Truist Financial Corp (TFC)

Sector:
FINANCE
Industry:
BANKS
SIC:
NATIONAL COMMERCIAL BANKS
CEO:
William H. Rogers
Employees:
52,600
214 NORTH TRYON STREET, CHARLOTTE, NC 28202
3367332000

Truist Financial Corporation provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. As of December 31, 2021, the company operated through 2,517 banking offices.

Data derived from most recent annual or quarterly report
Market Cap 35.672 Billion Shares Outstanding766.16 Million Avg 30-day Volume 6.389 Million
P/E Ratio8.5215 Dividend Yield4.0481 EPS0.79
Price to Revenue2.8677 Debt to Equity0.6993 EBITDA9.12 Billion
Price to Book Value1.0084 Operating Margin0.0 Enterprise Value81.818 Billion
Current Ratio EPS Growth0.154 Quick Ratio
1 Yr BETA 0.8974 52-week High/Low 67.05 / 42.56 Profit Margin28.2424
Operating Cash Flow Growth36.3429 Altman Z-Score Free Cash Flow to Firm 11.157 Billion
Earnings Report2022-10-18
View SEC Filings from TFC instead.

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Funds Holding TFC (via 13F filings)

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Mutual Funds Holding TFC

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Recent Filings

Events (8k)

  • 8-K: filed on 2022-09-16:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-09-07:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-28:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-26:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-19:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-06:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-20:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-29:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-19:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-14:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 9.01: Financial Statements and Exhibits
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    314.5 Thousand total shares from 5 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    FITZSIMMONS ELLEN M CHIEF LEGAL OFFICER

    73,823 2022-10-01 5

    CUMMINS HUGH S. III VICE CHAIR

    347,994 2022-10-01 7

    CASE SCOTT SR. EXECUTIVE VICE PRESIDENT

    58,814 2022-10-01 5

    THOMPSON JOSEPH M SR. EXECUTIVE VICE PRESIDENT

    94,617 2022-10-01 6

    MAGUIRE MICHAEL BARON CHIEF FINANCIAL OFFICER

    59,864 2022-10-01 5

    THOMPSON THOMAS NICHOLS

    585,334 2022-09-07 2

    KING KELLY S

    409,754 2022-07-21 7

    ROGERS WILLIAM H JR CHAIRMAN AND CEO

    1,046,806 2022-07-20 8

    RATCLIFFE DAVID M

    115,853 2022-06-22 2

    VOORHEES STEVEN C

    76,142 2022-05-04 4

    PATTON CHARLES A

    78,646 2022-03-17 2

    HOWARD JOHN M CHIEF INSURANCE OFFICER

    26,002 2022-03-15 2

    STARNES CLARKE R III CHIEF RISK OFFICER

    182,629 2022-03-15 3

    BIBLE DARYL N. CHIEF FINANCIAL OFFICER

    192,378 2022-03-15 3

    POWELL CYNTHIA B CORP. CONTROLLER, EXEC VP

    6,225 2022-03-15 2

    WEAVER DAVID HUDSON SR. EXECUTIVE VICE PRESIDENT

    53,001 2022-03-15 3

    STANDRIDGE BRANTLEY J SR. EXECUTIVE VICE PRESIDENT

    41,796 2022-03-15 2

    WILSON DONTA L SR. EXECUTIVE VICE PRESIDENT

    26,134 2022-03-15 2

    MOORE-WRIGHT KIMBERLY SR. EXECUTIVE VICE PRESIDNET

    5,880 2022-03-15 2

    DEMAIO DENISE M CHIEF AUDIT OFFICER

    0 2022-02-28 1

    BANNER JENNIFER S

    32,935 2022-02-22 1

    CABLIK ANNA R

    44,671 2022-02-22 1

    QUBEIN NIDO R

    87,547 2022-02-22 1

    CLEMENT DALLAS S

    32,660 2022-02-22 1

    SCRUGGS FRANK P JR

    38,402 2022-02-22 1

    MOREA DONNA S

    44,381 2022-02-22 1

    SKAINS THOMAS E

    36,857 2022-02-22 1

    SEARS CHRISTINE

    27,371 2022-02-22 1

    DONAHUE PAUL D

    12,510 2022-02-22 1

    TANNER BRUCE L

    32,075 2022-02-22 1

    BOYER K. DAVID JR.

