[Form 4] Truist Financial Corporation Insider Trading Activity

Q: What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

He received 62.518 deferred share credits via dividend reinvestment on 22-Jul-2025; no shares were bought or sold.

Q: How many Erie Indemnity Class A shares does Hagen now own directly?

He holds 223,130 Class A common shares directly after the reported transaction.

Q: Is this Form 4 transaction material to ERIE investors?

Impact is negligible ; the share-credit addition is routine and does not affect float, earnings, or control.

Filing Impact

(High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Erie Indemnity Co. (ERIE) Form 4, filed 24-Jul-2025, shows Director Jonathan Hirt Hagen’s only reportable activity on 22-Jul-2025 was the automatic crediting of 62.518 Directors’ Deferred Compensation Share Credits (transaction code J) through dividend reinvestment. These share credits represent a future right to receive an equal number of Class A common shares when board service ends; they have no strike price or expiration.

After the transaction Hagen beneficially owns:

223,130 Class A shares held directly
400 Class A shares held indirectly by son and daughter (disclaimed)
16,580.64 deferred share credits held directly
Convertible Class B holdings that equate to 5,616,000 Class A shares when fully converted, held both directly and as co-trustee/beneficiary of family trusts

No open-market purchases or sales of Class A stock occurred, and total direct economic exposure changed by less than 0.1%. The filing signals routine reinvestment rather than a deliberate buy or sell decision.

Erie Indemnity Co. (ERIE) Modulo 4, presentato il 24-lug-2025, mostra che l'unica attività segnalabile del Direttore Jonathan Hirt Hagen il 22-lug-2025 è stata l'accredito automatico di 62.518 Crediti di Compensazione Differita per Amministratori (codice transazione J) tramite reinvestimento dei dividendi. Questi crediti rappresentano il diritto futuro di ricevere un numero equivalente di azioni ordinarie di Classe A al termine del servizio nel consiglio; non hanno prezzo di esercizio né scadenza.
Dopo la transazione Hagen detiene effettivamente:
223.130 azioni di Classe A detenute direttamente
400 azioni di Classe A detenute indirettamente da figlio e figlia (rinunciate)
16.580,64 crediti di azioni differite detenuti direttamente
Partecipazioni convertibili di Classe B equivalenti a 5.616.000 azioni di Classe A quando completamente convertite, detenute sia direttamente sia come co-amministratore/fiduciario e beneficiario di trust familiari
Non si sono verificate compravendite sul mercato aperto di azioni di Classe A, e l'esposizione economica diretta totale è cambiata di meno dello 0,1%. La comunicazione indica un reinvestimento di routine piuttosto che una decisione intenzionale di acquisto o vendita.

Erie Indemnity Co. (ERIE) Formulario 4, presentado el 24-jul-2025, muestra que la única actividad reportable del Director Jonathan Hirt Hagen el 22-jul-2025 fue el acreditamiento automático de 62.518 Créditos de Acciones de Compensación Diferida para Directores (código de transacción J) mediante reinversión de dividendos. Estos créditos representan el derecho futuro a recibir un número igual de acciones ordinarias Clase A cuando finalice el servicio en la junta; no tienen precio de ejercicio ni vencimiento.
Después de la transacción, Hagen posee beneficiosamente:
223,130 acciones Clase A en propiedad directa
400 acciones Clase A en propiedad indirecta por parte de su hijo e hija (renunciadas)
16,580.64 créditos de acciones diferidas en propiedad directa
Participaciones convertibles Clase B que equivalen a 5,616,000 acciones Clase A cuando se convierten completamente, en propiedad directa y como co-fiduciario/beneficiario de fideicomisos familiares
No se realizaron compras ni ventas en el mercado abierto de acciones Clase A, y la exposición económica directa total cambió menos del 0.1%. La presentación indica una reinversión rutinaria en lugar de una decisión deliberada de compra o venta.

Erie Indemnity Co. (ERIE) 2025년 7월 24일 제출된 Form 4에 따르면, 이사 Jonathan Hirt Hagen의 2025년 7월 22일 단일 보고 가능한 활동은 배당금 재투자를 통해 자동으로 62,518개의 이사 지연 보상 주식 크레딧(거래 코드 J)이 적립된 것입니다. 이 주식 크레딧은 이사회 서비스 종료 시 동일 수량의 클래스 A 보통주를 받을 미래 권리를 나타내며, 행사가격이나 만료일이 없습니다.
거래 후 Hagen은 실질적으로 다음을 보유합니다:
223,130 직접 보유한 클래스 A 주식
400 아들과 딸이 간접 보유한 클래스 A 주식(포기됨)
16,580.64 직접 보유한 지연 주식 크레딧
완전 전환 시 5,616,000 클래스 A 주식에 해당하는 전환 가능한 클래스 B 지분, 직접 보유 및 가족 신탁의 공동 수탁자/수익자로 보유
클래스 A 주식의 공개 시장 매매는 없었으며, 총 직접 경제적 노출은 0.1% 미만으로 변동했습니다. 이 제출은 의도적인 매수 또는 매도 결정보다는 일상적인 재투자를 나타냅니다.

