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Truist Financial (TFC) � Form 4 insider filing
Chairman & CEO William H. Rogers Jr. reported an internal re-classification of ownership on 25 Jul 2025. A 2023 grantor-retained annuity trust (GRAT) distributed 68,700 common shares to Rogers, shifting them from indirect to direct beneficial ownership. After the transfer he holds 827,579.644 shares directly and retains indirect exposure to roughly 379,000 additional shares through other GRATs, a 401(k) plan (unit-based, 13,219.514 share equivalents) and family trusts.
No open-market purchase or sale occurred; the filing reflects estate-planning mechanics rather than a valuation call. Derivative positions remain unchanged at 84,913 restricted stock units (vesting in equal thirds on 15 Mar 2027-2029) and 3,267.285 phantom stock units under the non-qualified plan. Because total economic exposure is unchanged and no cash consideration was involved, the disclosure is operationally neutral for investors.
Erie Indemnity Co. (ERIE) Form 4, filed 24-Jul-2025, shows Director Jonathan Hirt Hagen’s only reportable activity on 22-Jul-2025 was the automatic crediting of 62.518 Directors� Deferred Compensation Share Credits (transaction code J) through dividend reinvestment. These share credits represent a future right to receive an equal number of Class A common shares when board service ends; they have no strike price or expiration.
After the transaction Hagen beneficially owns:
- 223,130 Class A shares held directly
- 400 Class A shares held indirectly by son and daughter (disclaimed)
- 16,580.64 deferred share credits held directly
- Convertible Class B holdings that equate to 5,616,000 Class A shares when fully converted, held both directly and as co-trustee/beneficiary of family trusts
Truist Financial Corporation (TFC) has filed a Form 144 indicating a planned sale under Rule 144. An unidentified insider intends to dispose of 12,540 common shares through Truist Investment Services on or about 07/21/2025 via the NYSE. The estimated aggregate market value is $566,500. The shares originate from recent stock-award grants (8,046 on 05/15/2025, 2,742 on 03/15/2025, 1,752 on 02/15/2025). The filing lists 1,289,435 shares outstanding for the referenced class, so the proposed sale represents roughly 1.0 % of that figure. No prior sales were reported in the past three months and no adverse information about the issuer is asserted by the filer.
Truist Financial director Jonathan Pruzan received a grant of 2,697 Restricted Stock Units (RSUs) on June 24, 2025. The RSUs were awarded at a price of $0.00 and will cliff vest on December 31, 2025.
Key details of the transaction:
- Transaction Type: Acquisition of non-derivative securities
- Form of Ownership: Direct
- Total RSUs Beneficially Owned Following Transaction: 2,697
- Filing was made by a single reporting person
This Form 4 filing, submitted by attorney-in-fact Carla Brenwald on June 26, 2025, represents standard equity-based compensation for board service at Truist Financial. The short vesting period of approximately 6 months indicates this may be part of a regular director compensation package.