{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-10T20:23:11.276841+00:00","company":{"ticker":"TFC","cik":92230,"company_name":"TRUIST FINANCIAL CORP"},"pagination":{"limit":100,"returned":46,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"contract_counterparty":[{"display_name":"Trident Butterfly Investor, Inc., Panther Blocker I, Inc., Panther Blocker II, Inc., Truist TIH Holdings, Inc., Truist TIH Partners, Inc., TIH Management Holdings, LLC, TIH Management Holdings II, LLC, Truist Insurance Holdings, LLC","detail":"equity_purchase","count":1,"first_seen":"2024-02-20T23:59:59+00:00","last_seen":"2024-02-20T23:59:59+00:00","evidence_fact_ids":[74116]}],"ma_counterparty":[{"display_name":"investor group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC and Mubadala Investment Company","detail":"disposition","count":1,"first_seen":"2024-05-10T23:59:59+00:00","last_seen":"2024-05-10T23:59:59+00:00","evidence_fact_ids":[48608]}]},"facts":[{"fact_type":"executive_change","fact_key":"ac877e4a9d","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-06-15T12:07:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2026-09-01","interim":false,"role":"Chief Executive Officer and President","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Michael P. Lyons was appointed as Chief Executive Officer and President at TRUIST FINANCIAL CORP.","evidence_excerpt":"Michael P. Lyons will be appointed to serve as CEO and President of the Corporation and the Bank and as a member of the Boards effective on the Transition Date.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-26-270320","anchor_url":"https://secwatch.observer/filing/0001193125-26-270320#claim-ac877e4a9d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526270320/0001193125-26-270320-index.htm"},{"fact_type":"executive_change","fact_key":"2cfd47a8f2","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-06-15T12:07:59+00:00","payload":{"action":"retire","action_category":"departure","departure_tone":"retirement","effective_date":"2026-09-01","interim":false,"role":"Chief Executive Officer and President","role_category":"ceo","successor_name":"Michael P. Lyons","successor_named":true},"claim":"William H. Rogers, Jr. departed as Chief Executive Officer and President at TRUIST FINANCIAL CORP.","evidence_excerpt":"William H. Rogers, Jr. will retire as Chief Executive Officer (\"CEO\") and President of the Corporation and the Bank effective on September 1, 2026 (the \"Transition Date\").","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-26-270320","anchor_url":"https://secwatch.observer/filing/0001193125-26-270320#claim-2cfd47a8f2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526270320/0001193125-26-270320-index.htm"},{"fact_type":"executive_change","fact_key":"3bad29243b","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-06-08T20:17:46+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2026-06-05","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Catherine P. Bessant was appointed as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On June 5, 2026, the Board of Directors (the “Board”) of Truist Financial Corporation (the “Company”) appointed Catherine P. Bessant as a director of the Company, effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-26-000066","anchor_url":"https://secwatch.observer/filing/0000092230-26-000066#claim-3bad29243b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223026000066/0000092230-26-000066-index.htm"},{"fact_type":"governance_change","fact_key":"e394cc42dba8a9ff90ef3b10a4e0c22777e99d3b","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-15T20:09:47+00:00","payload":{"change_type":"charter_amendment","effective_date":"2026-05-13","item_codes_triggered":["5.03"],"summary_text":"Filed Articles of Amendment to fix designations, preferences, limitations and relative rights of Series S Preferred Stock"},"claim":"TRUIST FINANCIAL CORP: Filed Articles of Amendment to fix designations, preferences, limitations and relative rights of Series S Preferred Stock (effective 2026-05-13).","evidence_excerpt":"On May 13, 2026, the Company filed Articles of Amendment (the “Articles of Amendment”) for the purpose of amending its Articles of Incorporation to fix the designations, preferences, limitations and relative rights of its Series S Preferred Stock.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-226701","anchor_url":"https://secwatch.observer/filing/0001193125-26-226701#claim-e394cc42dba8a9ff90ef3b10a4e0c22777e99d3b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526226701/0001193125-26-226701-index.htm"},{"fact_type":"shareholder_vote","fact_key":"c0d5cc0d1371d3a35e9488986322ae6bf35f9d9d","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-04-28","outcome":"failed","proposal_text":"Shareholder Proposal Regarding a Report on Risks from Misalignment between Corporation Policies and Customer Base","proposal_type":"other","results":[{"broker_non_votes":"176,638,697","subject":null,"votes_abstain":"9,901,129","votes_against":"904,818,911","votes_for":"16,932,625","votes_withheld":null}]},"claim":"TRUIST FINANCIAL CORP shareholders rejected Shareholder Proposal Regarding a Report on Risks from Misalignment between Corporation Policies and Customer Base at the 2026-04-28 meeting.","evidence_excerpt":"Proposal 5: Shareholder Proposal Regarding a Report on Risks from Misalignment between Corporation Policies and Customer Base Shareholders did not approve the proposal regarding a report on risks from misalignment between Corporation policies and customer base. Votes For Votes Against Abstentions 16,932,625 904,818,911 9,901,129 There were 176,638,697 broker non-votes for this proposal.