Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Accounting Officer | March 10, 2026 | September 04, 2026 |
| CITIGROUP INCC · Entity 2837 | Controller & Chief Acc Officer | August 15, 2024 | August 16, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date March 10, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Preferred Stock, Series DDSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-10 · Other · Disposed 50 · Balance 0 F1: Depositary shares of Preferred Stock, Series DD each representing a 1/25th interest in a share. F2: All shares and depositary shares of Preferred Stock, Series DD were redeemed by the issuer, including the reported securities. The reported securities were called for redemption by the issuer at a price of $1,000.00 per depositary share. The redemption price did not include any accrued and unpaid dividends. Dividends on the redeemed depositary shares ceased to accrue on the redemption date. |
| Common StockSEC Table I · non-derivative | Direct | 27,749 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,749 |
Filing footnotes · ownership attribution and instrument terms
F1: Depositary shares of Preferred Stock, Series DD each representing a 1/25th interest in a share.
F2: All shares and depositary shares of Preferred Stock, Series DD were redeemed by the issuer, including the reported securities. The reported securities were called for redemption by the issuer at a price of $1,000.00 per depositary share. The redemption price did not include any accrued and unpaid dividends. Dividends on the redeemed depositary shares ceased to accrue on the redemption date.
CITIGROUP INC
Report date August 15, 2024 · Filed August 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,538.67 |
Ending reported balance
After 2024-08-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-08-15 · Sale · Disposed 8,000 · Balance 108,837.67 F1: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.50 to USD $60.54. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Row 2 · 2024-08-15 · Sale · Disposed 9,299 · Balance 99,538.67 Row 3 · 2024-08-15 · Sale · Disposed 8,000 · Balance 91,538.67 F2: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.64 to USD $60.68. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.50 to USD $60.54. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected.
F2: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.64 to USD $60.68. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Sep 4, 2026 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherPreferred Stock, Series DD | 50 | $1,000.00 | $50,000.00 |
DisclosureSEC source: 0000070858-26-000464 · form4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · security: Depositary shares of Preferred Stock, Series DD each representing a 1/25th interest in a share. F2 · kind: All shares and depositary shares of Preferred Stock, Series DD were redeemed by the issuer, including the reported securities. The reported securities were called for redemption by the issuer at a price of $1,000.00 per depositary share. The redemption price did not include any accrued and unpaid dividends. Dividends on the redeemed depositary shares ceased to accrue on the redemption date. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 29,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000140 · form4.xml · derivative · entry 5 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,725 Underlying: Common Stock · 29,908 shares Expires 2029-02-15 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. F4 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 15,269 | $52.55 | $802,385.95 |
DisclosureSEC source: 0000070858-26-000140 · form4.xml · nonDerivative · entry 2 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,749 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 29,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000140 · form4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,018 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 |
| February 13, 2026 Filed Feb 14, 2026 01:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 69,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000112 · form4.xml · derivative · entry 3 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,219 Underlying: Common Stock · 69,219 shares Expires 2030-02-15 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. 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 settled in shares and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000140 · form4.xml · derivative · entry 4 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-02-15 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 two equal annual installments commencing February 15, 2029. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 26,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-25-000472 · form4.xml · derivative · entry 4 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,569 Underlying: Common Stock · 26,784 shares Expires 2027-11-30 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 November 30, 2024, the reporting person was granted units, vesting in three equal annual installments commencing November 30, 2025. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,674 | $53.65 | $733,610.10 |
DisclosureSEC source: 0000070858-25-000472 · form4.xml · nonDerivative · entry 2 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,110 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-25-000472 · form4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,784 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 |
| August 15, 2024 Filed Aug 16, 2024 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 8,000 | $60.66 | $485,315.20 |
DisclosureSEC source: 0000950170-24-098040 · ownership.xml · nonDerivative · entry 3 Okpara Johnbull · CIK 0001833084 · Controller & Chief Acc Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,538.67 F2 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.64 to USD $60.68. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 9,299 | $60.53 | $562,821.98 |
DisclosureSEC source: 0000950170-24-098040 · ownership.xml · nonDerivative · entry 2 Okpara Johnbull · CIK 0001833084 · Controller & Chief Acc Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,538.67 Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 8,000 | $60.52 | $484,124.00 |
DisclosureSEC source: 0000950170-24-098040 · ownership.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller & Chief Acc Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,837.67 F1 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $60.50 to USD $60.54. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 38,112.59 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017329 · ownership.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller & Chief Acc Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,837.67 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 22:06 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 8,188.07 | $51.52 | $421,849.37 |
DisclosureSEC source: 0000950170-24-006624 · ownership.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller & Chief Acc Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,725.08 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:32 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 44,200.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011315 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,913.15 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2024; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 21:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,291.76 | $49.37 | $261,254.19 |
DisclosureSEC source: 0001209191-23-004588 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,712.3 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:38 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 30,530.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009304 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,004.06 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2023; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 21:48 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,073.44 | $64.24 | $197,437.79 |
DisclosureSEC source: 0001209191-22-004613 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,473.64 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:35 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 11,176.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010299 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,547.08 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2022; none of the award is eligible for immediate sale. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:17 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 9,370.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001025 · doc4.xml · nonDerivative · entry 1 Okpara Johnbull · CIK 0001833084 · Controller&Chief Acct. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,370.09 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in two annual installments beginning on January 20, 2022; none of the award is eligible for immediate sale. 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.