Welcome to our dedicated page for TRUIST FINANCIAL 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on TRUIST FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into TRUIST FINANCIAL's regulatory disclosures and financial reporting.
Truist Financial Corporation calls a virtual-only 2026 annual meeting on April 28, where shareholders will vote on electing 12 directors, approving executive pay, ratifying PwC as auditor, amending the 2022 Incentive Plan, and a shareholder proposal on policy–customer alignment.
Management highlights 2025 as a strong year, with $5.2 billion returned to shareholders through $2.7 billion in common dividends and $2.5 billion in share repurchases, plus a new share-repurchase authorization of up to $10 billion. The board emphasizes refreshed committee leadership, extensive risk and technology oversight, and an executive-compensation program where 92% of the CEO’s target pay and 87% for other named executives are at risk and performance-based. After only 59% support on the 2025 say‑on‑pay vote versus an average of 93% from 2020–2024, Truist conducted targeted shareholder outreach and adjusted its pay design and disclosures, noting that from 2022–2025 the CEO’s realized pay was 60% of target, underscoring pay‑for‑performance alignment.
Truist Financial Corporation reports beneficial ownership of 6,156 shares representing 0.85% of the outstanding class of First Trust Exchange-Traded Fund VIII. The filing states sole dispositive power over these shares via Truist as parent holding company for Truist Advisory Services, Inc.
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.