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 | 15,730 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 15,730 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 160.547 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 160.547 F1: Includes 3.791 shares acquired between January 1, 2019 and September 30, 2019, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2019 through September 30, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3.791 shares acquired between January 1, 2019 and September 30, 2019, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2019 through September 30, 2019.
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 | 1,329 | $50.13 | $66,622.77 |
DisclosureSEC source: 0001225208-19-005547 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,730 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004013 · doc4.xml · nonDerivative · entry 3 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,059 F3 · shares: On February 20, 2018, the reporting person was granted 4,089 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 1,362 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 | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004013 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,697 F2 · shares: On February 21, 2017, the reporting person was granted 4,584 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 1,528 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 | 1,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004013 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,169 F1 · shares: On February 23, 2016, the reporting person was granted 4,742 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 1,581 restricted stock units being earned. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 18:50 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,275 | $54.62 | $69,640.50 |
DisclosureSEC source: 0001225208-18-006390 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003883 · doc4.xml · nonDerivative · entry 3 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,863 F3 · shares: On February 24, 2015, the reporting person was granted 3,430 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 1,143 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003883 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,720 F2 · shares: On February 21, 2017, the reporting person was granted 4,584 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 1,527 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003883 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,193 F1 · shares: On February 23, 2016, the reporting person was granted 4,742 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 1,581 restricted stock units being earned. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 521 | $47.53 | $24,763.13 |
DisclosureSEC source: 0001225208-17-006532 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,612 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 377 | $47.53 | $17,918.81 |
DisclosureSEC source: 0001225208-17-006532 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,133 Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:37 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,024 | $48.11 | $49,264.64 |
DisclosureSEC source: 0001225208-17-004904 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,510 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:37 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 346 | $48.11 | $16,646.06 |
DisclosureSEC source: 0001225208-17-004904 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,534 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004352 · doc4.xml · nonDerivative · entry 4 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,880 F3 · shares: On February 25, 2014, the reporting person was granted 3,174 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 1,059 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 | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004352 · doc4.xml · nonDerivative · entry 3 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,821 F2 · shares: On February 24, 2015, the reporting person was granted 3,430 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 1,144 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 | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004352 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,677 F1 · shares: On February 23, 2016, the reporting person was granted 4,742 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 1,580 restricted stock units being earned. Read SEC document |
| January 26, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004352 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,097 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 | 887 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · derivative · entry 8 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 887 shares Expires 2021-02-22 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 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. 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 | 2,294 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · derivative · entry 7 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,294 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. F5 · 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 | 4,341 | $0.00 Strike: $44.15 | $0.00 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · derivative · entry 6 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,341 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. F4 · 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 | 7,522 | $45.47 | $341,991.49 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · nonDerivative · entry 4 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,204 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $45.4200 to $45.4950. 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 | 887 | $27.73 | $24,596.51 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · nonDerivative · entry 3 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,726 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 | 2,294 | $30.09 | $69,026.46 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · nonDerivative · entry 2 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,839 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 | 4,341 | $44.15 | $191,655.15 |
DisclosureSEC source: 0001225208-17-001648 · doc4.xml · nonDerivative · entry 1 Godwin Jimmy D · CIK 0001681391 · Sr. Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,545 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: The total does not include a fractional share of 0.822 that was disposed of for cash when the reporting person transferred shares from one account to another. 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.