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 |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 15, 2025 01:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Performance Restricted Stock Units · Derivative | 357,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005036 · 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: 357,830 Underlying: Common Stock · 357,830 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 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. F4 · 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 01:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Cash Settled Restricted Stock Units · Derivative | 214,698 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005036 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,698 Underlying: Common Stock · 214,698 shares Expires 2026-02-15 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 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 2025 and ending in February 2026. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $47.10 | $974,169.30 |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $45.67 | $944,592.61 |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $46.75 | $966,930.25 |
DisclosureSEC 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 | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| October 15, 2024 Filed Oct 17, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-025692 · 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: 82,732 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 |
| October 15, 2024 Filed Oct 17, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $42.14 | $871,581.62 |
DisclosureSEC source: 0001127602-24-025692 · 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 |
| October 15, 2024 Filed Oct 17, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-025692 · 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 |
| September 15, 2024 Filed Sep 17, 2024 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-024076 · 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: 103,415 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 |
| September 15, 2024 Filed Sep 17, 2024 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $38.65 | $799,397.95 |
DisclosureSEC source: 0001127602-24-024076 · 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 |
| September 15, 2024 Filed Sep 17, 2024 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-024076 · 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 |
| August 15, 2024 Filed Aug 19, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022465 · 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: 124,098 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 |
| August 15, 2024 Filed Aug 19, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $39.03 | $807,257.49 |
DisclosureSEC source: 0001127602-24-022465 · 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 |
| August 15, 2024 Filed Aug 19, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022465 · 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 |
| July 15, 2024 Filed Jul 17, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-020557 · 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: 144,781 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 |
| July 15, 2024 Filed Jul 17, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $41.89 | $866,410.87 |
DisclosureSEC source: 0001127602-24-020557 · 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 |
| July 15, 2024 Filed Jul 17, 2024 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-020557 · 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 |
| June 15, 2024 Filed Jun 18, 2024 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018900 · 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: 165,464 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 |
| June 15, 2024 Filed Jun 18, 2024 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $39.24 | $811,600.92 |
DisclosureSEC source: 0001127602-24-018900 · 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 |
| June 15, 2024 Filed Jun 18, 2024 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018900 · 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 |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015825 · form4.xml · derivative · entry 7 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,147 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 |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015825 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,452,927 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015825 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,497,927 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $38.91 | $804,775.53 |
DisclosureSEC source: 0001127602-24-015825 · 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: 2,552,927 Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015825 · 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: 2,573,610 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 |
| April 15, 2024 Filed Apr 17, 2024 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-013097 · 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: 206,830 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 |
| April 15, 2024 Filed Apr 17, 2024 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,683 | $35.95 | $743,553.85 |
DisclosureSEC source: 0001127602-24-013097 · 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: 2,552,927 Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-013097 · 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: 2,573,610 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 |
| March 15, 2024 Filed Mar 19, 2024 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Cash Settled Restricted Stock Units · Derivative | 20,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-010606 · 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: 227,513 Underlying: Common Stock · 20,682 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 |
| March 15, 2024 Filed Mar 19, 2024 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,682 | $35.41 | $732,349.62 |
DisclosureSEC source: 0001127602-24-010606 · 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: 2,552,927 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-010606 · 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: 2,573,609 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 01, 2024 Filed Mar 5, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Performance Restricted Stock Units · Derivative | 356,369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-008639 · 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: 0 Underlying: Common Stock · 356,369 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. F3 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, 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, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding. F3 · derivative.expiration_date: On February 12, 2021, the reporting person was granted units, 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, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 173,413 | $34.35 | $5,956,736.55 |
DisclosureSEC source: 0001127602-24-008639 · 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: 2,552,927 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 356,369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-008639 · 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: 2,726,340 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, 2024 Filed Feb 17, 2024 00:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 165,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005456 · form4.xml · derivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,464 Underlying: Common Stock · 165,464 shares Expires 2028-02-15 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 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, 2025. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Performance Restricted Stock Units · Derivative | 413,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005456 · 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: 413,659 Underlying: Common Stock · 413,659 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 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, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. 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 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, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. 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, 2024 Filed Feb 17, 2024 00:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Cash Settled Restricted Stock Units · Derivative | 248,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005456 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,195 Underlying: Common Stock · 248,195 shares Expires 2025-02-15 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 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 2024 and ending in February 2025. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Cash Settled Restricted Stock Units · Derivative | 19,776 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · derivative · entry 14 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,776 shares Expires 2024-02-15 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. F7 · derivative.exercise_date: On February 15, 2023, 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 2023 and ending in February 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 39,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · derivative · entry 13 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,652 Underlying: Common Stock · 39,550 shares Expires 2027-02-15 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. F6 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 31,705 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · derivative · entry 12 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,410 Underlying: Common Stock · 31,705 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. F5 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 35,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · derivative · entry 11 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,637 Underlying: Common Stock · 35,637 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 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, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 19,776 | $34.07 | $673,768.32 |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · nonDerivative · entry 8 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,369,971 Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,776 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · nonDerivative · entry 7 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,389,747 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, 2024 Filed Feb 21, 2024 00:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,337 | $34.07 | $658,811.59 |
DisclosureSEC source: 0001127602-24-005878 · form4.xml · nonDerivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chair and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,369,971 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. 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.