Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Risk Officer | May 05, 2026 | May 07, 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 May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,373,397 |
Reported balance
After 2026-05-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-05 · Sale · Disposed 126,756 · Balance 1,373,397 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.00 to $53.05, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.00 to $53.05, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.
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 15, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 25,565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · derivative · entry 9 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,698 Underlying: Common Stock · 25,565 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. F5 · 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, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 34,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · derivative · entry 8 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,813 Underlying: Common Stock · 34,813 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · derivative · entry 7 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,929 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. F3 · 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, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,051 | $47.79 | $623,707.29 |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,035,922 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,048,973 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, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,776 | $47.79 | $849,515.04 |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,023,408 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 34,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,041,184 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, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,416 | $47.79 | $1,023,470.64 |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,006,371 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005629 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 1,027,787 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 |
| December 09, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 985,858 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| December 09, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 985,858 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| December 08, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 985,858 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| December 08, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 985,858 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| April 16, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 987,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 985,858 F1 · kind: Represents shares previously reported as directly held by the reporting person which were transferred to a trust. Read SEC document |
| April 16, 2021 Filed Jan 28, 2022 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 987,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002322 · form5.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents shares previously reported as directly held by the reporting person which were transferred to a trust. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Performance Restricted Stock Units · Derivative | 101,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · derivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 101,222 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, 2018, 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, 2018 and ending December 31, 2020. 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, 2021. F4 · derivative.expiration_date: On February 15, 2018, 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, 2018 and ending December 31, 2020. 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, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 32,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · derivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,000 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, 2016, the reporting person was granted units 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 32,000 units which were settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 12, 2016, the reporting person was granted units 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 32,000 units which were settled in shares on March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 51,734 | $35.79 | $1,851,559.86 |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987,168 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 101,222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,038,902 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 |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 16,327 | $35.79 | $584,343.33 |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 937,680 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 32,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009112 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954,007 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, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 34,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · derivative · entry 9 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,626 Underlying: Common Stock · 34,813 shares Expires 2023-02-15 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 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · derivative · entry 8 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,929 Underlying: Common Stock · 41,929 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. F4 · 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, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 33,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · derivative · entry 7 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,741 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. F3 · 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, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,763 | $33.37 | $592,751.31 |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922,007 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 34,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939,770 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, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,402 | $33.37 | $714,184.74 |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904,957 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926,359 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, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,214 | $33.37 | $574,431.18 |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 884,430 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 33,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006158 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,644 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 12, 2021 Filed Feb 13, 2021 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Restricted Stock Units · Derivative | 102,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005554 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,263 Underlying: Common Stock · 102,263 shares Expires 2025-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2022. Read SEC document |
| February 12, 2021 Filed Feb 13, 2021 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Performance Restricted Stock Units · Derivative | 102,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005554 · form4.xml · derivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,263 Underlying: Common Stock · 102,263 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. 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 |
| November 30, 2020 Filed Feb 8, 2021 23:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004452 · form5.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,903 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 2,648 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · derivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,648 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 2,648 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 2,648 units which were settled in cash on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Performance Restricted Stock Units · Derivative | 124,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · derivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 124,303 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 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 2,648 | $28.50 | $75,468.00 |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,253 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 2,648 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 870,901 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 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 63,581 | $28.50 | $1,812,058.50 |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,253 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 124,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009117 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,834 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · derivative · entry 9 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,858 Underlying: Common Stock · 41,929 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. F5 · 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 33,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · derivative · entry 8 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,741 Underlying: Common Stock · 33,741 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. F4 · 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 41,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · derivative · entry 7 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,435 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. F3 · 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,313 | $34.85 | $742,758.05 |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,531 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,844 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,125 | $34.85 | $596,806.25 |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 786,915 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 33,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,040 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 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,061 | $34.85 | $733,975.85 |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770,299 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006465 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,360 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 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Restricted Stock Units · Derivative | 104,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005808 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,439 Underlying: Common Stock · 104,439 shares Expires 2023-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation 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 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Performance Restricted Stock Units · Derivative | 104,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005808 · form4.xml · derivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,439 Underlying: Common Stock · 104,439 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.