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 11, 2019
Section 16 reporting ended · disclosed 2019-12-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,775 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 49,775 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 6,200 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,200 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.08 · Expires 2023-02-26 | Direct | 21,587 |
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 21,587 F1: The option is exercisable in three equal annual installments beginning on 02/26/2014. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.10 · Expires 2026-02-26 | Direct | 37,998 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 37,998 F2: On February 23, 2016, the reporting person was granted an option to purchase 37,998 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 12,667 options being earned. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.55 · Expires 2024-02-25 | Direct | 15,396 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 15,396 F3: On February 25, 2014, the reporting person was granted an option to purchase 15,396 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 5,133 options being earned. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.22 · Expires 2025-02-24 | Direct | 26,500 |
Reported balance
Holding disclosure · report date 2019-12-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 26,500 F4: On February 24, 2015, the reporting person was granted an option to purchase 26,500 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 8,833 options being earned. |
Filing footnotes · ownership attribution and instrument terms
F1: The option is exercisable in three equal annual installments beginning on 02/26/2014.
F2: On February 23, 2016, the reporting person was granted an option to purchase 37,998 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 12,667 options being earned.
F3: On February 25, 2014, the reporting person was granted an option to purchase 15,396 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 5,133 options being earned.
F4: On February 24, 2015, the reporting person was granted an option to purchase 26,500 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 8,833 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 |
|---|---|---|---|---|---|---|
| November 22, 2019 Filed Nov 26, 2019 21:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014937 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,775 Read SEC document |
| May 09, 2019 Filed May 31, 2019 20:23 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 2,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008677 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,517 Read SEC document |
| May 08, 2019 Filed May 31, 2019 20:23 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 1,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008677 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,254 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:30 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 648 | $50.13 | $32,484.24 |
DisclosureSEC source: 0001225208-19-005548 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,200 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:30 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 5,037 | $50.13 | $252,504.81 |
DisclosureSEC source: 0001225208-19-005548 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,713 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 | 12,667 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · derivative · entry 7 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,998 Underlying: Common Stock · 12,667 shares Expires 2026-02-26 F7 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 37,998 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 12,667 options being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 552 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 6 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,848 F6 · shares: On February 20, 2018, the reporting person's spouse was granted 1,658 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 552 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 | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 5 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,296 F5 · shares: On February 21, 2017, the reporting person's spouse was granted 2,277 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 759 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 | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 4 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,537 F4 · shares: On February 23, 2016, the reporting person's spouse was granted 2,706 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 903 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 | 2,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 3 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,750 F3 · shares: On February 20, 2018, the reporting person was granted 7,300 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 2,433 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 | 2,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,317 F2 · shares: On February 21, 2017, the reporting person was granted 8,182 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 2,728 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 | 6,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004014 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,589 F1 · shares: On February 23, 2016, the reporting person was granted 18,324 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 6,109 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 | 340 | $49.74 | $16,911.60 |
DisclosureSEC source: 0001225208-19-003031 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,480 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:11 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002678 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,820 F1 · shares: On December 31, 2015, the reporting person was granted 2,909 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 970 restricted stock units being earned. Read SEC document |
| May 01, 2018 Filed May 2, 2018 22:55 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | OtherCommon Stock | 8,759.04 | $53.07 | $464,842.25 |
DisclosureSEC source: 0001225208-18-008531 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 Read SEC document |
| April 27, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 5,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 5 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,850 Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | OtherCommon Stock | 8,979.541 | $53.32 | $478,789.13 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 7 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's 401(k) Disclosed balance after: 0 F4 · balance_after: Includes 56.823 shares acquired between January 1, 2018 and April 27, 2018, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2018 through April 27, 2018. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 6 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,634 F3 · balance_after: The total does not include a fractional share of 0.649 that was disposed of for cash when the reporting person transferred shares from one account to another. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 4 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,015 Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 8,505 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · derivative · entry 10 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,505 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. F7 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 36,455 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · derivative · entry 9 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,455 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. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 44,960 | $53.59 | $2,409,392.91 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 3 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,165 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.5600 to $53.6600. 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 |
