Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 17:35 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 47,517 | $32.10 | $1,525,295.70 |
DisclosureSEC source: 0001664272-23-000247 · f4_a1e2k00000rxrlbuat-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,414 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 18:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000137 · f4_a1e2k00000rxrlxua1-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,931 F4 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 14,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000137 · f4_a1e2k00000rxrlxua1-live.xml · nonDerivative · entry 4 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,952 F1 · shares: On February 24, 2020, the reporting person was granted 56,016 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 14,004 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 16,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000137 · f4_a1e2k00000rxrlxua1-live.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,949 F2 · shares: On February 22, 2021, the reporting person was granted 50,990 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 16,997 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:05 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 78,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000137 · f4_a1e2k00000rxrlxua1-live.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,098 F3 · shares: On February 24, 2020, the reporting person was granted 63,827 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 78,149 shares being earned. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 22:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 28.688 | $52.55 | $1,507.55 |
DisclosureSEC source: 0001664272-22-000235 · f4_a1e2k00000rxluluad-live.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 1,236.807 F1 · balance_after: Includes 608.921 shares acquired between January 1, 2022 and March 31, 2022, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2022 through March 31, 2022. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 22:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 0.573 | $52.01 | $29.80 |
DisclosureSEC source: 0001664272-22-000235 · f4_a1e2k00000rxluluad-live.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 57,408 Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 22:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 0.01 | $52.01 | $0.52 |
DisclosureSEC source: 0001664272-22-000235 · f4_a1e2k00000rxluluad-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,550 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 26,923 | $58.02 | $1,562,072.46 |
DisclosureSEC source: 0001664272-22-000210 · f4_a1e2k00000rxlarua1-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,550.01 F1 · balance_after: Includes 66.107 shares acquired in March 2022, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:15 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 35,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000129 · f4_a1e2k00000rxkftuat-live.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,406.903 F3 · shares: On February 26, 2019, the reporting person was granted 35,719 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2019 through December 31, 2021) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at 99.13% of the Target Level of Achievement, resulting in 35,408 shares being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:15 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 14,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000129 · f4_a1e2k00000rxkftuat-live.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,998.903 F2 · shares: On February 24, 2020, the reporting person was granted 56,016 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 14,004 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:15 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 11,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000129 · f4_a1e2k00000rxkftuat-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,994.903 F1 · shares: On February 26, 2019, the reporting person was granted 35,719 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2022 were met, resulting in 11,906 restricted stock units being earned. Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 23:17 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GiftCommon Stock | 30,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000002 · primary_doc.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,088.903 F1 · balance_after: Includes 64.526 shares acquired in December 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| October 18, 2021 Filed Oct 20, 2021 20:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 71,611 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001664272-21-000188 · f4_a1e2k00000h7ypcua3-live.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,611 shares Expires 2024-02-25 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 |
| October 18, 2021 Filed Oct 20, 2021 20:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | SaleCommon Stock | 71,611 | $61.98 | $4,438,664.61 |
DisclosureSEC source: 0001664272-21-000188 · f4_a1e2k00000h7ypcua3-live.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,205.377 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.9200 to $62.1050. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 18, 2021 Filed Oct 20, 2021 20:13 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Exercise / conversionCommon Stock | 71,611 | $37.55 | $2,688,993.05 |
DisclosureSEC source: 0001664272-21-000188 · f4_a1e2k00000h7ypcua3-live.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,816.377 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 · balance_after: Includes 68.957 shares acquired in September 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| April 16, 2021 Filed Apr 21, 2021 20:51 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GiftCommon Stock | 39,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006888 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,454.958 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:40 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 32,046 | $59.48 | $1,906,096.08 |
DisclosureSEC source: 0001225208-21-005495 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,887.958 F1 · balance_after: Includes 61.338 shares acquired in March 2021, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 9,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003682 · doc4.xml · nonDerivative · entry 4 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,872.62 F5 · shares: On February 20, 2018, the reporting person was granted 29,376 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2021 were met, resulting in 9,793 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 11,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003682 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,079.62 F4 · shares: On February 26, 2019, the reporting person was granted 35,719 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2021 were met, resulting in 11,907 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 14,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003682 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,172.62 F3 · shares: On February 24, 2020, the reporting person was granted 56,016 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 14,004 restricted stock units being earned. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 00:27 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 36,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003682 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,168.62 F1 · shares: On February 20, 2018, the reporting person was granted 29,376 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2018 through December 31, 2020) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 36,720 shares being earned. F2 · balance_after: Includes 164.140 shares acquired between September 2020 and December 2020, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 31,877 | $33.83 | $1,078,398.91 |