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-201455","anchor_url":"https://secwatch.observer/filing/0001193125-26-201455#claim-c0d5cc0d1371d3a35e9488986322ae6bf35f9d9d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526201455/0001193125-26-201455-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b539a58f93d6d17fdc0fbe37294b8c1bc02b222a","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-04-28","outcome":"passed","proposal_text":"Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan","proposal_type":"equity_plan","results":[{"broker_non_votes":"176,638,697","subject":null,"votes_abstain":"5,497,745","votes_against":"34,063,585","votes_for":"892,091,335","votes_withheld":null}]},"claim":"TRUIST FINANCIAL CORP shareholders approved Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan at the 2026-04-28 meeting.","evidence_excerpt":"Proposal 4: Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan Shareholders approved the A&R Plan. Votes For Votes Against Abstentions 892,091,335 34,063,585 5,497,745 There were 176,638,697 broker non-votes for this proposal.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-201455","anchor_url":"https://secwatch.observer/filing/0001193125-26-201455#claim-b539a58f93d6d17fdc0fbe37294b8c1bc02b222a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526201455/0001193125-26-201455-index.htm"},{"fact_type":"shareholder_vote","fact_key":"9a2c1446c72c64318a840be74db68af40e3158d1","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-04-28","outcome":"passed","proposal_text":"Ratification of the Appointment of the Corporation's Independent Registered Public Accounting Firm","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"2,594,874","votes_against":"38,720,395","votes_for":"1,066,976,093","votes_withheld":null}]},"claim":"TRUIST FINANCIAL CORP shareholders approved Ratification of the Appointment of the Corporation's Independent Registered Public Accounting Firm at the 2026-04-28 meeting.","evidence_excerpt":"Proposal 3: Ratification of the Appointment of the Corporation’s Independent Registered Public Accounting Firm Shareholders ratified the reappointment of PricewaterhouseCoopers LLP as the Corporation’s independent registered public accounting firm for 2026. Votes For Votes Against Abstentions 1,066,976,093 38,720,395 2,594,874 There were no broker non-votes for this proposal.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-201455","anchor_url":"https://secwatch.observer/filing/0001193125-26-201455#claim-9a2c1446c72c64318a840be74db68af40e3158d1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526201455/0001193125-26-201455-index.htm"},{"fact_type":"shareholder_vote","fact_key":"0a0bdcc6c278b0fe30a473e19c4d62a8b21353c8","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-04-28","outcome":"passed","proposal_text":"Advisory Vote to Approve the Corporation's Executive-Compensation Program","proposal_type":"say_on_pay","results":[{"broker_non_votes":"176,638,697","subject":null,"votes_abstain":"5,537,700","votes_against":"79,114,808","votes_for":"847,000,157","votes_withheld":null}]},"claim":"TRUIST FINANCIAL CORP shareholders approved Advisory Vote to Approve the Corporation's Executive-Compensation Program at the 2026-04-28 meeting.","evidence_excerpt":"Proposal 2: Advisory Vote to Approve the Corporation’s Executive-Compensation Program Shareholders approved the Corporation’s executive-compensation program as described in the 2026 Proxy Statement. Votes For Votes Against Abstentions 847,000,157 79,114,808 5,537,700 There were 176,638,697 broker non-votes for this proposal.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-201455","anchor_url":"https://secwatch.observer/filing/0001193125-26-201455#claim-0a0bdcc6c278b0fe30a473e19c4d62a8b21353c8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526201455/0001193125-26-201455-index.htm"},{"fact_type":"shareholder_vote","fact_key":"28a45be6c6a4b67399a1e955ea76e5009e5e7dd1","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-05-01T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-04-28","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"176,638,697","subject":"Jennifer S. Banner","votes_abstain":"3,711,951","votes_against":"28,977,168","votes_for":"898,963,546","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"K. David Boyer, Jr.","votes_abstain":"2,178,538","votes_against":"17,909,264","votes_for":"911,564,863","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Agnes Bundy Scanlan","votes_abstain":"3,905,209","votes_against":"79,665,135","votes_for":"848,082,321","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Dallas S. Clement","votes_abstain":"3,787,123","votes_against":"38,937,870","votes_for":"888,927,672","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Linnie M. Haynesworth","votes_abstain":"2,137,341","votes_against":"9,122,983","votes_for":"920,392,341","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Donna S. Morea","votes_abstain":"2,222,585","votes_against":"15,145,420","votes_for":"914,284,660","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Charles A. Patton","votes_abstain":"3,744,863","votes_against":"24,719,556","votes_for":"903,188,246","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Jonathan M. Pruzan","votes_abstain":"2,169,475","votes_against":"6,731,800","votes_for":"922,751,390","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"William H. Rogers, Jr.","votes_abstain":"3,921,214","votes_against":"52,376,301","votes_for":"875,355,150","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Thomas E. Skains","votes_abstain":"3,820,653","votes_against":"62,606,999","votes_for":"865,225,013","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Laurence