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, a large U.S. regional bank headquartered in Charlotte, North Carolina, operates Truist Bank, one of the 10 largest commercial banks in the country. It serves consumers, small businesses, commercial and corporate clients, and wealth clients through its Wholesale Banking and Consumer & Small Business Banking segments.
Truist offers a broad mix of loans, deposits, payments, wealth management, capital markets, and treasury services, delivered via a major digital platform and 1,927 branches as of December 31, 2025. The company holds leading or top‑three deposit shares across key Southeastern states, with particularly strong positions in Florida, Georgia, North Carolina, and Virginia.
The 10‑K describes an extensive regulatory regime, including capital, liquidity, stress testing, resolution planning, and consumer protection rules that shape Truist’s strategy and capital return flexibility. Management outlines five core strategic priorities focused on growth in both segments, expense discipline, investment in technology and risk infrastructure, and maintaining credit and risk discipline.
Human capital is another emphasis, with 38,711 teammates as of December 31, 2025 and a wide range of talent, leadership, compensation, and benefits programs aimed at retention, skill building, and responsible use of emerging technologies such as artificial intelligence.
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 Corporation filed an amended Schedule 13G reporting beneficial ownership of 24,897 shares of Themes ETF Trust, representing 35.6% of the fund’s shares. Truist reports no power to vote these shares but has sole power to dispose of them.
The filing is made as a parent holding company for an affiliated registered investment adviser and states the position is held in the ordinary course of business, not for the purpose of changing or influencing control of Themes ETF Trust.
Truist Financial Corporation, as parent of Truist Advisory Services, reports beneficial ownership of 2,406,401 shares of Federated Hermes ETF Trust, representing about 14.6% of this exchange-traded fund class as of January 31, 2026.
Truist reports no sole or shared voting power over these shares, but does have sole dispositive power, meaning it can decide when to sell them. The holding is reported as being acquired and held in the ordinary course of business, without any intent to change or influence control of the ETF issuer.
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.
An insider of TFC filed a notice of proposed sale under Rule 144 for 3,500 common shares. The shares are planned to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $183,715.00 based on current information.
These shares were acquired from the issuer as restricted stock vesting on 03/15/2025 as compensation, with payment also dated 03/15/2025. The filing lists total shares outstanding as 1,279,246,311 and gives an approximate sale date of 02/02/2026.
Truist Financial Corp filed a quarterly institutional holdings report on Form 13F. The firm reports managing $74,995,985,062 in reportable securities across 5,167 positions, giving a high-level view of its equity and related holdings.
The filing is a full 13F holdings report, meaning all reportable positions for this manager are included. Truist lists two other included managers, Truist Bank /NC/ and Truist Advisory Services, Inc., reflecting the broader organization’s investment management structure.
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.