Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Chief Whlse Banking Officer | March 13, 2026 | March 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRUIST FINANCIAL CORP
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,520 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Tax withholding · Disposed 7,433 · Balance 71,520 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 37,138 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 37,138 F3: On February 23, 2026, the reporting person was granted 37,138 restricted stock units, vesting in three equal annual installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,038 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 39,038 F1: On February 24, 2025, the reporting person was granted 39,038 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,947 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,947 F2: On February 28, 2025, the reporting person was granted 1,947 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 24, 2025, the reporting person was granted 39,038 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
F2: On February 28, 2025, the reporting person was granted 1,947 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
F3: On February 23, 2026, the reporting person was granted 37,138 restricted stock units, vesting in three equal annual installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 19:37 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 7,433 | $43.83 | $325,788.39 |
DisclosureSEC source: 0002011347-26-000006 · f4_a1eus000008f393mac-live.xml · nonDerivative · entry 1 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,520 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:16 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 37,138 | $0.00 | $0.00 |
DisclosureSEC source: 0002011347-26-000004 · f4_a1eus0000084jvvmau-live.xml · derivative · entry 2 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,138 Underlying: Common Stock · 37,138 shares Expires not disclosed F2 · derivative.exercise_price: On February 23, 2026, the reporting person was granted 37,138 restricted stock units, vesting in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.exercise_date: On February 23, 2026, the reporting person was granted 37,138 restricted stock units, vesting in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.expiration_date: On February 23, 2026, the reporting person was granted 37,138 restricted stock units, vesting in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 19:16 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 17,087 | $0.00 | $0.00 |
DisclosureSEC source: 0002011347-26-000004 · f4_a1eus0000084jvvmau-live.xml · nonDerivative · entry 1 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,953 F1 · shares: On February 26, 2024, the reporting person was granted 51,259 restricted stock units, vesting in three equal installments on March 15, 2026, March 15, 2027, and March 15, 2028. The performance criteria for the first installment were met, resulting in 17,087 restricted stock units being earned. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 14:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 21,061 | $52.07 | $1,096,646.27 |
DisclosureSEC source: 0002011347-26-000002 · f4_a1eus000007zpubmai-live.xml · nonDerivative · entry 2 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,866 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 14:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 54,831 | $0.00 | $0.00 |
DisclosureSEC source: 0002011347-26-000002 · f4_a1eus000007zpubmai-live.xml · nonDerivative · entry 1 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,927 F1 · shares: On March 1, 2024, the reporting person was granted 164,492 restricted stock units, which vest and become earned ratably over three years based on certain performance criteria for each vesting year ending February 12, 2025, 2026, and 2027. The performance criteria for the vesting year ending February 12, 2026 were met, resulting in 54,831 restricted stock units being earned. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 17:53 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000200 · f4_a1eus0000047wibmam-live.xml · derivative · entry 2 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,947 Underlying: Common Stock · 1,947 shares Expires not disclosed F2 · derivative.exercise_price: On February 28, 2025, the reporting person was granted 1,947 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.exercise_date: On February 28, 2025, the reporting person was granted 1,947 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.expiration_date: On February 28, 2025, the reporting person was granted 1,947 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 22:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 39,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000163 · f4_a1eus0000042h45mae-live.xml · derivative · entry 2 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,038 Underlying: Common Stock · 39,038 shares Expires not disclosed F1 · derivative.exercise_price: On February 24, 2025, the reporting person was granted 39,038 restricted stock units, vesting in three equal annual installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F1 · derivative.exercise_date: On February 24, 2025, the reporting person was granted 39,038 restricted stock units, vesting in three equal annual installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F1 · derivative.expiration_date: On February 24, 2025, the reporting person was granted 39,038 restricted stock units, vesting in three equal annual installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 15:39 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 26,735 | $46.38 | $1,239,969.30 |
DisclosureSEC source: 0001664272-25-000087 · f4_a1eus000003tjpomay-live.xml · nonDerivative · entry 2 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,096 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 15:39 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 54,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000087 · f4_a1eus000003tjpomay-live.xml · nonDerivative · entry 1 Lesher Kristin · CIK 0002011347 · Chief Whlse Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,831 F1 · shares: On March 1, 2024, the reporting person was granted 164,492 restricted stock units, which vest and become earned ratably over three years based on certain performance criteria for each vesting year ending February 12, 2025, 2026, and 2027. The performance criteria for the vesting year ending February 12, 2025 were met, resulting in 54,831 restricted stock units being earned. 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.