Truist Financial Corporation filings document the regulatory record of a North Carolina financial holding company with common stock and multiple preferred securities listed on the New York Stock Exchange. Its 8-K reports cover operating results, earnings materials, Regulation FD disclosures, medium-term note offerings, share-repurchase authorization, dividend-related securities matters, and material corporate events.
Proxy and governance filings describe shareholder voting matters, board and executive compensation topics, and equity incentive plan approvals. Truist’s securities disclosures also identify its capital structure, including common stock, depositary shares tied to Series I, Series O and Series R preferred stock, and Series J preferred purchase securities, alongside formal reporting on financing arrangements and financial statement presentation changes.
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.