Company: TFC
Filing Date: 2025-03-17
Form Type: DEF 14A
Source: 0001193125-25-055156
Chunk: 97

Company: TRUIST FINANCIAL CORP
Filing Date: 2025-03-17
Form: DEF 14A
Chunk 97
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 — |     |          |     |  92,167,594 |     |                             |     | 6.9 | % |
| Vanguard Group, Inc.(9)  100 Vanguard Blvd. Malvern, PA 19355                             |     |                                               |     | 119,129,225 |    |     |                                                          |     |       — |     |          |     | 119,129,225 |     |                             |     | 9.0 | % |

| * | Less than 1%. |

| (1) | As reported to Truist by the directors and executive officers, and includes shares held by spouses, minor children, Individual Retirement Accounts (IRAs), affiliated companies, partnerships, limited liability companies, and trusts as to which each such person has beneficial ownership. With respect to executive officers, also includes shares allocated to such persons’ individual accounts under the Truist Financial Corporation 401(k) Savings Plan. Our Corporate Insider Trading Policy prohibits pledging and hedging of Truist securities by directors and executive officers. |

| (2) | Amount includes RSUs and PSUs that will vest within sixty days of January 31, 2025. |

| (3) | Amount includes common shares and RSUs and PSUs that will vest within sixty days of January 31, 2025. |

| (4) | Mr. Patton also owns 5,000 depositary shares representing fractional interests in Truist’s Series I Perpetual Preferred Stock. |

| (5) | Amount includes 249,982 shares held by grantor retained annuity trusts for which Mr. Rogers’ wife is the trustee, and Mr. Rogers is the sole recipient of the annuity payments made by the GRAT. Amount also includes 185,000 shares held by an irrevocable trust for which Mr. Rogers’ wife is the trustee, and his wife and children are the beneficiaries. |

| (6) | Amount includes 29,391 shares jointly owned with spouse with shared investment and voting powers. Amount also includes 2,500 shares held in an IRA. |

| 2025 Proxy Statement | |     | 83 |

Stock Ownership Information

| (7) | Based upon information contained in the Form 13F-HR filed by BlackRock, Inc. (“BlackRock”) with the SEC on February 7, 2025, BlackRock (or its subsidiary institutional investment managers) held investment discretion over 104,