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 October 31, 2017 · Filed January 03, 2018
Section 16 reporting ended · disclosed 2018-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,153.933 |
Reported balance
After 2017-12-14 transaction · row 1
1 source rowRow 1 · 2017-12-14 · Gift · Disposed 1,000 · Balance 21,153.933 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 14,096.912 |
Reported balance
After 2017-10-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-10-31 · Other · Disposed 6,039.534 · Balance 14,096.912 F1: Includes 406.874 shares acquired between January 1, 2017 and September 30, 2017, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2017 through September 30, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 174 |
Reported balance
After 2017-12-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2017-12-14 · Gift · Disposed 425 · Balance 174 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 406.874 shares acquired between January 1, 2017 and September 30, 2017, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2017 through September 30, 2017.
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 14, 2017 Filed Jan 3, 2018 22:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000374 · doc4.xml · nonDerivative · entry 3 FAULKNER JAMES A · CIK 0001190454 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 174 Read SEC document |
| December 14, 2017 Filed Jan 3, 2018 22:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000374 · doc4.xml · nonDerivative · entry 1 FAULKNER JAMES A · CIK 0001190454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,153.933 Read SEC document |
| October 31, 2017 Filed Jan 3, 2018 22:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | OtherCommon Stock | 6,039.534 | $49.24 | $297,386.65 |
DisclosureSEC source: 0001225208-18-000374 · doc4.xml · nonDerivative · entry 2 FAULKNER JAMES A · CIK 0001190454 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 14,096.912 F1 · balance_after: Includes 406.874 shares acquired between January 1, 2017 and September 30, 2017, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2017 through September 30, 2017. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004360 · doc4.xml · nonDerivative · entry 1 FAULKNER JAMES A · CIK 0001190454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,153.933 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:02 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,616 | $39.29 | $102,782.64 |
DisclosureSEC source: 0001225208-16-040843 · doc4.xml · nonDerivative · entry 1 FAULKNER JAMES A · CIK 0001190454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,861.933 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.