TRUIST FINANCIAL CORP

Original form: DEF 14A
Filed on: 2026-03-16
Meeting date: 2026-04-28

Shareholder Proposals

Item 5
S G
Report on alignment risks: Request the Board to evaluate and issue a report on how Truist’s policies, public statements, and corporate partnerships may be misaligned with its customer base and expose the company to legal, regulatory, and reputational risk.

The proposal asks the Board to evaluate and publish a report within one year (excluding proprietary information or admissions related to litigation) assessing whether Truist’s policies, public statements, and corporate partnerships are misaligned with the values of segments of its customer base and whether such misalignment creates material legal, regulatory, or reputational risk. The supporting statement cites donations, diversity/equity/inclusion programs, healthcare coverage positions, emissions goals, and partnerships as examples that proponents say may provoke customer and public backlash. The report would aim to describe specific misalignment risks and recommend how the company intends to mitigate them and protect brand value and shareholder interests. The request is framed as a risk- and reputational-assessment exercise focused on transparency and Board-level oversight.