Truist Financial Corp Files 8-K on Stock and Preferred Stock

Ticker: TFC-PR · Form: 8-K · Filed: Apr 15, 2024 · CIK: 92230

Truist Financial Corp 8-K Filing Summary
FieldDetail
CompanyTruist Financial Corp (TFC-PR)
Form Type8-K
Filed DateApr 15, 2024
Risk Levellow
Pages3
Reading Time4 min
Key Dollar Amounts$5
Sentimentneutral

Sentiment: neutral

Topics: stock-filing, preferred-stock, financial-statements

Related Tickers: TFC

TL;DR

Truist dropped an 8-K detailing common and preferred stock info as of April 15th.

AI Summary

Truist Financial Corporation filed an 8-K on April 15, 2024, to report on Regulation FD disclosures and financial statements. The filing includes information related to its common stock and various series of preferred stock (Series I, J, O, and R), all with a reporting date of April 15, 2024.

Why It Matters

This filing provides an update on Truist's capital structure, including common and preferred stock, which is important for investors to understand the company's financial standing and potential dilution.

Risk Assessment

Risk Level: low — This is a routine filing for Truist Financial Corp, primarily reporting on existing stock information and financial statements without disclosing new material events.

Key Players & Entities

  • Truist Financial Corporation (company) — Registrant
  • BB&T Corp (company) — Former Company Name
  • Southern National Corp /NC/ (company) — Former Company Name
  • Series I Preferred Stock (company) — Financial Instrument
  • Series J Preferred Stock (company) — Financial Instrument
  • Series O Preferred Stock (company) — Financial Instrument
  • Series R Preferred Stock (company) — Financial Instrument

FAQ

What is the primary purpose of this 8-K filing by Truist Financial Corporation?

The primary purpose of this 8-K filing is to report on Regulation FD disclosures and financial statements and exhibits.

What specific types of stock are mentioned in the filing as of April 15, 2024?

The filing mentions Truist's common stock and Series I, Series J, Series O, and Series R preferred stock.

What was Truist Financial Corporation previously known as?

Truist Financial Corporation was formerly known as BB&T Corp and Southern National Corp /NC/.

On what date was this 8-K report filed?

This 8-K report was filed on April 15, 2024.

What is the Standard Industrial Classification (SIC) code for Truist Financial Corporation?

The Standard Industrial Classification (SIC) code for Truist Financial Corporation is 6021, which corresponds to National Commercial Banks.

Filing Stats: 897 words · 4 min read · ~3 pages · Grade level 14.3 · Accepted 2024-04-15 17:25:21

Key Financial Figures

  • $5 — ange on which registered Common Stock, $5 par value TFC New York Stock Exchange

Filing Documents

01 Regulation FD Disclosure

ITEM 7.01 Regulation FD Disclosure On February 20, 2024, Truist Financial Corporation ("Truist") announced that it had reached a definitive agreement to sell its remaining equity interests in its insurance brokerage subsidiary, Truist Insurance Holdings, LLC ("TIH"), to an investor group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC and Mubadala Investment Company (the "Transaction"). The parties expect to complete the Transaction during the second quarter of 2024, subject to certain regulatory reviews and approvals and the satisfaction of other customary closing conditions. The Transaction represents a strategic shift materially impacting Truist's financial statements, and as a result, Truist is making certain financial reporting changes and reclassifications in the presentation of its financial statements to reflect the financial position and results of operations of TIH as discontinued operations. In advance of the publication of its unaudited financial statements for the first quarter of 2024 that will reflect the financial position and results of operations of TIH as discontinued operations, Truist is providing certain unaudited supplemental quarterly historical financial information for 2023 presented in a manner that conforms to the new financial statement presentation. The unaudited supplemental financial information is furnished as Exhibit 99.1 and incorporated by reference herein. The unaudited supplemental historical financial information does not revise or restate the previously reported consolidated financial statements of Truist for any period. However, following the publication of its Form 10-Q for the quarterly period ended March 31, 2024, Truist expects to publish a Current Report on Form 8-K that recasts its consolidated financial statements for the year ended and as of December 31, 2023 to reflect TIH as discontinued operations for the historical periods presented in such financial statements. The information provided pursu

01 Financial Statements and Exhibits

ITEM 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description of Exhibit 99.1 Unaudited Supplemental Historical Financial Information 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. TRUIST FINANCIAL CORPORATION (Registrant) By: /s/ Cynthia B. Powell Cynthia B. Powell Executive Vice President and Corporate Controller (Principal Accounting Officer) Date: April 15, 2024

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