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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
92230	Truist Financial Corp	TFC	National Commercial Banks (6021)	560939887

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1182002	Jr H William Rogers	214 N. Tryon Street Charlotte NC 28202	Chairman & Ceo	No	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2024-07-23	57,300	$43.96	569,271	No	4	P	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	P	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	12,613	Indirect	By 401(k)
Common Stock	183,712	Indirect	By grantor retained annuity trust
Common Stock	185,000	Indirect	By Trust
Common Stock	188,450	Indirect	By 2023 GRAT

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Date	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Phantom Stock Unit	$0.00	2000-01-01	2000-01-01	3,118	3,118	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2000-01-01	3,118	3,118	Direct

Footnotes

On July 23, 2024, the reporting person reacquired 57,300 shares of Truist common stock from a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children. The reporting person's spouse is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. The terms of the GRAT permit the reporting person to withdraw assets from the trust by substituting other assets of equal value. On July 23, 2024, the GRAT also made an annuity payment to the reporting person consisting of 54,250 shares of Truist common stock. This Form 4 reflects the change in the form of the reporting person's beneficial ownership of the Truist common stock transferred by the GRAT from indirect to direct beneficial ownership.
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.
Represents phantom stock units under the Truist Nonqualified Deferred Compensation Plan.
Includes shares acquired as a result of dividend reinvestment since the last reported transaction.