| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | TFC | Common Stock | Award | $0 | +9.87K | +2.36% | $0.00 | 427K | Feb 26, 2024 | Direct | F1 |
| transaction | TFC | Common Stock | Award | $0 | +12K | +2.8% | $0.00 | 439K | Feb 26, 2024 | Direct | F2 |
| transaction | TFC | Common Stock | Award | $0 | +17.7K | +4.03% | $0.00 | 457K | Feb 26, 2024 | Direct | F3 |
| transaction | TFC | Common Stock | Award | $0 | +30.7K | +6.72% | $0.00 | 488K | Feb 26, 2024 | Direct | F4 |
| holding | TFC | Common Stock | 12.3K | Feb 26, 2024 | By 401(k) | F5 | |||||
| holding | TFC | Common Stock | 185K | Feb 26, 2024 | By Trust | ||||||
| holding | TFC | Common Stock | 184K | Feb 26, 2024 | By grantor retained annuity trust | ||||||
| holding | TFC | Common Stock | 300K | Feb 26, 2024 | By 2023 GRAT |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | TFC | Phantom Stock Unit | 3.03K | Feb 26, 2024 | Common Stock | 3.03K | $0.00 | Direct | 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 2024 were met, resulting in 9,871 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 2024 were met, resulting in 11,980 restricted stock units being earned. |
| F3 | On February 22, 2022, the reporting person was granted 53,071 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, 2024, 2025, and 2026. The performance criteria for 2024 were met, resulting in 17,691 restricted stock units being earned. |
| F4 | On February 22, 2021, the reporting person was granted 40,968 performance-based stock units at the Target Level of Achievement, which vest and become earned based on the pre-established three-year (January 1, 2021 through December 31, 2023) performance period's ROACE and ROATCE performance measures. Transaction represents the satisfaction of performance measures at 75% of the Target Level of Achievement, resulting in 30,726 shares being earned. |
| F5 | 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. |
| F6 | Represents phantom stock units under the Truist Nonqualified Deferred Compensation Plan. |