | $54.62 | $207,719.86 |
DisclosureSEC source: 0001225208-18-006383 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,862.217 F1 · balance_after: Includes 91.475 shares acquired in March 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 8,140 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-18-003893 · doc4.xml · derivative · entry 5 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,140 Underlying: Common Stock · 8,140 shares Expires 2026-02-23 F5 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2018 were met, resulting in 8,140 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 6,178 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-18-003893 · doc4.xml · derivative · entry 4 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,178 Underlying: Common Stock · 6,178 shares Expires 2025-02-24 F4 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 18,535 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 6,178 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003893 · doc4.xml · nonDerivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,573.742 F3 · shares: On February 21, 2017, the reporting person was granted 6,544 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2018 were met, resulting in 2,181 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003893 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,392.742 F2 · shares: On February 24, 2015, the reporting person was granted 9,505 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 3,168 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003893 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,224.742 F1 · shares: On February 23, 2016, the reporting person was granted 11,775 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2018 were met, resulting in 3,925 restricted stock units being earned. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 22:06 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 164 | $54.74 | $8,977.36 |
DisclosureSEC source: 0001225208-18-003164 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,299.742 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:57 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002566 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,463.742 F1 · shares: On December 31, 2015, the reporting person was granted 1,388 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending February 15, 2017, 2018, and 2019. The performance criteria for 2018 were met, resulting in 463 restricted stock units being earned. F2 · balance_after: Includes 99.683 shares acquired in December 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:09 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 12,357 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-17-016606 · doc4.xml · derivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,357 shares Expires 2025-02-24 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 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 18,535 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 6,179 options being earned. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:09 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 12,357 | $47.70 | $589,373.29 |
DisclosureSEC source: 0001225208-17-016606 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,901.059 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.6800 to $47.7050. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:09 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 12,357 | $38.22 | $472,284.54 |
DisclosureSEC source: 0001225208-17-016606 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,258.059 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 105.278 shares acquired in September 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 18:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 8,139 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-012983 · doc4.xml · derivative · entry 5 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,139 shares Expires 2026-02-23 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 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 8,139 options being earned. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 18:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 10,204 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001225208-17-012983 · doc4.xml · derivative · entry 4 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,204 shares Expires 2024-02-25 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 · derivative.exercise_date: On February 25, 2014, the reporting person was granted an option to purchase 10,204 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 3,402 options being earned. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 18:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 18,343 | $47.19 | $865,626.35 |
DisclosureSEC source: 0001225208-17-012983 · doc4.xml · nonDerivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,795.781 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.155 to $47.245. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 18:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 8,139 | $32.10 | $261,261.90 |
DisclosureSEC source: 0001225208-17-012983 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,138.781 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 |
| July 26, 2017 Filed Jul 28, 2017 18:10 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 10,204 | $37.55 | $383,160.20 |
DisclosureSEC source: 0001225208-17-012983 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,999.781 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 104.800 shares acquired in June 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,866 | $47.53 | $88,690.98 |
DisclosureSEC source: 0001225208-17-006529 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,690.981 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,507 | $47.53 | $71,627.71 |
DisclosureSEC source: 0001225208-17-006529 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,556.981 F1 · balance_after: Includes 34.772 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:20 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,459 | $48.11 | $70,192.49 |
DisclosureSEC source: 0001225208-17-004881 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,029.209 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:20 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 927 | $48.11 | $44,597.97 |
DisclosureSEC source: 0001225208-17-004881 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,488.209 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 8,139 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · derivative · entry 6 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,139 Underlying: Common Stock · 8,139 shares Expires 2016-02-23 F6 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 8,139 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 6,179 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · derivative · entry 5 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,357 Underlying: Common Stock · 6,179 shares Expires 2025-02-24 F5 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 18,535 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 6,179 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 3,402 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · derivative · entry 4 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,204 Underlying: Common Stock · 3,402 shares Expires 2024-02-25 F4 · derivative.exercise_date: On February 25, 2014, the reporting person was granted an option to purchase 10,204 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 3,402 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · nonDerivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,415.209 F3 · shares: On February 25, 2014, the reporting person was granted 8,500 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 2,833 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,582.209 F2 · shares: On February 24, 2015, the reporting person was granted 9,505 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 3,169 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004346 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,413.209 F1 · shares: On February 23, 2016, the reporting person was granted 11,775 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 3,924 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Mar 15, 2017 18:48 UTC Amendment | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 8,139 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-006273 · doc4a.xml · derivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,139 Underlying: Common Stock · 8,139 shares Expires 2026-02-23 F1 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 24,418 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 8,139 options being earned. F2 · derivative.expiration_date: The option was originally reported in a Form 4 filed on 02/23/2017, which mistakenly reported the expiration date as 02/23/2016. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 153 | $47.87 | $7,324.11 |
DisclosureSEC source: 0001225208-17-003738 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,489.209 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:15 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002991 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,642.209 F1 · shares: On December 31, 2015, the reporting person was granted 1,388 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year February 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 462 restricted stock units being earned. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 3,983 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-17-001652 · doc4.xml · derivative · entry 5 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,983 shares Expires 2022-02-21 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. F3 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 4,274 | $0.00 Strike: $44.15 | $0.00 |
DisclosureSEC source: 0001225208-17-001652 · doc4.xml · derivative · entry 4 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,274 shares Expires 2017-02-20 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 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 2/20/2008. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 8,257 | $45.63 | $376,734.71 |
DisclosureSEC source: 0001225208-17-001652 · doc4.xml · nonDerivative · entry 3 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,180.209 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $45.5700 to $45.7050. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 3,983 | $30.09 | $119,848.47 |
DisclosureSEC source: 0001225208-17-001652 · doc4.xml · nonDerivative · entry 2 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,437.209 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, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 4,274 | $44.15 | $188,697.10 |
DisclosureSEC source: 0001225208-17-001652 · doc4.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,454.209 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 |
| December 12, 2016 Filed Jan 20, 2017 23:09 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | OtherCommon Stock | 1,490.039 | $46.87 | $69,838.13 |
DisclosureSEC source: 0001225208-17-001423 · doc5.xml · nonDerivative · entry 1 Johnson Robert Jerome JR · CIK 0001499835 · S.E.V.P/Secretary/Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F1 · kind: Form 4 F2 · shares: Includes 39.168 shares acquired between January 1, 2016 and December 31, 2016, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2016 through December 31, 2016. 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.