Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | June 29, 2026 | July 01, 2026 |
| R1 RCM Holdco Inc.NONE · Entity 125898 | Director | June 21, 2022 | June 23, 2022 |
| 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.
APPFOLIO INC
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,343 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Grant · Acquired 1,255 · Balance 7,343 F1: Represents an annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. F2: The Reporting Person has elected to defer this grant in accordance with the Company's Nonemployee Director Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant.
F2: The Reporting Person has elected to defer this grant in accordance with the Company's Nonemployee Director Deferred Compensation Plan.
R1 RCM Holdco Inc.
Report date June 21, 2022 · Filed June 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-21 · Disposition to issuer · Disposed 6,039 · Balance 0 F1: On June 21, 2022, pursuant to the Transaction Agreement and Plan of Merger, dated as of January 9, 2022, by and among R1 RCM Holdco Inc. (f/k/a R1 RCM Inc.) (the "Company"), R1 RCM Inc. (f/k/a Project Roadrunner Parent Inc.) ("New R1"), Project Roadrunner Merger Sub Inc. ("R1 Merger Sub"), CoyCo 1, L.P., CoyCo 2, L.P. and certain other parties, R1 Merger Sub was merged with and into the Company, with the Company surviving as a direct, wholly owned subsidiary of New R1 (the "Reorganization"). F2: Upon consummation of the Reorganization, each share of the Company's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of New R1 and the Company's stockholders became stockholders of New R1. In addition, each restricted stock unit ("RSU") and option to purchase shares of common stock of the Company issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding RSU or option to purchase shares of common stock of New R1, subject to the same terms and conditions (including applicable vesting terms) as were applicable to RSUs or options to purchase shares immediately prior to the consummation of the Reorganization. F3: Each RSU represents a contingent right to receive one share of the Company's common stock. F4: The RSUs will vest in one annual installment on May 27, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 21, 2022, pursuant to the Transaction Agreement and Plan of Merger, dated as of January 9, 2022, by and among R1 RCM Holdco Inc. (f/k/a R1 RCM Inc.) (the "Company"), R1 RCM Inc. (f/k/a Project Roadrunner Parent Inc.) ("New R1"), Project Roadrunner Merger Sub Inc. ("R1 Merger Sub"), CoyCo 1, L.P., CoyCo 2, L.P. and certain other parties, R1 Merger Sub was merged with and into the Company, with the Company surviving as a direct, wholly owned subsidiary of New R1 (the "Reorganization").
F2: Upon consummation of the Reorganization, each share of the Company's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of New R1 and the Company's stockholders became stockholders of New R1. In addition, each restricted stock unit ("RSU") and option to purchase shares of common stock of the Company issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding RSU or option to purchase shares of common stock of New R1, subject to the same terms and conditions (including applicable vesting terms) as were applicable to RSUs or options to purchase shares immediately prior to the consummation of the Reorganization.
F3: Each RSU represents a contingent right to receive one share of the Company's common stock.
F4: The RSUs will vest in one annual installment on May 27, 2023.
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 | 19,556 |
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 19,556 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 | 10,194 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,194 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2000-01-01 | Direct | 3,835.026 |
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 3,835.026 F3: 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. 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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
R1 RCM Inc. /DE
Report date November 19, 2024 · Filed November 19, 2024
Section 16 reporting ended · disclosed 2024-11-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-11-19 transaction · row 1
1 source rowRow 1 · 2024-11-19 · Disposition to issuer · Disposed 33,014 · Balance 0 F1: Pursuant to and in connection with the transactions contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated July 31, 2024, by and among the Issuer, Raven Acquisition Holdings, LLC ("Parent") and Project Raven Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), at the time of the Merger (the "Effective Time") the reported securities were disposed of, with 17,363 shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), cancelled and converted into the right to receive $14.30 per share in cash without interest (the "Merger Consideration"). F2: Represents 15,651 shares of Common Stock of the Issuer underlying restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the number of shares of Common Stock subject to such RSUs as of immediately prior to the Effective Time and (b) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to and in connection with the transactions contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated July 31, 2024, by and among the Issuer, Raven Acquisition Holdings, LLC ("Parent") and Project Raven Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), at the time of the Merger (the "Effective Time") the reported securities were disposed of, with 17,363 shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), cancelled and converted into the right to receive $14.30 per share in cash without interest (the "Merger Consideration").
