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