Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director · Chair and CEO | September 15, 2026 | September 17, 2026 |
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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,699,612 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 18,082 · Balance 2,717,694 F1: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Row 2 · 2026-09-15 · Disposition to issuer · Disposed 18,082 · Balance 2,699,612 |
| 2026 Cash Settled Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 90,415 |
Reported balance
After 2026-09-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-15 · Exercise / conversion · Disposed 18,082 · Balance 90,415 F1: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2: On February 13, 2026, 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 2026 and ending in February 2027. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 3,623.132 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,623.132 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 100,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 100,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.
F2: On February 13, 2026, 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 2026 and ending in February 2027.
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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 17, 2017 20:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,859 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025921 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,150 Underlying: Common Stock · 19,859 shares Expires 2018-02-15 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, 2017, 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 2017 and ending in February 2018. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,859 | $24.47 | $485,949.73 |
DisclosureSEC source: 0001127602-17-025921 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025921 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,364 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 |
| July 15, 2017 Filed Jul 18, 2017 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-023769 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,009 Underlying: Common Stock · 19,858 shares Expires 2018-02-15 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, 2017, 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 2017 and ending in February 2018. Read SEC document |
| July 15, 2017 Filed Jul 18, 2017 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,858 | $24.21 | $480,762.18 |
DisclosureSEC source: 0001127602-17-023769 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| July 15, 2017 Filed Jul 18, 2017 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023769 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,363 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 |
| June 15, 2017 Filed Jun 19, 2017 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-021747 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,867 Underlying: Common Stock · 19,858 shares Expires 2018-02-15 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, 2017, 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 2017 and ending in February 2018. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,858 | $23.54 | $467,457.32 |
DisclosureSEC source: 0001127602-17-021747 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021747 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,363 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 |
| May 15, 2017 Filed May 17, 2017 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,859 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-018471 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,725 Underlying: Common Stock · 19,859 shares Expires 2018-02-15 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, 2017, 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 2017 and ending in February 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,859 | $24.06 | $477,807.54 |
DisclosureSEC source: 0001127602-17-018471 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018471 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,364 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 |
| April 15, 2017 Filed Apr 18, 2017 20:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-014911 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,584 Underlying: Common Stock · 19,858 shares Expires 2018-02-15 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, 2017, 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 2017 and ending in February 2018. Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 20:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,858 | $22.34 | $443,627.72 |
DisclosureSEC source: 0001127602-17-014911 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| April 15, 2017 Filed Apr 18, 2017 20:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014911 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,363 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 |
| March 15, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Cash Settled Restricted Stock Units · Derivative | 19,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · derivative · entry 8 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,442 Underlying: Common Stock · 19,858 shares Expires 2018-02-15 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. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2017, 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 2017 and ending in February 2018. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,858 | $25.18 | $500,024.44 |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · nonDerivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,363 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. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| March 06, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,505 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| March 06, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,505 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Performance Restricted Stock Units · Derivative | 247,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · derivative · entry 8 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 247,896 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of 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, 2014 and ending on December 31, 2016. F6 · derivative.expiration_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of 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, 2014 and ending on December 31, 2016. F5 · balance_after: The units have reached the end of the performance period. No units remain outstanding. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2012 Performance Restricted Stock Units · Derivative | 47,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · derivative · entry 7 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,944 shares Expires not disclosed 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 15, 2012, the reporting person was granted units that vest subject to the Company's attainment of return on asset performance goals measured each quarter based on a 12-month rolling period. Represents vesting and settlement on March 1, 2017 of units based on the attainment of goals for the four quarters ending December 31, 2016. F4 · derivative.expiration_date: On February 15, 2012, the reporting person was granted units that vest subject to the Company's attainment of return on asset performance goals measured each quarter based on a 12-month rolling period. Represents vesting and settlement on March 1, 2017 of units based on the attainment of goals for the four quarters ending December 31, 2016. F5 · balance_after: The units have reached the end of the performance period. No units remain outstanding. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 247,896 | $25.50 | $6,321,348.00 |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,178,509 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 247,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426,405 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. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 22,857 | $25.50 | $582,853.50 |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,178,509 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 47,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010116 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201,366 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 22, 2017 Filed Mar 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012168 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,148,505 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: Reflects adjustment due to changes in the Net Asset Value of the issuer's stock fund and rounding. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Cash Settled Restricted Stock Units · Derivative | 28,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · derivative · entry 8 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,770 shares Expires 2017-02-15 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. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 12, 2016, 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 2016 and ending in February 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 76,719 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · derivative · entry 7 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,440 Underlying: Common Stock · 76,719 shares Expires 2019-02-15 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 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 28,770 | $24.58 | $707,166.60 |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153,422 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,192 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. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 36,953 | $24.58 | $908,304.74 |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153,422 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 76,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006854 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,375 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 15, 2017 Filed Feb 17, 2017 22:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Restricted Stock Units · Derivative | 158,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007031 · form4.xml · derivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,867 Underlying: Common Stock · 158,867 shares Expires 2020-02-15 F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2018. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Performance Restricted Stock Units · Derivative | 397,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007031 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,167 Underlying: Common Stock · 397,167 shares Expires not disclosed F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. 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. F4 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. 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 15, 2017 Filed Feb 17, 2017 22:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Cash Settled Restricted Stock Units · Derivative | 238,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007031 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,300 Underlying: Common Stock · 238,300 shares Expires 2018-02-15 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: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows: 1/12th on the 15th day of each month during the 12-month period beginning March 2017 and ending in February 2018. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 50,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006571 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,081 shares Expires 2017-02-14 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 14, 2014, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 23,918 | $24.06 | $575,467.08 |
DisclosureSEC source: 0001127602-17-006571 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,656 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006571 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,137,574 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, 2017 Filed Feb 15, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 47,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006291 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,326 Underlying: Common Stock · 47,325 shares Expires 2018-02-13 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,542 | $23.40 | $480,682.80 |
DisclosureSEC source: 0001127602-17-006291 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087,493 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 47,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006291 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,108,035 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 |
| January 15, 2017 Filed Jan 18, 2017 21:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Cash Settled Restricted Stock Units · Derivative | 28,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-001874 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,770 Underlying: Common Stock · 28,770 shares Expires 2017-02-15 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 12, 2016, 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 2016 and ending in February 2017. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 28,770 | $23.01 | $661,997.70 |
DisclosureSEC source: 0001127602-17-001874 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060,710 Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001874 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,480 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, 2016 Filed Dec 16, 2016 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Cash Settled Restricted Stock Units · Derivative | 28,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-070267 · form4.xml · derivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,540 Underlying: Common Stock · 28,770 shares Expires 2017-02-15 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. F2 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, 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 2016 and ending in February 2017. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 28,770 | $23.16 | $666,313.20 |
DisclosureSEC source: 0001127602-16-070267 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060,710 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070267 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089,480 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. F2 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| December 13, 2016 Filed Dec 16, 2016 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070267 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060,710 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Cash Settled Restricted Stock Units · Derivative | 28,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-067566 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,310 Underlying: Common Stock · 28,770 shares Expires 2017-02-15 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 12, 2016, 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 2016 and ending in February 2017. 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.