Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M&T BANK CORPMTB · Entity 3122 | Sr. EVP & CFO | July 31, 2026 | August 04, 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.
M&T BANK CORP
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,967 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 3,043 · Balance 26,967 F1: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person.
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 November 30, 2022 · Filed December 01, 2022
Section 16 reporting ended · disclosed 2022-12-01. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 4, 2026 19:41 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 3,043 | $246.29 | $749,460.47 |
DisclosureSEC source: 0001628280-26-052471 · wk-form4_1785872465.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,967 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:20 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 3,145 | $0.00 Strike: $221.57 | $0.00 |
DisclosureSEC source: 0001449506-26-000002 · wk-form4_1770160831.xml · derivative · entry 3 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,145 Underlying: Common Stock · 3,145 shares Expires 2036-01-30 F5 · price: The option was granted under the Equity Plan, and therefore the reporting person paid no price for the option. F4 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:20 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 1,472 | $221.57 | $326,151.04 |
DisclosureSEC source: 0001449506-26-000002 · wk-form4_1770160831.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,010 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:20 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 3,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001449506-26-000002 · wk-form4_1770160831.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,482 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024 and January 31, 2025, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024 and January 31, 2025, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 21:09 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 3,043 | $188.70 | $574,214.10 |
DisclosureSEC source: 0000036270-25-000013 · wk-form4_1754341768.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,130 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:24 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 3,366 | $0.00 Strike: $201.24 | $0.00 |
DisclosureSEC source: 0001628280-25-003829 · wk-form4_1738711447.xml · derivative · entry 3 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,366 Underlying: Common Stock · 3,366 shares Expires 2035-01-31 F5 · price: The option was granted under the Equity Plan, and therefore the reporting person paid no price for the option. F4 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:24 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 678 | $201.24 | $136,440.72 |
DisclosureSEC source: 0001628280-25-003829 · wk-form4_1738711447.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,173 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:24 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 1,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-003829 · wk-form4_1738711447.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,851 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. F2 · price: The performance-based restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units, which were granted to the reporting person on January 31, 2024, under the M&T Bank Corporation 2019 Equity Incentive Compensation Plan (the "Equity Plan") and vested upon achievement of performance goals for the applicable performance period. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 20:22 UTC | M&T BANK CORP MTB · Entity 3122 | Tax withholdingCommon Stock | 2,820 | $172.17 | $485,519.40 |
DisclosureSEC source: 0000950170-24-089323 · ownership.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,056 F1 · kind: Shares withheld for taxes upon the settlement in shares of restricted stock units previously granted to the reporting person. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:56 UTC | M&T BANK CORP MTB · Entity 3122 | GrantOption (right to buy) · Derivative | 7,455 | $0.00 Strike: $138.10 | $0.00 |
DisclosureSEC source: 0001209191-24-002680 · doc4.xml · derivative · entry 2 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,455 Underlying: Common Stock · 7,455 shares Expires 2034-01-31 F2 · price: The option was granted under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan, and therefore the reporting person paid no price for the option. F1 · derivative.exercise_date: The option vests ratably on the first, second and third anniversary of the grant date. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 21:35 UTC | M&T BANK CORP MTB · Entity 3122 | PurchaseCommon Stock | 500 | $112.11 | $56,055.00 |
DisclosureSEC source: 0001209191-23-053790 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,876 F2 · price: This transaction was executed in multiple trades at prices ranging from $112.03 to $112.18. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 21:35 UTC | M&T BANK CORP MTB · Entity 3122 | PurchaseCommon Stock | 4,500 | $110.93 | $499,162.95 |
DisclosureSEC source: 0001209191-23-053790 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,376 F1 · price: This transaction was executed in multiple trades at prices ranging from $110.75 to $111.73. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:16 UTC | M&T BANK CORP MTB · Entity 3122 | GrantCommon Stock | 17,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044200 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,876 F1 · kind: The reported transaction involves an award of restricted stock units under the 2019 M&T Bank Corporation Equity Incentive Compensation Plan, as amended and restated (the "Equity Plan"). Each restricted stock unit represents a contingent right to receive one share of M&T Bank Corporation common stock upon vesting. F2 · shares: The restricted stock unit award includes a total of 17,876 shares. 5,958 shares of the restricted stock unit award will vest on July 31, 2024; an additional 5,959 shares will vest on July 31, 2025; and the remaining 5,959 shares will vest on July 31, 2026. F3 · price: The restricted stock units were granted under the Equity Plan, and therefore the reporting person paid no price for the restricted stock units. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:50 UTC | M&T BANK CORP MTB · Entity 3122 | PurchaseCommon Stock | 2,200 | $121.35 | $266,977.04 |
DisclosureSEC source: 0001209191-23-034666 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F2 · price: This transaction was executed in multiple trades at prices ranging from $121.22 to $121.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 23:50 UTC | M&T BANK CORP MTB · Entity 3122 | PurchaseCommon Stock | 7,800 | $120.40 | $939,105.18 |
DisclosureSEC source: 0001209191-23-034666 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Sr. EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,800 F1 · price: This transaction was executed in multiple trades at prices ranging from $120.22 to $121.21. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 9,324 | $58.02 | $540,978.48 |
DisclosureSEC source: 0001664272-22-000206 · f4_a1e2k00000rxlahua1-live.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,378 Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:21 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 12,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000131 · f4_a1e2k00000rxkeuuad-live.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,702 F3 · shares: On February 26, 2019, the reporting person was granted 12,765 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2019 through December 31, 2021) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at 99.13% of the Target Level of Achievement, resulting in 12,653 shares being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:21 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000131 · f4_a1e2k00000rxkeuuad-live.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,049 F2 · shares: On February 26, 2019, the reporting person was granted 12,765 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, 2020, 2021, and 2022. The performance criteria for 2022 were met, resulting in 4,256 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:21 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000131 · f4_a1e2k00000rxkeuuad-live.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,793 F1 · shares: On February 24, 2020, the reporting person was granted 17,184 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2022 were met, resulting in 4,296 restricted stock units being earned. Read SEC document |
