| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | Vice Chair & COO | Common Stock | 363,442 | $15,206,397 | $41.84 | 13 Sep 2024 | Direct |
| TRUIST FINANCIAL CORP | Vice Chair & COO | Common Stock | 4,460 | $186,609 | $41.84 | 13 Sep 2024 | By 401(k) |
| TRUIST FINANCIAL CORP | Vice Chair & COO | Phantom Stock Unit | 1,857 | $81,979 | $44.14 | 13 Sep 2024 | Direct |
| DELUXE CORP | Director | Restricted Stock Unit | 10,349 | 24 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| DLX | DELUXE CORP | 24 Apr 2025 | 1 | $0 | 4 | Director | 25 Apr 2025, 15:54 |
| DLX | DELUXE CORP | 21 Feb 2025 | 0 | $0 | 3 | Director | 21 Feb 2025, 14:04 |
| TFC | TRUIST FINANCIAL CORP | 13 Jan 2025 | 0 | $0 | 4 | Vice Chair & COO | 14 Jan 2025, 10:56 |
| TFC | TRUIST FINANCIAL CORP | 13 Sep 2024 | 2 | -$183,176 | 4 | Vice Chair & COO | 17 Sep 2024, 15:06 |
| TFC | TRUIST FINANCIAL CORP | 15 Mar 2024 | 1 | -$556,749 | 4 | Vice Chair & COO | 19 Mar 2024, 15:42 |
| TFC | TRUIST FINANCIAL CORP | 26 Feb 2024 | 4 | $0 | 4 | Vice Chair & COO | 28 Feb 2024, 14:06 |
| TFC | TRUIST FINANCIAL CORP | 08 Dec 2023 | 2 | -$47,406 | 4 | Vice Chair & COO | 12 Dec 2023, 18:34 |
| TFC | TRUIST FINANCIAL CORP | 15 Sep 2023 | 2 | -$127,687 | 4 | Vice Chair | 19 Sep 2023, 09:22 |
| TFC | TRUIST FINANCIAL CORP | 15 Mar 2023 | 1 | -$604,924 | 4 | Vice Chair | 17 Mar 2023, 13:31 |
| TFC | TRUIST FINANCIAL CORP | 27 Feb 2023 | 3 | $0 | 4 | Vice Chair | 01 Mar 2023, 08:43 |
| TFC | TRUIST FINANCIAL CORP | 27 Jan 2023 | 3 | -$544,248 | 4 | Vice Chair | 31 Jan 2023, 14:32 |
| TFC | TRUIST FINANCIAL CORP | 01 Oct 2022 | 3 | +$2,149,530 | 4 | Vice Chair | 04 Oct 2022, 14:55 |
| TFC | TRUIST FINANCIAL CORP | 15 Sep 2022 | 2 | -$277,316 | 4 | Vice Chair | 19 Sep 2022, 15:56 |
| TFC | TRUIST FINANCIAL CORP | 15 Mar 2022 | 1 | -$141,221 | 4 | Vice Chair | 16 Mar 2022, 18:24 |
| TFC | TRUIST FINANCIAL CORP | 21 Feb 2022 | 1 | $0 | 4 | Vice Chair | 23 Feb 2022, 15:52 |
| TFC | TRUIST FINANCIAL CORP | 11 Feb 2022 | 3 | +$31,993 | 4 | Sr. Executive Vice President | 15 Feb 2022, 13:46 |
| TFC | TRUIST FINANCIAL CORP | 08 Feb 2022 | 3 | +$962,906 | 4 | Sr. Executive Vice President | 10 Feb 2022, 13:23 |
| TFC | TRUIST FINANCIAL CORP | 03 Nov 2021 | 3 | -$2,857,881 | 4 | Vice Chair | 05 Nov 2021, 15:27 |