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TFC · Current Report (Form 8-K) · Filed May 1, 2026

Truist Financial Corp — Current Report (Form 8-K)

Form
8-K
Filed
May 1, 2026
Period
Apr 28, 2026
Ticker
TFC
Accession
0001193125-26-201455
Boardroom Alpha · Filing insights

Shareholders approved the amendment and restatement of the Truist 2022 Incentive Plan. They also approved executive compensation and elected directors.

About Truist Financial Corp
Market cap
$61.6B
1Y TSR
+16.1%
3Y TSR
+26.5%
Board grade
C
Sector
Financial Services
CEO
Michael P Lyons
Last annual meeting: Apr 28, 2026 · View full Truist Financial Corp profile →
8-K
 
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

Form 8-K

 

 

Current Report

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

April 28, 2026

Date of Report (Date of earliest event reported)

 

 

Truist Financial Corporation

(Exact name of registrant as specified in its charter)

 

 

Commission file number: 1-10853

 

North Carolina   56-0939887

(State or other jurisdiction

of incorporation)

 

(I.R.S. Employer

Identification No.)

214 North Tryon Street

Charlotte, North Carolina

  28202
(Address of principal executive offices)   (Zip Code)

(844) 487-8478

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading

Symbol(s)

 

Name of each exchange

on which registered

Common Stock, $5 par value   TFC   New York Stock Exchange
Depositary Shares each representing 1/4,000th interest in a share of Series I Perpetual Preferred Stock   TFC.PI   New York Stock Exchange
5.853% Fixed-to-Floating Rate Normal Preferred Purchase Securities each representing 1/100th interest in a share of Series J Perpetual Preferred Stock   TFC.PJ   New York Stock Exchange
Depositary shares, each representing 1/1,000th interest in a share of Series O Non-Cumulative Perpetual Preferred Stock   TFC.PO   New York Stock Exchange
Depositary Shares each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock   TFC.PR   New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item 5.02

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

As discussed below, at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) of Truist Financial Corporation (the “Corporation”) held on April 28, 2026, the Corporation’s shareholders approved the amendment and restatement of the Truist Financial Corporation 2022 Incentive Plan (the “A&R Plan”).

A description of the material terms of the A&R Plan is set forth under the heading “Summary of the A&R Plan” under “Proposal 4—Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan” in the Definitive Proxy Statement filed by the Corporation with the Securities and Exchange Commission on March 16, 2026 (the “2026 Proxy Statement”), which description is incorporated into this Item 5.02 by reference. This description of the A&R Plan does not purport to be complete and is qualified in its entirety by reference to the full text of the A&R Plan, which is included as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated into this Item 5.02 by reference.

 

Item 5.07

Submission of Matters to a Vote of Security Holders.

Annual Meeting

On April 28, 2026, the Corporation held its Annual Meeting. A total of 1,108,291,362 shares of the Corporation’s common stock were present or represented by proxy at the meeting. This represented approximately 89.3% of the Corporation’s 1,241,009,752 shares of common stock that were outstanding as of the record date of February 19, 2026 and entitled to vote at the Annual Meeting. The Corporation’s shareholders voted on five proposals and cast their votes as shown below. The proposals are described in the 2026 Proxy Statement.

Proposal 1: Election of Directors

Each of the individuals named below was elected to serve as a director of the Corporation for a one-year term expiring at the 2027 Annual Meeting of Shareholders.

 

Name

   Votes For      Votes Against      Abstentions  

Jennifer S. Banner

     898,963,546        28,977,168        3,711,951  

K. David Boyer, Jr.

     911,564,863        17,909,264        2,178,538  

Agnes Bundy Scanlan

     848,082,321        79,665,135        3,905,209  

Dallas S. Clement

     888,927,672        38,937,870        3,787,123  

Linnie M. Haynesworth

     920,392,341        9,122,983        2,137,341  

Donna S. Morea

     914,284,660        15,145,420        2,222,585  

Charles A. Patton

     903,188,246        24,719,556        3,744,863  

Jonathan M. Pruzan

     922,751,390        6,731,800        2,169,475  

William H. Rogers, Jr.

     875,355,150        52,376,301        3,921,214  

Thomas E. Skains

     865,225,013        62,606,999        3,820,653  

Laurence Stein

     922,292,316        7,010,980        2,349,369  

Bruce L. Tanner

     911,637,770        16,003,619        4,011,276  

There were 176,638,697 broker non-votes for each director on this proposal.

Proposal 2: Advisory Vote to Approve the Corporation’s Executive-Compensation Program

Shareholders approved the Corporation’s executive-compensation program as described in the 2026 Proxy Statement.

 

Votes For

 

Votes Against

 

Abstentions

847,000,157   79,114,808   5,537,700

There were 176,638,697 broker non-votes for this proposal.

 


Proposal 3: Ratification of the Appointment of the Corporation’s Independent Registered Public Accounting Firm

Shareholders ratified the reappointment of PricewaterhouseCoopers LLP as the Corporation’s independent registered public accounting firm for 2026.

 

Votes For

 

Votes Against

 

Abstentions

1,066,976,093   38,720,395   2,594,874

There were no broker non-votes for this proposal. 

Proposal 4: Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan

Shareholders approved the A&R Plan.

 

Votes For

 

Votes Against

 

Abstentions

892,091,335   34,063,585   5,497,745

There were 176,638,697 broker non-votes for this proposal.

Proposal 5: Shareholder Proposal Regarding a Report on Risks from Misalignment between Corporation Policies and Customer Base

Shareholders did not approve the proposal regarding a report on risks from misalignment between Corporation policies and customer base.

 

Votes For

 

Votes Against

 

Abstentions

16,932,625   904,818,911   9,901,129

There were 176,638,697 broker non-votes for this proposal.

 

Item 9.01

Financial Statements and Exhibits.

(d) Exhibits.

 

Exhibit
No.

  

Description of Exhibit

10.1    Truist Financial Corporation 2022 Incentive Plan (amended and restated as of April 28, 2026), incorporated by reference to Annex B to the Corporation’s Definitive Proxy Statement filed on March 16, 2026.
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

Name:   Cynthia B. Powell
Title:   Executive Vice President and Corporate Controller (Principal Accounting Officer)

Date: May 1, 2026

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Reference

Frequently asked questions

When did Truist Financial Corp file this 8-K?
Truist Financial Corp (TFC) filed this Current Report (Form 8-K) with the SEC on May 1, 2026. The accession number assigned by EDGAR is 0001193125-26-201455.
What does an 8-K disclose?
Form 8-K is the SEC's current-report form, used to disclose material events between periodic reports (10-K / 10-Q). Triggers include CEO/CFO departures, acquisitions, bankruptcies, earnings releases, auditor changes, changes in fiscal year, and amendments to corporate governance. Each 8-K is keyed to one or more Item numbers (1.01 through 9.01).
What is the key takeaway from this filing?
Shareholders approved the amendment and restatement of the Truist 2022 Incentive Plan. They also approved executive compensation and elected directors. This is Boardroom Alpha's one-line summary of the current report; see the full filing text above for the formal disclosure.
What Item codes does an 8-K cover?
An 8-K's Item codes (1.01 through 9.01) specify what kind of event is being disclosed — e.g. Item 1.01 for entering a material agreement, Item 5.02 for departure/election of directors and executive officers, Item 8.01 for other events. The Item codes for this 8-K appear in the filing text above.
Where can I find Truist Financial Corp's prior current reports on EDGAR?
The SEC EDGAR browser lists every 8-K Truist Financial Corp has filed under CIK 92230, sortable by date. Use the "View on SEC EDGAR" link in the page header, or browse directly via https://www.sec.gov/cgi-bin/browse-edgar.
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