    14,332 2022-02-22 1

    GRANEY PATRICK C III

    18,436 2022-02-22 1

    BUNDY SCANLAN AGNES

    14,320 2022-02-22 1

    MAYNARD EASTER A

    42,606 2022-02-22 1

    HAYNESWORTH LINNIE M

    7,889 2022-02-22 1

    GARCIA PAUL R

    0 2021-10-26 1

    HENSON CHRISTOPHER L HEAD OF BANKING AND INSURANCE

    0 2021-09-30 0

    KOEBLER ELLEN FORMER DEPUTY CRO

    • Officer
    No longer subject to file 2020-08-19 0

    REUTER WILLIAM J

    • Director
    No longer subject to file 2019-12-06 0

    DUCK BARBARA F SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2019-12-06 0

    GOODRICH DONNA C SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2019-12-06 0

    JOHNSON ROBERT JEROME JR S.E.V.P/SECRETARY/GEN. COUNSEL

    • Officer
    No longer subject to file 2019-12-06 0

    YATES WILLIAM RUFUS SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2019-12-06 0

    RICH TOLLIE W JR

    • Director
    No longer subject to file 2019-12-06 0

    LYNN LOUIS B

    • Director
    No longer subject to file 2019-12-06 0

    HENRY I. PATRICIA

    • Director
    No longer subject to file 2019-12-06 0

    BRADLEY W BENNETT SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2019-12-06 0

    GODWIN JIMMY D SR. EXEC. VICE PRESIDENT

    • Officer
    No longer subject to file 2019-12-06 0

    KENDRICK ERIC C

    • Director
    No longer subject to file 2018-12-31 0

    WILLIAMS STEPHEN T

    • Director
    No longer subject to file 2017-12-29 0

    FAULKNER JAMES A

    • Director
    No longer subject to file 2017-10-31 0

    MILLIGAN EDWARD C

    • Director
    No longer subject to file 2017-01-03 0

    WELCH EDWIN H

    • Director
    No longer subject to file 2017-01-03 0

    BROWN RICKY SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2016-12-15 0

    WIGGS STEVEN B SR. EXEC. V.P.

    • Officer
    No longer subject to file 2016-09-30 0

    WILLIAMS CYNTHIA A SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2016-06-30 0

    HOWE JOHN P MD

    • Director
    No longer subject to file 2016-01-04 0

    DEAL RONALD E

    • Director
    No longer subject to file 2016-01-04 0

    ALLISON JOHN A

    • Director
    No longer subject to file 2014-04-29 0

    GREENE ROBERT E SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2014-03-31 0

    WILSON CHARLES L SR. EXECUTIVE VICE PRESIDENT

    • Officer
    206,694 2013-07-31 0

    HELM JANE P

    • Director
    No longer subject to file 2013-02-04 0

    LEE VALERIA LYNCH

    • Director
    No longer subject to file 2013-01-03 0

    GLOVER J LITTLETON JR

    • Director
    No longer subject to file 2013-01-02 0

    MORRISON J HOLMES

    • Director
    No longer subject to file 2011-12-31 0

    FITZPATRICK BARRY J

    • Director
    No longer subject to file 2010-12-31 0

    HACKLEY LLOYD V

    • Director
    No longer subject to file 2010-12-31 0

    MACCAULEY ALBERT O

    • Director
    No longer subject to file 2010-12-31 0

    MAYNARD JAMES H

    • Director
    No longer subject to file 2010-12-20 0

    JONES FRANCES B E.V.P./SECRETARY/GEN. COUNSEL

    • Officer
    No longer subject to file 2010-09-01 0

    EFIRD TOM D

    • Director
    No longer subject to file 2009-12-31 0

    CHILTON NELLE R

    • Director
    No longer subject to file 2009-12-17 0

    VEST EDWARD D CORP. CONTROLLER, SR. V.P.

    • Officer
    No longer subject to file 2009-09-01 0

    COPELAND FREDERICK C JR

    • Director
    8,000 2008-10-23 0

    CHALK W KENDALL SR. EXECUTIVE VICE PRESIDENT

    • Officer
    No longer subject to file 2008-09-16 0

    CHAMPION STEVEN R PRESIDENT, CEO

    • Officer
    19,500 2008-05-15 0

    SASSER E RHONE

    • Director
    No longer subject to file 2007-12-31 0

    OLIVER MARY PATRICIA E.V.P/SECRETARY/GEN. COUNSEL

    • Officer
    No longer subject to file 2007-12-31 0

    ZETTLEMOYER ALBERT F

    • Director
    9,350 2006-01-31 0

    CLEVELAND ALFRED E

    • Director
    93,042 2005-12-31 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    FITZSIMMONS ELLEN M CHIEF LEGAL OFFICER

    2022-10-04 14:49:20 -0400 2022-10-01 M 53,420 $43.54 a 97,509 direct

    CASE SCOTT SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:58:50 -0400 2022-10-01 M 53,420 d 0 direct

    CASE SCOTT SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:58:50 -0400 2022-10-01 F 24,093 $43.54 d 58,814 direct

    CASE SCOTT SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:58:50 -0400 2022-10-01 M 53,420 $43.54 a 82,907 direct

