Every Form 4 that Truist Financial Corporation (TFC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow TFC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TFC filings page.
TRUIST FINANCIAL CORP (TFC) reports that President & CEO Michael P. Lyons purchased 21,000 shares of common stock on September 17, 2026, in an open market or private transaction at a weighted average price of $48.3608 per share, bringing his directly held common stock to 21,000 shares. The price reflects trades within a range of $48.33 to $48.375 per share, and no Rule 10b5-1 trading plan is reported.
The filing also lists previously granted restricted stock units: 84,951 units granted on September 1, 2026 that vest in one-third increments on March 15, 2028, 2029, and 2030, and 266,990 units granted on September 1, 2026 that vest in three equal installments on September 1, 2027, 2028, and 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
TRUIST FINANCIAL CORP (symbol: TFC) is the issuer of record for a Form 4 filing submitted to the SEC. Lyons Michael P. reported acquisition or exercise transactions in this Form 4 filing.
TRUIST FINANCIAL CORP (TFC) reported that President & CEO and director Michael P. Lyons received two equity awards on September 1, 2026. He was granted 84,951 restricted stock units vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030, and 266,990 restricted stock units vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
Truist Financial Corp executive Donta L. Wilson sold 13,280 shares of common stock on July 31, 2026 at a weighted average price of $51.8538 per share (price range $51.8350–$51.8750). After this open-market sale, he directly holds 56,009.099 common shares and indirectly holds 7,165.223 shares through a 401(k) plan. He also has restricted stock units covering 27,955, 1,499 and 26,691 shares, vesting in equal installments between 2027 and 2030.
Bessant Catherine P reported acquisition or exercise transactions in this Form 4 filing.
Truist Financial Corporation director Catherine P. Bessant reported receiving a grant of 2,338 Restricted Stock Units representing common stock on July 28, 2026. These RSUs cliff vest on December 31, 2026, and after the award she directly holds 2,338 shares; no shares were bought or sold.
Boyer K. David Jr., a director of Truist Financial Corp, reported selling 3,986 shares of Common Stock on July 23, 2026 at $50.70 per share. After this sale, he held 10,270.342 shares directly, including 50.669 acquired through a Dividend Reinvestment Plan, and 4,070.94 shares held indirectly by a trust.
Truist Financial Corp Chairman & CEO William H. Rogers Jr. reported that a grantor retained annuity trust associated with him sold 13,250 shares of Truist common stock on July 20, 2026 at $52.363 per share in connection with the trust’s pre-established termination. On July 21, 2026 the trust made a final annuity payment of 72,320 shares to him, changing those shares from indirect to direct beneficial ownership. After these changes, he reports 1,040,536.834 common shares held directly, plus 13,807.398 shares held indirectly through a 401(k) plan and 185,000 shares held indirectly by a separate trust, as well as phantom stock units and restricted stock units tied to additional Truist common shares.
Truist Financial Corp executive Donta L. Wilson reported a routine tax-withholding transaction. On March 13, 2026, 10,204 shares of common stock were disposed of at $43.83 per share to cover tax obligations, not as an open-market sale. After this, he directly holds 69,289.099 common shares and indirectly holds 7,087.951 shares through a 401(k) plan. Wilson also holds several restricted stock unit awards that each convert into one share of common stock as they vest between 2027 and 2030.
Truist Financial Corp Chief Legal Officer Scott A. Stengel reported a routine tax-withholding share disposition. On March 13, 2026, 3,001 shares of common stock were withheld at $43.83 per share to satisfy tax obligations, leaving him with 11,977 common shares held directly.
He also reports unvested equity awards in the form of restricted stock units tied to common stock. These include 15,780 units granted on February 24, 2025, 798 units granted on February 28, 2025, and 15,022 units granted on February 23, 2026, vesting in equal installments between March 15, 2027 and March 15, 2030. Each unit represents a right to receive one share of Truist common stock.