DisclosureSEC source: 0001225208-20-005236 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,382.596 F1 · balance_after: Includes 3,121.849 shares acquired in March 2020, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 9,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 4 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,137.747 F4 · shares: On February 20, 2018, the reporting person was granted 29,376 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2020 were met, resulting in 9,792 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 10,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,345.747 F3 · shares: On February 21, 2017, the reporting person was granted 32,928 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2020 were met, resulting in 10,977 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 11,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,368.747 F2 · shares: On February 26, 2019, the reporting person was granted 35,719 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2020 were met, resulting in 11,906 restricted stock units being earned. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 22:41 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 38,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001292 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,462.747 F1 · shares: On February 21, 2017, the reporting person was granted 32,928 performance-vested restricted stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2017 through December 31, 2019) performance period's ROCE and TSR performance measures. Transaction represents the satisfaction of performance measures at greater than the Target Level of Achievement, resulting in 38,635 shares being earned. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 22:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GiftCommon Stock | 8,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-016022 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 56,131.28 F2 · balance_after: Includes 532.936 shares acquired in December 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 22:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GiftCommon Stock | 8,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-016022 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,827.747 F1 · balance_after: Includes 2,847.189 shares acquired in December 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 101,806 | $0.00 Strike: $30.08 | $0.00 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · derivative · entry 9 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,806 shares Expires 2023-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The option is exercisable in three equal annual installments beginning on 02/26/2014. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · derivative · entry 8 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2022-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 13,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · nonDerivative · entry 4 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,001.558 Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 201,806 | $54.22 | $10,942,526.74 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,636.558 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.9300 to $54.7100. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 100,000 | $30.09 | $3,009,000.00 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,442.558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 20:58 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 101,806 | $30.08 | $3,062,324.48 |
DisclosureSEC source: 0001225208-19-014859 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,442.558 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 · balance_after: Includes 6,206.610 shares acquired between June 2019 and September 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:30 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 20,462 | $50.13 | $1,025,760.06 |
DisclosureSEC source: 0001225208-19-005551 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,429.948 F1 · balance_after: Includes 2,428.386 shares acquired in March 2019, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 51,852 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-19-004019 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,555 Underlying: Common Stock · 51,852 shares Expires 2026-02-23 F4 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 155,555 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 51,852 options being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 9,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004019 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,463.562 F3 · shares: On February 20, 2018, the reporting person was granted 29,376 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2019, 2020, and 2021. The performance criteria for 2019 were met, resulting in 9,791 restricted stock units being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 10,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004019 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,672.562 F2 · shares: On February 21, 2017, the reporting person was granted 32,928 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2019 were met, resulting in 10,976 restricted stock units being earned. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 23:40 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 25,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004019 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,696.562 F1 · shares: On February 23, 2016, the reporting person was granted 75,015 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 25,006 restricted stock units being earned. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:04 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 1,337 | $49.74 | $66,502.38 |
DisclosureSEC source: 0001225208-19-003036 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,690.562 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:11 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 4,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002673 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,027.562 F1 · shares: On December 31, 2015, the reporting person was granted 13,620 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending February 15, 2017, 2018, and 2019. The performance criteria for 2019 were met, resulting in 4,541 restricted stock units being earned. F2 · balance_after: Includes 6,907.675 shares acquired between June 2018 and December 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 80,789 | $0.00 Strike: $30.09 | $0.00 |
DisclosureSEC source: 0001225208-18-008135 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 80,789 shares Expires 2022-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 02/21/2013. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008135 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,578.887 Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 80,789 | $53.83 | $4,348,936.50 |
DisclosureSEC source: 0001225208-18-008135 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,578.887 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $53.7150 to $54.0800. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 17:45 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 80,789 | $30.09 | $2,430,941.01 |
DisclosureSEC source: 0001225208-18-008135 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,367.887 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 · balance_after: Includes 230.080 shares acquired in March 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 18:49 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 25,450 | $54.62 | $1,390,079.00 |
DisclosureSEC source: 0001225208-18-006382 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,348.807 F1 · balance_after: Includes 1,701.251 shares acquired in March 2018, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 51,852 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-18-003882 · doc4.xml · derivative · entry 8 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,703 Underlying: Common Stock · 51,852 shares Expires 2026-02-23 F5 · derivative.exercise_date: On February 23, 2016, the reporting person was granted an option to purchase 155,555 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2017, 2018, and 2019. The performance criteria for 2018 were met, resulting in 51,852 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 40,239 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-18-003882 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,714 Underlying: Common Stock · 40,239 shares Expires 2025-02-24 F4 · derivative.exercise_date: On February 24, 2015, the reporting person was granted an option to purchase 120,714 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending March 15, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 40,239 options being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 10,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003882 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,097.556 F3 · shares: On February 21, 2017, the reporting person was granted 32,928 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2018, 2019, and 2020. The performance criteria for 2018 were met, resulting in 10,975 restricted stock units being earned. 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.