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.
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.
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.
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.
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.
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.