| April 25, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 8,505 | $27.73 | $235,843.65 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,125 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 |
| April 25, 2018 Filed Apr 27, 2018 22:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 36,455 | $30.09 | $1,096,930.95 |
DisclosureSEC source: 0001225208-18-008206 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,620 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 0.782 that was disposed of for cash when the reporting person transferred shares from one account to another. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 18:49 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 678 | $54.62 | $37,032.36 |
DisclosureSEC source: 0001225208-18-006379 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,642.649 Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 18:49 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 6,009 | $54.62 | $328,211.58 |
DisclosureSEC source: 0001225208-18-006379 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,165.782 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 20:41 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 625 | $55.36 | $34,600.00 |
DisclosureSEC source: 0001225208-18-004355 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,320.649 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 | 12,666 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · derivative · entry 10 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,331 Underlying: Common Stock · 12,666 shares Expires 2026-02-26 F8 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 37,998 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 12,666 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 | 8,833 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · derivative · entry 9 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,500 Underlying: Common Stock · 8,833 shares Expires 2025-02-24 F7 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 26,500 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 8,833 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 597 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 6 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,945.649 F6 · shares: On February 24, 2015, the reporting person's spouse was granted 1,792 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 597 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 | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 5 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,348.649 F5 · shares: On February 21, 2017, the reporting person's spouse was granted 2,277 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 758 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 | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 4 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,590.649 F4 · shares: On February 23, 2016, the reporting person's spouse was granted 2,706 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 902 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 | 2,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 3 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,174.782 F3 · shares: On February 21, 2017, the reporting person was granted 8,182 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 2,727 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 | 4,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,447.782 F2 · shares: On February 24, 2015, the reporting person was granted 13,589 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 4,530 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 | 6,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003895 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,917.782 F1 · shares: On February 23, 2016, the reporting person was granted 18,324 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 6,108 restricted stock units being earned. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 13:24 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 342 | $54.74 | $18,721.08 |
DisclosureSEC source: 0001225208-18-003200 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,809.782 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002564 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,151.782 F1 · shares: On December 31, 2015, the reporting person was granted 2,909 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 970 restricted stock units being earned. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 21:54 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,470 | $46.77 | $115,521.90 |
DisclosureSEC source: 0001225208-17-017813 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,688.649 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 21:54 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 8,329 | $46.77 | $389,563.99 |
DisclosureSEC source: 0001225208-17-017813 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,181.782 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 3,044 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · derivative · entry 11 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 3,044 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. F5 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 3,825 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · derivative · entry 10 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 3,825 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. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · derivative · entry 9 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,505 Underlying: Common Stock · 20,000 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. F5 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 6,869 | $49.13 | $337,451.30 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 6 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,158.649 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $49.1150 to $49.1350. 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 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 3,044 | $27.73 | $84,410.12 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 5 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,027.649 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 |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 3,825 | $30.09 | $115,094.25 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 4 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 9,983.649 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 |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 3,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 3 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,510.782 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 20,000 | $49.14 | $982,750.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 2 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,588.782 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $49.1150 to $49.1900. 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 30, 2017 Filed Nov 1, 2017 20:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 20,000 | $27.73 | $554,600.00 |
DisclosureSEC source: 0001225208-17-016748 · doc4.xml · nonDerivative · entry 1 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,588.782 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 |
| March 15, 2017 Filed Mar 17, 2017 20:07 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 297 | $47.53 | $14,116.41 |
DisclosureSEC source: 0001225208-17-006493 · doc4.xml · nonDerivative · entry 4 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,158.649 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:07 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 198 | $47.53 | $9,410.94 |
DisclosureSEC source: 0001225208-17-006493 · doc4.xml · nonDerivative · entry 3 Goodrich Donna C · CIK 0001385102 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 6,455.649 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.