Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | September 15, 2026 | September 16, 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.
DELUXE CORP
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,758 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 1,168 · Balance 13,758 F1: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 68,404.496 · Balance 0 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. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 2,859.6124 · Balance 0 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: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $21.67 · Expires 2022-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Disposition to issuer · Disposed 45,600 · Balance 0 F4: This option was replaced with an option to purchase 59,052 shares of BB&T common stock at an exercise price of $16.73 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-06 · Disposition to issuer · Disposed 43,185 · Balance 0 F5: This option was replaced with an option to purchase 55,924 shares of BB&T common stock at an exercise price of $21.17 per share. F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-06 · Disposition to issuer · Disposed 1,158.7489 · Balance 0 F6: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F7: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 1,501 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-06 · Disposition to issuer · Disposed 2,131.878 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F9: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,761 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-06 · Disposition to issuer · Disposed 50,262.307 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 65,090 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-06 · Disposition to issuer · Disposed 4,299.445 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F11: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 5,568 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-12-06 · Disposition to issuer · Disposed 4,298.384 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F12: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 5,566 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-12-06 · Disposition to issuer · Disposed 17,340.267 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F13: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,456 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-12-06 · Disposition to issuer · Disposed 17,339.235 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F14: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,454 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-08 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-12-06 · Disposition to issuer · Disposed 17,338.204 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F15: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,453 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-10-01 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-12-06 · Disposition to issuer · Disposed 61,937.086 · Balance 0 F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F16: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 80,209 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-02-09 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2019-12-06 · Disposition to issuer · Disposed 2,744.289 · Balance 0 F17: Represents performance-vested restricted stock units each convertible into one share of SunTrust common stock. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F18: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 3,554 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 22,219.227 |
Reported balance
After 2019-12-06 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2019-12-06 · Grant · Acquired 22,219.227 · Balance 22,219.227 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 39,774.347 |
Reported balance
After 2019-12-06 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2019-12-06 · Grant · Acquired 39,774.347 · Balance 39,774.347 F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance vesting conditions being met in excess of 130% of target. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2019-12-06 · Disposition to issuer · Disposed 22,219.227 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 28,774 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2019-12-06 · Disposition to issuer · Disposed 39,774.347 · Balance 0 F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 51,508 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: Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of SunTrust stock on the applicable measurement date.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger.
F4: This option was replaced with an option to purchase 59,052 shares of BB&T common stock at an exercise price of $16.73 per share.
F5: This option was replaced with an option to purchase 55,924 shares of BB&T common stock at an exercise price of $21.17 per share.
F6: Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F7: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 1,501 shares of BB&T common stock.
F8: Represents time-vested restricted stock units each convertible into one share of SunTrust common stock under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into 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 time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.
F9: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,761 shares of BB&T common stock.
F10: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 65,090 shares of BB&T common stock.
F11: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 5,568 shares of BB&T common stock.
F12: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 5,566 shares of BB&T common stock.
F13: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,456 shares of BB&T common stock.
F14: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,454 shares of BB&T common stock.
F15: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 22,453 shares of BB&T common stock.
F16: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 80,209 shares of BB&T common stock.
F17: Represents performance-vested restricted stock units each convertible into one share of SunTrust common stock. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with terms of the award agreement governing these restricted stock units, the amount listed is subject to a one-year deferral beginning on February 9, 2019. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger.
F18: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate 3,554 shares of BB&T common stock.
F19: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance vesting conditions being met in excess of 130% of target.
F20: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a BB&T restricted stock unit convertible into 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger.
F21: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 28,774 shares of BB&T common stock.
F22: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 51,508 shares of BB&T common stock.
