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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 20,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003882 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,122.556 F2 · shares: On February 24, 2015, the reporting person was granted 61,904 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, 2016, 2017, and 2018. The performance criteria for 2018 were met, resulting in 20,635 restricted stock units being earned. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 00:00 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 25,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003882 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,487.556 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 2018 were met, resulting in 25,005 restricted stock units being earned. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 13:24 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 2,041 | $54.74 | $111,724.34 |
DisclosureSEC source: 0001225208-18-003197 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,482.556 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:56 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002560 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,523.556 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 2018 were met, resulting in 4,540 restricted stock units being earned. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 21:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-18-001382 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2021-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 21:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 23,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001382 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,983.556 Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 21:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 60,000 | $54.68 | $3,280,884.00 |
DisclosureSEC source: 0001225208-18-001382 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,054.556 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $54.5700 to $54.7600. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 19, 2018 Filed Jan 23, 2018 21:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 60,000 | $27.73 | $1,663,800.00 |
DisclosureSEC source: 0001225208-18-001382 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,054.556 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 2,073.665 shares acquired in December 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 66,372 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-17-016503 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 66,372 shares Expires 2021-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning on 2/22/2012. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 8,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016503 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,980.891 Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 66,372 | $47.53 | $3,154,939.92 |
DisclosureSEC source: 0001225208-17-016503 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,453.891 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $47.4650 to $47.6300. 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 20, 2017 Filed Oct 24, 2017 20:35 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 66,372 | $27.73 | $1,840,495.56 |
DisclosureSEC source: 0001225208-17-016503 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,825.891 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 4,370.160 shares acquired between June 2017 and September 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 11,890 | $47.53 | $565,131.70 |
DisclosureSEC source: 0001225208-17-006534 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,083.731 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:36 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 9,812 | $47.53 | $466,364.36 |
DisclosureSEC source: 0001225208-17-006534 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,973.731 F1 · balance_after: Includes 1,615.256 shares acquired in March 2017, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:37 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 9,456 | $48.11 | $454,928.16 |
DisclosureSEC source: 0001225208-17-004901 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,170.475 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 51,851 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · derivative · entry 9 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,851 Underlying: Common Stock · 51,851 shares Expires 2026-02-23 F6 · 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 March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 51,851 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 40,238 | $0.00 Strike: $38.22 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · derivative · entry 8 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,475 Underlying: Common Stock · 40,238 shares Expires 2025-02-24 F5 · 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 March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 40,238 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantStock Option (right to buy) · Derivative | 23,873 | $0.00 Strike: $37.55 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,611 Underlying: Common Stock · 23,873 shares Expires 2024-02-25 F4 · derivative.exercise_date: On February 25, 2014, the reporting person was granted an option to purchase 71,611 shares of common stock. The option vests ratably over three years based on certain performance criteria for each vesting year ending February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 23,873 options being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 19,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,626.475 F3 · shares: On February 25, 2014, the reporting person was granted 59,653 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year February 25, 2015, 2016, and 2017. The performance criteria for 2017 were met, resulting in 19,886 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 20,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,740.475 F2 · shares: On February 24, 2015, the reporting person was granted 61,094 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year March 15, 2016, 2017, and 2018. The performance criteria for 2017 were met, resulting in 20,635 restricted stock units being earned. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:28 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 25,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004347 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,105.475 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 March 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 25,004 restricted stock units being earned. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:08 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Tax withholdingCommon Stock | 2,159 | $47.87 | $103,351.33 |
DisclosureSEC source: 0001225208-17-003748 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,101.475 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:05 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GrantCommon Stock | 4,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002970 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,260.475 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 February 15, 2017, 2018, and 2019. The performance criteria for 2017 were met, resulting in 4,539 restricted stock units being earned. Read SEC document |
| January 31, 2017 Filed Feb 13, 2017 21:05 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | GiftCommon Stock | 14,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002970 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,721.475 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 164,062 | $0.00 Strike: $27.75 | $0.00 |
DisclosureSEC source: 0001225208-17-001747 · 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 · 164,062 shares Expires 2020-02-23 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 four equal annual installments beginning on 02/23/2011. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionStock Option (right to buy) · Derivative | 126,294 | $0.00 Strike: $44.15 | $0.00 |
DisclosureSEC source: 0001225208-17-001747 · doc4.xml · derivative · entry 7 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126,294 shares Expires 2017-02-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on 2/20/2008. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | SaleCommon Stock | 290,356 | $45.51 | $13,214,391.92 |
DisclosureSEC source: 0001225208-17-001747 · doc4.xml · nonDerivative · entry 3 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,850.475 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $45.4200 to $45.6300. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 126,294 | $44.15 | $5,575,880.10 |
DisclosureSEC source: 0001225208-17-001747 · doc4.xml · nonDerivative · entry 2 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,206.475 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 24, 2017 Filed Jan 26, 2017 22:03 UTC | TRUIST FINANCIAL CORP BBT · Entity 1440 | Exercise / conversionCommon Stock | 164,062 | $27.75 | $4,552,720.50 |
DisclosureSEC source: 0001225208-17-001747 · doc4.xml · nonDerivative · entry 1 KING KELLY S · CIK 0001195189 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,912.475 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 3,874.955 shares acquired in September 2016 and December 2016, under the Issuer's Dividend Reinvestment Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.