F2: Represents 15,651 shares of Common Stock of the Issuer underlying restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the number of shares of Common Stock subject to such RSUs as of immediately prior to the Effective Time and (b) the Merger Consideration.
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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,537 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 2,537 · Balance 2,537 F1: Disposed of 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 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. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. |
| Phantom StockSEC 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 2,257.322 · Balance 0 F2: Represents phantom stock units under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,923 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of 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 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. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Represents phantom stock units under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,923 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 |
|---|---|---|---|---|---|---|
| June 29, 2026 Filed Jul 1, 2026 22:38 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-26-000052 · wk-form4_1782945537.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,343 F1 · shares: Represents an annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. F2 · shares: The Reporting Person has elected to defer this grant in accordance with the Company's Nonemployee Director Deferred Compensation Plan. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 19:26 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001701617-26-000002 · f4_a1eus0000085hpjmaq-live.xml · derivative · entry 2 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,556 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 |
| June 27, 2025 Filed Jul 1, 2025 21:20 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000097 · wk-form4_1751404801.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,088 F1 · shares: Represents a grant of time-based restricted stock units ("RSUs") pursuant to the Issuer's 2025 Omnibus Incentive Plan. The RSUs vest in full on the first anniversary of the date of grant. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000178 · f4_a1eus00000437inmai-live.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,194 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2025. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 23:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $255.42 | $127,710.00 |
DisclosureSEC source: 0001433195-24-000147 · wk-form4_1733267753.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,416 Read SEC document |
| November 19, 2024 Filed Nov 19, 2024 22:29 UTC | R1 RCM Inc. /DE RCM · Entity 85753 | Disposition to issuerCommon Stock | 33,014 | $14.30 | $472,100.20 |
DisclosureSEC source: 0000950170-24-128843 · ownership.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to and in connection with the transactions contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated July 31, 2024, by and among the Issuer, Raven Acquisition Holdings, LLC ("Parent") and Project Raven Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), at the time of the Merger (the "Effective Time") the reported securities were disposed of, with 17,363 shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), cancelled and converted into the right to receive $14.30 per share in cash without interest (the "Merger Consideration"). F2 · kind: Represents 15,651 shares of Common Stock of the Issuer underlying restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the number of shares of Common Stock subject to such RSUs as of immediately prior to the Effective Time and (b) the Merger Consideration. F1 · acquired: Pursuant to and in connection with the transactions contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated July 31, 2024, by and among the Issuer, Raven Acquisition Holdings, LLC ("Parent") and Project Raven Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into the Issuer (the "Merger"), at the time of the Merger (the "Effective Time") the reported securities were disposed of, with 17,363 shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), cancelled and converted into the right to receive $14.30 per share in cash without interest (the "Merger Consideration"). F2 · acquired: Represents 15,651 shares of Common Stock of the Issuer underlying restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) the number of shares of Common Stock subject to such RSUs as of immediately prior to the Effective Time and (b) the Merger Consideration. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 22:27 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000089 · wk-form4_1719872816.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,916 F1 · shares: Represents a grant of time-based restricted stock units ("RSUs") pursuant to the Issuer's 2015 Stock Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. F2 · shares: The Reporting Person has elected to defer this grant in accordance with the Company's Nonemployee Director Deferred Compensation Plan. Read SEC document |
| May 23, 2024 Filed May 23, 2024 23:43 UTC | R1 RCM Inc. /DE RCM · Entity 85753 | GrantCommon Stock | 15,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-025049 · wk-form4_1716507804.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,014 F1 · shares: Represents restricted stock units ("RSUs") issued to the reporting person that will vest on May 23, 2025. Each RSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000174 · f4_a1e2k00000wi89quat-live.xml · derivative · entry 2 Bundy Scanlan Agnes · CIK 0001701617 · 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 |
