| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | Chief Operating Officer | Common Stock | 407K | $35.8M | $87.93 | Jan 18, 2023 | Direct |
| MORGAN STANLEY | Chief Operating Officer | Common Stock | 6.2K | $545K | $87.93 | Jan 18, 2023 | By 401(k) Plan |
| TRUIST FINANCIAL CORP | Director | Restricted Stock Units | 2.7K | Jun 24, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINANCIAL CORP | Jun 24, 2025 | 1 | $0 | 4 | Jun 26, 2025 | Director |
| TFC | TRUIST FINANCIAL CORP | May 27, 2025 | 0 | $0 | 3 | Jun 2, 2025 | Director |
| MS | MORGAN STANLEY | Jan 18, 2023 | 2 | -$1.97M | 4 | Jan 20, 2023 | Chief Operating Officer |
| MS | MORGAN STANLEY | Feb 24, 2022 | 2 | -$5.2M | 4 | Feb 25, 2022 | Chief Operating Officer |
| MS | MORGAN STANLEY | Jan 26, 2022 | 1 | -$1.86M | 4 | Jan 28, 2022 | Chief Operating Officer |
| MS | MORGAN STANLEY | Jan 20, 2022 | 2 | -$1.67M | 4 | Jan 21, 2022 | Chief Operating Officer |
| MS | MORGAN STANLEY | May 14, 2021 | 1 | $0 | 4 | May 14, 2021 | Chief Financial Officer |