Truist Financial Chairman and CEO William H. Rogers Jr. reported a tax-withholding disposition of 32,861 shares of common stock at $43.83 per share on March 13, 2026. These shares were withheld to satisfy tax obligations, not sold in an open-market transaction.
After this event, he directly holds 968,216.834 common shares, plus indirect holdings of common stock through a 401(k), a trust, and a 2023 GRAT. He also holds phantom stock units tied to 3,375.494 underlying shares and restricted stock units covering 84,913 and 76,861 underlying shares granted in 2025 and 2026, vesting in three annual installments starting in 2027 and 2028, respectively.
Truist Financial Corp executive Cynthia B. Powell reported routine equity compensation activity. On March 13, 2026, she exercised 1,929 restricted stock units, receiving an equal number of Truist common shares at an exercise price of $0.00 per share.
To cover tax obligations, 2,476 common shares were disposed of at $43.83 per share through share withholding, not an open-market sale. Following these transactions, she directly held 7,386 Truist common shares and 7,386 restricted stock units that each represent one future share of common stock, plus additional indirect holdings through the company’s 401(k) plan.
Truist Financial Corp Chief Financial Officer Michael Baron Maguire reported a tax-related share disposition. On March 13, 2026, 7,951 shares of common stock were withheld at $43.83 per share to satisfy tax obligations, a non‑market transaction coded as a tax-withholding disposition.
After this event, he directly held 84,672.197 shares of common stock. He also held restricted stock units covering 25,165 shares granted on February 24, 2025 and 1,245 shares granted on February 28, 2025, each vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Additional restricted stock units covering 23,931 shares were granted on February 23, 2026, vesting in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030.
Truist Financial Corp executive Kristin Lesher, Chief Wholesale Banking Officer, reported a routine tax-withholding disposition of 7,433 shares of common stock on March 13, 2026 at $43.83 per share. These shares were withheld to satisfy tax obligations tied to equity compensation and were not an open-market sale.
After this transaction, Lesher directly owns 71,520 shares of Truist common stock. She also holds several restricted stock unit (RSU) awards, each representing a right to receive one share of common stock, vesting in equal annual installments between March 15, 2027 and March 15, 2030.
Truist Financial Corp Chief Risk Officer Bradley D. Bender reported routine equity compensation activity. On March 13, 2026, he exercised restricted stock units into 7,821 shares of common stock. Of these, 4,337 shares were withheld at $43.83 per share to cover tax obligations, leaving him with 5,747 common shares held directly after the transactions.
He also continues to hold several unvested restricted stock unit awards, including an award covering 16,149 underlying shares that cliff vests on June 1, 2026, plus additional multi-year grants vesting in equal installments on future March 15 dates.
Tanner Bruce L reported acquisition or exercise transactions in this Form 4 filing.
Truist Financial director Bruce L. Tanner reported an equity award and updated holdings. He received a grant of 4,027 shares of common stock in the form of restricted stock units that cliff vest on December 31, 2026, bringing his direct common stock holdings to 24,895 shares. He also reported 13,013.896 phantom stock units from deferred director fees and 16,473.691 phantom stock units from prior stock plans, each convertible into the cash equivalent of Truist common stock on a one-for-one basis after his departure from the board.
TRUIST FINANCIAL CORP director Laurence Stein reported an equity award. He acquired 4,027 shares of common stock on a grant or award basis at a price of $0.00 per share, described in the footnote as restricted stock units that cliff vest on December 31, 2026.
After this award, his directly held common stock position is 11,216 shares. The filing characterizes the transaction as an acquisition related to a grant or award rather than an open‑market purchase.
Truist Financial Corp director Thomas E. Skains received 4,027 restricted stock units on Truist common stock as a grant under the company’s 2022 Incentive Plan. The units were granted at a price of $0.00 per unit and will convert into common stock on a one-for-one basis.
A deferral election has been made under the Non-Employee Directors' Deferred Compensation Plan, so share payments begin after his departure from the Board. Following this grant, he directly holds 23,542 restricted stock units and 29,391.299 common shares, which include shares acquired through dividend reinvestment, plus 2,500 common shares held indirectly through an IRA.
