Form 4 for TFC Truist Financial
Accepted 2024-11-27 00:00:00 ET · period of report 2024-11-25 · accession 0001664272-24-000408 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-11-27 | 2024-11-25 | TFC | ROGERS WILLIAM H JR | COB, CEO, Dir | P - Purchase | $48.56 | +34.2K | 691.5K | +5% | +$1.66M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-11-25 | P | A | 34,180 | $48.56 | 691,450.64 | D | — | — | (F1) On November 25, 2024, the reporting person reacquired 34,180 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 November 25, 2024, a separate GRAT also made an annuity payment to the reporting person consisting of 88,000 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 GRATs from indirect to direct beneficial ownership. |