Every material Form 8-K Truist Financial has filed with the SEC since January 13, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Truist said Dontá L. Wilson, its senior executive vice president and chief consumer and small business banking officer, will leave the bank effective December 31, 2026. The company also named several executives to new roles, including D. Steve Boland as vice chair and Jeff Warner as chief small business banking officer, and said Shimna Sameer will become chief consumer banking officer. The filing does not include financial results or a change to guidance.
Dontá L. Wilson will leave Truist effective December 31, 2026; his separation benefits are subject to a release of claims and restrictive covenants
D. Steve Boland joins as vice chair after retiring from Bank of America in 2025
Jeff Warner joins from PNC Financial Services Group as chief small business banking officer, with more than 25 years at PNC
Shimna Sameer becomes chief consumer banking officer; Jeff Dunn and Bryan Cram will serve as interim co-heads of Truist Wealth
Truist reported third quarter 2026 GAAP diluted EPS of $0.56, down from $1.23 in the second quarter and $1.04 a year earlier, mainly due to a $1.4 billion pre-tax loss on the sale of available-for-sale securities. Excluding selected items, adjusted diluted EPS was $1.16, up 12% from the third quarter of 2025, and total revenue on the GAAP basis fell to $3.75 billion from $5.27 billion. The company also agreed on October 14, 2026 to sell $7.7 billion of unsecured consumer loans tied to its LightStream platform to Carlyle Group Inc.
GAAP diluted EPS was $0.56 versus $1.23 in 2Q26 and $1.04 in 3Q25; adjusted diluted EPS was $1.16
Noninterest income was $84 million, including a $1.4 billion pre-tax securities loss and a $66 million loss on the RAC loan sale
Agreement signed October 14, 2026 to sell $7.7 billion of unsecured consumer loans, substantially all assets of LightStream, to Carlyle Group Inc.
Truist repurchased $1.2 billion of common stock and declared dividends of $0.52 per share in the quarter; preliminary CET1 ratio was 10.7%
Truist reported second quarter 2026 results that improved on both the prior quarter and the same quarter last year. Net income available to common shareholders was $1.5 billion, or $1.23 per diluted share, compared with $0.90 a year earlier. The company also returned $1.8 billion to shareholders through dividends and share repurchases, including $1.2 billion of repurchased common shares.
Diluted EPS of $1.23, up from $1.09 in the first quarter of 2026 and $0.90 in the second quarter of 2025
Total revenue on a taxable-equivalent basis was $5.31 billion, up 5.5% from the second quarter of 2025 and up 2.2% from the first quarter of 2026
Noninterest expense was $3.06 billion, up 2.4% from the first quarter of 2026
Provision for credit losses fell to $395 million from $479 million in the first quarter of 2026; CET1 ratio was 10.9%
Truist Financial said Michael P. Lyons, most recently chief executive of Fiserv, will become president and CEO on September 1, 2026, succeeding William H. Rogers, Jr., who will serve as executive chair. The filing sets out pay terms for both men, including a $1,300,000 starting base salary for Lyons and an $8,500,000 performance stock unit award for Rogers in 2027.
Lyons, age 55, will receive an initial annual base salary of $1,300,000 and a 2026 long-term incentive award with a target grant-date value of $12,000,000.
Rogers retires as CEO effective September 1, 2026, and stays on as executive chair; the 8-K says he remains a director through the 2027 annual shareholder meeting, and the press release cites a planned April 2027 retirement.
Lyons's severance under the Executive Severance Plan is two times salary plus target bonus, or three times if termination occurs within 24 months after a change in control.
Lyons's 2026 leadership appointment comes after roles as Fiserv CEO from May 2025 to June 2026 and PNC Financial Services president from February 2024 to January 2025.
Truist Financial's board appointed Catherine Bessant as a director effective immediately, and she also joined the board of its subsidiary Truist Bank. She will serve on the Joint Risk Committee of the Boards. The filing does not report financial results; the change adds a director with prior banking leadership experience to the board.
Appointment made June 5, 2026; announced in a news release dated June 8, 2026
Director pay: $110,000 annual cash retainer and $200,000 annual restricted stock unit grant, prorated for 2026
Bessant previously retired as vice chair, global strategy, at Bank of America and served as CEO of Foundation For The Carolinas
Truist reported first quarter 2026 net income available to common shareholders of $1.4 billion, or $1.09 per diluted share, up 25% from $0.87 a year earlier. Total revenue was $5.15 billion, down 1.9% from the fourth quarter of 2025 but up from $4.90 billion a year earlier, and the company returned $1.8 billion to shareholders through dividends and buybacks.
Diluted EPS of $1.09, versus $1.00 in 4Q25 and $0.87 in 1Q25
Total revenue of $5.15 billion, down 1.9% from 4Q25; noninterest expense fell 5.9% to $2.98 billion
Repurchased $1.1 billion of common shares; CET1 ratio was 10.8% (preliminary)
CEO Bill Rogers set a long-term ROTCE target of 16% to 18%
Truist reported fourth quarter 2025 net income available to common shareholders of $1.3 billion, or $1.00 per diluted share, up from $0.91 a year earlier but down from $1.04 in the third quarter. Total revenue rose to $5.25 billion from $5.06 billion a year earlier, while results included a $130 million legal accrual and $63 million in severance charges. The company repurchased $750 million of common shares in the quarter.
Net income available to common shareholders was $1.3 billion, or $1.00 per diluted share, versus $0.91 in 4Q24 and $1.04 in 3Q25.
