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TRUIST FINANCIAL CORP SEC Filings

TFC NYSE

Welcome to our dedicated page for TRUIST FINANCIAL 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on TRUIST FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into TRUIST FINANCIAL's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many TRUIST FINANCIAL (TFC) SEC filings are available on StockTitan?

StockTitan tracks 161 SEC filings for TRUIST FINANCIAL (TFC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for TRUIST FINANCIAL (TFC)?

The most recent SEC filing for TRUIST FINANCIAL (TFC) was filed on February 26, 2026.