| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | TFC | Common Stock | Award | $0 | +55.1K | +9.67% | $0.00 | 625K | Feb 27, 2023 | Direct | F3 |
| transaction | TFC | Common Stock | Award | $0 | +12K | +2.15% | $0.00 | 570K | Feb 27, 2023 | Direct | F2 |
| transaction | TFC | Common Stock | Award | $0 | +9.87K | +1.8% | $0.00 | 558K | Feb 27, 2023 | Direct | F1 |
| holding | TFC | Common Stock | 300K | Feb 27, 2023 | By grantor retained annuity trust | ||||||
| holding | TFC | Common Stock | 11.5K | Feb 27, 2023 | By 401(k) | F4 | |||||
| holding | TFC | Common Stock | 185K | Feb 27, 2023 | By Trust |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | TFC | Phantom Stock Unit | 2.85K | Feb 27, 2023 | Common Stock | 2.85K | $0.00 | Direct | F5, F6 |
| Id | Content |
|---|---|
| F1 | On February 24, 2020, the reporting person was granted 39,482 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2023 were met, resulting in 9,870 restricted stock units being earned. |
| F2 | On February 22, 2021, the reporting person was granted 35,940 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2023 were met, resulting in 11,981 restricted stock units being earned. |
| F3 | On February 24, 2020, the reporting person was granted 45,006 performance based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2020 through December 31, 2022) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 122.44% of the Target Level of Achievement, resulting in 55,105 shares being earned. |
| F4 | 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. |
| F5 | Represents phantom stock units under the Truist Nonqualified Deferred Compensation Plan. |
| F6 | Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |