Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | July 23, 2026 | July 27, 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.
TRUIST FINANCIAL CORP
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,270.342 |
Reported balance
After 2026-07-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-23 · Sale · Disposed 3,986 · Balance 10,270.342 F1: Includes 50.669 shares acquired from March 2026 through June 2026 under the Issuer's Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,070.94 |
Reported balance
Holding disclosure · report date 2026-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,070.94 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 50.669 shares acquired from March 2026 through June 2026 under the Issuer's Dividend Reinvestment Plan.
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 23, 2026 Filed Jul 27, 2026 17:04 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 3,986 | $50.70 | $202,090.20 |
DisclosureSEC source: 0001475856-26-000004 · f4_a1eus000009r0wpmas-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,270.342 F1 · balance_after: Includes 50.669 shares acquired from March 2026 through June 2026 under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 19:23 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001475856-26-000002 · f4_a1eus0000085fkhmaq-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,205.673 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2026. F2 · balance_after: Includes 25.789 shares acquired in December 2025 under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 12:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 5,160 | $46.45 | $239,682.00 |
DisclosureSEC source: 0001475856-25-000004 · f4_a1eus000007i2ifmak-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,152.884 F1 · balance_after: Includes 81.051 shares acquired between March 2025 through November 2025, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000177 · f4_a1eus00000434hvmaq-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,231.833 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2025. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 14:09 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 4,966 | $46.20 | $229,444.10 |
DisclosureSEC source: 0001664272-24-000415 · f4_a1eus000002xtemmau-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,245.833 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $46.200 to $46.205. 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. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:20 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 3,764 | $37.48 | $141,084.13 |
DisclosureSEC source: 0001664272-24-000201 · f4_a1e2k00000wi8gbual-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,132.003 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $37.4800 to $37.4900. 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. F2 · balance_after: Includes 85.876 shares acquired in March 2024, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 19:58 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000172 · f4_a1e2k00000wi89luat-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,810.127 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024. F2 · balance_after: Includes 340.609 shares acquired between March 2023 through December 2023, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000141 · f4_a1e2k00000rxrl3ual-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,309.518 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2023. F2 · balance_after: Includes 215.198 shares acquired between March 2022 through December 2022, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 17:54 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000151 · f4_a1e2k00000rxkgcuat-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,261.32 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2022. F2 · balance_after: Includes 41.322 shares acquired in December 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 15:14 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 1,423 | $56.91 | $80,977.24 |
DisclosureSEC source: 0001664272-21-000178 · f4_a1e2k00000h7xsmuaf-live.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,807.998 F1 · balance_after: Includes 44.159 shares acquired in September 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 18:59 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 1,500 | $53.11 | $79,659.00 |
DisclosureSEC source: 0001225208-21-009551 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,186.839 F1 · balance_after: Includes 76.718 shares acquired between March 2021 and June 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003797 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,610.121 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2021. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:53 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 3,221 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-20-014555 · doc4.xml · derivative · entry 4 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,221 shares Expires 2021-02-22 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 2/22/2012. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:53 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 3,221 | $47.72 | $153,702.90 |
DisclosureSEC source: 0001225208-20-014555 · doc4.xml · nonDerivative · entry 2 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,056.121 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.7140 to $47.7200. 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 |
| December 09, 2020 Filed Dec 11, 2020 18:53 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 3,221 | $27.73 | $89,318.33 |
DisclosureSEC source: 0001225208-20-014555 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,277.121 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. F1 · balance_after: Includes 56.487 shares acquired in December 2020, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| November 12, 2020 Filed Nov 13, 2020 21:53 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 957 | $46.80 | $44,791.43 |
DisclosureSEC source: 0001225208-20-013532 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999.634 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $46.8000 to $46.8100. 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 |
| September 23, 2020 Filed Sep 24, 2020 23:31 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 1,500 | $36.50 | $54,750.00 |
DisclosureSEC source: 0001225208-20-011823 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,956.634 F1 · balance_after: Includes 241.493 shares acquired between March 2020 and September 2020, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003700 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,215.141 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. F2 · balance_after: Includes 39.576 shares acquired in December 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 14:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 4,285 | $0.00 Strike: $27.75 | $0.00 |
DisclosureSEC source: 0001225208-19-012662 · doc4.xml · derivative · entry 4 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,285 shares Expires 2020-02-23 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. F3 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/23/2011. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 14:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 4,285 | $52.64 | $225,560.26 |
DisclosureSEC source: 0001225208-19-012662 · doc4.xml · nonDerivative · entry 2 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,252.565 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $52.6300 to $52.6400. 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 |
| September 17, 2019 Filed Sep 19, 2019 14:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 4,285 | $27.75 | $118,908.75 |
DisclosureSEC source: 0001225208-19-012662 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,537.565 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. F1 · balance_after: Includes 141.044 shares acquired between March 2019 and September 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:57 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004038 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,111.521 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2019. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:12 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,289 | $51.57 | $118,050.60 |
DisclosureSEC source: 0001225208-19-003335 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,654.521 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $51.5700 to $51.5800. 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. F2 · balance_after: Includes 72.413 shares acquired between September 2018 and December 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 16:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,500 | $52.34 | $130,851.50 |
DisclosureSEC source: 0001225208-18-010758 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,871.108 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $52.3400 to $52.3450. 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. F2 · balance_after: Includes 109.773 shares acquired between March 2018 and June 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,500 | $55.03 | $137,587.00 |
DisclosureSEC source: 0001225208-18-003877 · doc4.xml · nonDerivative · entry 2 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,261.335 F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $55.0300 to $55.0400. 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 |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003877 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,761.335 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2018. F2 · balance_after: Includes 184.703 shares acquired between March 2017 and December 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:44 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 2,500 | $49.77 | $124,426.00 |
DisclosureSEC source: 0001225208-17-005539 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,287.632 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $49.7700 to $49.7750. 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 |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004358 · doc4.xml · nonDerivative · entry 1 Boyer K. David Jr. · CIK 0001475856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,787.632 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. F2 · balance_after: Includes 82.102 shares acquired between September 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. 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.