Stein","votes_abstain":"2,349,369","votes_against":"7,010,980","votes_for":"922,292,316","votes_withheld":null},{"broker_non_votes":"176,638,697","subject":"Bruce L. Tanner","votes_abstain":"4,011,276","votes_against":"16,003,619","votes_for":"911,637,770","votes_withheld":null}]},"claim":"TRUIST FINANCIAL CORP shareholders approved Election of Directors at the 2026-04-28 meeting.","evidence_excerpt":"Each of the individuals named below was elected to serve as a director of the Corporation for a one-year term expiring at the 2027 Annual Meeting of Shareholders. Name Votes For Votes Against Abstentions Jennifer S. Banner 898,963,546 28,977,168 3,711,951 K. David Boyer, Jr. 911,564,863 17,909,264 2,178,538 Agnes Bundy Scanlan 848,082,321 79,665,135 3,905,209 Dallas S. Clement 888,927,672 38,937,870 3,787,123 Linnie M. Haynesworth 920,392,341 9,122,983 2,137,341 Donna S. Morea 914,284,660 15,145,420 2,222,585 Charles A. Patton 903,188,246 24,719,556 3,744,863 Jonathan M. Pruzan 922,751,390 6,731,800 2,169,475 William H. Rogers, Jr. 875,355,150 52,376,301 3,921,214 Thomas E. Skains 865,225,013 62,606,999 3,820,653 Laurence Stein 922,292,316 7,010,980 2,349,369 Bruce L. Tanner 911,637,770 16,003,619 4,011,276 There were 176,638,697 broker non-votes for each director on this proposal.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-201455","anchor_url":"https://secwatch.observer/filing/0001193125-26-201455#claim-28a45be6c6a4b67399a1e955ea76e5009e5e7dd1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312526201455/0001193125-26-201455-index.htm"},{"fact_type":"earnings_release","fact_key":"140fa8d345d9bf7df997f5a9ff796f5360bdcc0b","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2026-04-17T23:59:59+00:00","payload":{"eps_text":"$1.09 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.48 billion","period_text":"first quarter 2026","report_date":"2026-04-17","result_type":"reported_results","revenue_text":"$5.15 billion"},"claim":"TRUIST FINANCIAL CORP reported first quarter 2026 results: revenue $5.15 billion, net income $1.48 billion, EPS $1.09 per diluted share.","evidence_excerpt":"News Release Truist reports first quarter 2026 results Net income available to common shareholders of $1.4 billion EPS of $1.09 per diluted share, up 25% compared to 1Q25 Continued to return significant capital to shareholders through $1.8 billion of dividends and repurchases of common shares 1Q26 Key Financial Data 1Q26 Performance Highlights (3) (Dollars in billions, except per share data) 1Q26 4Q25 1Q25 Summary Income Statement Net interest income $ 3.60 $ 3.70 $ 3.51 Net interest income - TE (1) 3.64 3.75 3.56 Noninterest income 1.55 1.55 1.39 Total revenue 5.15 5.25 4.90 Total revenue - TE (1) 5.20 5.30 4.95 Noninterest expense 2.98 3.17 2.91 Net income 1.48 1.35 1.26 Net income available to common shareholders 1.38 1.29 1.16 PPNR (1) 2.21 2.13 2.04 Key Metrics Diluted EPS $ 1.09 $ 1.00 $ 0.87 BVPS 47.60 47.74 44.85 TBVPS (1) 33.19 33.48 30.95 ROCE 9.3 % 8.5 % 8.1 % ROTCE (1) 13.8","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-26-000039","anchor_url":"https://secwatch.observer/filing/0000092230-26-000039#claim-140fa8d345d9bf7df997f5a9ff796f5360bdcc0b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223026000039/0000092230-26-000039-index.htm"},{"fact_type":"governance_change","fact_key":"0bac875eeca544d158227cc576754b9ba78b0d0a","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2025-08-01T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2025-07-29","item_codes_triggered":["5.03"],"summary_text":"Amended Bylaws to revise procedural and disclosure requirements for shareholder proposals and director nominations, including age limit for director nominations, committee flexibility, and other clarifications"},"claim":"TRUIST FINANCIAL CORP: Amended Bylaws to revise procedural and disclosure requirements for shareholder proposals and director nominations, including age limit for director nominations, committee flexibility, and other clarifications (effective 2025-07-29).","evidence_excerpt":"On July 29, 2025, the Board of Directors of Truist Financial Corporation (“Truist”) approved and adopted, effective as of such date, amendments to Truist’s Amended and Restated Bylaws (as so amended, the “Bylaws”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-25-000126","anchor_url":"https://secwatch.observer/filing/0000092230-25-000126#claim-0bac875eeca544d158227cc576754b9ba78b0d0a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223025000126/0000092230-25-000126-index.htm"},{"fact_type":"executive_change","fact_key":"3ecd448eaa","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2025-05-29T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-27","interim":false,"role":"director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Jonathan Pruzan was appointed as director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On May 27, 2025, the Board of Directors (the “Board”) of Truist Financial Corporation (the “Company”) appointed Jonathan Pruzan as a director of the Company, effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-25-000063","anchor_url":"https://secwatch.observer/filing/0000092230-25-000063#claim-3ecd448eaa","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223025000063/0000092230-25-000063-index.htm"},{"fact_type":"executive_change","fact_key":"5fad6f81fd","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2025-01-13T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"abrupt","effective_date":"2025-01-13","interim":false,"role":"Vice Chair and Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Hugh S. “Beau” Cummins III resigned as Vice Chair and Chief