Welcome to our dedicated page for Truist Finl SEC filings (Ticker: TFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Truist Financial Corporation (NYSE: TFC), a top‑10 U.S. commercial bank headquartered in Charlotte, North Carolina. Truist’s filings offer detailed insight into its commercial banking operations, wholesale and consumer businesses, capital structure, and governance.
Through annual reports on Form 10‑K and quarterly reports on Form 10‑Q, investors can review Truist’s financial condition, segment performance across consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending, as well as risk disclosures and regulatory information. Current reports on Form 8‑K document material events such as share‑repurchase authorizations, preferred stock redemptions, debt issuances, financial results announcements, bylaw amendments, and changes in Board composition.
Truist also registers and lists various preferred stock and depositary share series on the New York Stock Exchange, including securities tied to Series I, Series J, Series O, and Series R non‑cumulative perpetual preferred stock. Related prospectuses and 8‑K filings describe the terms of these instruments. Other filings may cover medium‑term note offerings by Truist Financial Corporation and senior bank notes issued by Truist Bank, which are relevant for understanding the company’s funding profile.
On Stock Titan, Truist’s SEC filings are updated in near real time from EDGAR, and AI‑powered summaries help explain the key points in lengthy documents such as 10‑K and 10‑Q reports. Users can quickly identify important items in 8‑K filings—like capital actions or governance changes—and review registration statements, exhibits, and other disclosures without reading every page. Dedicated views for Form 4 insider transaction reports, proxy statements, and other filings allow investors to analyze executive and director activity, compensation policies, and voting matters in the context of Truist’s broader commercial banking and financial services business.
Truist Financial Corp Chief Financial Officer Michael Baron Maguire reported selling 13,000 shares of TFC common stock on January 26, 2026 at a weighted average price of $50.128, with individual sale prices ranging from $50.100 to $50.145. Following this transaction, he directly holds 74,323.197 shares of common stock.
He also holds 25,165 restricted stock units granted on February 24, 2025 and 1,245 restricted stock units granted on February 28, 2025, each award vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents the right to receive one share of TFC common stock.
Truist Financial Corporation reported that on January 27, 2026 it issued and sold $1,250,000,000 aggregate principal amount of 4.597% Fixed-to-Floating Rate Medium-Term Notes, Series I (Senior), due January 27, 2032. These notes were issued under an effective Form S-3 shelf registration statement.
On the same date, its bank subsidiary Truist Bank issued and sold $1,250,000,000 of 4.144% Fixed-to-Floating Rate Senior Bank Notes, Series I, due January 27, 2029 and $350,000,000 of Floating Rate Senior Bank Notes, Series I, due January 27, 2029. A legal opinion from Mayer Brown LLP on the validity of the company notes is included as an exhibit and incorporated into the shelf registration.
An affiliate of the issuer filed a Form 144 notice covering a planned sale of 13,000 shares of common stock through J.P. Morgan Securities LLC on the NYSE, with an approximate sale date of 01/26/2026. The filing lists an aggregate market value for these shares of $644,410, while the issuer had 1,279,246,311 shares outstanding at the time referenced.
The seller acquired the 13,000 shares of common stock on 06/14/2021 directly from the issuer as compensation for services rendered, rather than as a gift. By signing the notice, the person for whose account the shares are to be sold represents that they are not aware of undisclosed material adverse information about the issuer’s current or prospective operations.
Truist Financial Corporation is issuing $1,250,000,000 of Medium-Term Notes, Series I (Senior), structured as 4.597% fixed-to-floating rate senior notes due January 27, 2032. The notes pay a fixed interest rate of 4.597% per year on a semi-annual basis from the January 27, 2026 issue date until the reset date on January 27, 2031. After that, interest switches to a floating rate paid quarterly, based on Compounded SOFR with an observation period shift plus a spread of 96.5 basis points, with a zero minimum rate and a maximum rate limited by New York law.
The notes are unsecured, not deposits, and are not insured or guaranteed by the FDIC or any other government agency. Truist will receive net proceeds of $1,248,125,000 before expenses, reflecting a 0.150% underwriting discount. The company may redeem the notes early at a make-whole price after 180 days from issuance and before the reset date, and at par (plus accrued interest) on the reset date or at any time on or after December 27, 2031. Sales to retail investors in the EEA and the UK are restricted.
Truist Financial Corporation is offering Medium-Term Notes, Series I, structured as fixed-to-floating rate senior notes due in January 2032. The notes pay a fixed interest rate on a semi-annual basis from issuance until a reset date in January 2031, then switch to a quarterly floating rate based on Compounded SOFR plus a spread, using an observation period and Actual/360 day count during the floating period.
Truist may redeem the notes at a make-whole price after 180 days from issuance and before the reset date, and at par on the reset date or on specified dates thereafter prior to maturity. The notes are unsecured, not bank deposits, and are not insured by the FDIC or any government agency. Distribution is on an underwritten basis through major investment banks, settlement will occur through DTC’s book-entry system, and sales to retail investors in the EEA and UK are prohibited.
Truist Financial Corporation, as parent holding company for Truist Bank, reported beneficial ownership of 209,109 shares of the Invesco Exchange-Traded Fund Trust II on a Schedule 13G as of 12/31/2025. This position represents 5.163% of the fund’s outstanding class. Truist has sole power to vote and dispose of all 209,109 shares and no shared voting or dispositive power. The shares are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation filed a report to alert investors that it has issued its fourth quarter 2025 earnings materials. On January 21, 2026, the company released its Earnings Release, Quarterly Performance Summary, and an Earnings Release Presentation, and posted them on its website.
The filing explains that most of the earnings materials are treated as formally filed under the securities laws, while the CEO commentary section and the earnings presentation are furnished instead, which limits certain legal liabilities. It also notes that the documents contain forward-looking statements and that Truist does not undertake to update the information after the release date.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 34,562 shares of Calamos ETF Trust, equal to about 3.7% of the class as of 12/31/2025. Truist reports no sole or shared voting power over these shares, but sole dispositive power over the full 34,562 shares and no shared dispositive power.
The filing confirms this ownership represents 5 percent or less of the ETF’s outstanding shares and states that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., filed an amended Schedule 13G to report its beneficial ownership in the First Trust Exchange-Traded Fund.
The filing states beneficial ownership of 903,290 shares, representing 5.032% of the fund’s outstanding class, with sole dispositive power over all reported shares and no voting power.
The securities are described as being acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 512,411 shares of the Two Roads Shared Trust exchange-traded fund, representing 6.244% of the class as of 12/31/2025. Truist reports no sole or shared voting power over these shares but has sole dispositive power over all 512,411 shares.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the fund. Truist files in its capacity as a parent holding company for a registered investment adviser.
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