Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | March 15, 2017 | March 17, 2017 |
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.
CSX CORP
Report date March 15, 2017 · Filed March 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation Plan | 247,186 |
Reported balance
After 2017-03-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-03-15 · Grant · Acquired 573 · Balance 247,186 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. |
| Common StockSEC Table I · non-derivative | Direct | 1,868 |
Reported balance
Holding disclosure · report date 2017-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,868 |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan.
F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 0 |
Reported balance
After 2019-12-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 20,000 · 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 | IndirectLLC | 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 1,271 · 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. F2: Shares held by a limited liability company that the reporting person controls. |
| Phantom StockSEC Table II · derivative / convertible security | 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 27,416.688 · Balance 0 F3: Represents phantom stock units under 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 35,505 shares of BB&T common stock. |
| Phantom StockSEC Table II · derivative / convertible security | 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 29,149.597 · Balance 0 F5: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F6: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 37,749 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: Shares held by a limited liability company that the reporting person controls.
F3: Represents phantom stock units under 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 35,505 shares of BB&T common stock.
F5: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F6: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 37,749 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 |
|---|---|---|---|---|---|---|
| March 10, 2023 Filed Mar 14, 2023 13:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | PurchaseCommon Stock | 13,125 | $38.08 | $499,819.69 |
DisclosureSEC source: 0001664272-23-000216 · f4_a1e2k00000rxrhnuad-live.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,025 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $38.0750 to $38.0900. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:21 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000163 · f4_a1e2k00000rxrm1ual-live.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,881 Underlying: Common Stock · 3,833 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 16:35 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | PurchaseCommon Stock | 132 | $47.00 | $6,203.34 |
DisclosureSEC source: 0001664272-22-000261 · f4_a1e2k00000rxmkmuad-live.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:03 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000168 · f4_a1e2k00000rxkhkuat-live.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 Underlying: Common Stock · 2,412 shares Expires not disclosed F4 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F4 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:14 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003805 · doc4.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 Underlying: Common Stock · 2,554 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted stock units granted under the Truist Financial Corporation 2012 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:12 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003717 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 29,149.597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000215 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,149.597 shares Expires not disclosed F5 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F6 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 37,749 shares of BB&T common stock. F5 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F5 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 27,416.688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000215 · edgar.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,416.688 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units under 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 35,505 shares of BB&T common stock. F3 · derivative.exercise_date: Represents phantom stock units under 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units under 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 1,271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000215 · edgar.xml · nonDerivative · entry 2 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LLC 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. F2 · ownership.nature: Shares held by a limited liability company that the reporting person controls. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000215 · edgar.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 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 11, 2019 01:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Unit · Derivative | 37,749 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028867 · doc4.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,749 Underlying: Common Stock · 37,749 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F6 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 29,149.597 shares of SunTrust common stock. F5 · derivative.exercise_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F5 · derivative.expiration_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Unit · Derivative | 35,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028867 · doc4.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,505 Underlying: Common Stock · 35,505 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 27,416.688 shares of SunTrust common stock. F3 · derivative.exercise_date: Represents phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units issued 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 phantom stock unit automatically converted into a BB&T phantom stock unit in respect of 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 phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 1,645 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028867 · doc4.xml · nonDerivative · entry 2 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 1,645 F1 · price: Acquired in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement") pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). F2 · ownership.nature: Shares held by a limited liability company that the reporting person controls. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 01:01 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 25,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028867 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 25,900 F1 · price: Acquired in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement") pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 18:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 574.1591 | $67.49 | $38,750.00 |
DisclosureSEC source: 0000750556-19-000181 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,920.7711 Underlying: Common Stock · 574.1591 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 11:40 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 621 | $62.49 | $38,806.29 |
DisclosureSEC source: 0000750556-19-000151 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,692.6807 Underlying: Common Stock · 621 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 15:30 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 610 | $63.54 | $38,759.40 |