Erie Indemnity Co. (ERIE) Formulaire 4, déposé le 24 juillet 2025, indique que la seule activité déclarable du Directeur Jonathan Hirt Hagen le 22 juillet 2025 a été le crédit automatique de 62 518 crédits d’actions de rémunération différée des administrateurs (code transaction J) via le réinvestissement des dividendes. Ces crédits d’actions représentent un droit futur à recevoir un nombre égal d’actions ordinaires de Classe A à la fin du mandat au conseil ; ils n’ont ni prix d’exercice ni date d’expiration.
Après la transaction, Hagen détient effectivement :
223 130 actions de Classe A détenues directement
400 actions de Classe A détenues indirectement par son fils et sa fille (renoncées)
16 580,64 crédits d’actions différées détenus directement
Participations convertibles de Classe B équivalant à 5 616 000 actions de Classe A une fois entièrement converties, détenues à la fois directement et en tant que co-trustee/bénéficiaire de trusts familiaux
Aucune transaction d’achat ou de vente d’actions de Classe A sur le marché ouvert n’a eu lieu, et l’exposition économique directe totale a changé de moins de 0,1 %. Le dépôt signale un réinvestissement de routine plutôt qu’une décision délibérée d’achat ou de vente.

Erie Indemnity Co. (ERIE) Formular 4, eingereicht am 24. Juli 2025, zeigt, dass die einzige meldepflichtige Aktivität von Direktor Jonathan Hirt Hagen am 22. Juli 2025 die automatische Gutschrift von 62.518 Directors’ Deferred Compensation Share Credits (Transaktionscode J) durch Dividenden-Reinvestition war. Diese Aktiengutschriften stellen ein zukünftiges Recht dar, bei Beendigung der Vorstandstätigkeit eine gleiche Anzahl von Klasse-A-Stammaktien zu erhalten; sie haben keinen Ausübungspreis oder Verfallsdatum.
Nach der Transaktion besitzt Hagen wirtschaftlich:
223.130 Klasse-A-Aktien direkt gehalten
400 Klasse-A-Aktien indirekt durch Sohn und Tochter gehalten (verzichtet)
16.580,64 direkt gehaltene Deferred Share Credits
Wandelbare Klasse-B-Beteiligungen, die bei vollständiger Umwandlung 5.616.000 Klasse-A-Aktien entsprechen, direkt sowie als Miterbe/Vermögensverwalter von Familienstiftungen gehalten
Es gab keine Käufe oder Verkäufe von Klasse-A-Aktien auf dem offenen Markt, und die gesamte direkte wirtschaftliche Beteiligung änderte sich um weniger als 0,1 %. Die Meldung signalisiert eine routinemäßige Reinvestition und keine gezielte Kauf- oder Verkaufsentscheidung.

Positive

Director’s equity stake incrementally increases through automatic dividend reinvestment, reinforcing alignment with shareholders.

Negative

Transaction size is immaterial (~0.03% of director’s existing Class A exposure), offering no meaningful trading signal.

Insights

TL;DR: Routine dividend reinvestment; immaterial to valuation.
The 62.5 share-credit addition (~US$23k) marginally increases the director’s deferred stake and does not affect the public float or insider sentiment. Hagen already controls millions of Class A-equivalent shares via Class B conversion rights, so this bookkeeping entry is negligible. No buying or selling signal is implied; therefore impact on ERIE’s share-price outlook is neutral.

TL;DR: Filing reflects standard board compensation; no governance red flags.
The transaction arises from the Outside Directors’ Deferred Compensation Plan—common practice for aligning directors with shareholders. Disclosure of large Class B holdings reaffirms dual-class structure but was previously known. There are no unusual related-party dealings or sudden disposals, so governance risk remains unchanged.

07/24/2025 - 09:17 AM

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).

1. Name and Address of Reporting Person^*
Bender Bradley D

(Last) (First) (Middle)

214 N. TRYON STREET

(Street)
CHARLOTTE NC 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)

Director 10% Owner

X Officer (give title below) Other (specify below)

Chief Risk Officer

3. Date of Earliest Transaction (Month/Day/Year)
07/22/2025

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)

Code V Amount (A) or (D) Price

Common Stock 07/22/2025 S 12,540 D $45.1905⁽¹⁾ 500 D

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)

Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares

Restricted Stock Units $0.0000⁽²⁾ 02/15/2024⁽²⁾ 02/15/2026⁽²⁾ Common Stock 2,604 2,604 D

Restricted Stock Units $0.0000⁽³⁾ 03/15/2024⁽³⁾ 03/15/2026⁽³⁾ Common Stock 803 803 D

