| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | TFC | Common Stock | Options Exercise | $0 | +9,961 | +2.8% | $0.000000 | 367,820 | 13 Sep 2024 | Direct | F1 |
| transaction | TFC | Common Stock | Tax liability | $183,176 | -4,378 | -1.2% | $41.84 | 363,442 | 13 Sep 2024 | Direct | |
| holding | TFC | Common Stock | 4,460 | 13 Sep 2024 | By 401(k) | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | TFC | Phantom Stock Unit | 1,857 | 13 Sep 2024 | Common Stock | 1,857 | $0.000000 | Direct | F3, F4 |
| Id | Content |
|---|---|
| F1 | On September 1, 2021, the reporting person was granted 49,804 restricted stock units, which shall vest and become earned ratably over five years based on certain performance criteria for each vesting year ending September 15, 2022, 2023, 2024, 2025 and 2026. The performance criteria for the vesting year ending September 15, 2024 were met, resulting in 9,961 restricted stock units being earned. |
| F2 | 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. |
| F3 | Represents phantom stock units under the Truist Nonqualified Deferred Compensation Plan. |
| F4 | Includes shares acquired as a result of dividend reinvestment since the last reported transaction. |