Sameer Shimna, Chief Consumer Banking Officer at Truist Financial Corp, filed an initial statement of beneficial ownership with the SEC on October 27, 2026, with an event date of October 19, 2026.

Key Highlights

  • Reporting person: Sameer Shimna, identified as Chief Consumer Banking Officer of Truist Financial Corp (NYSE:TFC).
  • Event date: The date of the event requiring the statement was October 19, 2026.
  • No securities held: The filing states "No securities are beneficially owned" in either direct or indirect form.
  • No derivative securities: Table II, covering puts, calls, warrants, options, and convertible securities, lists no holdings.
  • Signed by attorney-in-fact: Carla Brenwald signed the filing as attorney-in-fact on October 27, 2026.

Sameer Shimna's Initial Beneficial Ownership Position at Truist Financial

Truist Financial Corp, the Charlotte, North Carolina-based banking company trading on the New York Stock Exchange under the symbol TFC, received an initial beneficial ownership filing from Sameer Shimna following his assumption of the role of Chief Consumer Banking Officer. The filing covers securities ownership as of October 19, 2026, the date identified as requiring the statement.

According to the filing, Shimna reported no direct or indirect beneficial ownership of any non-derivative securities in Table I, and no derivative securities, including puts, calls, warrants, options, or convertible instruments, in Table II. The filing explicitly states "No securities are beneficially owned." The address listed for the reporting person is 214 N. Tryon Street, Charlotte, North Carolina 28202, which corresponds to Truist Financial's corporate headquarters. Carla Brenwald signed the document as attorney-in-fact on behalf of Shimna, with the filing submitted on October 27, 2026. An Exhibit 24 Power of Attorney is listed as an exhibit to the filing.

What Was Disclosed

Sameer Shimna, newly identified as Chief Consumer Banking Officer of Truist Financial Corp, filed an initial beneficial ownership statement dated October 27, 2026, reporting no beneficial ownership of any securities, derivative or otherwise, as of the October 19, 2026 event date.