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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 Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	85,570	Indirect	By 2023 GRAT
Common Stock	827,580	Direct
Common Stock	13,220	Indirect	By 401(k)
Common Stock	95,712	Indirect	By grantor retained annuity trust
Common Stock	185,000	Indirect	By Trust

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	3,267	3,267	Direct
Common Stock	Restricted Stock Units	$0.00	2027-03-15	2029-03-15	84,913	84,913	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2000-01-01	3,267	3,267	Direct
2029-03-15	84,913	84,913	Direct

Footnotes

On July 25, 2025, a grantor retained annuity trust ("GRAT") for the benefit of the reporting person and his adult children made an annuity payment to the reporting person consisting of 68,700 shares of Truist common stock. The reporting person's wife is the trustee of the GRAT, and the reporting person is the sole recipient of the annuity payments made by the GRAT. This Form 4 is being filed to reflect 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 Defined Contribution Plan.
Includes shares acquired as a result of dividend reinvestment since the last reported transaction.
On February 24, 2025, the reporting person was granted 84,913 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.