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 (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 | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 7,501 · 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 November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 12,990.949 · Balance 0 F2: Represents phantom stock units 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. 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 16,823 shares of BB&T common stock. |
| 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 1,934.107 · Balance 0 F4: 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,505 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 November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Represents phantom stock units 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. 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 16,823 shares of BB&T common stock.
F4: 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: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,505 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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 19:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000165 · f4_a1e2k00000rxrm6ual-live.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · 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 |
| February 22, 2022 Filed Feb 24, 2022 17:30 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000149 · f4_a1e2k00000rxkhauat-live.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · 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 22:15 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Unit · Derivative | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003807 · doc4.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · 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 22:11 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003710 · doc4.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,636 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 14:00 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 1,934.107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000217 · edgar.xml · derivative · entry 3 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,934.107 shares Expires not disclosed F4 · 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. F5 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 2,505 shares of BB&T common stock. F4 · 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. F4 · 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 14:00 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 12,990.949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000217 · edgar.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,990.949 shares Expires not disclosed F2 · derivative.exercise_price: Represents phantom stock units 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. 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 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 16,823 shares of BB&T common stock. F2 · derivative.exercise_date: Represents phantom stock units 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. 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. F2 · derivative.expiration_date: Represents phantom stock units 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. 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 14:00 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 7,501 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000217 · edgar.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 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 01:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 2,505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028879 · doc4.xml · derivative · entry 3 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,505 Underlying: Common Stock · 2,505 shares Expires not disclosed F4 · derivative.exercise_price: 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 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 1,934.107 shares of SunTrust common stock. F4 · 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. F4 · 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 01:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Units · Derivative | 16,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028879 · doc4.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,823 Underlying: Common Stock · 16,823 shares Expires not disclosed F2 · 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. F3 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 12,990.949 shares of SunTrust common stock. F2 · 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. F2 · 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 01:10 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 9,713 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028879 · doc4.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,713 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 |
| April 23, 2019 Filed Apr 25, 2019 10:33 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,204 | $63.54 | $140,042.16 |
DisclosureSEC source: 0000750556-19-000131 · edgar.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,370.251 Underlying: Common Stock · 2,204 shares Expires not disclosed F1 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan and the SunTrust Banks, Inc. 2009 Stock 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. F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan and the SunTrust Banks, Inc. 2009 Stock 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. F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan and the SunTrust Banks, Inc. 2009 Stock 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. F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan and the SunTrust Banks, Inc. 2009 Stock 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 |
| April 01, 2019 Filed Jul 24, 2019 16:50 UTC | SUNTRUST BANKS INC STI · Entity 106623 | SaleCommon Stock | 1,000 | $61.08 | $61,075.40 |
DisclosureSEC source: 0000750556-19-000156 · edgar.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,501 Read SEC document |
| May 16, 2018 Filed May 17, 2018 10:55 UTC | SUNTRUST BANKS INC STI · Entity 106623 | PurchaseCommon Stock | 1,000 | $69.01 | $69,010.00 |
DisclosureSEC source: 0000750556-18-000150 · edgar.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,501 Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:23 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 1,851 | $67.53 | $124,998.03 |
DisclosureSEC source: 0000750556-18-000131 · edgar.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,166.251 Underlying: Phantom Stock · 1,851 shares Expires not disclosed F1 · 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 the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · 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 the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · 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 the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. F1 · 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 the SunTrust Banks, Inc. 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 last reported transaction. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:58 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000098 · edgar.xml · derivative · entry 2 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,998.8283 Underlying: Phantom Stock · 2,186 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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. F1 · 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 |
| January 31, 2017 Filed Feb 1, 2017 15:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | PurchaseCommon Stock | 200 | $56.63 | $11,325.22 |
DisclosureSEC source: 0000750556-17-000010 · edgar.xml · nonDerivative · entry 1 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,501 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 16:13 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 108.558 | $55.27 | $6,000.00 |
DisclosureSEC source: 0000750556-16-000381 · edgar.xml · derivative · entry 3 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781.0729 Underlying: Phantom Stock · 108.558 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These 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. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These 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. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These 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. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These 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 11, 2016 Filed Oct 13, 2016 15:22 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 131.4924 | $45.63 | $6,000.00 |
DisclosureSEC source: 0000750556-16-000353 · edgar.xml · derivative · entry 3 SCRUGGS FRANK P JR · CIK 0001204084 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,664.7579 Underlying: Phantom Stock · 131.4924 shares Expires not disclosed F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directr's Deferred Compensation Plan and are to be settled following the reporting person's retirement. Director's fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. 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.