    CUMMINS HUGH S. III VICE CHAIR

    2022-10-04 14:55:16 -0400 2022-10-01 M 88,858 d 0 direct

    CUMMINS HUGH S. III VICE CHAIR

    2022-10-04 14:55:16 -0400 2022-10-01 F 39,489 $43.54 d 286,374 direct

    CUMMINS HUGH S. III VICE CHAIR

    2022-10-04 14:55:16 -0400 2022-10-01 M 88,858 $43.54 a 325,863 direct

    FITZSIMMONS ELLEN M CHIEF LEGAL OFFICER

    2022-10-04 14:49:20 -0400 2022-10-01 M 53,420 d 0 direct

    FITZSIMMONS ELLEN M CHIEF LEGAL OFFICER

    2022-10-04 14:49:20 -0400 2022-10-01 F 23,740 $43.54 d 73,769 direct

    MAGUIRE MICHAEL BARON CHIEF FINANCIAL OFFICER

    2022-10-04 14:45:27 -0400 2022-10-01 M 52,032 d 0 direct

    MAGUIRE MICHAEL BARON CHIEF FINANCIAL OFFICER

    2022-10-04 14:45:27 -0400 2022-10-01 F 23,123 $43.54 d 59,864 direct

    MAGUIRE MICHAEL BARON CHIEF FINANCIAL OFFICER

    2022-10-04 14:45:27 -0400 2022-10-01 M 52,032 $43.54 a 82,987 direct

    THOMPSON JOSEPH M SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:41:38 -0400 2022-10-01 M 66,773 d 0 direct

    THOMPSON JOSEPH M SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:41:38 -0400 2022-10-01 F 30,115 $43.54 d 91,116 direct

    THOMPSON JOSEPH M SR. EXECUTIVE VICE PRESIDENT

    2022-10-04 14:41:38 -0400 2022-10-01 M 66,773 $43.54 a 121,231 direct

    CUMMINS HUGH S. III VICE CHAIR

    2022-09-19 15:56:24 -0400 2022-09-15 A 9,960 a 242,768 direct -2.7278 -8.9871 0.0 1 -8.9871 6

    CUMMINS HUGH S. III VICE CHAIR

    2022-09-19 15:56:24 -0400 2022-09-15 F 5,763 $48.12 d 237,005 direct -2.7278 -8.9871 0.0 1 -8.9871 6

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    TRUIST FINANCIAL CORP TFC 2022-10-05 22:15:03 UTC 2.8081 0.2619 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 21:45:03 UTC 2.8081 0.2619 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 21:15:04 UTC 2.8081 0.2619 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 20:45:03 UTC 2.7763 0.2937 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 20:15:04 UTC 2.7763 0.2937 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 19:45:04 UTC 2.7763 0.2937 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 19:15:04 UTC 2.7763 0.2937 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 18:45:03 UTC 2.8159 0.2541 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 18:15:03 UTC 2.8159 0.2541 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 17:45:03 UTC 2.8159 0.2541 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 17:15:03 UTC 2.8159 0.2541 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 16:45:04 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 16:15:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 15:45:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 15:15:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 14:45:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 14:15:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 13:45:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 13:15:03 UTC 2.727 0.343 0
    TRUIST FINANCIAL CORP TFC 2022-10-05 12:45:03 UTC 2.727 0.343 0

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    M3Sixty Funds Trust- AXS Market Neutral Fund TFC -2003.0 shares, $-96003.79 2020-12-31 N-PORT
    GLENMEDE FUND INC- Alternative Risk Premia Portfolio TFC -256.0 shares, $-9553.92 2020-04-30 N-PORT
    FundVantage Trust- Gotham Neutral 500 Fund TFC -324.0 shares, $-18895.68 2021-03-31 N-PORT
    Valued Advisers Trust- LS OPPORTUNITY FUND TFC -47500.0 shares, $-2362650.0 2022-05-31 N-PORT
    Weiss Strategic Interval Fund- Weiss Strategic Interval Fund TFC -79463.0 shares, $-3768930.09 2022-06-30 N-PORT
    FundVantage Trust- Gotham Enhanced 500 Plus Fund TFC -287.0 shares, $-13612.41 2022-06-30 N-PORT
    FundVantage Trust- Gotham Hedged Core Fund TFC -372.0 shares, $-17643.96 2022-06-30 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund TFC -80800.0 shares, $-3832344.0 2022-06-30 N-PORT
    GLENMEDE FUND INC- Quantitative U.S. Long/Short Equity Portfolio TFC -10300.0 shares, $-519841.0 2022-07-31 N-PORT
    First Trust Exchange-Traded Fund III- First Trust Long/Short Equity ETF TFC -52426.0 shares, $-2645940.22 2022-07-31 N-PORT
    Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund TFC -7779.0 shares, $-392606.13 2022-07-31 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    representative Rohit Khanna democrat House Filing 2022-09-08 2022-08-01 DC SP $1,001-$15,000

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