Operating Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"On January 13, 2025, Hugh S. “Beau” Cummins III, Vice Chair and Chief Operating Officer of Truist Financial Corporation (“Truist”), announced that he will resign from his position, effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-25-005029","anchor_url":"https://secwatch.observer/filing/0001193125-25-005029#claim-5fad6f81fd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312525005029/0001193125-25-005029-index.htm"},{"fact_type":"executive_change","fact_key":"cd0ba50bb3","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-11-13T23:59:59+00:00","payload":{"action":"retire","action_category":"role_change","departure_tone":"retirement","effective_date":"2024-11-13","interim":false,"role":"Vice Chair and Chief Risk Officer","role_category":"other_named_officer","successor_name":"Brad Bender","successor_named":true},"claim":"Clarke R. Starnes III changed role as Vice Chair and Chief Risk Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"agreed that Clarke R. Starnes III will retire from that position and as Vice Chair","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-24-000101","anchor_url":"https://secwatch.observer/filing/0000092230-24-000101#claim-cd0ba50bb3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223024000101/0000092230-24-000101-index.htm"},{"fact_type":"executive_change","fact_key":"5b5c7f7b3d","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-11-13T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-11-13","interim":false,"role":"Chief Risk Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Brad Bender was appointed as Chief Risk Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"appointed Brad Bender, who previously served as Truist’s Head of Enterprise Operational Services and interim Chief Information Officer, to the role of Truist’s Chief Risk Officer","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-24-000101","anchor_url":"https://secwatch.observer/filing/0000092230-24-000101#claim-5b5c7f7b3d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223024000101/0000092230-24-000101-index.htm"},{"fact_type":"executive_change","fact_key":"0d44c36fe7","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-08-27T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2024-08-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Patrick C. Graney III retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"Patrick C. Graney III, a member of the Board of Directors (the “Board”) of Truist Financial Corporation (“Truist”), notified Truist of his decision to retire from the Board effective August 31, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-207777","anchor_url":"https://secwatch.observer/filing/0001193125-24-207777#claim-0d44c36fe7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312524207777/0001193125-24-207777-index.htm"},{"fact_type":"ma_transaction","fact_key":"4da2924e0617ccb0f88a4a594df773cc4839d124","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-05-10T23:59:59+00:00","payload":{"action":"disposition","closing_date":"2024-05-06","consideration_text":"purchase price that implies an enterprise value for Truist Insurance of $15.5 billion and after-tax cash proceeds of approximately $10.1 billion","counterparty":"investor group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC and Mubadala Investment Company","effective_date":"2024-05-06","item_codes_triggered":["2.01"]},"claim":"TRUIST FINANCIAL CORP completed a disposition involving investor group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC and Mubadala Investment Company for purchase price that implies an enterprise value for Truist Insurance of $15.5 billion and after-tax cash proceeds of approximately $10.1 billion (closed 2024-05-06).","evidence_excerpt":"group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC and Mubadala Investment Company for a purchase price that implies an enterprise value for Truist Insurance of $15.5 billion and (ii) receive after-tax cash proceeds of approximately $10.1 billion, reflecting certain adjustments (the “Transaction”). The foregoing description of the Purchase Agreement","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-136184","anchor_url":"https://secwatch.observer/filing/0001193125-24-136184#claim-4da2924e0617ccb0f88a4a594df773cc4839d124","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312524136184/0001193125-24-136184-index.htm"},{"fact_type":"executive_change","fact_key":"6feaaf3afc","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-05-10T23:59:59+00:00","payload":{"action":"departed","action_category":"departure","departure_tone":"routine","effective_date":"2024-05-06","interim":false,"role":null,"role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"John M. Howard departed as other_named_officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"At the completion of the Transaction, effective May 6, 2024, Mr. John M. Howard departed from the Company to continue serving as Chief Executive Officer of Truist Insurance.