0001664272-24-000166.txt : 20240228 0001664272-24-000166.hdr.sgml : 20240228 20240228141919 ACCESSION NUMBER: 0001664272-24-000166 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240226 FILED AS OF DATE: 20240228 DATE AS OF CHANGE: 20240228 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Wilson Donta L CENTRAL INDEX KEY: 0001681329 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-10853 FILM NUMBER: 24693764 MAIL ADDRESS: STREET 1: 214 N TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: TRUIST FINANCIAL CORP CENTRAL INDEX KEY: 0000092230 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] ORGANIZATION NAME: 02 Finance IRS NUMBER: 560939887 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 214 NORTH TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 3367332000 MAIL ADDRESS: STREET 1: 214 NORTH TRYON STREET CITY: CHARLOTTE STATE: NC ZIP: 28202 FORMER COMPANY: FORMER CONFORMED NAME: BB&T CORP DATE OF NAME CHANGE: 19970527 FORMER COMPANY: FORMER CONFORMED NAME: SOUTHERN NATIONAL CORP /NC/ DATE OF NAME CHANGE: 19920703 4 1 f4_a1e2k00000wi88wuad-live.xml PRIMARY DOCUMENT X0508 4 2024-02-26 false 0000092230 TRUIST FINANCIAL CORP TFC 0001681329 Wilson Donta L 214 N TRYON STREET CHARLOTTE NC 28202 false true false false Chief Consumer & SB BK Officer false Common Stock 2024-02-26 4 A false 1900.0000 0.0000 A 31661.0990 D Common Stock 2024-02-26 4 A false 3120.0000 0.0000 A 34781.0990 D Common Stock 2024-02-26 4 A false 3217.0000 0.0000 A 37998.0990 D Common Stock 2024-02-26 4 A false 1103.0000 0.0000 A 39101.0990 D Common Stock 2024-02-26 4 A false 7960.0000 0.0000 A 47061.0990 D Common Stock 5840.2070 I By 401(k) On February 24, 2020, the reporting person was granted 7,597 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 1,900 restricted stock units being earned. On February 22, 2021, the reporting person was granted 9,360 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 3,120 restricted stock units being earned. On February 22, 2022, the reporting person was granted 9,649 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 3,217 restricted stock units being earned. On April 1, 2022, the reporting person was granted 3,307 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 1,103 restricted stock units being earned. On February 22, 2021, the reporting person was granted 10,614 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 7,960 shares being earned. Includes 536.225 shares acquired between January 1, 2023 and December 31, 2023, under the Issuer's 401(k) plan. The information in this report is based on plan statements dated January 1, 2023 through December 31, 2023. Carla Brenwald, Attorney-in-fact 2024-02-28