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BAC

BANK OF AMERICA CORP /DE/

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2801
SEC CIK
0000070858
Parsed reports
2,178

Last 12 months

Inside the activity.

0 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202601
Mar 202605
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 14, 2025 Filed Feb 15, 2025 02:10 UTC
Hans Lindsay D.Pres, Merrill Wealth Mgmt
Grant2025 Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005051 · form4.xml · derivative · entry 3

Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:10 UTC
Hans Lindsay D.Pres, Merrill Wealth Mgmt
Grant2025 Performance Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005051 · form4.xml · derivative · entry 2

Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:12 UTC
Knox Kathleen A.President, The Private Bank
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005052 · form4.xml · derivative · entry 4

Knox Kathleen A. · CIK 0001766745 · President, The Private Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:12 UTC
Knox Kathleen A.President, The Private Bank
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005052 · form4.xml · derivative · entry 3

Knox Kathleen A. · CIK 0001766745 · President, The Private Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:12 UTC
Knox Kathleen A.President, The Private Bank
Grant2025 Performance Restricted Stock Units · Derivative 67,294 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005052 · form4.xml · derivative · entry 2

Knox Kathleen A. · CIK 0001766745 · President, The Private Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,294

Underlying: Common Stock · 67,294 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:18 UTC
Koder Matthew MPres, Gl Corp & Invest Banking
Grant2025 Restricted Stock Units · Derivative 71,032 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005054 · form4.xml · derivative · entry 4

Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,032

Underlying: Common Stock · 71,032 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:18 UTC
Koder Matthew MPres, Gl Corp & Invest Banking
Grant2025 Restricted Stock Units · Derivative 71,032 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005054 · form4.xml · derivative · entry 3

Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,032

Underlying: Common Stock · 71,032 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:18 UTC
Koder Matthew MPres, Gl Corp & Invest Banking
Grant2025 Performance Restricted Stock Units · Derivative 142,064 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005054 · form4.xml · derivative · entry 2

Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,064

Underlying: Common Stock · 142,064 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:20 UTC
Mensah Bernard APresident, International
Grant2025 Restricted Stock Units · Derivative 52,889 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005055 · form4.xml · derivative · entry 4

Mensah Bernard A · CIK 0001888933 · President, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,889

Underlying: Common Stock · 52,889 shares

Expires not disclosed

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in five equal annual installments commencing February 15, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.

F5 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in five equal annual installments commencing February 15, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:20 UTC
Mensah Bernard APresident, International
Grant2025 Restricted Stock Units · Derivative 52,890 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005055 · form4.xml · derivative · entry 3

Mensah Bernard A · CIK 0001888933 · President, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,890

Underlying: Common Stock · 52,890 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in five equal annual installments commencing February 15, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.

F3 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in five equal annual installments commencing February 15, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:20 UTC
Mensah Bernard APresident, International
Grant2025 Performance Restricted Stock Units · Derivative 105,779 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005055 · form4.xml · derivative · entry 2

Mensah Bernard A · CIK 0001888933 · President, International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,779

Underlying: Common Stock · 105,779 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares and vest in five equal annual installments commencing on March 1, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares and vest in five equal annual installments commencing on March 1, 2028. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:22 UTC
Mogensen Lauren AGlobal General Counsel
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005056 · form4.xml · derivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:22 UTC
Mogensen Lauren AGlobal General Counsel
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005056 · form4.xml · derivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:22 UTC
Mogensen Lauren AGlobal General Counsel
Grant2025 Performance Restricted Stock Units · Derivative 67,294 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005056 · form4.xml · derivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,294

Underlying: Common Stock · 67,294 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:24 UTC
Nguyen Thong MVice Chair, Gl Stra & Ent Plat
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005057 · form4.xml · derivative · entry 6

Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:24 UTC
Nguyen Thong MVice Chair, Gl Stra & Ent Plat
Grant2025 Restricted Stock Units · Derivative 33,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005057 · form4.xml · derivative · entry 5

Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Underlying: Common Stock · 33,647 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:24 UTC
Nguyen Thong MVice Chair, Gl Stra & Ent Plat
Grant2025 Performance Restricted Stock Units · Derivative 67,294 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005057 · form4.xml · derivative · entry 4

Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,294

Underlying: Common Stock · 67,294 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:26 UTC
Schimpf Eric A.Pres, Merrill Wealth Mgmt
Grant2025 Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005058 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:26 UTC
Schimpf Eric A.Pres, Merrill Wealth Mgmt
Grant2025 Performance Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005058 · form4.xml · derivative · entry 4

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:28 UTC
Scrivener Thomas MChief Operations Executive
Grant2025 Restricted Stock Units · Derivative 24,300 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005059 · form4.xml · derivative · entry 4

Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,300

Underlying: Common Stock · 24,300 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:28 UTC
Scrivener Thomas MChief Operations Executive
Grant2025 Restricted Stock Units · Derivative 24,301 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005059 · form4.xml · derivative · entry 3

Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,301

Underlying: Common Stock · 24,301 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:28 UTC
Scrivener Thomas MChief Operations Executive
Grant2025 Performance Restricted Stock Units · Derivative 48,601 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005059 · form4.xml · derivative · entry 2

Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,601

Underlying: Common Stock · 48,601 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:30 UTC
Thompson Bruce R.Vice Chair, Head Ent Credit
Grant2025 Restricted Stock Units · Derivative 48,601 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005060 · form4.xml · derivative · entry 7

Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,601

Underlying: Common Stock · 48,601 shares

Expires 2029-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:30 UTC
Thompson Bruce R.Vice Chair, Head Ent Credit
Grant2025 Restricted Stock Units · Derivative 48,601 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005060 · form4.xml · derivative · entry 6

Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,601

Underlying: Common Stock · 48,601 shares

Expires 2029-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:30 UTC
Thompson Bruce R.Vice Chair, Head Ent Credit
Grant2025 Performance Restricted Stock Units · Derivative 97,202 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005060 · form4.xml · derivative · entry 5

Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,202

Underlying: Common Stock · 97,202 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
January 29, 2025 Filed Jan 31, 2025 22:46 UTC GrantCommon Stock 1,313 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002627 · form4.xml · nonDerivative · entry 1

Martinez Maria · CIK 0001572528 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,313

F1 · kind: Shares represent prorated payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:25 UTC
Greener Geoffrey SChief Risk Officer
GiftCommon Stock 217 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002223 · form4.xml · nonDerivative · entry 4

Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 1,259,918

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:25 UTC
Greener Geoffrey SChief Risk Officer
GiftCommon Stock 325 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002223 · form4.xml · nonDerivative · entry 3

Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 1,260,135

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:25 UTC
Greener Geoffrey SChief Risk Officer
GiftCommon Stock 755 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002223 · form4.xml · nonDerivative · entry 2

Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 1,260,460

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 21:25 UTC
Greener Geoffrey SChief Risk Officer
GiftCommon Stock 2,150 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-002223 · form4.xml · nonDerivative · entry 1

Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 1,261,215

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
January 24, 2025 Filed Jan 24, 2025 22:36 UTC
Nguyen Thong MVice Chair, Gl Stra & Ent Plat
GiftCommon Stock 215,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-001980 · form4.xml · nonDerivative · entry 2

Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 215,000

F1 · kind: Represents a transfer of shares to a trust.

Read SEC document
January 24, 2025 Filed Jan 24, 2025 22:36 UTC
Nguyen Thong MVice Chair, Gl Stra & Ent Plat
GiftCommon Stock 215,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-001980 · form4.xml · nonDerivative · entry 1

Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,437

F1 · kind: Represents a transfer of shares to a trust.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:13 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-001434 · form4.xml · derivative · entry 5

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,683

Underlying: Common Stock · 20,683 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting and payable solely in cash as follows: 1/12th of the stock units vest and become payable on the 15th day of each month during the 12-month period beginning in March 2024 and ending in February 2025.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:13 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Disposition to issuerCommon Stock 20,683 $47.10 $974,169.30
Disclosure

SEC source: 0001127602-25-001434 · form4.xml · nonDerivative · entry 2

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,452,927

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:13 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversionCommon Stock 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-001434 · form4.xml · nonDerivative · entry 1

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,473,610

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 21:10 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-029581 · form4.xml · derivative · entry 5

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,366

Underlying: Common Stock · 20,683 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting and payable solely in cash as follows: 1/12th of the stock units vest and become payable on the 15th day of each month during the 12-month period beginning in March 2024 and ending in February 2025.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 21:10 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Disposition to issuerCommon Stock 20,683 $45.67 $944,592.61
Disclosure

SEC source: 0001127602-24-029581 · form4.xml · nonDerivative · entry 2

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,452,927

Read SEC document
December 15, 2024 Filed Dec 17, 2024 21:10 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversionCommon Stock 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-029581 · form4.xml · nonDerivative · entry 1

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,473,610

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:07 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027628 · form4.xml · derivative · entry 5

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,049

Underlying: Common Stock · 20,683 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting and payable solely in cash as follows: 1/12th of the stock units vest and become payable on the 15th day of each month during the 12-month period beginning in March 2024 and ending in February 2025.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:07 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Disposition to issuerCommon Stock 20,683 $46.75 $966,930.25
Disclosure

SEC source: 0001127602-24-027628 · form4.xml · nonDerivative · entry 2

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,452,927

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:07 UTC
MOYNIHAN BRIAN TDirector · Chair and CEO
Exercise / conversionCommon Stock 20,683 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027628 · form4.xml · nonDerivative · entry 1

MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,473,610

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:21 UTC
Bless Rudolf A.Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 2,674 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027634 · form4.xml · derivative · entry 3

Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,371

Underlying: Common Stock · 2,674 shares

Expires 2026-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:21 UTC
Bless Rudolf A.Chief Accounting Officer
Tax withholdingCommon Stock 1,176 $46.75 $54,978.00
Disclosure

SEC source: 0001127602-24-027634 · form4.xml · nonDerivative · entry 2

Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 269,718

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:21 UTC
Bless Rudolf A.Chief Accounting Officer
Exercise / conversionCommon Stock 2,674 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027634 · form4.xml · nonDerivative · entry 1

Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 270,894

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:24 UTC
Hans Lindsay D.Pres, Merrill Wealth Mgmt
Exercise / conversionRestricted Stock Units · Derivative 975 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027635 · form4.xml · derivative · entry 3

Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,873

Underlying: Common Stock · 975 shares

Expires 2026-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:24 UTC
Hans Lindsay D.Pres, Merrill Wealth Mgmt
Tax withholdingCommon Stock 498 $46.75 $23,281.50
Disclosure

SEC source: 0001127602-24-027635 · form4.xml · nonDerivative · entry 2

Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,896

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:24 UTC
Hans Lindsay D.Pres, Merrill Wealth Mgmt
Exercise / conversionCommon Stock 975 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027635 · form4.xml · nonDerivative · entry 1

Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,394

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:28 UTC
Schimpf Eric A.Pres, Merrill Wealth Mgmt
Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,173

Underlying: Common Stock · 1,234 shares

Expires 2026-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:28 UTC
Schimpf Eric A.Pres, Merrill Wealth Mgmt
Tax withholdingCommon Stock 520 $46.75 $24,310.00
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,275

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:28 UTC
Schimpf Eric A.Pres, Merrill Wealth Mgmt
Exercise / conversionCommon Stock 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,795

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.