InsiderTrades

Form 4 for TFC Truist Financial

Accepted 2024-07-25 00:00:00 ET · period of report 2024-07-23 · accession 0001664272-24-000313 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
2024-07-25 2024-07-23 TFC ROGERS WILLIAM H JR COB, CEO, Dir P - Purchase $43.96 +57.3K 569.3K +11% +$2.52M

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2024-07-23 P A 57,300 $43.96 569,270.64 D — — (F1) On July 23, 2024, the reporting person reacquired 57,300 shares of Truist common stock from a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children. The reporting person's spouse is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. The terms of the GRAT permit the reporting person to withdraw assets from the trust by substituting other assets of equal value. On July 23, 2024, the GRAT also made an annuity payment to the reporting person consisting of 54,250 shares of Truist common stock. This Form 4 reflects the change in the form of the reporting person's beneficial ownership of the Truist common stock transferred by the GRAT from indirect to direct beneficial ownership.