TRUIST FINANCIAL CORP director Jonathan Pruzan reported an equity award of 4,027 shares of common stock on a Form 4. The filing describes this as a grant of Restricted Stock Units that cliff vest on December 31, 2026.
Following this grant or award acquisition, Pruzan directly holds 6,724 shares of Truist common stock. The transaction carried a stated price of $0.00 per share, consistent with a compensatory stock unit grant rather than an open-market purchase.
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.
Truist Financial Corp director Donna S. Morea received a grant of 4,027 restricted stock units on Truist common stock. The award was made at a price of $0.00 per unit under the 2022 Incentive Plan and is subject to a deferral election, with share payments beginning after she leaves the Board. These units convert to common stock on a one-for-one basis and bring her total restricted stock units to 23,542. Her directly held common stock position is 38,351 shares, which includes shares accumulated through dividend reinvestment. The reported amounts exclude 1,064 shares that were inadvertently reported on prior Forms 4 due to computational errors.
Truist Financial Corp director Linnie M. Haynesworth received an equity award tied to board service. On February 24, 2026, Haynesworth acquired 4,027 restricted stock units at $0.00 per unit under the 2022 Incentive Plan.
According to the disclosure, a deferral election sends this award into the Non-Employee Directors' Deferred Compensation Plan, with payout in Truist common shares beginning after Haynesworth leaves the Board. Each restricted stock unit converts into one share of common stock. Following this grant, Haynesworth directly holds 23,542 restricted stock units and 2,923 common shares, with the common stock total including shares accumulated through dividend reinvestment since the last reported transaction.
Truist Financial Corp director Dallas S. Clement reported an equity award and updated deferred holdings. He received a grant of 4,027 restricted stock units at a price of $0.00 per unit under the Truist Financial Corporation 2022 Incentive Plan, with a deferral election in the non-employee directors' deferred compensation plan. These restricted stock units convert into Truist common stock on a one-for-one basis, with share payments beginning after his departure from the Board.
Following the transactions, Clement directly holds 23,542 restricted stock units, 13,726.328 phantom stock units under a legacy SunTrust directors' deferred compensation plan, 16,473.691 phantom stock units under legacy SunTrust stock plans, and 2,923 shares of common stock, which include shares acquired through dividend reinvestment.
Truist Financial director Agnes Bundy Scanlan reported an equity award. She acquired 4,027 restricted stock units on February 24, 2026 at a price of $0.00 per unit under the company’s 2022 Incentive Plan. These units convert into Truist common shares on a one-for-one basis and are deferred until she leaves the Board.
After this grant, she directly holds 19,556 restricted stock units, 3,835.026 phantom stock units that pay out in cash based on Truist’s share value, and 10,194 common shares, including shares accumulated through dividend reinvestment.
Truist Financial Corp director David K. Boyer Jr. received an equity award rather than buying shares on the market. On February 24, 2026, he acquired 4,027 shares of common stock at a stated price of $0.00 per share as a grant or award, bringing his directly held stake to 14,205.673 shares.
According to a footnote, the award is in the form of Restricted Stock Units that cliff vest on December 31, 2026, meaning the units vest all at once on that date. A separate line shows 4,070.94 common shares held indirectly in a trust, reflecting ongoing indirect ownership rather than a new transaction.
Truist Financial director Jennifer S. Banner received an equity award in the form of restricted stock units. She acquired 4,027 restricted stock units on February 24, 2026 as a grant under the Truist Financial Corporation 2022 Incentive Plan.
The award has been deferred under the Non-Employee Directors' Deferred Compensation Plan, with payment in Truist common shares beginning after she leaves the board. These units convert into common stock on a one-for-one basis, bringing her total restricted stock units to 23,542. Her directly held common stock position is now 27,969 shares, including shares added through dividend reinvestment since the last report.
ROGERS WILLIAM H JR reported acquisition or exercise transactions in this Form 4 filing.
Truist Financial Corp’s Chairman and CEO, William H. Rogers Jr., reported multiple equity awards and vesting events on common stock and restricted stock units. He received a new grant of 76,861 restricted stock units, each representing a right to one share of Truist common stock, vesting in three equal installments on March 15, 2028, 2029, and 2030.
Performance criteria were met for prior restricted stock unit awards granted in 2022, 2023, and 2024, resulting in 17,690, 25,692, and 34,405 shares of common stock being earned, respectively. Following these awards, his directly held common stock increased to 1,001,077.834 shares, with additional indirect holdings in a 401(k) plan and trusts.
Truist Financial Corp executive Kristin Lesher reported equity awards and updated holdings. On February 23, 2026, she acquired 37,138 restricted stock units and 17,087 shares of common stock as a grant or award. The 17,087-share common stock award reflects performance criteria met on a prior 51,259-unit grant from February 26, 2024. The new 37,138 restricted stock units vest in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030, with each unit representing one share of TFC common stock.
Truist Financial Corp executive Donta L. Wilson, Chief Consumer & SB BK Officer, reported multiple equity awards on February 23, 2026. He received a grant of 26,691 restricted stock units (RSUs), each representing a right to one share of TFC common stock, vesting in three equal installments in 2028, 2029, and 2030.
On the same date, performance-based RSUs previously granted in 2022, 2023, and 2024 met their performance criteria, resulting in earned awards of 3,216, 1,102, 6,930, and 12,236 shares of common stock. Following these acquisitions, Wilson directly owned tens of thousands of TFC common shares and also held additional RSUs and indirect shares through the company’s 401(k) plan.
Truist Financial Corp executive Cynthia B. Powell, the Corporate Controller and Chief Accounting Officer, reported equity awards and related share activity. She received a grant of 7,386 restricted stock units on February 23, 2026, which will vest in four equal installments from March 15, 2027 through March 15, 2030.
In addition, performance-based awards previously granted in 2022, 2023, and 2024 met their respective criteria, resulting in Powell acquiring 1,782, 2,298, and 3,186 shares of common stock, all at a price of $0.00 per share. The filing also notes directly held restricted stock units totaling 7,472 and indirectly held 401(k) shares of 6,766.604 as of the latest plan statements.
Truist Financial’s chief legal officer, Scott A. Stengel, reported equity compensation changes. He received a grant of 15,022 restricted stock units, each representing one share of TFC common stock, vesting in three equal installments on March 15, 2028, 2029, and 2030.
He also acquired 6,908 shares of common stock earned from a 2024 performance-based award that vests in thirds over four years. In addition, the filing updates his holdings from prior restricted stock unit grants of 15,780 units and 798 units awarded in 2025, which vest in equal installments from 2027 through 2029.
Truist Financial Corp’s Chief Financial Officer Michael Baron Maguire reported multiple equity awards and vesting events. On February 23, 2026, he received 23,931 restricted stock units (RSUs), each representing one future share of TFC common stock, vesting in three equal installments in 2028, 2029, and 2030.
Performance goals were also met for prior RSU grants. This resulted in Maguire earning 2,729, 6,583, and 8,988 shares of Truist common stock tied to awards originally granted in 2022, 2023, and 2024. Following these acquisitions, he directly owns 92,623.197 shares of common stock and 23,931 RSUs, along with additional RSU holdings from earlier 2025 grants.
Bender Bradley D reported acquisition or exercise transactions in this Form 4 filing.
Truist Financial Corp reported that Chief Risk Officer Bradley D. Bender received a grant of 17,293 restricted stock units on February 23, 2026. These units vest in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents the right to receive one share of Truist Financial (TFC) common stock, reflecting additional equity-based compensation rather than an open-market stock purchase or sale.
Truist Financial Corp chief risk officer Bradley D. Bender exercised restricted stock units and settled related taxes using shares. On February 13, 2026, he converted 2,604 restricted stock units into 2,604 shares of common stock and then delivered 841 shares at $51.90 per share to cover tax withholding, leaving 2,263 common shares owned directly.
