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 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) insider filed a Form 144 notice to sell up to 5,160 shares of common stock, with an aggregate market value of $239,682.00. The planned sale is through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 11/25/2025.
The 5,160 shares were acquired on 12/31/2024 through restricted stock vesting from the issuer as compensation. The notice also records that total shares of this class outstanding were 1,279,246,311 when the form was prepared.
Truist Financial Corp (TFC) filed a Form 13F-HR holdings report. The filing lists 5,089 positions with an aggregate reported value of $73,969,032,604 (rounded to the nearest dollar). The report indicates two Other Included Managers: Truist Bank /NC/ and Truist Advisory Services, Inc.
The submission is certified by Caroline D. Hoang, Assistant Vice President, and is marked as a 13F Holdings Report, meaning all reportable holdings for this manager are included.
Truist Financial Corporation reported solid results for the quarter ended September 30, 2025. Total assets reached $543.9 billion, up from $531.2 billion at year-end 2024, driven largely by loan growth, with loans and leases rising to $323.7 billion from $306.4 billion. Net interest income for the quarter was $3.63 billion, modestly higher than a year ago, as lower interest expense offset slightly lower interest income.
Quarterly net income was $1.45 billion, up from $1.44 billion, with diluted EPS of $1.04. For the first nine months of 2025, net income rose to $3.95 billion, compared with $3.56 billion, despite prior-year volatility from securities losses and the TIH divestiture. Credit quality remained manageable: the allowance for credit losses totaled $5.31 billion, and nonperforming assets were $1.63 billion. Truist continued returning capital, paying common dividends of $0.52 per share in the quarter and repurchasing $1.8 billion of stock year-to-date, with $2.3 billion of buyback authorization remaining.
Truist Financial (TFC) announced that director Steven C. Voorhees will retire from the Board effective December 31, 2025. The company stated his retirement is for personal reasons and not due to any disagreement with Truist regarding operations, policies, or practices. The Board and management expressed appreciation for his service and contributions.
Truist Financial Corporation announced it will redeem all outstanding depositary shares of its Series P Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock on November 13, 2025, pursuant to the optional redemption provisions.
Each depositary share represents a 1/25th interest in a share of the Series P Preferred Stock, which has a $25,000 per-share liquidation preference. The company issued a news release with additional details, incorporated by reference as Exhibit 99.
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 Corporation issued and sold $1,250,000,000 aggregate principal amount of 4.964% Fixed-to-Floating Rate Medium-Term Notes, Series I (Senior), due October 23, 2036, registered on Form S-3. A legal opinion from Mayer Brown LLP was filed as an exhibit and incorporated by reference.
Concurrently, its subsidiary Truist Bank issued and sold $1,250,000,000 of 4.136% Fixed-to-Floating Rate Senior Bank Notes, Series I, due October 23, 2029. The filing lists related exhibits, including the opinion and consent from Mayer Brown.
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.
Truist Financial (TFC) furnished materials for its third quarter 2025 results via an 8-K dated October 17, 2025. The company posted its Q3 2025 Earnings Release, Quarterly Performance Summary, and Earnings Release Presentation and made them available as investor materials.
The documents are furnished as Exhibits 99.1, 99.2, and 99.3 and are not deemed “filed” for purposes of Section 18 of the Exchange Act. They may be incorporated by reference only if a subsequent filing specifically references them. The materials include forward-looking statements with cautionary language and speak as of their date.