Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INCPRU · Entity 148 | Executive Vice President | February 28, 2026 | March 03, 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.
PRUDENTIAL FINANCIAL INC
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,766 |
Ending reported balance
After 2026-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-28 · Exercise / conversion · Acquired 2,717 · Balance 2,717 F1: Represents the vesting of previously awarded restricted stock units. Row 2 · 2026-02-28 · Tax withholding · Disposed 951 · Balance 1,766 F2: Represents shares withheld for the payment of taxes. |
| 2025 Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,435 |
Reported balance
After 2026-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-28 · Exercise / conversion · Disposed 2,717 · Balance 5,435 F3: The Restricted Stock Units convert to common stock on a 1 to 1 basis. F4: The Restricted Stock Units will vest 1/3 per year beginning the last day of February 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of previously awarded restricted stock units.
F2: Represents shares withheld for the payment of taxes.
F3: The Restricted Stock Units convert to common stock on a 1 to 1 basis.
F4: The Restricted Stock Units will vest 1/3 per year beginning the last day of February 2026.
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 953.067 · 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 November 1, 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-13 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 1,406.955 · Balance 0 F2: 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. F3: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 1,822 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Disposition to issuer · Disposed 1,405.894 · Balance 0 F2: 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. F4: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 1,821 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-06 · Disposition to issuer · Disposed 7,567.207 · Balance 0 F2: 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. F5: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 9,800 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-06 · Disposition to issuer · Disposed 7,566.175 · Balance 0 F2: 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. F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 9,798 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-06 · Disposition to issuer · Disposed 7,566.173 · Balance 0 F2: 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. F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 9,798 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-06 · Disposition to issuer · Disposed 37,235.583 · Balance 0 F2: 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. F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 48,220 shares of BB&T common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13 | Direct | 13,017.672 |
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 · Grant · Acquired 13,017.672 · Balance 13,017.672 F8: 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 | 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 13,017.672 · Balance 0 F9: 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 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. F10: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 16,858 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 November 1, 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: 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.
F3: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 1,822 shares of BB&T common stock.
F4: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 1,821 shares of BB&T common stock.
F5: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 9,800 shares of BB&T common stock.
F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 9,798 shares of BB&T common stock.
F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 48,220 shares of BB&T common stock.
F8: 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.
F9: 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 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.
F10: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 16,858 shares of BB&T common stock.
TRUIST FINANCIAL CORP
Report date November 10, 2023 · Filed December 04, 2023
Section 16 reporting ended · disclosed 2023-12-04. 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 |
|---|---|---|---|---|---|---|
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 48,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 7 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,220 Underlying: Common Stock · 48,220 shares Expires 2022-10-01 F2 · 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. F8 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 37,235.583 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 9,798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 6 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,798 Underlying: Common Stock · 9,798 shares Expires 2022-02-08 F2 · 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 7,566.173 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 9,798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 5 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,798 Underlying: Common Stock · 9,798 shares Expires 2021-02-08 F2 · 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. F6 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 7,566.175 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 9,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 4 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Underlying: Common Stock · 9,800 shares Expires 2020-02-08 F2 · 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 7,567.207 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 1,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 3 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,821 Underlying: Common Stock · 1,821 shares Expires 2021-02-13 F2 · 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 1,405.894 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 1,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · derivative · entry 2 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,822 Underlying: Common Stock · 1,822 shares Expires 2020-02-13 F2 · 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. F3 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 1,406.955 shares of SunTrust common stock. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:02 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 1,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028869 · doc4.xml · nonDerivative · entry 1 Case Scott · CIK 0001730625 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,234 F1 · price: Acquired 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 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"). Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 17:24 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 36,356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000128 · edgar.xml · derivative · entry 7 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,356 Underlying: Common Stock · 36,356 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionPhantom Stock Units · Derivative | 1,364.067 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000081 · edgar.xml · derivative · entry 3 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,364.067 shares Expires not disclosed 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 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.exercise_price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Tax withholdingCommon Stock | 411 | $64.65 | $26,571.15 |
DisclosureSEC source: 0000750556-19-000081 · edgar.xml · nonDerivative · entry 2 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953.067 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Exercise / conversionCommon Stock | 1,364.067 | $64.65 | $88,186.93 |
DisclosureSEC source: 0000750556-19-000081 · edgar.xml · nonDerivative · entry 1 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364.067 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 08, 2019 Filed Feb 11, 2019 20:55 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 2,199.0104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000030 · edgar.xml · derivative · entry 6 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199.0104 Underlying: Common Stock · 2,199.0104 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 20:55 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 2,199.0104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000030 · edgar.xml · derivative · entry 5 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199.0104 Underlying: Common Stock · 2,199.0104 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 20:55 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 2,199.0104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000030 · edgar.xml · derivative · entry 4 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199.0104 Underlying: Common Stock · 2,199.0104 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 15, 2019 20:31 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 7,330.0348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000071 · edgar.xml · derivative · entry 3 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,330.0348 Underlying: Common Stock · 7,330.0348 shares Expires not disclosed F1 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 15, 2019 20:31 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 7,330.0348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000071 · edgar.xml · derivative · entry 2 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,330.0348 Underlying: Common Stock · 7,330.0348 shares Expires not disclosed F1 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 08, 2019 Filed Feb 15, 2019 20:31 UTC Amendment | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 7,330.0348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000071 · edgar.xml · derivative · entry 1 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,330.0348 Underlying: Common Stock · 7,330.0348 shares Expires not disclosed F1 · derivative.exercise_price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F2 · shares: This amendment is being filed to reflect that 100% of the executive's stock award (rather than the 30% previously stated) will be a time-based grant, vesting over three years. F1 · price: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 14:13 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,325.0883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000045 · edgar.xml · derivative · entry 3 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325.0883 Underlying: Common Stock · 1,325.0883 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.exercise_price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 14:13 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,325.0883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000045 · edgar.xml · derivative · entry 2 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325.0883 Underlying: Common Stock · 1,325.0883 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.exercise_price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 14:13 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,325.0883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-18-000045 · edgar.xml · derivative · entry 1 Case Scott · CIK 0001730625 · Corp EVP & Chief Info Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325.0883 Underlying: Common Stock · 1,325.0883 shares Expires not disclosed F1 · security: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.exercise_price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · price: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. F1 · derivative.expiration_date: Represents time-vested stock units granted on February 13, 2018 under the SunTrust Banks, Inc. 2009 Stock Plan. The plan is exempt under Rule 16b-3. Units will be settled in shares. The award agreement contains tax withholding features which allow us to withhold units to satisfy tax withholding obligations. 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.