TRUIST FINANCIAL CORP
Report date January 13, 2025 · Filed January 14, 2025
Section 16 reporting ended · disclosed 2025-01-14. 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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 15:56 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,168 | $23.56 | $27,518.08 |
DisclosureSEC source: 0000027996-26-000124 · wk-form4_1789574204.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,758 F1 · shares: Securities acquired consist of common stock received in lieu of director's fees pursuant to the Company's Non-Employee Director Stock and Deferral Plan. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 14:55 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,205 | $22.84 | $27,522.20 |
DisclosureSEC source: 0000027996-26-000104 · wk-form4_1781708119.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,590 F1 · shares: Consists of restricted stock units granded in lieu of director fees pursuant to an election by the director pursuant to the Company's Non-Employee Director Stock and Deferral Plan. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000091 · wk-form4_1777299948.xml · derivative · entry 3 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 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 |
| April 23, 2026 Filed Apr 27, 2026 14:25 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000091 · wk-form4_1777299948.xml · derivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,286 Underlying: Common Stock · 5,286 shares Expires 2027-04-24 F2 · derivative.exercise_date: Consists of restricted stock units granted pursuant to the Company's Non-Employee Director Stock and Deferral Plan for which the Director elected to defer vesting pursuant to the Plan. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:25 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,349 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-26-000091 · wk-form4_1777299948.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,385 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 · date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 15:40 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock | 1,036 | $26.56 | $27,516.16 |
DisclosureSEC source: 0000027996-26-000081 · wk-form4_1773762024.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,036 F1 · balance_after: Consists of restricted stock units granded in lieu of director fees pursuant to an election by the director pursuant to the Company's Non-Employee Director Stock and Deferral Plan. The restricted stock units will convert to shares of Common Stock on deferred dates specified by the director. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 19:54 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000126 · wk-form4_1745610879.xml · derivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 F1 · derivative.exercise_date: Restricted stock units vest on the date of our 2026 annual shareholder meeting, which is expected to be April 23, 2026. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 4,378 | $41.84 | $183,175.52 |
DisclosureSEC source: 0001664272-24-000336 · f4_a1eus000001u5xjmaq-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,441.61 Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 9,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000336 · f4_a1eus000001u5xjmaq-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,819.61 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 · shares: On September 1, 2021, the reporting person was granted 49,804 restricted stock units, which shall vest and become earned ratably over five years based on certain performance criteria for each vesting year ending September 15, 2022, 2023, 2024, 2025 and 2026. The performance criteria for the vesting year ending September 15, 2024 were met, resulting in 9,961 restricted stock units being earned. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 19:42 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 15,971 | $34.86 | $556,749.06 |
DisclosureSEC source: 0001664272-24-000212 · f4_a1e2k00000wi8irual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,858.61 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 17,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,829.61 F4 · shares: On February 22, 2021, the reporting person was granted 22,681 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 17,010 shares being earned. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 8,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 3 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,819.61 F3 · shares: On February 22, 2022, the reporting person was granted 24,831 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 8,278 restricted stock units being earned. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 6,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,541.61 F2 · shares: On February 22, 2021, the reporting person was granted 19,944 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2024 were met, resulting in 6,648 restricted stock units being earned. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 5,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000158 · f4_a1e2k00000wi88ruad-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,893.61 F1 · shares: On February 24, 2020, the reporting person was granted 21,909 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 2024 were met, resulting in 5,478 restricted stock units being earned. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 23:34 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000532 · f4_a1e2k00000wi6ksual-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,890.61 F1 · shares: Represents accelerated vesting of a portion of RSUs granted earlier in 2023 solely to pay certain federal tax withholding currently due on account of the fact that the reporting person is retirement eligible. The original award was to vest in three equal tranches on March 15 following each of the second, third and fourth anniversaries of the grant date, which was in February 2023. The accelerated vesting reduces the shares otherwise scheduled to vest on March 15, 2027. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 23:34 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,475 | $32.14 | $47,406.50 |
DisclosureSEC source: 0001664272-23-000532 · f4_a1e2k00000wi6ksual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,415.61 Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 13:22 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 9,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000441 · f4_a1e2k00000kls5vuat-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340,818.61 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 · shares: On September 1, 2021, the reporting person was granted 49,804 restricted stock units, which shall vest and become earned ratably over five years based on certain performance criteria for each vesting year ending September 15, 2022, 2023, 2024, 2025 and 2026. The performance criteria for the vesting year ending September 15, 2023 were met, resulting in 9,961 restricted stock units being earned. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 13:22 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 4,403 | $29.00 | $127,687.00 |
DisclosureSEC source: 0001664272-23-000441 · f4_a1e2k00000kls5vuat-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,415.61 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 17:31 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 18,845 | $32.10 | $604,924.50 |
DisclosureSEC source: 0001664272-23-000243 · f4_a1e2k00000rxrl6uad-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,857.61 Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 5,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000115 · f4_a1e2k00000rxrk5ual-live.xml · nonDerivative · entry 3 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,545.61 F1 · shares: On February 24, 2020, the reporting person was granted 21,909 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 2023 were met, resulting in 5,477 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000115 · f4_a1e2k00000rxrk5ual-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,194.61 F2 · shares: On February 22, 2021, the reporting person was granted 19,944 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2023 were met, resulting in 6,649 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 30,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000115 · f4_a1e2k00000rxrk5ual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,702.61 F3 · shares: On February 24, 2020, the reporting person was granted 24,917 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2020 through December 31, 2022) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 122.44% of the Target Level of Achievement, resulting in 30,508 shares being earned. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 20:32 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 55,924 | $0.00 Strike: $21.17 | $0.00 |
DisclosureSEC source: 0001664272-23-000038 · f4_a1e2k00000rxqhaua1-live.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,924 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. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 20:32 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 35,229 | $49.06 | $1,728,158.60 |
