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 |
|---|---|---|---|---|---|---|
| December 11, 2019 Filed Feb 7, 2020 23:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004422 · form5.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,925 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Performance Restricted Stock Units · Derivative | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009902 · form4.xml · derivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 32,000 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. F4 · derivative.exercise_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 32,000 units with a settlement date of March 1, 2021. F4 · derivative.expiration_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 32,000 units with a settlement date of March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009902 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 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 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, 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 and the remaining 16% will be 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 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, 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 and the remaining 16% will be settled in shares on March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 102,142 | $29.31 | $2,993,782.02 |
DisclosureSEC source: 0001127602-19-009902 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,675 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009902 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852,817 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, 2019 Filed Feb 15, 2019 23:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2019 Restricted Stock Units · Derivative | 125,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006439 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,787 Underlying: Common Stock · 125,787 shares Expires 2022-02-15 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, 2020. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 23:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2019 Performance Restricted Stock Units · Derivative | 125,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006439 · form4.xml · derivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,787 Underlying: Common Stock · 125,787 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 33,740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · derivative · entry 9 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,482 Underlying: Common Stock · 33,740 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, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 41,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · derivative · entry 8 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,435 Underlying: Common Stock · 41,434 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, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 66,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007180 · 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 · 66,667 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,098 | $29.11 | $497,722.78 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,817 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 33,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,915 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, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,034 | $29.11 | $612,299.74 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,175 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657,209 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, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 33,941 | $29.11 | $988,022.51 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,775 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007180 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,716 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, 2018 Filed Mar 5, 2018 21:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Performance Restricted Stock Units · Derivative | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010052 · form4.xml · derivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,648 Underlying: Common Stock · 2,648 shares Expires not disclosed 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: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 2,648 units with a settlement date of March 1, 2020. F3 · derivative.expiration_date: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 2,648 units with a settlement date of March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 132,408 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010052 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 132,408 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 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 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 have performance goals based on the Company's three-year average return on assets and one-half of the units reported have 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 and the remaining 2% will be settled in cash on March 1, 2020. F2 · 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 have performance goals based on the Company's three-year average return on assets and one-half of the units reported have 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 and the remaining 2% will be settled in cash on March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 132,408 | $31.48 | $4,168,203.84 |
DisclosureSEC source: 0001127602-18-010052 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,049 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 132,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010052 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,457 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 |
| February 15, 2018 Filed Feb 16, 2018 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Restricted Stock Units · Derivative | 101,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006657 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,222 Underlying: Common Stock · 101,222 shares Expires 2021-02-15 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, 2019. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Performance Restricted Stock Units · Derivative | 101,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006657 · form4.xml · derivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,222 Underlying: Common Stock · 101,222 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, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. 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, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 41,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · derivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,869 Underlying: Common Stock · 41,434 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, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 66,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · derivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,667 Underlying: Common Stock · 66,667 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,385 | $32.21 | $656,600.85 |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,049 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 41,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,434 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, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 32,812 | $32.21 | $1,056,874.52 |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,000 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007208 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,812 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 44,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006380 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,136 shares Expires 2018-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,715 | $31.18 | $677,073.70 |
DisclosureSEC source: 0001127602-18-006380 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,145 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006380 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 66,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006866 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,334 Underlying: Common Stock · 66,666 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,538 | $24.58 | $848,944.04 |
DisclosureSEC source: 0001127602-17-006866 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,724 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 66,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006866 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,262 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Restricted Stock Units · Derivative | 124,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007036 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,303 Underlying: Common Stock · 124,303 shares Expires 2020-02-15 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, 2018. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Performance Restricted Stock Units · Derivative | 124,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007036 · form4.xml · derivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,303 Underlying: Common Stock · 124,303 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 81,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006579 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 81,130 shares Expires 2017-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit 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, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 81,130 | $24.06 | $1,951,987.80 |
DisclosureSEC source: 0001127602-17-006579 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,596 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 81,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006579 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,726 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 |
| February 13, 2017 Filed Feb 15, 2017 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 44,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006300 · form4.xml · derivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,136 Underlying: Common Stock · 44,136 shares Expires 2018-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 22,888 | $23.40 | $535,579.20 |
DisclosureSEC source: 0001127602-17-006300 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,596 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006300 · form4.xml · nonDerivative · entry 1 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,484 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, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2013 Restricted Stock Units · Derivative | 85,220 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · derivative · entry 9 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,220 shares Expires 2016-02-15 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. F6 · derivative.exercise_date: On February 15, 2013, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 85,220 | $11.95 | $1,018,379.00 |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · nonDerivative · entry 6 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,348 Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 85,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · nonDerivative · entry 5 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,568 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 14, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 81,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · derivative · entry 8 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,130 Underlying: Common Stock · 81,130 shares Expires 2017-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 81,130 | $11.95 | $969,503.50 |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · nonDerivative · entry 4 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,348 Read SEC document |
| February 14, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 81,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · nonDerivative · entry 3 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533,478 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 13, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 44,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · derivative · entry 7 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,272 Underlying: Common Stock · 44,136 shares Expires 2018-02-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2016 Filed Feb 17, 2016 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 22,885 | $11.95 | $273,475.75 |
DisclosureSEC source: 0001127602-16-041866 · form4.xml · nonDerivative · entry 2 Greener Geoffrey S · CIK 0001607226 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,348 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.