Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHARTER COMMUNICATIONS, INC. /MO/CHTR · Entity 1730 | Director | August 19, 2026 | August 21, 2026 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 26, 2026 |
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.
CHARTER COMMUNICATIONS, INC. /MO/
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,547 |
Ending reported balance
After 2026-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-19 · Grant · Acquired 1,009 · Balance 1,009 F1: Grant of Restricted Stock (price not applicable) valued at $155,342 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027. Row 2 · 2026-08-19 · Grant · Acquired 538 · Balance 1,547 F2: Grant of Restricted Stock (price not applicable) under an election offered by the Company to its eligible non-employee directors to accept board retainer in stock in lieu of cash valued at $82,849 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock (price not applicable) valued at $155,342 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027.
F2: Grant of Restricted Stock (price not applicable) under an election offered by the Company to its eligible non-employee directors to accept board retainer in stock in lieu of cash valued at $82,849 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027.
TRUIST FINANCIAL CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 23,542 |
Reported balance
After 2026-02-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-24 · Grant · Acquired 4,027 · Balance 23,542 F1: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
| Common StockSEC Table I · non-derivative | Direct | 2,923 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,923 |
| Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2000-01-01 | Direct | 13,726.328 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 13,726.328 F3: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis. F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2000-01-01 | Direct | 16,473.691 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 16,473.691 F4: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis. F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
F2: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
F3: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.
F4: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 9,695.661 · Balance 0 F1: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"). dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 8,078.967 · Balance 0 F3: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F5: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 10,462 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"). dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F3: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock.
F5: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 10,462 shares of BB&T common stock.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 20:22 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001198477-26-000008 · wk-form4_1787343735.xml · nonDerivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,547 F2 · shares: Grant of Restricted Stock (price not applicable) under an election offered by the Company to its eligible non-employee directors to accept board retainer in stock in lieu of cash valued at $82,849 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:22 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GrantClass A Common Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001198477-26-000008 · wk-form4_1787343735.xml · nonDerivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,009 F1 · shares: Grant of Restricted Stock (price not applicable) valued at $155,342 on the grant date, to fully vest on the date of the Company's annual meeting of stockholders in 2027. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 19:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001198477-26-000002 · f4_a1eus0000085uaxma2-live.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,542 Underlying: Common Stock · 4,027 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000179 · f4_a1eus00000439flmai-live.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,811 Underlying: Common Stock · 3,986 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:07 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000176 · f4_a1e2k00000wi89vuat-live.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,348 Underlying: Common Stock · 5,160 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000147 · f4_a1e2k00000rxrliua1-live.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,881 Underlying: Common Stock · 3,833 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 16:31 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000139 · f4_a1e2k00000rxkh5uad-live.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 Underlying: Common Stock · 2,412 shares Expires not disclosed F4 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:15 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003809 · doc4.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 Underlying: Common Stock · 2,554 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:11 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003716 · doc4.xml · nonDerivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:40 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 8,078.967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000214 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,078.967 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F5 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 10,462 shares of BB&T common stock. F3 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:40 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 9,695.661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000214 · edgar.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,695.661 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"). dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:07 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 10,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028875 · doc4.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,462 Underlying: Common Stock · 10,462 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F5 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 8,078.967 shares of SunTrust common stock. F3 · derivative.exercise_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:07 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 12,556 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028875 · doc4.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,556 Underlying: Common Stock · 12,556 shares Expires not disclosed F1 · derivative.exercise_price: Acquired in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement") pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 9,695.661 shares of SunTrust common stock. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 18:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 444.5103 | $67.49 | $30,000.00 |
DisclosureSEC source: 0000750556-19-000180 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,015.2893 Underlying: Common Stock · 444.5103 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 11:18 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 481 | $62.49 | $30,057.69 |
DisclosureSEC source: 0000750556-19-000149 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,403.4483 Underlying: Common Stock · 481 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 10:52 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 473 | $63.54 | $30,054.42 |
DisclosureSEC source: 0000750556-19-000132 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,922.4483 Underlying: Common Stock · 473 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 10:52 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,204 | $63.54 | $140,042.16 |
DisclosureSEC source: 0000750556-19-000132 · edgar.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,206.967 Underlying: Common Stock · 2,204 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 16:05 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 577.7008 | $51.93 | $30,000.00 |
DisclosureSEC source: 0000750556-19-000012 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,449.4483 Underlying: Common Stock · 577.7008 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 14:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 151.8219 | $49.40 | $7,500.00 |
DisclosureSEC source: 0000750556-18-000226 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,871.7475 Underlying: Common Stock · 151.8219 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| October 02, 2018 Filed Oct 3, 2018 13:04 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 375.3981 | $65.93 | $24,750.00 |
DisclosureSEC source: 0000750556-18-000195 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,665.6363 Underlying: Common Stock · 375.3981 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 14:46 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 391.6741 | $67.02 | $26,250.00 |
DisclosureSEC source: 0000750556-18-000168 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,251.9531 Underlying: Common Stock · 391.6741 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:33 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,851 | $67.53 | $124,998.03 |
DisclosureSEC source: 0000750556-18-000135 · edgar.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,002.967 Underlying: Common Stock · 1,851 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,851 | $67.53 | $124,998.03 |
DisclosureSEC source: 0000750556-18-000121 · edgar.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,002.967 Underlying: Common Stock · 1,851 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 10:35 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 374.546 | $66.08 | $24,750.00 |
DisclosureSEC source: 0000750556-18-000093 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,832.189 Underlying: Common Stock · 374.546 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 15:03 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 289.0842 | $64.86 | $18,750.00 |
DisclosureSEC source: 0000750556-18-000006 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,432.7156 Underlying: Common Stock · 289.0842 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 16:16 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 90.8678 | $66.03 | $6,000.00 |
DisclosureSEC source: 0000750556-17-000187 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,143.6314 Underlying: Common Stock · 90.8678 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 14:50 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 388.601 | $59.83 | $23,250.00 |
DisclosureSEC source: 0000750556-17-000147 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,027.9761 Underlying: Common Stock · 388.601 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 10:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 482.1894 | $57.55 | $27,750.00 |
DisclosureSEC source: 0000750556-17-000123 · edgar.xml · derivative · entry 2 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,613.0171 Underlying: Common Stock · 482.1894 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:57 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000096 · edgar.xml · derivative · entry 1 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,013.5212 Underlying: Common Stock · 2,186 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the sunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the sunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the sunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 14:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 423.7288 | $55.46 | $23,500.00 |
DisclosureSEC source: 0000750556-17-000071 · edgar.xml · derivative · entry 3 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116.364 Underlying: Common Stock · 423.7288 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:24 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 315.3721 | $55.49 | $17,500.00 |
DisclosureSEC source: 0000750556-17-000001 · edgar.xml · derivative · entry 3 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680.6 Underlying: Common Stock · 315.3721 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 16:10 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 108.558 | $55.27 | $6,000.00 |
DisclosureSEC source: 0000750556-16-000379 · edgar.xml · derivative · entry 3 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365.2279 Underlying: Common Stock · 108.558 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 15:21 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 482.1389 | $45.63 | $22,000.00 |
DisclosureSEC source: 0000750556-16-000351 · edgar.xml · derivative · entry 3 CLEMENT DALLAS S · CIK 0001198477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,246.2037 Underlying: Common Stock · 482.1389 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. 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.