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-136184","anchor_url":"https://secwatch.observer/filing/0001193125-24-136184#claim-6feaaf3afc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312524136184/0001193125-24-136184-index.htm"},{"fact_type":"earnings_release","fact_key":"ce9cb26327cdd82c6fbd20e06325769b372adf2f","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-04-22T23:59:59+00:00","payload":{"eps_text":"$0.81 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.1 billion","period_text":"first quarter 2024","report_date":"2024-04-22","result_type":"reported_results","revenue_text":"4.87 billion"},"claim":"TRUIST FINANCIAL CORP reported first quarter 2024 results: revenue 4.87 billion, net income $1.1 billion, EPS $0.81 per diluted share.","evidence_excerpt":"Truist reports first quarter 2024 results Net income of $1.1 billion, or $0.81 per share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-24-000016","anchor_url":"https://secwatch.observer/filing/0000092230-24-000016#claim-ce9cb26327cdd82c6fbd20e06325769b372adf2f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223024000016/0000092230-24-000016-index.htm"},{"fact_type":"material_agreement","fact_key":"4b9a3e8480d8ebb4dca9e78fbaa404e85de2093c","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-02-20T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Equity Interest Purchase Agreement","agreement_type":"equity_purchase","counterparty":"Trident Butterfly Investor, Inc., Panther Blocker I, Inc., Panther Blocker II, Inc., Truist TIH Holdings, Inc., Truist TIH Partners, Inc., TIH Management Holdings, LLC, TIH Management Holdings II, LLC, Truist Insurance Holdings, LLC","effective_date":"2024-02-20","item_codes_triggered":["1.01"],"value_text":"enterprise value for Truist Insurance of $15.5 billion, and is expected to result in cash proceeds t"},"claim":"TRUIST FINANCIAL CORP entered into Equity Interest Purchase Agreement with Trident Butterfly Investor, Inc., Panther Blocker I, Inc., Panther Blocker II, Inc., Truist TIH Holdings, Inc., Truist TIH Partners, Inc., TIH Management Holdings, LLC, TIH Management Holdings II, LLC, Truist Insurance Holdings, LLC valued at enterprise value for Truist Insurance of $15.5 billion, and is expected to result in cash proceeds t (effective 2024-02-20).","evidence_excerpt":"On February 20, 2024, Truist Bank, a North Carolina-chartered state nonmember bank (“Truist”) and wholly owned subsidiary of Truist Financial Corporation (the “Company”), entered into an Equity Interest Purchase Agreement (the “Purchase Agreement”) by and among Truist, Trident Butterfly Investor, Inc., a Delaware corporation (“Buyer Entity 1”), Panther Blocker I, Inc., a Delaware corporation (“Buyer Entity 2”), Panther Blocker II, Inc., a Delaware corporation (together with Buyer Entity 1 and Buyer Entity 2, the “Buyer Entities”), Truist TIH Holdings, Inc., a Delaware corporation (“Truist Holdings”), Truist TIH Partners, Inc., a Delaware corporation (“Truist Partners”), TIH Management Holdings, LLC, a Delaware limited liability company (“Management Holdings”), TIH Management Holdings II, LLC, a Delaware limited liability company (“Management Holdings II”), and Truist Insurance Holdings, LLC, a Delaware limited liability company (“Truist Insurance”), pursuant to which Truist will sell i","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950103-24-002395","anchor_url":"https://secwatch.observer/filing/0000950103-24-002395#claim-4b9a3e8480d8ebb4dca9e78fbaa404e85de2093c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000095010324002395/0000950103-24-002395-index.htm"},{"fact_type":"earnings_release","fact_key":"562752ccf8c18e2669d29bef0eaeaddd927bd3bb","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2024-01-18T23:59:59+00:00","payload":{"eps_text":"$3.85 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net loss was $5.2 billion","period_text":"fourth quarter 2023","report_date":"2024-01-18","result_type":"reported_results","revenue_text":null},"claim":"TRUIST FINANCIAL CORP reported fourth quarter 2023 results: net income Net loss was $5.2 billion, EPS $3.85 per diluted share.","evidence_excerpt":"On January 18, 2024, Truist Financial Corporation (“Truist”) issued a press release announcing its reporting of fourth quarter 2023 results","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-24-000003","anchor_url":"https://secwatch.observer/filing/0000092230-24-000003#claim-562752ccf8c18e2669d29bef0eaeaddd927bd3bb","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223024000003/0000092230-24-000003-index.htm"},{"fact_type":"executive_change","fact_key":"cc2db118fc","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-11-14T23:59:59+00:00","payload":{"action":"will no longer serve","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2023-11-10","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":"Hugh S. \"Beau\" Cummins III","successor_named":true},"claim":"William H. Rogers, Jr. changed role as Chief Operating Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"William H. Rogers, Jr., Chairman, Chief Executive Officer and President of Truist, will no longer serve in the capacity or hold the title of Chief Operating Officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000090","anchor_url":"https://secwatch.observer/filing/0000092230-23-000090#claim-cc2db118fc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000090/0000092230-23-000090-index.htm"},{"fact_type":"executive_change","fact_key":"269c4d46da","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-11-14T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-11-10","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Hugh S. \"Beau\" Cummins III was appointed as Chief Operating Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"On November 10, 2023, the Board of Directors of Truist Financial Corporation (“Truist”) appointed Hugh S. “Beau” Cummins III, Vice Chair of Truist, to the role of Chief Operating Officer, effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000090","anchor_url":"https://secwatch.observer/filing/0000092230-23-000090#claim-269c4d46da","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000090/0000092230-23-000090-index.htm"},{"fact_type":"earnings_release","fact_key":"d8c2717c700bef4e0ece9a2edaeb1115cff210c0","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-19T23:59:59+00:00","payload":{"eps_text":"$0.80 