Donta L. Wilson - Feb 24, 2025 Form 4 Insider Report for TRUIST FINANCIAL CORP (TFC)

Role
Chief Consumer & SB BK Officer
Signature
Carla Brenwald, Attorney-in-fact
Stock symbol
TFC
Transactions as of
Feb 24, 2025
Transactions value $
$0
Form type
4
Date filed
2/26/2025, 05:39 PM
Previous filing
Jul 1, 2024
Next filing
Mar 4, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TFC Common Stock Award $0 +3.12K +7.9% $0.00 42.6K Feb 24, 2025 Direct F1
transaction TFC Common Stock Award $0 +3.22K +7.55% $0.00 45.8K Feb 24, 2025 Direct F2
transaction TFC Common Stock Award $0 +1.1K +2.41% $0.00 46.9K Feb 24, 2025 Direct F3
transaction TFC Common Stock Award $0 +6.93K +14.77% $0.00 53.8K Feb 24, 2025 Direct F4
transaction TFC Common Stock Award $0 +11.5K +21.37% $0.00 65.3K Feb 24, 2025 Direct F5
transaction TFC Common Stock Award $0 +3.91K +5.99% $0.00 69.3K Feb 24, 2025 Direct F6
holding TFC Common Stock 6.36K Feb 24, 2025 By 401(k) F7

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction TFC Restricted Stock Units Award $0 +28K $0.00 28K Feb 24, 2025 Common Stock 28K Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On February 22, 2021, the reporting person was granted 9,360 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2025 were met, resulting in 3,119 restricted stock units being earned.
F2 On February 22, 2022, the reporting person was granted 9,649 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2025 were met, resulting in 3,216 restricted stock units being earned.
F3 On April 1, 2022, the reporting person was granted 3,307 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2024, 2025 and 2026. The performance criteria for 2025 were met, resulting in 1,102 restricted stock units being earned.
F4 On February 27, 2023, the reporting person was granted 20,789 restricted stock units, which vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2025, 2026, and 2027. The performance criteria for 2025 were met, resulting in 6,930 restricted stock units being earned.
F5 On February 22, 2022, the reporting person was granted 11,000 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2022 through December 31, 2024) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 104.6% of the Target Level of Achievement, resulting in 11,506 shares being earned.
F6 On April 1, 2022, the reporting person was granted 3,741 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2022 through December 31, 2024) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 104.6% of the Target Level of Achievement, resulting in 3,913 shares being earned.
F7 Includes 515.883 shares acquired between January 1, 2024 and December 31, 2024, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2024 through December 31, 2024.
F8 On February 24, 2025, the reporting person was granted 27,955 restricted stock units, vesting in three equal annual installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.