Welcome to our dedicated page for Truist Finl 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.
This page provides access to U.S. Securities and Exchange Commission filings for Truist Financial Corporation (NYSE: TFC), a top‑10 U.S. commercial bank headquartered in Charlotte, North Carolina. Truist’s filings offer detailed insight into its commercial banking operations, wholesale and consumer businesses, capital structure, and governance.
Through annual reports on Form 10‑K and quarterly reports on Form 10‑Q, investors can review Truist’s financial condition, segment performance across consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending, as well as risk disclosures and regulatory information. Current reports on Form 8‑K document material events such as share‑repurchase authorizations, preferred stock redemptions, debt issuances, financial results announcements, bylaw amendments, and changes in Board composition.
Truist also registers and lists various preferred stock and depositary share series on the New York Stock Exchange, including securities tied to Series I, Series J, Series O, and Series R non‑cumulative perpetual preferred stock. Related prospectuses and 8‑K filings describe the terms of these instruments. Other filings may cover medium‑term note offerings by Truist Financial Corporation and senior bank notes issued by Truist Bank, which are relevant for understanding the company’s funding profile.
On Stock Titan, Truist’s SEC filings are updated in near real time from EDGAR, and AI‑powered summaries help explain the key points in lengthy documents such as 10‑K and 10‑Q reports. Users can quickly identify important items in 8‑K filings—like capital actions or governance changes—and review registration statements, exhibits, and other disclosures without reading every page. Dedicated views for Form 4 insider transaction reports, proxy statements, and other filings allow investors to analyze executive and director activity, compensation policies, and voting matters in the context of Truist’s broader commercial banking and financial services business.
Truist Financial Corporation reports beneficial ownership of 354,841 shares (7.10%) of an Exchange Traded Fund issued by Federated Hermes ETF Trust (CUSIP 31423L602). The filing is an Amendment No. 2 to Schedule 13G/A and shows sole dispositive power for 354,841 shares with no voting power. The filing is signed by Edward M. Kwiatkowski, Vice President, with the signature date 03/06/2026.
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.