William H. Rogers Jr. - 13 Mar 2026 Form 4 Insider Report for TRUIST FINANCIAL CORP (TFC)

Role
Chairman and CEO, Director
Signature
Carla Brenwald, Attorney-in-fact
Issuer symbol
TFC
Transactions as of
13 Mar 2026
Net transactions value
$0
Form type
4
Filing time
17 Mar 2026, 15:45:25 UTC
Previous filing
25 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
ROGERS WILLIAM H JR Chairman and CEO, Director 214 N. TRYON STREET, CHARLOTTE Carla Brenwald, Attorney-in-fact 17 Mar 2026 0001182002

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TFC Common Stock Tax liability -32,861 -3.3% $43.83* 968,217 13 Mar 2026 Direct
holding TFC Common Stock 13,658 13 Mar 2026 By 401(k) F1
holding TFC Common Stock 185,000 13 Mar 2026 By Trust
holding TFC Common Stock 85,570 13 Mar 2026 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 Phantom Stock Unit 3,375 13 Mar 2026 Common Stock 3,375 $0.000000 Direct F2, F3
holding TFC Restricted Stock Units 84,913 13 Mar 2026 Common Stock 84,913 $0.000000 Direct F4
holding TFC Restricted Stock Units 76,861 13 Mar 2026 Common Stock 76,861 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 140.815 shares acquired as a result of dividend reinvestment since last reported transaction.
F2 Represents phantom stock units under the Truist Financial Corporation Nonqualified Defined Contribution Plan.
F3 Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
F4 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.
F5 On February 23, 2026, the reporting person was granted 76,861 restricted stock units, vesting in three equal installments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock.