0001664272-23-000530.txt : 20231206
0001664272-23-000530.hdr.sgml : 20231206
20231206151807
ACCESSION NUMBER: 0001664272-23-000530
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231204
FILED AS OF DATE: 20231206
DATE AS OF CHANGE: 20231206
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: ROGERS WILLIAM H JR
CENTRAL INDEX KEY: 0001182002
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-10853
FILM NUMBER: 231469341
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_a1e2k00000wi6ceual-live.xml
PRIMARY DOCUMENT
X0508
4
2023-12-04
false
0000092230
TRUIST FINANCIAL CORP
TFC
0001182002
ROGERS WILLIAM H JR
214 N. TRYON STREET
CHARLOTTE
NC
28202
true
true
false
false
Chairman & CEO
false
Common Stock
300000.0000
I
By 2023 GRAT
Common Stock
185000.0000
I
By Trust
Common Stock
183712.0000
I
By grantor retained annuity trust
Common Stock
12065.8140
I
By 401(k)
Common Stock
417468.6440
D
Phantom Stock Unit
0.0000
2000-01-01
2000-01-01
Common Stock
3030.1020
3030.1020
D
On December 4, 2023, a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children made an annuity payment to the reporting person consisting of 4,545 shares of Truist common stock. The reporting person's wife is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. This Form 4 is being filed to reflect the change in the form of the reporting person's beneficial ownership of the Truist common stock transferred by the GRAT from indirect to direct beneficial ownership.
Represents phantom stock units under the SunTrust Banks, Inc. Deferred Compensation Plan, which merged into the Truist Financial Corporation Nonqualified Defined Contribution Plan effective as of June 1, 2020.
Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
Carla Brenwald, Attorney-in-fact
2023-12-06