William H. Rogers Jr - Mar 14, 2025 Form 4 Insider Report for TRUIST FINANCIAL CORP (TFC)

Role
Chairman & CEO, Director
Signature
Carla Brenwald, Attorney-in-fact
Stock symbol
TFC
Transactions as of
Mar 14, 2025
Transactions value $
-$2,080,945
Form type
4
Date filed
3/18/2025, 05:28 PM
Previous filing
Feb 28, 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 Tax liability -$2.08M -51.3K -6.33% $40.55 759K Mar 14, 2025 Direct
holding TFC Common Stock 12.9K Mar 14, 2025 By 401(k)
holding TFC Common Stock 95.7K Mar 14, 2025 By grantor retained annuity trust
holding TFC Common Stock 185K Mar 14, 2025 By Trust
holding TFC Common Stock 154K Mar 14, 2025 By 2023 GRAT

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
holding TFC Restricted Stock Units 84.9K Mar 14, 2025 Common Stock 84.9K $0.00 Direct F1
holding TFC Phantom Stock Unit 3.22K Mar 14, 2025 Common Stock 3.22K $0.00 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On February 24, 2025, the reporting person was granted 84,913 restricted stock units, vesting in three equal 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.
F2 Represents phantom stock units under the Truist Financial Corporation Non-Qualified Defined Contribution Plan.
F3 Includes shares acquired as a result of dividend reinvestment since the last reported transaction.