| October 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 48,175 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · derivative · entry 8 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 48,175 shares Expires 2026-02-23 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 37,565 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · derivative · entry 7 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 37,565 shares Expires 2025-02-24 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 22,629 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · derivative · entry 6 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 22,629 shares Expires 2024-02-25 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 108,369 | $61.82 | $6,699,046.47 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · nonDerivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,497 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.7500 to $61.9350. 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 48,175 | $32.10 | $1,546,417.50 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,866 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 37,565 | $38.22 | $1,435,734.30 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,691 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 18, 2021 Filed Oct 20, 2021 20:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 22,629 | $37.55 | $849,718.95 |
DisclosureSEC source: 0001664272-21-000186 · f4_a1e2k00000h7yp2uan-live.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,126 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, 2021 Filed Mar 17, 2021 21:40 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 11,431 | $59.48 | $679,915.88 |
DisclosureSEC source: 0001225208-21-005494 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,497 Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003684 · doc4.xml · nonDerivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,928 F4 · shares: On February 20, 2018, the reporting person was granted 10,748 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 2021 were met, resulting in 3,583 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003684 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,345 F3 · shares: On February 26, 2019, the reporting person was granted 12,765 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, 2020, 2021, and 2022. The performance criteria for 2021 were met, resulting in 4,255 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003684 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,090 F2 · shares: On February 24, 2020, the reporting person was granted 17,184 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2021 were met, resulting in 4,296 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:28 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 13,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003684 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,794 F1 · shares: On February 20, 2018, the reporting person was granted 10,748 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2018 through December 31, 2020) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 13,435 shares being earned. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:11 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 11,619 | $33.83 | $393,070.77 |
DisclosureSEC source: 0001225208-20-005237 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,359 Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,978 F4 · shares: On February 20, 2018, the reporting person was granted 10,748 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 2020 were met, resulting in 3,583 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,395 F3 · shares: On February 21, 2017, the reporting person was granted 12,048 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 2020 were met, resulting in 4,017 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,378 F2 · shares: On February 26, 2019, the reporting person was granted 12,765 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, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 4,254 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 14,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001294 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,124 F1 · shares: On February 21, 2017, the reporting person was granted 12,048 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 14,136 shares being earned. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:30 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 6,861 | $50.13 | $343,941.93 |
DisclosureSEC source: 0001225208-19-005544 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,988 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 | 16,058 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-19-004016 · doc4.xml · derivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,175 Underlying: Common Stock · 16,058 shares Expires 2026-02-23 F4 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 48,175 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 16,058 options being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 3,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004016 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,849 F3 · shares: On February 20, 2018, the reporting person was granted 10,748 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 3,582 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 | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004016 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,267 F2 · shares: On February 21, 2017, the reporting person was granted 12,048 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 4,016 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 | 7,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004016 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,251 F1 · shares: On February 23, 2016, the reporting person was granted 23,232 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 7,745 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 | 497 | $49.74 | $24,720.78 |
DisclosureSEC source: 0001225208-19-003034 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,506 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:11 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002675 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,003 F1 · shares: On December 31, 2015, the reporting person was granted 4,430 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 1,477 restricted stock units being earned. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 32,147 | $0.00 Strike: $30.08 | $0.00 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · derivative · entry 6 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,147 shares Expires 2023-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option is exercisable in three equal annual installments beginning on 02/26/2014. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 32,147 | $53.51 | $1,720,099.17 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · nonDerivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,526 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.4100 to $53.6100. 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 26, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 32,147 | $30.08 | $966,981.76 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,673 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 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 56,158 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · derivative · entry 5 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,158 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. F3 · 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 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 42,700 | $53.63 | $2,289,889.98 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,526 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.5300 to $53.6900. 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 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 56,158 | $30.09 | $1,689,794.22 |
DisclosureSEC source: 0001225208-18-008133 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,226 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, 2018 Filed Mar 19, 2018 18:49 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 8,173 | $54.62 | $446,409.26 |
DisclosureSEC source: 0001225208-18-006381 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,068 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.