0001664272-23-000163.txt : 20230302 0001664272-23-000163.hdr.sgml : 20230302 20230302142159 ACCESSION NUMBER: 0001664272-23-000163 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230228 FILED AS OF DATE: 20230302 DATE AS OF CHANGE: 20230302 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: RATCLIFFE DAVID M CENTRAL INDEX KEY: 0001195258 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-10853 FILM NUMBER: 23698062 MAIL ADDRESS: STREET 1: 214 N TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: TRUIST FINANCIAL CORP CENTRAL INDEX KEY: 0000092230 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] IRS NUMBER: 560939887 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 214 NORTH TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 3367332000 MAIL ADDRESS: STREET 1: 214 NORTH TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 FORMER COMPANY: FORMER CONFORMED NAME: BB&T CORP DATE OF NAME CHANGE: 19970527 FORMER COMPANY: FORMER CONFORMED NAME: SOUTHERN NATIONAL CORP /NC/ DATE OF NAME CHANGE: 19920703 4 1 f4_a1e2k00000rxrm1ual-live.xml PRIMARY DOCUMENT X0306 4 2023-02-28 false 0000092230 TRUIST FINANCIAL CORP TFC 0001195258 RATCLIFFE DAVID M 214 N. TRYON STREET CHARLOTTE NC 28202 true false false false Common Stock 1645.0000 I LLC Common Stock 25900.0000 I Trust Common Stock 3055.0000 D Restricted Stock Unit 2023-02-28 4 A false 3833.0000 0.0000 A Common Stock 3833.0000 8881.0000 D Phantom Stock Unit 0.0000 2000-01-01 2000-01-01 Common Stock 42288.9140 42288.9140 D Phantom Stock Units 0.0000 2000-01-01 2000-01-01 Common Stock 39776.0910 39776.0910 D Represents restricted stock units granted under the Truist Financial Corporation 2022 Incentive Plan for which a deferral election has been made pursuant to the Truist Financial Corporation Amended and Restated Non-Employee Directors' Deferred Compensation Plan. Payments in the form of shares of common stock commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis. Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to common stock on a one-for-one basis. Carla Brenwald, Attorney-in-fact 2023-03-02