The filing also reports multiple outstanding restricted stock unit awards with balances such as 803, 5,790, 16,149, 12,366, 18,202 and 883 units. Footnotes explain these RSUs were granted between 2022 and 2025, with each unit representing one TFC share and vesting on specified dates from 2024 through 2029.
Truist Financial Corp Chief Legal Officer Scott A. Stengel reported equity compensation activity. On February 13, 2026, he acquired 11,416 shares of common stock at $0.00 per share through a grant/award as performance-based restricted stock units granted on February 1, 2024 became earned for the vesting year ending February 15, 2026.
On the same date, 3,346 shares of common stock at $51.90 per share were disposed of to satisfy tax obligations, leaving 8,070 common shares directly owned after these transactions. He also directly holds 15,780 restricted stock units from a February 24, 2025 grant and 798 restricted stock units from a February 28, 2025 grant, each unit representing one future share of Truist common stock vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029.
Truist Financial Chief Wholesale Banking Officer Kristin Lesher reported performance-based stock vesting and related tax withholding transactions in Truist Financial (TFC) common stock. On February 12, 2026, 54,831 shares were acquired at $0.0000 per share as earned restricted stock units, increasing her direct holdings to 82,927 shares.
On the same day, 21,061 shares were disposed of at $52.07 per share to cover tax obligations, leaving 61,866 shares of common stock owned directly. She also holds 39,038 and 1,947 restricted stock units from 2025 grants, each unit representing one future share of TFC common stock.
Truist Financial Corp officer Cynthia B. Powell reported selling 3,500 shares of common stock at $52.49 per share on February 2, 2026. After this sale, she beneficially owned 667 shares directly, 6,723.793 shares indirectly through the company 401(k) plan, and 7,472 restricted stock units that are scheduled to vest in tranches from March 15, 2026 through March 15, 2029.
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 Corp. disclosed a change in insider status for one of its directors. The Form 4 identifies the reporting person’s relationship to the company as a director and notes that the filing is made for a single reporting person. In the remarks, it states that the reporting person’s status as an insider terminated on December 31, 2025, meaning they were no longer considered an insider of Truist Financial as of that date.
Truist Financial Corp. officer reports stock activity tied to restricted stock units (RSUs). On 12/04/2025, 247 RSUs converted into the same number of shares of TFC common stock at an exercise price of $0.0000. On the same date, 247 shares were withheld at $46.50 per share to cover FICA and related tax obligations associated with the reporting person's retirement eligibility, leaving 4,167 shares of common stock held directly.
The officer also reports 6,649.81 shares held indirectly through the company 401(k) plan. The RSU award originally granted on February 24, 2025 totaled 7,719 units, each representing one share of TFC common stock, with remaining tranches scheduled to vest between March 15, 2026 and March 15, 2029. After the reported transactions, the officer holds 7,472 RSUs directly.
Truist Financial Corp director reports stock sale and updated holdings. A company director filed a Form 4 disclosing the sale of 5,160 shares of Truist Financial common stock on 11/25/2025 at a price of $46.45 per share. After this transaction, the director beneficially owns 10,152.884 shares directly and 4,070.94 shares indirectly through a trust. The holdings figure includes 81.051 shares acquired between March 2025 and November 2025 under Truist’s Dividend Reinvestment Plan.
Truist Financial (TFC) officer reported a transaction on 10/23/2025. The filing shows a Code G entry involving 230 shares of common stock at $0.0000. Following the transaction, the reporting person beneficially owned 56,009.099 shares directly and 6,781.694 shares through a 401(k) plan.
Table II lists previously granted restricted stock units: 27,955 RSUs granted on 02/24/2025 and 1,499 RSUs granted on 02/28/2025, each vesting in three equal installments on March 15 of 2027, 2028, and 2029. Each RSU converts into one share of TFC common stock.
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.