When will Charles A. Patton’s Truist (TFC) restricted stock units convert into common shares?

According to the disclosure, the restricted stock units convert into Truist common stock on a one-for-one basis. Share payments commence after Charles A. Patton departs the Truist Financial Corporation board, consistent with his deferral election under the directors’ deferred compensation plan.

Truist director granted 4,027 RSUs in Form 4

PATTON CHARLES A reported acquisition or exercise transactions in this Form 4 filing.

Accepted by SEC EDGAR 02/26/2026 - 02:43 PM EST

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Form Type

Rhea-AI Filing Summary

PATTON CHARLES A reported acquisition or exercise transactions in this Form 4 filing.

Truist Financial Corp director Charles A. Patton reported an equity award and updated holdings. He was granted 4,027 restricted stock units on February 24, 2026, bringing his restricted stock unit balance to 23,542. Direct common stock holdings total 52,755.338 shares, with additional indirect holdings through his spouse, family trusts, and deferred compensation, some of which reflect dividend reinvestment.

Insider Trade Summary

Grant/Award: 4,027 shares

Grant/Award 1 txn

Insider PATTON CHARLES A

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Unit	4,027	$0.00	$0.00
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Depositary Shares Series I	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Restricted Stock Unit — 23,542 contracts (Direct); Common Stock — 52,755.338 shares (Direct); Common Stock — 20,134 shares (Indirect, By Spouse); Common Stock — 188.747 shares (Indirect, By Trust for Son); Common Stock — 297.843 shares (Indirect, By Trust for Daughter - Rebecca); Common Stock — 297.843 shares (Indirect, By Trust for Daughter - Lindsey); Common Stock — 636 shares (Indirect, By Trust); Depositary Shares Series I — 5,000 shares (Direct); Common Stock — 1,484 shares (Indirect, By Deferred Compensation)

Footnotes (5)

F1. Includes 753.082 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F2. Includes 3.577 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F3. Includes 2.500 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.
F4. Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
F5. Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

FAQ

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What insider transaction did Truist Financial (TFC) director Charles A. Patton report?

Charles A. Patton reported receiving a grant of 4,027 restricted stock units on February 24, 2026. The award was granted at no stated price per unit and increases his deferred equity compensation tied to Truist Financial common stock.

How many restricted stock units does Charles A. Patton hold after this Truist (TFC) grant?

After the February 24, 2026 award, Charles A. Patton holds 23,542 restricted stock units. These units were granted under Truist’s 2022 Incentive Plan and are subject to a deferral election, converting into common shares on a one-for-one basis following his departure from the board.

What are Charles A. Patton’s direct common stock holdings in Truist Financial (TFC)?

Following the reported transactions, Charles A. Patton directly holds 52,755.338 shares of Truist Financial common stock. Footnotes indicate part of this position includes shares accumulated between January and December 2025 through the company’s Dividend Reinvestment Plan.

What indirect Truist Financial (TFC) holdings are associated with Charles A. Patton?

Indirect holdings include 20,134 common shares held by his spouse and smaller amounts held in trusts for his son and daughters, another trust, and deferred compensation. These positions are reported as indirect beneficial ownership, reflecting family and compensation-related accounts.

How do Truist Financial (TFC) dividend reinvestments affect Charles A. Patton’s reported shares?

Footnotes state that certain positions include shares acquired through dividend reinvestment between January and December 2025. The Dividend Reinvestment Plan automatically uses cash dividends to buy additional Truist common shares, gradually increasing reported holdings over time.

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Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

PATTON CHARLES A

(Last)

(First)

(Middle)

214 N. TRYON STREET

(Street)

CHARLOTTE

28202

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
TRUIST FINANCIAL CORP [ TFC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
02/24/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock								52,755.338⁽¹⁾	D
Common Stock								20,134	I	By Spouse
Common Stock								188.747⁽²⁾	I	By Trust for Son
Common Stock								297.843⁽³⁾	I	By Trust for Daughter - Rebecca
Common Stock								297.843⁽³⁾	I	By Trust for Daughter - Lindsey
Common Stock								636	I	By Trust
Depositary Shares Series I								5,000	D
Common Stock								1,484	I	By Deferred Compensation

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Unit	⁽⁴⁾	02/24/2026		A		4,027		⁽⁴⁾	⁽⁴⁾	Common Stock	4,027	$0.0000	23,542⁽⁵⁾	D

Explanation of Responses:

1. Includes 753.082 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.

2. Includes 3.577 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.

3. Includes 2.500 shares acquired between January 2025 through December 2025 under the Issuer's Dividend Reinvestment Plan.

4. Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan, as amended, for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.

5. Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

	Carla Brenwald, Attorney-in-fact	02/26/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR