0001664272-24-000313.txt : 20240725 0001664272-24-000313.hdr.sgml : 20240725 20240725095839 ACCESSION NUMBER: 0001664272-24-000313 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240723 FILED AS OF DATE: 20240725 DATE AS OF CHANGE: 20240725 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: ROGERS WILLIAM H JR CENTRAL INDEX KEY: 0001182002 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-10853 FILM NUMBER: 241140252 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] ORGANIZATION NAME: 02 Finance 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_a1edp0000016raomam-live.xml PRIMARY DOCUMENT X0508 4 2024-07-23 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 2024-07-23 4 P false 57300.0000 43.9600 A 569270.6440 D Common Stock 12613.4380 I By 401(k) Common Stock 183712.0000 I By grantor retained annuity trust Common Stock 185000.0000 I By Trust Common Stock 188450.0000 I By 2023 GRAT Phantom Stock Unit 0.0000 2000-01-01 2000-01-01 Common Stock 3117.9220 3117.9220 D On July 23, 2024, the reporting person reacquired 57,300 shares of Truist common stock from a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children. The reporting person's spouse is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. The terms of the GRAT permit the reporting person to withdraw assets from the trust by substituting other assets of equal value. On July 23, 2024, the GRAT also made an annuity payment to the reporting person consisting of 54,250 shares of Truist common stock. This Form 4 reflects 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. Because the stock fund component of the 401(k) Plan is accounted for in unit accounting, the number of share equivalents varies based on the closing price of Truist stock on the applicable measurement date. Represents phantom stock units under the Truist Nonqualified Deferred Compensation Plan. Includes shares acquired as a result of dividend reinvestment since the last reported transaction. Carla Brenwald, Attorney-in-fact 2024-07-25