Form 4 for TFC Truist Financial
Accepted 2025-02-26 00:00:00 ET · period of report 2025-02-24 · accession 0001664272-25-000156 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-02-26 | 2025-02-24 | TFC | Wilson Donta L | Chief Consumer, SB BK Off | A - Grant | $0.00 | +29.8K | 53.8K | +124% | $0 |
| D | 2025-02-26 | 2025-02-24 | TFC | Wilson Donta L | Chief Consumer, SB BK Off | A - Grant | $0.00 | +28.0K | 28.0K | New | $0 |
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 | 2025-02-24 | A | A | 3,119 | $0.00 | 42,592.10 | D | — | — | (F1) On February 22, 2021, the reporting person was granted 9,360 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2025 were met, resulting in 3,119 restricted stock units being earned. |
| 2 | Common | Common Stock | 2025-02-24 | A | A | 11,506 | $0.00 | 65,346.10 | D | — | — | (F5) On February 22, 2022, the reporting person was granted 11,000 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2022 through December 31, 2024) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 104.6% of the Target Level of Achievement, resulting in 11,506 shares being earned. |
| 3 | Common | Common Stock | 2025-02-24 | A | A | 3,913 | $0.00 | 69,259.10 | D | — | — | (F6) On April 1, 2022, the reporting person was granted 3,741 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2022 through December 31, 2024) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 104.6% of the Target Level of Achievement, resulting in 3,913 shares being earned. |
| 4 | Common | Common Stock | 2025-02-24 | A | A | 3,216 | $0.00 | 45,808.10 | D | — | — | (F2) On February 22, 2022, the reporting person was granted 9,649 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2025 were met, resulting in 3,216 restricted stock units being earned. |
| 5 | Common | Common Stock | 2025-02-24 | A | A | 1,102 | $0.00 | 46,910.10 | D | — | — | (F3) On April 1, 2022, the reporting person was granted 3,307 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2025 were met, resulting in 1,102 restricted stock units being earned. |
| 6 | Common | Common Stock | 2025-02-24 | A | A | 6,930 | $0.00 | 53,840.10 | D | — | — | (F4) On February 27, 2023, the reporting person was granted 20,789 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2025, 2026, and 2027. The performance criteria for 2025 were met, resulting in 6,930 restricted stock units being earned. |
| 7 | Derivative | Restricted Stock Units | 2025-02-24 | A | A | 27,955 | $0.00 | 27,955 | D | — · — to — | 27,955 Common Stock | (F8) On February 24, 2025, the reporting person was granted 27,955 restricted stock units, vesting in three equal annual installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. |