Key facts
- This page summarizes Paul D. Donahue's Form 4 filing for TRUIST FINANCIAL CORP (TFC).
- 1 reported transaction and 2 derivative rows are listed below.
- Accepted by SEC: 02 Mar 2023, 13:04.
Paul D. Donahue - 28 Feb 2023 Form 4 Insider Report for TRUIST FINANCIAL CORP (TFC)
- Reporting relationship
- Director
- Issuer ticker
- TFC
- Reported as of
- 28 Feb 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 02 Mar 2023, 13:04:17 UTC
- Prior SEC filing
- 05 Apr 2023
- Next SEC filing
- 29 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- Carla Brenwald, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Paul D. Donahue filed Form 4 for TRUIST FINANCIAL CORP (TFC) on 02 Mar 2023.
Change
- Previous filing in this sequence was filed on 05 Apr 2023.
- Current net transaction value: $0.
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.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
TFC
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +3,833
- Change %
- +49%
- Price
- $0.000000
- Shares after
- 11,722
- Date
- 28 Feb 2023
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
TFC
holding
Derivative
Phantom Stock Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,275
- Date
- 28 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,275
- Exercise price
- $0.000000
- Footnotes
- F3, F4
TFC
holding
Derivative
Phantom Stock Unit
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,536
- Date
- 28 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,536
- Exercise price
- $0.000000
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Grant of Restricted Stock Units which cliff vest on December 31, 2023.
Footnote F2
Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to common stock on a one-for-one basis.
Footnote F3
Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
Footnote F4
Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to common stock on a one-for-one basis.