per share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.1 billion","period_text":"third quarter 2023","report_date":"2023-10-19","result_type":"reported_results","revenue_text":null},"claim":"TRUIST FINANCIAL CORP reported third quarter 2023 results: net income $1.1 billion, EPS $0.80 per share.","evidence_excerpt":"Truist reports third quarter 2023 results GAAP earnings of $1.1 billion, or $0.80 per share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-23-000077","anchor_url":"https://secwatch.observer/filing/0000092230-23-000077#claim-d8c2717c700bef4e0ece9a2edaeb1115cff210c0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000077/0000092230-23-000077-index.htm"},{"fact_type":"governance_change","fact_key":"9cf3bf9dc3fd8f0b3ccaf12877e571fd897fc209","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2023-09-27","item_codes_triggered":["5.03"],"summary_text":"Amended Bylaws to revise shareholder proposal procedures and remove expired merger-related provisions"},"claim":"TRUIST FINANCIAL CORP: Amended Bylaws to revise shareholder proposal procedures and remove expired merger-related provisions (effective 2023-09-27).","evidence_excerpt":"On September 27, 2023, the Board of Truist approved and adopted, effective as of such date, amendments to Truist’s Amended and Restated Bylaws (as so amended, the “Bylaws”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-9cf3bf9dc3fd8f0b3ccaf12877e571fd897fc209","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"990722d94b","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"concluded service","action_category":"departure","departure_tone":"routine","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Frank P. Scruggs, Jr. departed as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"In addition, Board members Anna R. Cablik, Paul D. Donahue, Easter A. Maynard and Frank P. Scruggs, Jr. notified Truist on September 26, 2023, that they have chosen to conclude their service as directors effective as of December 31, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-990722d94b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"661b374cdc","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"concluded service","action_category":"departure","departure_tone":"routine","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Easter A. Maynard departed as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"In addition, Board members Anna R. Cablik, Paul D. Donahue, Easter A. Maynard and Frank P. Scruggs, Jr. notified Truist on September 26, 2023, that they have chosen to conclude their service as directors effective as of December 31, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-661b374cdc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"542addbe49","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"concluded service","action_category":"departure","departure_tone":"routine","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Paul D. Donahue departed as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"In addition, Board members Anna R. Cablik, Paul D. Donahue, Easter A. Maynard and Frank P. Scruggs, Jr. notified Truist on September 26, 2023, that they have chosen to conclude their service as directors effective as of December 31, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-542addbe49","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"37582f117a","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"concluded service","action_category":"departure","departure_tone":"routine","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Anna R. Cablik departed as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"In addition, Board members Anna R. Cablik, Paul D. Donahue, Easter A. Maynard and Frank P. Scruggs, Jr. notified Truist on September 26, 2023, that they have chosen to conclude their service as directors effective as of December 31, 2023.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-37582f117a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"88e22736bc","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Thomas N. Thompson retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On December 31, 2023, the retirements of directors Kelly S. King, Nido R. Qubein, David M. Ratcliffe and Thomas N. Thompson will occur due to these directors reaching Truist’s mandatory retirement age.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-88e22736bc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"89d946b092","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"David M. Ratcliffe retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On December 31, 2023, the retirements of directors Kelly S. King, Nido R. Qubein, David M. Ratcliffe and Thomas N. Thompson will occur due to these directors reaching Truist’s mandatory retirement age.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-89d946b092","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"0e4ac364fc","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Nido R. Qubein retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On December 31, 2023, the retirements of directors Kelly S. King, Nido R. Qubein, David M. Ratcliffe and Thomas N. Thompson will occur due to these directors reaching Truist’s mandatory retirement age.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-0e4ac364fc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"executive_change","fact_key":"8de0025c8e","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-10-02T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2023-12-31","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Kelly S. King retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On December 31, 2023, the retirements of directors Kelly S. King, Nido R. Qubein, David M. Ratcliffe and Thomas N. Thompson will occur due to these directors reaching Truist’s mandatory retirement age.