Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Chief Financial 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 | 84,672.197 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Tax withholding · Disposed 7,951 · Balance 84,672.197 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,245 |
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 1,245 F2: On February 28, 2025, the reporting person was granted 1,245 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 | 25,165 |
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 25,165 F1: On February 24, 2025, the reporting person was granted 25,165 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 | 23,931 |
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 23,931 F3: On February 23, 2026, the reporting person was granted 23,931 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. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 24, 2025, the reporting person was granted 25,165 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 1,245 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 23,931 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.
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 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · derivative · entry 6 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,891 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: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F4 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 2,231.797 shares of SunTrust common stock. F2 · derivative.underlying_shares: (Continued from Footnote 1) 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. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,293 | $54.94 | $71,037.42 |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · nonDerivative · entry 4 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,857 Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,891 | $54.94 | $158,831.54 |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · nonDerivative · entry 3 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,150 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 20, 2020 01:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionPhantom Stock Units · Derivative | 2,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001223203-20-000005 · primary_doc.xml · derivative · entry 3 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,891 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 phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust stock unit immediately prior to the effective time of the Merger. F2 · price: Consists of time-vested phantom stock settled in cash. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 01:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Disposition to issuerCommon Stock | 2,891 | $54.94 | $158,831.54 |
DisclosureSEC source: 0001223203-20-000005 · primary_doc.xml · nonDerivative · entry 2 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,857 Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 01:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,891 | $54.94 | $158,831.54 |
DisclosureSEC source: 0001223203-20-000005 · primary_doc.xml · nonDerivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,748 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 | 4,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · derivative · entry 5 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,637 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: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F3 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 3,580.571 shares of SunTrust common stock. F2 · derivative.underlying_shares: (Continued from Footnote 1) 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. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,378 | $54.82 | $75,541.96 |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · nonDerivative · entry 2 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,259 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 4,637 | $54.82 | $254,200.34 |
DisclosureSEC source: 0001225208-20-002548 · doc4.xml · nonDerivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 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 12, 2020 Filed Feb 14, 2020 22:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 7,689 | $55.19 | $424,355.91 |
DisclosureSEC source: 0001225208-20-002404 · doc4.xml · nonDerivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 3,589 | $54.27 | $194,775.03 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · derivative · entry 6 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,589 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. F2 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F4 · derivative.underlying_shares: (Continued from Footnote 2) 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. These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 2,771.511 shares of SunTrust common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 7,349 | $54.27 | $398,830.23 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · derivative · entry 5 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,349 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. F2 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F3 · derivative.underlying_shares: (Continued from Footnote 2) 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. These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 5,675.147 shares of SunTrust common stock. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,183 | $54.27 | $118,471.41 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · nonDerivative · entry 4 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,689 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,066 | $54.27 | $57,851.82 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · nonDerivative · entry 3 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,872 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 3,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · nonDerivative · entry 2 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,938 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 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 7,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001959 · doc4.xml · nonDerivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 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 11, 2019 00:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 34,879 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 11 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,879 Underlying: Common Stock · 34,879 shares Expires 2021-06-14 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 26,933.21 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 | 2,890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 10 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 Underlying: Common Stock · 2,890 shares Expires 2020-02-14 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 2,231.797 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 | 4,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 9 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,635 Underlying: Common Stock · 4,635 shares Expires 2021-02-13 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 3,579.508 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 | 4,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 8 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 Underlying: Common Stock · 4,637 shares Expires 2020-02-13 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F10 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 3,580.571 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 | 7,348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 7 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,348 Underlying: Common Stock · 7,348 shares Expires 2022-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F9 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 5,674.114 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 | 7,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 6 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 Underlying: Common Stock · 7,349 shares Expires 2021-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F8 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 5,675.147 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 | 7,349 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 5 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 Underlying: Common Stock · 7,349 shares Expires 2020-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 5,675.147 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 | 3,586 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 4 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,586 Underlying: Common Stock · 3,586 shares Expires 2022-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F6 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 2,769.447 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 | 3,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 3 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,588 Underlying: Common Stock · 3,588 shares Expires 2021-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 2,770.479 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 | 3,589 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 2 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,589 Underlying: Common Stock · 3,589 shares Expires 2020-02-08 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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 2,771.511 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 | 46,967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028855 · doc4.xml · derivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,967 Underlying: Common Stock · 46,967 shares Expires 2022-10-01 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F3 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 36,267.72 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Jan 10, 2020 19:06 UTC Amendment | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001244546-20-000001 · primary_doc.xml · derivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,891 Underlying: Common Stock · 2,891 shares Expires 2020-02-14 F1 · derivative.exercise_price: Pursuant to 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"), SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). These stock units represent 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. F2 · derivative.exercise_price: (Continued from Footnote 1) 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. F3 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 2,231.797 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Feb 19, 2020 20:27 UTC Amendment | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 2,891 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001223203-20-000004 · primary_doc.xml · derivative · entry 1 Maguire Michael Baron · CIK 0001789902 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,891 Underlying: Common Stock · 2,891 shares Expires 2020-02-14 F1 · derivative.exercise_price: Represents phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust stock unit immediately prior to the effective time of the Merger. F2 · price: Consists of time-vested phantom stock settled in cash. 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.