DisclosureSEC source: 0001664272-23-000038 · f4_a1e2k00000rxqhaua1-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,068.61 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $49.0500 to $49.0750. 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 27, 2023 Filed Jan 31, 2023 20:32 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 55,924 | $21.17 | $1,183,911.08 |
DisclosureSEC source: 0001664272-23-000038 · f4_a1e2k00000rxqhaua1-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,297.61 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 01, 2022 Filed Oct 4, 2022 18:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 88,858.081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000284 · f4_a1e2k00000rxofhua1-live.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,858.081 shares Expires 2022-10-01 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 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 39,489 | $43.54 | $1,719,351.06 |
DisclosureSEC source: 0001664272-22-000284 · f4_a1e2k00000rxofhua1-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,373.61 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 88,858.081 | $43.54 | $3,868,880.85 |
DisclosureSEC source: 0001664272-22-000284 · f4_a1e2k00000rxofhua1-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,862.61 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 |
| September 15, 2022 Filed Sep 19, 2022 19:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 5,763 | $48.12 | $277,315.56 |
DisclosureSEC source: 0001664272-22-000275 · f4_a1e2k00000rxnujuat-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,004.529 Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 19:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 9,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000275 · f4_a1e2k00000rxnujuat-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,767.529 F5 · shares: On September 1, 2021, the reporting person was granted 49,804 restricted stock units, which shall vest and become earned ratably over five years based on certain performance criteria for each vesting year ending September 15, 2022, 2023, 2024, 2025 and 2026. The performance criteria for the vesting year ending September 15, 2022 were met, resulting in 9,960 restricted stock units being earned. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,434 | $58.02 | $141,220.68 |
DisclosureSEC source: 0001664272-22-000204 · f4_a1e2k00000rxla2ual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,807.529 F4 · balance_after: Includes 3.488 shares acquired (after withholding for taxes) as a result of dividend equivalents being paid on a prior performance unit award that distributed on February 11, 2022, which was the record date for Truist's first quarter dividend. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 5,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000104 · f4_a1e2k00000rxkf9uad-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,238.041 F1 · shares: On February 24, 2020, the reporting person was granted 21,909 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 5,477 restricted stock units being earned. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:46 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 907.193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000085 · f4_a1e2k00000rxkxoual-live.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 907.193 shares Expires 2022-02-13 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 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:46 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 404 | $63.58 | $25,686.32 |
DisclosureSEC source: 0001664272-22-000085 · f4_a1e2k00000rxkxoual-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,761.041 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:46 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 907.193 | $63.58 | $57,679.33 |
DisclosureSEC source: 0001664272-22-000085 · f4_a1e2k00000rxkxoual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,165.041 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 |
| February 08, 2022 Filed Feb 10, 2022 19:23 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 24,162.717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000046 · f4_a1e2k00000rxkviual-live.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,162.717 shares Expires 2022-02-08 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. F5 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F1 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:23 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 9,540 | $65.85 | $628,209.00 |
DisclosureSEC source: 0001664272-22-000046 · f4_a1e2k00000rxkviual-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,257.848 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:23 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 24,162.717 | $65.85 | $1,591,114.91 |
DisclosureSEC source: 0001664272-22-000046 · f4_a1e2k00000rxkviual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,797.848 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 |
| November 03, 2021 Filed Nov 5, 2021 19:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 59,052 | $0.00 Strike: $16.74 | $0.00 |
DisclosureSEC source: 0001664272-21-000199 · f4_a1e2k00000rxjr3ual-live.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59,052 shares Expires 2022-02-14 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 |
| November 03, 2021 Filed Nov 5, 2021 19:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 59,052 | $65.14 | $3,846,411.07 |
DisclosureSEC source: 0001664272-21-000199 · f4_a1e2k00000rxjr3ual-live.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,634.309 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $65.0000 to $65.4100. 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 |
| November 03, 2021 Filed Nov 5, 2021 19:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 59,052 | $16.74 | $988,530.48 |
DisclosureSEC source: 0001664272-21-000199 · f4_a1e2k00000rxjr3ual-live.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,686.309 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 | 2,449 | $59.48 | $145,666.52 |
DisclosureSEC source: 0001225208-21-005491 · doc4.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,634.309 F1 · balance_after: Includes net shares acquired as a result of dividend equivalents being paid to reflect Truist's March 1, 2021 common stock dividend on RSU awards that vested on February 13, 2021 or for which the one-year deferral period expired on February 14, 2021. The record date for the dividend was February 12, 2021. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:29 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 5,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003693 · doc4.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,820.597 F1 · shares: On February 24, 2020, the reporting person was granted 21,909 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 5,477 restricted stock units being earned. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 5,804.513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · derivative · entry 10 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,804.513 shares Expires 2021-02-13 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_price: Represents time-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 3,800.512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · derivative · entry 9 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,800.512 shares Expires 2020-02-14 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_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 52,826.588 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · derivative · entry 8 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878.967 Underlying: Common Stock · 52,826.588 shares Expires 2021-02-13 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_price: Represents performance-vested restricted stock units, each convertible into one share of common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust performance-vested restricted stock unit automatically converted into a Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust performance-vested restricted stock unit immediately prior to the effective time of the Merger. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 22,373 | $54.01 | $1,208,365.73 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · nonDerivative · entry 6 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,343.597 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,595 | $54.01 | $140,155.95 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · nonDerivative · entry 5 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,716.597 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,699 | $54.01 | $91,762.99 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · nonDerivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,311.597 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 3,800.512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · nonDerivative · entry 3 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,010.597 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 · price: Price $54.010 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.