Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Corp. Controller & CAO | 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 | 7,386 |
Ending reported balance
After 2026-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-13 · Exercise / conversion · Acquired 1,929 · Balance 9,862 Row 2 · 2026-03-13 · Tax withholding · Disposed 2,476 · Balance 7,386 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,543 |
Reported balance
After 2026-03-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-13 · Exercise / conversion · Disposed 1,929 · Balance 5,543 F1: On February 24, 2025, the reporting person was granted 7,719 RSUs. Each RSU represents a right to receive one share of TFC common stock. The remaining RSUs vest as follows: 1,929 on March 15, 2026, 1,930 on each of March 15, 2027 and March 15, 2028, and 1,683 on March 15, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,386 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,386 F3: On February 23, 2026, the reporting person was granted 7,386 restricted stock units, vesting in four equal installments on March 15, 2027, 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 6,995.07 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,995.07 F2: Includes 228.466 shares acquired between February 20, 2026 through March 13, 2026, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated February 20, 2026 through March 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 24, 2025, the reporting person was granted 7,719 RSUs. Each RSU represents a right to receive one share of TFC common stock. The remaining RSUs vest as follows: 1,929 on March 15, 2026, 1,930 on each of March 15, 2027 and March 15, 2028, and 1,683 on March 15, 2029.
F2: Includes 228.466 shares acquired between February 20, 2026 through March 13, 2026, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated February 20, 2026 through March 13, 2026.
F3: On February 23, 2026, the reporting person was granted 7,386 restricted stock units, vesting in four equal installments on March 15, 2027, 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 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003878 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771 F1 · shares: On February 23, 2016, the reporting person was granted 5,312 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2018 were met, resulting in 1,771 restricted stock units being earned. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 20:42 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 8,929 | $54.51 | $486,759.97 |
DisclosureSEC source: 0001225208-18-001375 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $54.4900 to $54.5300. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 584 | $47.53 | $27,757.52 |
DisclosureSEC source: 0001225208-17-006528 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,929 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 394 | $47.53 | $18,726.82 |
DisclosureSEC source: 0001225208-17-006528 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,513 Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 21:27 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 3,845 | $48.76 | $187,482.97 |
DisclosureSEC source: 0001225208-17-005607 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,907 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $48.7600 to $48.7700. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 21:38 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,475 | $48.11 | $70,962.25 |
DisclosureSEC source: 0001225208-17-004907 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,752 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:38 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 406 | $48.11 | $19,532.66 |
DisclosureSEC source: 0001225208-17-004907 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,227 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004355 · doc4.xml · nonDerivative · entry 3 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,633 F3 · shares: On February 24, 2015, the reporting person was granted 3,585 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 1,195 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004355 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,438 F2 · shares: On February 25, 2014, the reporting person was granted 3,753 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 1,252 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004355 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,186 F1 · shares: On February 23, 2016, the reporting person was granted 5,312 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 1,770 restricted stock units being earned. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 19:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 7,618 | $0.00 Strike: $34.29 | $0.00 |
DisclosureSEC source: 0001225208-17-001975 · doc4.xml · derivative · entry 6 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,618 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 2/26/2009. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 19:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 5,847 | $0.00 Strike: $44.15 | $0.00 |
DisclosureSEC source: 0001225208-17-001975 · doc4.xml · derivative · entry 5 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,847 shares Expires 2017-02-20 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_date: The option is exercisable in five equal annual installments beginning on 2/20/2008. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 19:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 13,465 | $47.19 | $635,368.92 |
DisclosureSEC source: 0001225208-17-001975 · doc4.xml · nonDerivative · entry 3 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,416 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.1200 to $47.2200. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 19:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 5,847 | $44.15 | $258,145.05 |
DisclosureSEC source: 0001225208-17-001975 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,881 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 19:59 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 7,618 | $34.29 | $261,221.22 |
DisclosureSEC source: 0001225208-17-001975 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,034 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 20:15 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 9,012 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-16-041770 · doc4.xml · derivative · entry 4 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,012 shares Expires 2022-02-21 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_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 20:15 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 9,012 | $42.21 | $380,387.51 |
DisclosureSEC source: 0001225208-16-041770 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,416 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $42.1550 to $42.2600. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 20:15 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 9,012 | $30.09 | $271,171.08 |
DisclosureSEC source: 0001225208-16-041770 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,428 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:53 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 7,047 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-16-041442 · doc4.xml · derivative · entry 4 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,047 shares Expires 2021-02-22 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_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:53 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 7,047 | $40.36 | $284,418.33 |
DisclosureSEC source: 0001225208-16-041442 · doc4.xml · nonDerivative · entry 2 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,416 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.3300 to $40.3650. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:53 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 7,047 | $27.73 | $195,413.31 |
DisclosureSEC source: 0001225208-16-041442 · doc4.xml · nonDerivative · entry 1 Powell Cynthia B · CIK 0001471555 · Corp. Controller, Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,463 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.