Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TRUIST FINANCIAL CORP
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 23,542 |
Reported balance
After 2026-02-24 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-24 · Grant · Acquired 4,027 · Balance 23,542 F4: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |
| Common StockSEC Table I · non-derivative | Direct | 52,755.338 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 52,755.338 F1: Includes 753.082 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 20,134 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,134 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for Son | 188.747 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 188.747 F2: Includes 3.577 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for Daughter - Rebecca | 297.843 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 297.843 F3: Includes 2.500 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for Daughter - Lindsey | 297.843 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 297.843 F3: Includes 2.500 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 636 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 636 |
| Depositary Shares Series ISEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation | 1,484 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,484 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 753.082 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F2: Includes 3.577 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F3: Includes 2.500 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F4: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
F5: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
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 24, 2026 Filed Feb 26, 2026 19:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001566014-26-000002 · f4_a1eus0000086rnwma2-live.xml · derivative · entry 9 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,542 Underlying: Common Stock · 4,027 shares Expires not disclosed F4 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:16 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000183 · f4_a1eus0000042pvomaq-live.xml · derivative · entry 9 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,811 Underlying: Common Stock · 3,986 shares Expires not disclosed F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F6 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:39 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000184 · f4_a1e2k00000wi89puad-live.xml · derivative · entry 9 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,348 Underlying: Common Stock · 5,160 shares Expires not disclosed F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| May 03, 2023 Filed May 4, 2023 20:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | PurchaseDepositary Shares Series I | 1,332 | $19.00 | $25,308.00 |
DisclosureSEC source: 0001664272-23-000316 · f4_a1e2k00000rxslluad-live.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:43 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | PurchaseDepositary Shares Series I | 3,668 | $19.00 | $69,684.66 |
DisclosureSEC source: 0001664272-23-000316 · f4_a1e2k00000rxslluad-live.xml · nonDerivative · entry 2 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,668 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $18.9800 to $19.0000. 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 purchased at each price within the range. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:17 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000159 · f4_a1e2k00000rxrlrual-live.xml · derivative · entry 8 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,881 Underlying: Common Stock · 3,833 shares Expires not disclosed F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F6 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 19:37 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | OtherCommon Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000224 · f4_a1e2k00000rxlgtual-live.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 1,907 F1 · balance_after: Reflects shares received from the estate of the reporting person's deceased father and held in trusts where the reporting person is a co-trustee and either the reporting person or one of his immediate family members is the beneficiary. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:34 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000154 · f4_a1e2k00000rxkhzuat-live.xml · derivative · entry 7 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 Underlying: Common Stock · 2,412 shares Expires not disclosed F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003796 · doc4.xml · derivative · entry 9 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 Underlying: Common Stock · 2,554 shares Expires not disclosed F5 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:11 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003708 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,830.9 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. F2 · balance_after: Includes 179.936 shares acquired between September 2019 and December 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 20:07 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 9,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009501 · doc4.xml · nonDerivative · entry 2 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,134 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 20:07 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 9,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009501 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,727.964 F1 · balance_after: Includes 163.062 shares acquired between March 2019 and June 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:50 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004030 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,252.902 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2019. Read SEC document |
| April 02, 2018 Filed Feb 14, 2019 00:34 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 240 | $51.73 | $12,415.44 |
DisclosureSEC source: 0001225208-19-002477 · doc5.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Father's Trust Disclosed balance after: 0 F1 · kind: Form 4 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003871 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,578.662 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2018. F2 · balance_after: Includes 93.309 shares acquired between June 2017 and December 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 500 | $48.34 | $24,170.00 |
DisclosureSEC source: 0001225208-17-006080 · doc4.xml · nonDerivative · entry 5 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Son Disclosed balance after: 164.547 F6 · balance_after: Includes 0.352 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 1,000 | $48.34 | $48,341.10 |
DisclosureSEC source: 0001225208-17-006080 · doc4.xml · nonDerivative · entry 4 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Daughter - Rebecca Disclosed balance after: 280.927 F5 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $48.3400 to $48.3500. 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. F4 · balance_after: Includes 0.246 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 1,000 | $48.33 | $48,333.00 |
DisclosureSEC source: 0001225208-17-006080 · doc4.xml · nonDerivative · entry 3 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Daughter - Lindsey Disclosed balance after: 280.927 F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $48.3301 to $48.3350. 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. F4 · balance_after: Includes 0.246 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 1,000 | $48.31 | $48,311.00 |
DisclosureSEC source: 0001225208-17-006080 · doc4.xml · nonDerivative · entry 2 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Father's Trust Disclosed balance after: 240 Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:21 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 6,500 | $48.05 | $312,352.95 |
DisclosureSEC source: 0001225208-17-006080 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,196.353 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $48.0500 to $48.0600. 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. F2 · balance_after: Includes 58.944 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:34 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004368 · doc4.xml · nonDerivative · entry 1 PATTON CHARLES A · CIK 0001566014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,637.409 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2017. F2 · balance_after: Includes 178.600 shares acquired between March 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. 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.