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000073","anchor_url":"https://secwatch.observer/filing/0000092230-23-000073#claim-8de0025c8e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000073/0000092230-23-000073-index.htm"},{"fact_type":"earnings_release","fact_key":"3de2e1a7ffdf07e94232d7056a1b1b0db739d006","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-07-20T23:59:59+00:00","payload":{"eps_text":"$0.92 per share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.2 billion","period_text":"second quarter 2023","report_date":"2023-07-20","result_type":"reported_results","revenue_text":null},"claim":"TRUIST FINANCIAL CORP reported second quarter 2023 results: net income $1.2 billion, EPS $0.92 per share.","evidence_excerpt":"Truist reports second quarter 2023 results GAAP earnings of $1.2 billion, or $0.92 per share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000092230-23-000064","anchor_url":"https://secwatch.observer/filing/0000092230-23-000064#claim-3de2e1a7ffdf07e94232d7056a1b1b0db739d006","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000064/0000092230-23-000064-index.htm"},{"fact_type":"earnings_release","fact_key":"9d73ea5929356dccdb80ae7533820969eae2577c","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-04-20T23:59:59+00:00","payload":{"eps_text":"$1.05 per share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.4 billion","period_text":"first quarter 2023","report_date":"2023-04-20","result_type":"reported_results","revenue_text":"Total revenue - TE $ 6.15"},"claim":"TRUIST FINANCIAL CORP reported first quarter 2023 results: revenue Total revenue - TE $ 6.15, net income $1.4 billion, EPS $1.05 per share.","evidence_excerpt":"in billions, except per share data) 1Q23 4Q22 1Q22 Summary Income Statement Net interest income - TE $ 3.92 $ 4.03 $ 3.21 Noninterest income 2.23 2.23 2.14 Total revenue - TE 6.15 6.26 5.35 Noninterest expense 3.69 3.72 3.67 Net income available to common shareholders 1.41 1.61 1.33 PPNR - unadjusted (1) 2.46 2.54 1.68 PPNR - adjusted (1) 2.66 2.87 2.23 Per","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000042","anchor_url":"https://secwatch.observer/filing/0000092230-23-000042#claim-9d73ea5929356dccdb80ae7533820969eae2577c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000042/0000092230-23-000042-index.htm"},{"fact_type":"earnings_release","fact_key":"d515f62920b6b9ac0117f34e0fbc9bb8b9887733","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-01-19T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"full year 2022","report_date":"2023-01-19","result_type":"reported_results","revenue_text":null},"claim":"TRUIST FINANCIAL CORP reported financial results for full year 2022.","evidence_excerpt":"Truist reports fourth quarter and full year 2022 results","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000002","anchor_url":"https://secwatch.observer/filing/0000092230-23-000002#claim-d515f62920b6b9ac0117f34e0fbc9bb8b9887733","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000002/0000092230-23-000002-index.htm"},{"fact_type":"earnings_release","fact_key":"e3b507ab4ab75c810b86623d69b3dfa03f254652","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2023-01-19T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"fourth quarter 2022","report_date":"2023-01-19","result_type":"reported_results","revenue_text":null},"claim":"TRUIST FINANCIAL CORP reported financial results for fourth quarter 2022.","evidence_excerpt":"On January 19, 2023, Truist Financial Corporation (“Truist”) issued a press release reporting fourth quarter 2022 results","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-23-000002","anchor_url":"https://secwatch.observer/filing/0000092230-23-000002#claim-e3b507ab4ab75c810b86623d69b3dfa03f254652","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223023000002/0000092230-23-000002-index.htm"},{"fact_type":"executive_change","fact_key":"1140081600","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2022-09-16T23:59:59+00:00","payload":{"action":"designated","action_category":"role_change","departure_tone":"not_applicable","effective_date":null,"interim":false,"role":"Vice Chair","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Clarke R. Starnes III changed role as Vice Chair at TRUIST FINANCIAL CORP.","evidence_excerpt":"Mr. Starnes has been designated the additional officer title of Vice Chair in connection with these new responsibilities.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-22-000095","anchor_url":"https://secwatch.observer/filing/0000092230-22-000095#claim-1140081600","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223022000095/0000092230-22-000095-index.htm"},{"fact_type":"executive_change","fact_key":"63b3b1936f","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2022-09-16T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2022-09-15","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Michael B. Maguire was appointed as Chief Financial Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"On September 7, 2022, Truist Financial Corporation (“Truist”) announced the appointment of Michael B. Maguire as Chief Financial Officer of Truist, effective as of September 15, 2022.