| June 27, 2023 Filed Jul 1, 2023 01:15 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000083 · wk-form4_1688174120.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,273 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. F2 · shares: Shares deferred by the Reporting Person pursuant to Issuer's Nonemployee Director Deferred Compensation Plan. F3 · balance_after: Includes 921 shares deferred by the Reporting Person pursuant to Issuer's Nonemployee Director Deferred Compensation Plan. Read SEC document |
| May 18, 2023 Filed May 19, 2023 23:02 UTC | R1 RCM Inc. /DE RCM · Entity 85753 | GrantCommon Stock | 11,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019154 · wf-form4_168453733137208.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,363 F1 · shares: Represents restricted stock units ("RSUs") issued to the reporting person that will vest on May 18, 2024. Each RSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:45 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000143 · f4_a1e2k00000rxrl8ual-live.xml · derivative · entry 2 Bundy Scanlan Agnes · CIK 0001701617 · 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 |
| June 27, 2022 Filed Jun 30, 2022 01:26 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-22-000069 · wf-form4_165655236595685.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,352 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 21:36 UTC | R1 RCM Holdco Inc. NONE · Entity 125898 | Disposition to issuerRestricted Stock Unit · Derivative | 6,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-023837 · doc4.xml · derivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,039 shares Expires not disclosed F1 · derivative.exercise_price: On June 21, 2022, pursuant to the Transaction Agreement and Plan of Merger, dated as of January 9, 2022, by and among R1 RCM Holdco Inc. (f/k/a R1 RCM Inc.) (the "Company"), R1 RCM Inc. (f/k/a Project Roadrunner Parent Inc.) ("New R1"), Project Roadrunner Merger Sub Inc. ("R1 Merger Sub"), CoyCo 1, L.P., CoyCo 2, L.P. and certain other parties, R1 Merger Sub was merged with and into the Company, with the Company surviving as a direct, wholly owned subsidiary of New R1 (the "Reorganization"). F2 · derivative.exercise_price: Upon consummation of the Reorganization, each share of the Company's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of New R1 and the Company's stockholders became stockholders of New R1. In addition, each restricted stock unit ("RSU") and option to purchase shares of common stock of the Company issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding RSU or option to purchase shares of common stock of New R1, subject to the same terms and conditions (including applicable vesting terms) as were applicable to RSUs or options to purchase shares immediately prior to the consummation of the Reorganization. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F2 · shares: Upon consummation of the Reorganization, each share of the Company's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of New R1 and the Company's stockholders became stockholders of New R1. In addition, each restricted stock unit ("RSU") and option to purchase shares of common stock of the Company issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding RSU or option to purchase shares of common stock of New R1, subject to the same terms and conditions (including applicable vesting terms) as were applicable to RSUs or options to purchase shares immediately prior to the consummation of the Reorganization. F2 · price: Upon consummation of the Reorganization, each share of the Company's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of New R1 and the Company's stockholders became stockholders of New R1. In addition, each restricted stock unit ("RSU") and option to purchase shares of common stock of the Company issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding RSU or option to purchase shares of common stock of New R1, subject to the same terms and conditions (including applicable vesting terms) as were applicable to RSUs or options to purchase shares immediately prior to the consummation of the Reorganization. F4 · derivative.exercise_date: The RSUs will vest in one annual installment on May 27, 2023. F4 · derivative.expiration_date: The RSUs will vest in one annual installment on May 27, 2023. Read SEC document |
| June 21, 2022 Filed Jun 24, 2022 01:35 UTC | R1 RCM Inc. /DE RCM · Entity 85753 | GrantCommon Stock | 6,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-023832 · doc4.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,039 F1 · price: On June 21, 2022, pursuant to the Transaction Agreement and Plan of Merger, dated as of January 9, 2022, by and among R1 RCM Holdco Inc. (f/k/a R1 RCM Inc.) ("Old R1"), R1 RCM Inc. (f/k/a Project Roadrunner Parent Inc.) (the "Company"), Project Roadrunner Merger Sub Inc. ("R1 Merger Sub"), CoyCo 1, L.P., CoyCo 2, L.P. and certain other parties, R1 Merger Sub was merged with and into Old R1, with Old R1 surviving as a direct, wholly owned subsidiary of the Company (the "Reorganization"). F2 · price: Upon consummation of the Reorganization, each share of Old R1's common stock issued and outstanding immediately prior to the Reorganization was automatically exchanged into an equivalent corresponding share of common stock of the Company and Old R1's stockholders became stockholders of the Company. F3 · balance_after: Includes 6,039 RSUs. Each RSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:10 UTC | R1 RCM Holdco Inc. RCM · Entity 125898 | GrantRestricted Stock Units · Derivative | 6,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015808 · wf-form4_165404581841599.xml · derivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,039 Underlying: Common Stock · 6,039 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in one annual installment on May 27, 2023. F2 · derivative.expiration_date: The RSUs will vest in one annual installment on May 27, 2023. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 16:07 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000135 · f4_a1e2k00000rxkgvuad-live.xml · derivative · entry 2 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 Underlying: Common Stock · 2,412 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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 |
| June 28, 2021 Filed Jul 1, 2021 00:43 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000071 · wf-form4_162510017293968.xml · nonDerivative · entry 1 Bundy Scanlan Agnes · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003793 · doc4.xml · derivative · entry 2 Bundy Scanlan Agnes · CIK 0001701617 · 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 |
| November 01, 2020 Filed Nov 4, 2020 01:07 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000091 · wf-form4_160445202225455.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. 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: 0001225208-20-003699 · doc4.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,208 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:31 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 2,257.322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000212 · edgar.xml · derivative · entry 2 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,257.322 shares Expires not disclosed F2 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,923 shares of BB&T common stock. F2 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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. F2 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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 12:31 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 2,537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000212 · edgar.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 F1 · price: Disposed of 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 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. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 2,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028863 · doc4.xml · derivative · entry 2 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923 Underlying: Common Stock · 2,923 shares Expires not disclosed F2 · derivative.exercise_price: Represents phantom stock units issued under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 2,257.322 shares of SunTrust common stock. F2 · derivative.exercise_date: Represents phantom stock units issued under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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. F2 · derivative.expiration_date: Represents phantom stock units issued under the SunTrust Banks, Inc. 2018 Omnibus Incentive 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 00:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028863 · doc4.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 F1 · 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"). Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 18:05 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,204 | $63.54 | $140,042.16 |
DisclosureSEC source: 0000750556-19-000130 · edgar.xml · derivative · entry 2 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,204 Underlying: Common Stock · 2,204 shares Expires not disclosed F1 · security: 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. 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. 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. 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. Read SEC document |
| May 02, 2018 Filed May 3, 2018 14:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 1,500 | $67.35 | $101,025.00 |
DisclosureSEC source: 0000750556-18-000139 · edgar.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 F1 · ownership.direct: Includes1,851 shares of restricted stock granted under the SunTrust Banks, Inc. 2018 Stock Plan which vest upon the earlier of one year or the next annual meeting of shareholders. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:02 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantCommon Stock | 1,851 | $67.53 | $124,998.03 |
DisclosureSEC source: 0000750556-18-000113 · edgar.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 F1 · ownership.direct: Includes1,851 shares of restricted stock granted under the SunTrust Banks, Inc. 2018 Stock Plan which vest upon the earlier of one year or the next annual meeting of shareholders. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 12:48 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantCommon Stock | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000088 · edgar.xml · nonDerivative · entry 1 Scanlan Agnes Bundy · CIK 0001701617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,186 F1 · ownership.direct: Includes 2,186 shares of restricted stock granted under the SunTrust Banks, Inc. 2009 Stock Plan which vest upon the earlier of one year or the next annual meeting of shareholders. 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.