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 |
|---|---|---|---|---|---|---|
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 5,804.513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · doc4.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,210.085 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 |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 52,826.588 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002733 · 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: 228,405.572 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 |
| February 08, 2021 Filed Feb 10, 2021 22:20 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 23,411.984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002054 · doc4.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 · 23,411.984 shares Expires 2021-02-08 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. 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. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:20 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 7,706 | $52.97 | $408,186.82 |
DisclosureSEC source: 0001225208-21-002054 · doc4.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,578.984 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 22:20 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 23,411.984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002054 · 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: 183,284.984 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 $52.970 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,761 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002543 · 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 · 2,761 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. 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F5 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 2,131.878 shares of SunTrust common stock. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 25,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002543 · 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: 3,645 Underlying: Common Stock · 25,129 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. F3 · 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 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F4 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 22,219.227 shares of SunTrust common stock. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 11,334 | $54.94 | $622,689.96 |
DisclosureSEC source: 0001225208-20-002543 · 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: 159,873 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,181 | $54.94 | $64,884.14 |
DisclosureSEC source: 0001225208-20-002543 · 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: 171,207 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,761 | $54.94 | $151,689.34 |
DisclosureSEC source: 0001225208-20-002543 · 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: 172,388 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 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 25,129 | $54.94 | $1,380,587.26 |
DisclosureSEC source: 0001225208-20-002543 · 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: 169,627 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 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 5,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002543 · 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: 0 Underlying: Common Stock · 5,568 shares Expires 2020-02-13 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 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F2 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 4,299.445 shares of SunTrust common stock. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,512 | $54.82 | $137,707.84 |
DisclosureSEC source: 0001225208-20-002543 · doc4.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,498 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 5,568 | $54.82 | $305,237.76 |
DisclosureSEC source: 0001225208-20-002543 · 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: 147,010 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 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 65,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001954 · 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 · 65,090 shares Expires 2020-02-09 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F7 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 50,262.307 shares of SunTrust common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 3,554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001954 · 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 · 3,554 shares Expires 2019-02-09 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 performance-vested restricted stock units, each convertible into one share of common stock. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with the 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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 RSU F6 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 2,744.289 shares of SunTrust common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 22,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001954 · 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: 0 Underlying: Common Stock · 22,456 shares Expires 2020-02-08 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. 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F4 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 17,340.267 shares of SunTrust common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 29,356 | $54.27 | $1,593,150.12 |
DisclosureSEC source: 0001225208-20-001954 · 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: 141,442 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 7,898 | $54.27 | $428,624.46 |
DisclosureSEC source: 0001225208-20-001954 · 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: 170,798 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 987 | $54.27 | $53,564.49 |
DisclosureSEC source: 0001225208-20-001954 · 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: 178,696 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 3,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001954 · 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: 179,683 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 $54.270 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 22,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001954 · doc4.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,129 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 $54.270 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:55 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 65,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001954 · 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: 153,673 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Price $54.270 Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 39,774.347 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 18 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,774.347 shares Expires 2021-02-13 F20 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 22,219.227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 17 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,219.227 shares Expires 2020-02-14 F20 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 39,774.347 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 16 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,774.347 Underlying: Common Stock · 39,774.347 shares Expires 2021-02-13 F19 · derivative.exercise_price: 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. F19 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 22,219.227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 15 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,219.227 Underlying: Common Stock · 22,219.227 shares Expires 2020-02-14 F19 · derivative.exercise_price: 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. F19 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 2,744.289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 14 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,744.289 shares Expires 2019-02-09 F17 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 61,937.086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 13 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,937.086 shares Expires 2022-10-01 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 17,338.204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 12 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,338.204 shares Expires 2022-02-08 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 17,339.235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 11 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,339.235 shares Expires 2021-02-08 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 17,340.267 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 10 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,340.267 shares Expires 2020-02-08 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 4,298.384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 9 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,298.384 shares Expires 2021-02-13 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 4,299.445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 8 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,299.445 shares Expires 2020-02-13 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 50,262.307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 7 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,262.307 shares Expires 2020-02-09 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 2,131.878 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 6 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,131.878 shares Expires 2020-02-14 F8 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 1,158.7489 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 5 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,158.7489 shares Expires not disclosed F6 · derivative.exercise_price: 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 · price: 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. F6 · derivative.exercise_date: 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. F6 · derivative.expiration_date: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerOption · Derivative | 43,185 | Not disclosed Strike: $27.41 | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 4 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,185 shares Expires 2023-02-26 F5 · price: 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 · derivative.exercise_date: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerOption · Derivative | 45,600 | Not disclosed Strike: $21.67 | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · derivative · entry 3 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,600 shares Expires 2022-02-14 F4 · price: 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 · derivative.exercise_date: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 2,859.6124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · nonDerivative · entry 2 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Disclosed balance after: 0 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. F2 · ownership.nature: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 15:43 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 68,404.496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000223 · edgar.xml · nonDerivative · entry 1 Cummins Hugh S. III · CIK 0001701995 · Co-COO/Wholesale Segment Exec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 51,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 16 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,508 Underlying: Common Stock · 51,508 shares Expires 2021-02-13 F19 · 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 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F21 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 39,774.347 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 28,774 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 15 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,774 Underlying: Common Stock · 28,774 shares Expires 2020-02-14 F19 · 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 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F20 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 22,219.227 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 3,554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 14 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,554 Underlying: Common Stock · 3,554 shares Expires 2019-02-09 F17 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of common stock. The performance-vesting conditions applicable to these restricted stock units have been previously satisfied but, in accordance with the 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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 res F18 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 2,744.289 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 80,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 13 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,209 Underlying: Common Stock · 80,209 shares Expires 2022-10-01 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F16 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 61,937.086 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 22,453 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 12 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,453 Underlying: Common Stock · 22,453 shares Expires 2022-02-08 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F15 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 17,338.204 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 22,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · doc4.xml · derivative · entry 11 Cummins Hugh S. III · CIK 0001701995 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,454 Underlying: Common Stock · 22,454 shares Expires 2021-02-08 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F14 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 17,339.235 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 22,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · 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: 22,456 Underlying: Common Stock · 22,456 shares Expires 2020-02-08 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F13 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 17,340.267 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 5,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · 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: 5,566 Underlying: Common Stock · 5,566 shares Expires 2021-02-13 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F12 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 4,298.384 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 5,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028854 · 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: 5,568 Underlying: Common Stock · 5,568 shares Expires 2020-02-13 F8 · 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 BB&T time-vested 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. Following and in connection with the Merger, BB&T changed its name to Truist. 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. F11 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 4,299.445 shares of SunTrust common stock. 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.