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 |
|---|---|---|---|---|---|---|
| March 15, 2020 Filed Mar 17, 2020 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Cash Settled Restricted Stock Units · Derivative | 18,131 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-011045 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,450 Underlying: Common Stock · 18,131 shares Expires 2021-02-15 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 14, 2020, 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 2020 and ending in February 2021. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 18,131 | $24.16 | $438,044.96 |
DisclosureSEC source: 0001127602-20-011045 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789,119 Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 18,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011045 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807,250 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, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 7,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009076 · 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 · 7,098 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. F5 · derivative.exercise_date: On February 13, 2015, 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 reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018. The amount earned exceeding 100% resulted in an additional 7,098 units which were settled in cash on March 1, 2020. F5 · derivative.expiration_date: On February 13, 2015, 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 reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018. The amount earned exceeding 100% resulted in an additional 7,098 units which were settled in cash on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Performance Restricted Stock Units · Derivative | 397,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009076 · form4.xml · derivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 397,167 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, 2017, 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, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. F4 · derivative.expiration_date: On February 15, 2017, 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, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 7,098 | $28.50 | $202,293.00 |
DisclosureSEC source: 0001127602-20-009076 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789,119 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 7,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009076 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796,217 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, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 180,689 | $28.50 | $5,149,636.50 |
DisclosureSEC source: 0001127602-20-009076 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789,119 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 397,167 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009076 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,969,808 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, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · derivative · entry 13 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 58,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · derivative · entry 12 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,470 Underlying: Common Stock · 58,234 shares Expires 2022-02-15 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, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 46,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · derivative · entry 11 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,059 Underlying: Common Stock · 46,058 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 52,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · derivative · entry 10 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,956 shares Expires 2020-02-15 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 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $34.85 | $761,054.30 |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 8 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,572,641 Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 7 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,594,479 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, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 26,501 | $34.85 | $923,559.85 |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,572,641 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 58,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599,142 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, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,975 | $34.85 | $730,978.75 |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540,908 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 46,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561,883 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, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 23,829 | $34.85 | $830,440.65 |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515,825 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 52,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006437 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,539,654 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 14, 2020 Filed Feb 15, 2020 01:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Restricted Stock Units · Derivative | 145,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005802 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,054 Underlying: Common Stock · 145,054 shares Expires 2023-02-15 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, 2021. Read SEC document |
| February 14, 2020 Filed Feb 15, 2020 01:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Performance Restricted Stock Units · Derivative | 362,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005802 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,635 Underlying: Common Stock · 362,635 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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, 2020 Filed Feb 15, 2020 01:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Cash Settled Restricted Stock Units · Derivative | 217,581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005802 · form4.xml · derivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,581 Underlying: Common Stock · 217,581 shares Expires 2021-02-15 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 2020 and ending in February 2021. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-001912 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,838 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $34.67 | $757,123.46 |
DisclosureSEC source: 0001127602-20-001912 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486,698 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001912 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508,536 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, 2019 Filed Dec 17, 2019 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-035198 · form4.xml · derivative · entry 5 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,676 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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 15, 2019, 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 2019 and ending in February 2020. Read SEC document |
| December 15, 2019 Filed Dec 17, 2019 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $34.44 | $752,100.72 |
DisclosureSEC source: 0001127602-19-035198 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486,698 Read SEC document |
| December 15, 2019 Filed Dec 17, 2019 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035198 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508,536 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, 2019 Filed Dec 17, 2019 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035198 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486,698 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-033241 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,514 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $32.93 | $719,125.34 |
DisclosureSEC source: 0001127602-19-033241 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,501,698 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033241 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,523,536 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 17, 2019 Filed Oct 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030702 · form4.xml · nonDerivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,501,698 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| October 17, 2019 Filed Oct 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 39,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030702 · form4.xml · nonDerivative · entry 3 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,512,698 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-030702 · form4.xml · derivative · entry 6 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,352 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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. F4 · derivative.exercise_date: On February 15, 2019, 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 2019 and ending in February 2020. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $29.73 | $649,243.74 |
DisclosureSEC source: 0001127602-19-030702 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,698 Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030702 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573,536 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, 2019 Filed Sep 17, 2019 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-028570 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,190 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $30.17 | $658,852.46 |
DisclosureSEC source: 0001127602-19-028570 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,698 Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028570 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573,536 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, 2019 Filed Aug 19, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-026955 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,028 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $26.25 | $573,247.50 |
DisclosureSEC source: 0001127602-19-026955 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,698 Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026955 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573,536 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, 2019 Filed Jul 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-024735 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,866 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $29.22 | $638,106.36 |
DisclosureSEC source: 0001127602-19-024735 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,698 Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024735 · form4.xml · nonDerivative · entry 1 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573,536 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, 2019 Filed Jun 18, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Cash Settled Restricted Stock Units · Derivative | 21,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-022015 · form4.xml · derivative · entry 4 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,704 Underlying: Common Stock · 21,838 shares Expires 2020-02-15 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, 2019, 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 2019 and ending in February 2020. Read SEC document |
| June 15, 2019 Filed Jun 18, 2019 20:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 21,838 | $28.04 | $612,337.52 |
DisclosureSEC source: 0001127602-19-022015 · form4.xml · nonDerivative · entry 2 MOYNIHAN BRIAN T · CIK 0001195071 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551,698 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.