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 31, 2018 · Filed January 03, 2019
Section 16 reporting ended · disclosed 2019-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 126,799 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 126,799 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 35,011 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,011 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 300 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 300 |
| Common StockSEC Table I · non-derivative | IndirectBy Upton Corporation | 4,900 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,900 |
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 |
|---|---|---|---|---|---|---|
| December 21, 2018 Filed Dec 27, 2018 21:41 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-017048 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,799 Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 21:08 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013498 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,799 Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:01 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003896 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,999 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2018. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 21:47 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-019026 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,710 Read SEC document |
| December 01, 2017 Filed Dec 12, 2017 21:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018517 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,710 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: 0001225208-17-004365 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,830 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. Read SEC document |
| December 23, 2016 Filed Dec 27, 2016 21:20 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043701 · doc4.xml · nonDerivative · entry 1 KENDRICK ERIC C · CIK 0001022535 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,538 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.