Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMEREN CORPAEE · Entity 3150 | Director | January 05, 2026 | January 08, 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.
AMEREN CORP
Report date January 05, 2026 · Filed January 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 53,026 |
Reported balance
After 2026-01-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-05 · Grant · Acquired 1,686 · Balance 53,026 F1: Director compensation. F2: Amount includes a total of 143 shares acquired during the first through fourth quarters of 2025 through reinvested dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Director compensation.
F2: Amount includes a total of 143 shares acquired during the first through fourth quarters of 2025 through reinvested dividends.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CSX CORP
Report date November 15, 2017 · Filed November 17, 2017
Section 16 reporting ended · disclosed 2017-11-17. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 1,215.728 · 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 December 6, 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. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 42 · 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 December 6, 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-06 · Disposition to issuer · Disposed 1,876.297 · 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 2,430 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-06 · Disposition to issuer · Disposed 1,876.233 · 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 2,430 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 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 | 17,356.896 |
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 · Grant · Acquired 17,356.896 · Balance 17,356.896 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-12-06 · Disposition to issuer · Disposed 17,356.896 · 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 22,477 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 December 6, 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 2,430 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 2,430 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 22,477 shares of BB&T common stock.
TRUIST FINANCIAL CORP
Report date December 31, 2023 · Filed January 03, 2024
Section 16 reporting ended · disclosed 2024-01-03. 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 |
|---|---|---|---|---|---|---|
| January 05, 2026 Filed Jan 8, 2026 00:40 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001203249-26-000002 · wk-form4_1767832855.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,026 F1 · shares: Director compensation. F2 · balance_after: Amount includes a total of 143 shares acquired during the first through fourth quarters of 2025 through reinvested dividends. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 21:34 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-25-000020 · wk-form4_1736285687.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,197 F1 · shares: Director compensation. F2 · balance_after: Amount includes a total of 166 shares acquired during the first through fourth quarters of 2024 through reinvested dividends. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:04 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-24-000025 · wk-form4_1704495886.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,120 F1 · shares: Director compensation. F2 · balance_after: Amount includes a total of 1126 shares acquired during the first through fourth quarters of 2023 through reinvested dividends. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 17:33 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 10,817 | $32.10 | $347,225.70 |
DisclosureSEC source: 0001664272-23-000245 · f4_a1e2k00000rxrqkuad-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,422.022 Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:45 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000117 · f4_a1e2k00000rxrkaua1-live.xml · nonDerivative · entry 3 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,917.022 F1 · shares: On February 24, 2020, the reporting person was granted 12,592 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2023 were met, resulting in 3,148 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:45 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000117 · f4_a1e2k00000rxrkaua1-live.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,738.022 F2 · shares: On February 22, 2021, the reporting person was granted 11,462 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2023 were met, resulting in 3,821 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:45 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 17,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000117 · f4_a1e2k00000rxrkaua1-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,239.022 F3 · shares: On February 24, 2020, the reporting person was granted 14,294 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2020 through December 31, 2022) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 122.44% of the Target Level of Achievement, resulting in 17,501 shares being earned. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:34 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-23-000019 · wf-form4_167295444913734.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,966 F1 · shares: Director compensation. F2 · balance_after: Amount includes a total of 1,160 shares acquired during the first through fourth quarters of 2022 through reinvested dividends. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 53,419.648 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000282 · f4_a1e2k00000rxofmua1-live.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,419.648 shares Expires 2022-10-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F2 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 23,740 | $43.54 | $1,033,639.60 |
DisclosureSEC source: 0001664272-22-000282 · f4_a1e2k00000rxofmua1-live.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,769.022 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 18:49 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 53,419.648 | $43.54 | $2,325,891.47 |
DisclosureSEC source: 0001664272-22-000282 · f4_a1e2k00000rxofmua1-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,509.022 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 |
| March 15, 2022 Filed Mar 16, 2022 22:19 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,399 | $58.02 | $81,169.98 |
DisclosureSEC source: 0001664272-22-000201 · f4_a1e2k00000rxl9suad-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,089.374 F3 · balance_after: Includes 1.269 shares acquired (after withholding for taxes) as a result of dividend equivalents being paid on a prior performance unit award that distributed on February 11, 2022, which was the record date for Truist's first quarter dividend. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 21:57 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000106 · f4_a1e2k00000rxkfeuat-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,487.105 F1 · shares: On February 24, 2020, the reporting person was granted 12,592 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2022 were met, resulting in 3,148 restricted stock units being earned. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 396.022 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000086 · f4_a1e2k00000rxkxtual-live.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 396.022 shares Expires 2022-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of 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 Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist 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. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 117 | $63.58 | $7,438.86 |
DisclosureSEC source: 0001664272-22-000086 · f4_a1e2k00000rxkxtual-live.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,339.105 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 19:47 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 396.022 | $63.58 | $25,179.08 |
DisclosureSEC source: 0001664272-22-000086 · f4_a1e2k00000rxkxtual-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,456.105 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, 2022 Filed Feb 10, 2022 19:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 10,544.083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000047 · f4_a1e2k00000rxkwcua1-live.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,544.083 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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. F1 · derivative.underlying_shares: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 3,618 | $65.85 | $238,245.30 |
DisclosureSEC source: 0001664272-22-000047 · f4_a1e2k00000rxkwcua1-live.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,060.083 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 19:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 10,544.083 | $65.85 | $694,327.87 |
DisclosureSEC source: 0001664272-22-000047 · f4_a1e2k00000rxkwcua1-live.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,678.083 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 03, 2022 Filed Jan 5, 2022 22:31 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-22-000006 · wf-form4_164142188701985.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,110 F1 · shares: Director compensation. F2 · balance_after: Amount includes a total of 1083 shares acquired during the first through fourth quarters of 2021 through reinvested dividends. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 23:54 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,408 | $59.48 | $83,747.84 |
