Key facts
- This page summarizes William H. Rogers Jr.'s Form 4 filing for TRUIST FINANCIAL CORP (TFC).
- 1 reported transaction and 3 derivative rows are listed below.
- Accepted by SEC: 22 Jul 2026, 11:57.
William H. Rogers Jr. - 20 Jul 2026 Form 4 Insider Report for TRUIST FINANCIAL CORP (TFC)
- Reporting relationship
- Chairman & CEO, Director
- Issuer ticker
- TFC
- Reported as of
- 20 Jul 2026
- Net transaction value
- -$693,810
- SEC form
- 4
- Accepted by SEC
- 22 Jul 2026, 11:57:10 UTC
- Prior SEC filing
- 17 Mar 2026
- Source filing
- View source filing
- Reporting owner signature
- Carla Brenwald, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
William H. Rogers Jr. filed Form 4 for TRUIST FINANCIAL CORP (TFC) on 22 Jul 2026.
Change
- Previous filing in this sequence was filed on 17 Mar 2026.
- Current net transaction value: -$693,810.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001182002
Primary reporting owner
ROGERS WILLIAM H JR
- Relationship
- Chairman & CEO, Director
- Address
- 214 N. TRYON STREET, CHARLOTTE
- Signature
- Carla Brenwald, Attorney-in-fact
- Signature date
- 22 Jul 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
TFC
transaction
Common Stock
Sale
- Transaction value
- $693,810
- Shares
- -13,250
- Change %
- -100%
- Price
- $52.36
- Shares after
- 0
- Date
- 20 Jul 2026
- Ownership
- By 2023 GRAT
- Footnotes
- F1
TFC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,040,537
- Date
- 20 Jul 2026
- Ownership
- Direct
- Footnotes
- F1
TFC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 13,807
- Date
- 20 Jul 2026
- Ownership
- By 401(k)
- Footnotes
- F2
TFC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 185,000
- Date
- 20 Jul 2026
- Ownership
- By Trust
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
TFC
holding
Derivative
Phantom Stock Unit
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,412
- Date
- 20 Jul 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,412
- Exercise price
- $0.000000
- Footnotes
- F2, F3
TFC
holding
Derivative
Restricted Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 84,913
- Date
- 20 Jul 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 84,913
- Exercise price
- $0.000000
- Footnotes
- F4
TFC
holding
Derivative
Restricted Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 76,861
- Date
- 20 Jul 2026
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 76,861
- Exercise price
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
On July 20, 2026, a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children sold 13,250 shares of Truist common stock in connection with the pre-established termination of the GRAT on July 21, 2026. On July 21, 2026, the GRAT also made a final annuity payment to the reporting person consisting of 72,320 shares of Truist common stock, and this Form 4 reflects the change in the form of the reporting person's beneficial ownership of those shares from indirect to direct beneficial ownership.
Footnote F2
Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
Footnote F3
Represents phantom stock units under the Truist Financial Corporation Non-Qualified Defined Contribution Plan.
Footnote 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.
Footnote 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.