DisclosureSEC source: 0000750556-19-000134 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,071.6807 Underlying: Common Stock · 610 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 15:30 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,204 | $63.54 | $140,042.16 |
DisclosureSEC source: 0000750556-19-000134 · edgar.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,033.4487 Underlying: Common Stock · 2,204 shares Expires not disclosed F2 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 16:07 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 746.1968 | $51.93 | $38,750.00 |
DisclosureSEC source: 0000750556-19-000013 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,461.6807 Underlying: Common Stock · 746.1968 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 14:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 182.1862 | $49.40 | $9,000.00 |
DisclosureSEC source: 0000750556-18-000228 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,715.4839 Underlying: Common Stock · 182.1862 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| October 02, 2018 Filed Oct 3, 2018 13:09 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 420.9009 | $65.93 | $27,750.00 |
DisclosureSEC source: 0000750556-18-000197 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,290.9543 Underlying: Common Stock · 420.9009 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 14:49 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 436.4369 | $67.02 | $29,250.00 |
DisclosureSEC source: 0000750556-18-000172 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,690.0704 Underlying: Common Stock · 436.4369 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F4 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 17:49 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 443.3934 | $67.66 | $30,000.00 |
DisclosureSEC source: 0000750556-18-000137 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,113.4593 Underlying: Common Stock · 443.3934 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:15 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,851 | $67.53 | $124,998.03 |
DisclosureSEC source: 0000750556-18-000125 · edgar.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,829.4487 Underlying: Common Stock · 1,851 shares Expires not disclosed F2 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 10:37 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 556.1441 | $66.08 | $36,750.00 |
DisclosureSEC source: 0000750556-18-000094 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,670.0659 Underlying: Common Stock · 556.1441 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 15:02 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 289.0842 | $64.86 | $18,750.00 |
DisclosureSEC source: 0000750556-18-000004 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,984.6674 Underlying: Common Stock · 289.0842 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 16:18 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 204.4525 | $66.03 | $13,500.00 |
DisclosureSEC source: 0000750556-17-000190 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,695.5832 Underlying: Common Stock · 204.4525 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 14:51 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 463.8141 | $59.83 | $27,750.00 |
DisclosureSEC source: 0000750556-17-000148 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,353.5702 Underlying: Common Stock · 463.8141 shares Expires not disclosed F3 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 10:46 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 430.0608 | $57.55 | $24,750.00 |
DisclosureSEC source: 0000750556-17-000125 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,731.2208 Underlying: Common Stock · 430.0608 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:45 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 532.5759 | $56.33 | $30,000.00 |
DisclosureSEC source: 0000750556-17-000106 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,202.7538 Underlying: Common Stock · 532.5759 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:57 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000095 · edgar.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,067.5713 Underlying: Common Stock · 2,186 shares Expires not disclosed F2 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 14:59 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 558.9614 | $55.46 | $31,000.00 |
DisclosureSEC source: 0000750556-17-000073 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,670.1779 Underlying: Common Stock · 558.9614 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 18:47 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 573 | $47.95 | $27,475.35 |
DisclosureSEC source: 0001209191-17-021307 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 247,186 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:09 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,031 | $47.96 | $193,326.76 |
DisclosureSEC source: 0001209191-17-009527 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 246,612 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:31 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 315.3721 | $55.49 | $17,500.00 |
DisclosureSEC source: 0000750556-17-000003 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021.3262 Underlying: Common Stock · 315.3721 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 16:12 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 162.837 | $55.27 | $9,000.00 |
DisclosureSEC source: 0000750556-16-000380 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,705.9541 Underlying: Common Stock · 162.837 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 18:45 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 681 | $36.67 | $24,972.27 |
DisclosureSEC source: 0001209191-16-155817 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 241,376 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 15:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 449.2658 | $45.63 | $20,500.00 |
DisclosureSEC source: 0000750556-16-000354 · edgar.xml · derivative · entry 4 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,452.4784 Underlying: Common Stock · 449.2658 shares Expires not disclosed F3 · security: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_price: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.exercise_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. F3 · derivative.expiration_date: The phantom stock units were accrued udner the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. The phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 18:18 UTC | CSX CORP CSX · Entity 442 | GrantPhantom Stock · Derivative | 69 | $26.39 Strike: $26.39 | $1,820.91 |
DisclosureSEC source: 0001209191-16-141933 · doc4.xml · derivative · entry 3 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,410 Underlying: Common Stock · 69 shares Expires not disclosed F3 · shares: Reflects units of phantom stock acquired through the dividend reinvestment feature of the CSX Director Deferred Compensation Plan. F4 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Company common stock. Units of phantom stock become payable, in cash, consistent with the Reporting Person's distribution election made at the time of deferral. F4 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Company common stock. Units of phantom stock become payable, in cash, consistent with the Reporting Person's distribution election made at the time of deferral. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 18:18 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 855 | $29.23 | $24,991.65 |
DisclosureSEC source: 0001209191-16-141933 · doc4.xml · nonDerivative · entry 1 RATCLIFFE DAVID M · CIK 0001195258 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 239,233 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the 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.