[Form 4] TRUIST FINANCIAL CORP Insider Trading Activity
Rhea-AI Filing Summary
Truist Financial (TFC) Chairman and CEO reported a change in ownership form after a grantor retained annuity trust made its final annuity payment of 95,712 shares of common stock on October 20, 2025. The transfer moved these shares from indirect to direct beneficial ownership; no shares went to residual beneficiaries.
Following the update, the reporting person holds 923,291.644 shares directly and indirect interests including 13,368.941 share equivalents via a 401(k), 85,570 via a 2023 GRAT, and 185,000 via a trust. Derivatives include 3,303.447 phantom stock units and 84,913 restricted stock units granted on February 24, 2025, vesting on March 15 of 2027, 2028, and 2029.
Positive
- None.
Negative
- None.
Insider Trade Summary
7 transactions reported
Mixed
7 txns
Insider
ROGERS WILLIAM H JR
Role
Chairman and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Phantom Stock Unit | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Phantom Stock Unit — 3,303.447 shares (Direct);
Restricted Stock Units — 84,913 shares (Direct);
Common Stock — 923,291.644 shares (Direct);
Common Stock — 13,368.941 shares (Indirect, By 401(k));
Common Stock — 0 shares (Indirect, By grantor retained annuity trust);
Common Stock — 85,570 shares (Indirect, By 2023 GRAT);
Common Stock — 185,000 shares (Indirect, By Trust)
Footnotes (5)
- F1. On October 20, 2025, a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children made a final annuity payment to the reporting person consisting of 95,712 shares of Truist common stock. The reporting person's wife is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. This Form 4 is being filed to reflect 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. Upon termination of the GRAT, no shares of Truist common stock were transferred to the residual beneficiaries of the GRAT.
- F2. Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of Truist stock on the applicable measurement date.
- F3. Represents phantom stock units under the Truist Nonqualified Defined Contribution Plan.
- F4. Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
- F5. On February 24, 2025, the reporting person was granted 84,913 restricted stock units, vesting in three 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.
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