DisclosureSEC source: 0001225208-21-005545 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,118.641 F1 · balance_after: Includes net shares acquired as a result of dividend equivalents being paid to reflect Truist's March 1, 2021 common stock dividend on RSU awards that vested on February 13, 2021 or for which the one-year deferral period expired on February 14, 2021. The record date for the dividend was February 12, 2021. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:29 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003694 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,418.88 F1 · shares: On February 24, 2020, the reporting person was granted 12,592 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2021 were met, resulting in 3,148 restricted stock units being earned. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,531.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · derivative · entry 7 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,531.59 shares Expires 2021-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Unit · Derivative | 23,052.265 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · derivative · entry 6 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383.701 Underlying: Common Stock · 23,052.265 shares Expires 2021-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of 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 Truist restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. Each Truist restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. If performance results in the award vesting at greater than 130% of target, the amount that vested in excess of 130% is subject to a one-year deferral. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 8,491 | $54.01 | $458,598.91 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · nonDerivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,270.88 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 1,132 | $54.01 | $61,139.32 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · nonDerivative · entry 3 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,761.88 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,531.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,893.88 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Price $54.010 Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 23,052.265 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002762 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,362.29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Price $54.010 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:04 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 10,216.025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002066 · doc4.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,216.025 shares Expires 2021-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 Truist time-vested restricted stock unit convertible into shares of Truist common stock, with the number of underlying shares of Truist common stock determined as set forth in the Merger Agreement. 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 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:04 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 3,117 | $52.97 | $165,107.49 |
DisclosureSEC source: 0001225208-21-002066 · doc4.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,310.025 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:04 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 10,216.025 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002066 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,427.025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Price $52.970 Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:22 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-21-000019 · wf-form4_160989252496999.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,333 F1 · shares: Director compensation. F2 · balance_after: Amount includes 1007 shares acquired during 2020 through reinvested dividends. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 2,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-002544 · doc4.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,430 shares Expires 2020-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F2 · price: These time-vested restricted stock units replaced SunTrust time-vested restricted stock units in respect of an aggregate 1,876.297 shares of SunTrust common stock. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 722 | $54.82 | $39,580.04 |
DisclosureSEC source: 0001225208-20-002544 · doc4.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,211 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:24 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 2,430 | $54.82 | $133,212.60 |
DisclosureSEC source: 0001225208-20-002544 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,933 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 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionRestricted Stock Units · Derivative | 9,800 | $54.27 | $531,846.00 |
DisclosureSEC source: 0001225208-20-001960 · doc4.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,800 shares Expires 2020-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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 · derivative.underlying_shares: 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 |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 2,911 | $54.27 | $157,979.97 |
DisclosureSEC source: 0001225208-20-001960 · doc4.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,503 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001960 · doc4.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,414 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Price $54.270 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 14:29 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-20-000039 · wf-form4_157832093260566.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,468 F1 · shares: Director compensation. F2 · balance_after: Amount includes 882 shares acquired during 2019 through reinvested dividends. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 17,356.896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 10 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,356.896 shares Expires 2021-02-13 F9 · derivative.exercise_price: 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 · price: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 22,477 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock Units · Derivative | 17,356.896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 9 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,356.896 Underlying: Common Stock · 17,356.896 shares Expires 2021-02-13 F8 · derivative.exercise_price: 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. F8 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 37,235.583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 8 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,235.583 shares Expires 2022-10-01 F2 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 7,566.173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 7 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 756.173 shares Expires 2022-02-08 F2 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 7,566.175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 6 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,566.175 shares Expires 2021-02-08 F2 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 7,567.207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 5 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,567.207 shares Expires 2020-02-08 F2 · derivative.exercise_price: 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 · price: 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 1,876.233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 4 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,876.233 shares Expires 2021-02-13 F2 · derivative.exercise_price: 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 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,430 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock Units · Derivative | 1,876.297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · derivative · entry 3 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,876.297 shares Expires 2020-02-13 F2 · derivative.exercise_price: 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 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,430 shares of BB&T common stock. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · nonDerivative · entry 2 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 0 F1 · price: 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 December 6, 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. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 1,215.728 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000235 · edgar.xml · nonDerivative · entry 1 FITZSIMMONS ELLEN M · CIK 0001203249 · Corp EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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 December 6, 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. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:06 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 22,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028874 · doc4.xml · derivative · entry 9 FITZSIMMONS ELLEN M · CIK 0001203249 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,477 Underlying: Common Stock · 22,477 shares Expires 2021-02-13 F9 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of 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 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 restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10 · price: These restricted stock units replaced SunTrust performance-vested restricted stock units in respect of an aggregate 17,356.896 shares of SunTrust common stock. 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.