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-22-000095","anchor_url":"https://secwatch.observer/filing/0000092230-22-000095#claim-63b3b1936f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223022000095/0000092230-22-000095-index.htm"},{"fact_type":"executive_change","fact_key":"24f9a1b25e","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2022-09-07T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"Michael B. Maguire","successor_named":true},"claim":"Daryl N. Bible retired as Chief Financial Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"Daryl N. Bible, who announced in May 2022 that he planned to retire from Truist upon the naming and transition of his successor.","confidence":0.85,"filing_url":"https://secwatch.observer/filing/0000092230-22-000089","anchor_url":"https://secwatch.observer/filing/0000092230-22-000089#claim-24f9a1b25e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223022000089/0000092230-22-000089-index.htm"},{"fact_type":"executive_change","fact_key":"c18380f1cb","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2022-09-07T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2022-09-15","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Michael B. Maguire was appointed as Chief Financial Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"Michael B. Maguire has been appointed as Chief Financial Officer of Truist, effective as of September 15, 2022.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-22-000089","anchor_url":"https://secwatch.observer/filing/0000092230-22-000089#claim-c18380f1cb","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223022000089/0000092230-22-000089-index.htm"},{"fact_type":"executive_change","fact_key":"88bd215b85","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2022-05-20T23:59:59+00:00","payload":{"action":"retire","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Daryl N. Bible departed as Chief Financial Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"On May 20, 2022, Truist Financial Corporation (“Truist”) announced that Daryl N. Bible, Truist’s Chief Financial Officer, will retire from Truist later this year, upon the naming and transition of his successor in the role (the “Retirement Date”).","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001193125-22-155627","anchor_url":"https://secwatch.observer/filing/0001193125-22-155627#claim-88bd215b85","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000119312522155627/0001193125-22-155627-index.htm"},{"fact_type":"executive_change","fact_key":"c92a47442a","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2021-10-26T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2021-10-26","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Paul R. Garcia retired as Director at TRUIST FINANCIAL CORP.","evidence_excerpt":"On October 25, 2021, Paul R. Garcia, a member of the Board of Directors (the “Board”) of Truist Financial Corporation (“Truist”), notified Truist of his intention to retire from the Board effective as of October 26, 2021.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-21-000074","anchor_url":"https://secwatch.observer/filing/0000092230-21-000074#claim-c92a47442a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223021000074/0000092230-21-000074-index.htm"},{"fact_type":"executive_change","fact_key":"40c1222f73","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2021-08-17T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2021-09-30","interim":false,"role":"Senior Executive Vice President and Head of Banking and Insurance","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Christopher L. Henson retired as Senior Executive Vice President and Head of Banking and Insurance at TRUIST FINANCIAL CORP.","evidence_excerpt":"On August 16, 2021, Christopher L. Henson, Senior Executive Vice President and Head of Banking and Insurance, announced that he will retire from his position at Truist. His retirement will be effective as of September 30, 2021.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-21-000067","anchor_url":"https://secwatch.observer/filing/0000092230-21-000067#claim-40c1222f73","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223021000067/0000092230-21-000067-index.htm"},{"fact_type":"executive_change","fact_key":"c4edee16b6","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2021-08-17T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2021-09-12","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"William H. Rogers, Jr. was appointed as Chief Executive Officer at TRUIST FINANCIAL CORP.","evidence_excerpt":"William H. Rogers, Jr., 63, President and Chief Operating Officer, will assume the role of Chief Executive Officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-21-000067","anchor_url":"https://secwatch.observer/filing/0000092230-21-000067#claim-c4edee16b6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223021000067/0000092230-21-000067-index.htm"},{"fact_type":"executive_change","fact_key":"ad2b717cf1","cik":92230,"ticker":"TFC","company_name":"TRUIST FINANCIAL CORP","filed_at":"2021-08-17T23:59:59+00:00","payload":{"action":"transitioned to","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2021-09-12","interim":false,"role":"Executive Chairman of the Board of Directors","role_category":"chair","successor_name":null,"successor_named":false},"claim":"Kelly S. King changed role as Executive Chairman of the Board of Directors at TRUIST FINANCIAL CORP.","evidence_excerpt":"Kelly S. King, Chairman and Chief Executive Officer, will transition to the role of Executive Chairman of the Board of Directors of Truist, a position he will occupy through March 12, 2022.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000092230-21-000067","anchor_url":"https://secwatch.observer/filing/0000092230-21-000067#claim-ad2b717cf1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/92230/000009223021000067/0000092230-21-000067-index.htm"}]}