Restricted Stock Units $0.0000⁽⁴⁾ 03/15/2025⁽⁴⁾ 03/15/2027⁽⁴⁾ Common Stock 5,790 5,790 D

Restricted Stock Units $0.0000⁽⁵⁾ 06/01/2026⁽⁵⁾ 06/01/2026⁽⁵⁾ Common Stock 16,149 16,149 D

Restricted Stock Units $0.0000⁽⁶⁾ 03/15/2026⁽⁶⁾ 03/15/2028⁽⁶⁾ Common Stock 12,366 12,366 D

Restricted Stock Units ⁽⁷⁾ ⁽⁷⁾ ⁽⁷⁾ Common Stock 18,202 18,202 D

Restricted Stock Units ⁽⁸⁾ ⁽⁸⁾ ⁽⁸⁾ Common Stock 883 883 D

Explanation of Responses:

1. The price in Column 4 is a weighted average price. The prices actually received ranged from $45.1000 to $45.2250. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

2. On February 1, 2022, the reporting person was granted 7,810 restricted stock units, vesting in three equal installments on February 15, 2024, February 15, 2025, and February 15, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

3. On February 22, 2022, the reporting person was granted 2,412 restricted stock units, vesting in three equal installments on March 15, 2024, March 15, 2025, and March 15, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

4. On February 27, 2023, the reporting person was granted 8,686 restricted stock units, vesting in three equal installments on March 15, 2025, March 15, 2026, and March 15, 2027. Each restricted stock unit represents a right to receive one share of TFC common stock.

5. On June 1, 2023, the reporting person was granted 16,149 restricted stock units, which cliff vest on June 1, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

6. On February 26, 2024, the reporting person was granted 12,366 restricted stock units, vesting in three equal installments on March 15, 2026, March 15, 2027, and March 15, 2028. Each restricted stock unit represents a right to receive one share of TFC common stock.

7. On February 24, 2025, the reporting person was granted 18,202 restricted stock units, vesting in three equal 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.

8. On February 28, 2025, the reporting person was granted 883 restricted stock units, vesting in three equal 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.

Carla Brenwald, Attorney-in-fact 07/24/2025

** 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

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

He received 62.518 deferred share credits via dividend reinvestment on 22-Jul-2025; no shares were bought or sold.

How many Erie Indemnity Class A shares does Hagen now own directly?

He holds 223,130 Class A common shares directly after the reported transaction.

What are Directors’ Deferred Compensation Share Credits at ERIE?

They are bookkeeping entries that convert 1-for-1 into Class A shares when a director’s service ends; they have no expiration or exercise price.

Does the filing indicate any change in ERIE’s dual-class structure?

No. It merely restates Hagen’s sizable Class B holdings, which remain convertible to Class A at 2,400-to-1.

Is this Form 4 transaction material to ERIE investors?

Impact is negligible; the share-credit addition is routine and does not affect float, earnings, or control.

[Form 4] Truist Financial Corporation Insider Trading Activity

Insights

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

How many Erie Indemnity Class A shares does Hagen now own directly?

What are Directors’ Deferred Compensation Share Credits at ERIE?

Does the filing indicate any change in ERIE’s dual-class structure?

Is this Form 4 transaction material to ERIE investors?

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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	07/22/2025		S		12,540	D	$45.1905⁽¹⁾	500	D

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 Units	$0.0000⁽²⁾							02/15/2024⁽²⁾	02/15/2026⁽²⁾	Common Stock	2,604		2,604	D
Restricted Stock Units	$0.0000⁽³⁾							03/15/2024⁽³⁾	03/15/2026⁽³⁾	Common Stock	803		803	D
Restricted Stock Units	$0.0000⁽⁴⁾							03/15/2025⁽⁴⁾	03/15/2027⁽⁴⁾	Common Stock	5,790		5,790	D
Restricted Stock Units	$0.0000⁽⁵⁾							06/01/2026⁽⁵⁾	06/01/2026⁽⁵⁾	Common Stock	16,149		16,149	D
Restricted Stock Units	$0.0000⁽⁶⁾							03/15/2026⁽⁶⁾	03/15/2028⁽⁶⁾	Common Stock	12,366		12,366	D
Restricted Stock Units	⁽⁷⁾							⁽⁷⁾	⁽⁷⁾	Common Stock	18,202		18,202	D
Restricted Stock Units	⁽⁸⁾							⁽⁸⁾	⁽⁸⁾	Common Stock	883		883	D

	Carla Brenwald, Attorney-in-fact	07/24/2025
	** 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.

Trending News

[Form 4] Truist Financial Corporation Insider Trading Activity

Insights

Equity Analyst neutral

Governance Specialist neutral

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

How many Erie Indemnity Class A shares does Hagen now own directly?

What are Directors’ Deferred Compensation Share Credits at ERIE?

Does the filing indicate any change in ERIE’s dual-class structure?

Is this Form 4 transaction material to ERIE investors?

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