Total revenue was $5.25 billion, up from $5.06 billion in 4Q24 and up 1.1% on a taxable-equivalent basis from 3Q25.
Results included an incremental $130 million legal settlement accrual ($0.08 per diluted share) and $63 million in severance charges ($0.04 per diluted share).
Truist repurchased $750 million of common shares; its CET1 ratio was 10.8%, down from 11.0% in 3Q25.
Truist Financial director Steven C. Voorhees notified the company he will retire from its Board of Directors effective December 31, 2025. The filing says the retirement is for personal reasons and not due to any disagreement with Truist on its operations, policies, or practices.
Steven C. Voorhees will leave the Truist board effective December 31, 2025
Retirement is for personal reasons, per the filing; no disagreement with Truist is cited
The filing was signed October 29, 2025 by Cynthia B. Powell, Executive Vice President and Corporate Controller
Truist reported third quarter 2025 net income available to common shareholders of $1.3 billion, or $1.04 per diluted share, up from $0.90 in the second quarter and $0.99 a year earlier. Total revenue rose to $5.19 billion, up 4.0% from the prior quarter, driven mainly by higher investment banking, trading and wealth management income, while noninterest expense rose 0.9%.
Net income available to common shareholders was $1.3 billion, or $1.04 per diluted share, versus $0.90 in 2Q25 and $0.99 in 3Q24.
Total revenue was $5.19 billion, up 4.0% from $4.99 billion in 2Q25; noninterest income rose $158 million, or 11%.
Truist repurchased $500 million of common shares; CET1 ratio was 11.0% and the net charge-off ratio was 0.48%.
Truist reported second quarter 2025 net income available to common shareholders of $1.2 billion, or $0.90 per diluted share, up from $0.87 in the first quarter of 2025. Total revenue rose 1.8% to $4.99 billion, while noninterest expense rose 2.8% to $2.99 billion. The company also repurchased $750 million of common shares during the quarter.
Diluted EPS was $0.90 versus $0.87 in 1Q25; adjusted diluted EPS was $0.91 versus $0.87 in 1Q25 and $0.91 in 2Q24
Total revenue was $4.99 billion, up 1.8% from the prior quarter; net interest income rose 2.3% to $3.59 billion
Average loans and leases held for investment rose $6.2 billion, or 2.0%, to $312.6 billion
Repurchased $750 million in common shares; the dividend and total payout ratios were 57% and 121%
Truist Financial Corporation's board appointed Jonathan Pruzan, former Morgan Stanley chief operating officer and co-president of Pretium, as a director of the company and of Truist Bank, effective immediately. He will serve on the Joint Risk Committee of the Boards, and the filing does not report any financial results or guidance changes.
Board appointment made May 27, 2025, effective immediately
Pruzan receives a $100,000 annual cash retainer, a $15,000 Risk Committee retainer, and $180,000 in annual restricted stock units
Pruzan spent nearly 30 years at Morgan Stanley (1994-2023), including as chief financial officer from 2015 to 2021
Truist reported first quarter 2025 net income available to common shareholders of $1.2 billion, or $0.87 per diluted share, compared with $0.91 in the fourth quarter of 2024 and $0.81 a year earlier. Total taxable-equivalent revenue fell 3.2% from the prior quarter to $4.95 billion, while noninterest expense dropped 4.3%, and the company repurchased $500 million of common stock.
Net income available to common shareholders was $1.2 billion, or $0.87 per diluted share, versus $0.91 in 4Q24 and $0.81 in 1Q24.
Total taxable-equivalent revenue was $4.95 billion, down 3.2% from 4Q24 and up from $4.87 billion in 1Q24.
Noninterest expense was $2.91 billion, down 4.3% from the prior quarter, with restructuring charges rising to $38 million.
Truist repurchased $500 million of common shares and reported a CET1 ratio of 11.3%, versus 11.5% at year-end 2024.
Truist reported fourth-quarter 2024 net income available to common shareholders of $1.2 billion, or $0.91 per diluted share, down from $1.34 billion, or $0.99 per share, in the third quarter. Total taxable-equivalent revenue fell 0.6% to $5.11 billion while noninterest expense rose 3.7%, so both headline measures declined from the prior quarter.
Net income available to common shareholders was $1.2 billion, or $0.91 per diluted share, versus $0.99 in 3Q24
Total TE revenue was $5.11 billion, down 0.6% from 3Q24; noninterest expense rose 3.7% to $3.04 billion
Repurchased $500 million of common shares and redeemed $750 million of series L preferred shares; CET1 ratio was 11.5%
Average deposits increased $5.7 billion, or 1.5%, to $390.0 billion
Truist Financial said Vice Chair and Chief Operating Officer Hugh S. "Beau" Cummins III will resign effective immediately, citing material changes to his responsibilities after completion of strategic initiatives including the sale of Truist Insurance Holdings. His enterprise payments duties go to Kristin Lesher and his remaining duties go to CFO Michael B. Maguire, so shareholders face a senior operating leadership change.
Hugh S. "Beau" Cummins III resigns as Vice Chair and Chief Operating Officer, effective immediately, announced January 13, 2025
Resignation is treated as a Good Reason resignation under Truist's severance plan; Cummins remains eligible for his 2024 annual cash incentive award and receives outplacement benefits
Enterprise payments business moves to Kristin Lesher, Senior EVP and Chief Wholesale Banking Officer; remaining responsibilities move to CFO Michael B. Maguire
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Truist Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →