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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 16,059 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-18-003887 · doc4.xml · derivative · entry 5 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,117 Underlying: Common Stock · 16,059 shares Expires 2026-02-23 F5 · 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 2018 were met, resulting in 16,059 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 12,522 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-18-003887 · doc4.xml · derivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,565 Underlying: Common Stock · 12,522 shares Expires 2025-02-24 F4 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 37,565 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 12,522 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 4,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003887 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,241 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 2018 were met, resulting in 4,015 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 6,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003887 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,226 F2 · shares: On February 24, 2015, the reporting person was granted 19,264 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 6,421 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 7,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003887 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,805 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 2018 were met, resulting in 7,744 restricted stock units being earned. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 13:24 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 491 | $54.74 | $26,877.34 |
DisclosureSEC source: 0001225208-18-003203 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,061 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002562 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,552 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 2018 were met, resulting in 1,477 restricted stock units being earned. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:05 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 3,682 | $47.53 | $175,005.46 |
DisclosureSEC source: 0001225208-17-006491 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,075 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:05 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 3,054 | $47.53 | $145,156.62 |
DisclosureSEC source: 0001225208-17-006491 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,757 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:23 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 2,965 | $48.11 | $142,646.15 |
DisclosureSEC source: 0001225208-17-004882 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,811 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 16,058 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · derivative · entry 6 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,058 Underlying: Common Stock · 16,058 shares Expires 2016-02-23 F6 · 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 March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 16,058 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 12,522 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · derivative · entry 5 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,043 Underlying: Common Stock · 12,522 shares Expires 2025-02-24 F5 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 37,565 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 12,522 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 7,544 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · derivative · entry 4 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,629 Underlying: Common Stock · 7,544 shares Expires 2024-02-25 F4 · derivative.exercise_date: On February 25, 2014, the reporting person was granted an option to purchase 22,629 shares of common stock. The option vests in three equal annual installments based on certain performance criteria for each vesting year ending February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in vesting of the option as to 7,544 shares. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 6,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · nonDerivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,776 F3 · shares: On February 25, 2014, the reporting person was granted 18,850 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 6,283 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 6,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,493 F2 · shares: On February 24, 2015, the reporting person was granted 19,264 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 6,422 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 7,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004350 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,071 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 March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 7,743 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Mar 15, 2017 15:50 UTC Amendment | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 16,058 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-006262 · doc4a.xml · derivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,058 Underlying: Common Stock · 16,058 shares Expires 2026-02-23 F1 · 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 March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 16,058 options being earned. F2 · derivative.expiration_date: The option was originally reported in a Form 4 filed on 02/23/2017, which mistakenly reported the expiration date as 02/23/2016. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 487 | $47.87 | $23,312.69 |
DisclosureSEC source: 0001225208-17-003736 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,328 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:15 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002990 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,815 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 February 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 1,476 restricted stock units being earned. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 101,902 | $0.00 Strike: $36.22 | $0.00 |
DisclosureSEC source: 0001225208-17-001650 · doc4.xml · derivative · entry 3 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,902 shares Expires 2018-01-31 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. F2 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 1/31/2009. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 101,902 | $45.27 | $4,612,787.64 |
DisclosureSEC source: 0001225208-17-001650 · doc4.xml · nonDerivative · entry 2 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,339 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $45.1500 to $45.4100. 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 |
| January 23, 2017 Filed Jan 25, 2017 22:29 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 101,902 | $36.22 | $3,690,890.44 |
DisclosureSEC source: 0001225208-17-001650 · doc4.xml · nonDerivative · entry 1 Bible Daryl N. · CIK 0001449506 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,241 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.