Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KLDiscovery Inc.KLDI · Entity 138111 | Director | June 15, 2021 | June 17, 2021 |
| Science Applications International CorpSAIC · Entity 3870 | Director | June 03, 2026 | June 04, 2026 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
KLDiscovery Inc.
Report date June 15, 2021 · Filed June 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,808 |
Reported balance
After 2021-06-15 transaction · row 1
1 source rowRow 1 · 2021-06-15 · Grant · Acquired 22,581 · Balance 96,808 F1: Represents an award of Restricted Stock Units ("RSUs"), which will vest the day immediately prior to the date of the Issuer's next annual meeting of stockholders occurring after the date of grant, subject to the Reporting Person's continued service through such vesting date, and is subject to acceleration upon certain events. The RSUs will be settled in shares of the Issuer's Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs"), which will vest the day immediately prior to the date of the Issuer's next annual meeting of stockholders occurring after the date of grant, subject to the Reporting Person's continued service through such vesting date, and is subject to acceleration upon certain events. The RSUs will be settled in shares of the Issuer's Common Stock upon vesting.
Science Applications International Corp
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,040.2607 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 1,886 · Balance 37,040.2607 |
TRUIST FINANCIAL CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 23,542 |
Reported balance
After 2026-02-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-24 · Grant · Acquired 4,027 · Balance 23,542 F2: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F3: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
| Common StockSEC Table I · non-derivative | Direct | 38,351 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 38,351 F1: Amount does not include 1,064 shares inadvertently reported in prior Forms 4 due to computational errors. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount does not include 1,064 shares inadvertently reported in prior Forms 4 due to computational errors.
F2: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
F3: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
Past disclosures · reporting ended (1)
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 28,176 · 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: Pursuant to the Merger Agreement, at the effective time of the merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger. |
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: Pursuant to the Merger Agreement, at the effective time of the merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 07, 2017 Filed Jun 8, 2017 21:04 UTC | Science Applications International Corp SAIC · Entity 3870 | GrantCommon Stock | 1,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011047 · doc4.xml · nonDerivative · entry 1 MOREA DONNA S · CIK 0001212424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,685.2607 Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 12:49 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantCommon Stock | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000089 · edgar.xml · nonDerivative · entry 1 MOREA DONNA S · CIK 0001212424 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,941 F1 · ownership.direct: Includes 2,186 shares of restricted stock granted under the SunTrust Banks, Inc. 2009 Stock Plan which vest upon the earlier of one year or the next annual meeting of shareholders. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.