Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 04, 2026 | May 06, 2026 |
| XL GROUP LTDXL · Entity 163619 | Director | May 26, 2017 | May 31, 2017 |
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 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 74,303.39 |
Reported balance
After 2026-05-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-04 · Grant · Acquired 5,365.01 · Balance 74,303.39 F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3: Includes 1,484.39 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. |
| Common StockSEC Table I · non-derivative | Direct | 25,515 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,515 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock.
F2: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director.
F3: Includes 1,484.39 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.
XL GROUP LTD
Report date May 26, 2017 · Filed May 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 36,173 |
Reported balance
After 2017-05-26 transaction · row 1
1 source rowRow 1 · 2017-05-26 · Grant · Acquired 3,465 · Balance 36,173 F1: Shares acquired represent the 2017 Director's annual stock award. The award was immediately vested as of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired represent the 2017 Director's annual stock award. The award was immediately vested as of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 04, 2026 Filed May 6, 2026 22:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 5,365.01 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-26-000281 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,303.39 Underlying: Common Stock · 5,365.01 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 1,484.39 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 7,306.89 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-25-012599 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,453.99 Underlying: Common Stock · 7,306.89 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 1468.83 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 7,045.93 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-24-013493 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,678.27 Underlying: Common Stock · 7,045.93 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 1,599.71 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 9,362 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-23-013665 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,117.5 Underlying: Common Stock · 9,362 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 1,126.13 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 20:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 6,858.71 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012702 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,629.37 Underlying: Common Stock · 6,858.71 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 609.89 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 20:48 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 6,565.13 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014313 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,160.77 Underlying: Common Stock · 6,565.13 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 657.20 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 11,467.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014440 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,938.44 Underlying: Common Stock · 11,467.89 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 328.01 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 8,327.78 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016310 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,142.54 Underlying: Common Stock · 8,327.78 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F3 · balance_after: Includes 55.31 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 20:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 4,759.45 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031055 · form4.xml · derivative · entry 2 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,759.45 Underlying: Common Stock · 4,759.45 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Phantom stock units acquired represent prorated payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units acquired represent prorated payment of annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| May 26, 2017 Filed May 31, 2017 17:01 UTC | XL GROUP LTD XL · Entity 163619 | GrantCommon Shares | 3,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036515 · doc4.xml · nonDerivative · entry 1 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,173 F1 · shares: Shares acquired represent the 2017 Director's annual stock award. The award was immediately vested as of the grant date. Read SEC document |
| May 07, 2014 Filed May 9, 2014 20:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 10,810.81 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001225208-14-012585 · doc4.xml · derivative · entry 3 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,810.81 Underlying: Common Stock · 10,810.81 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F1 · price: Each phantom stock unit is the economic equivalent of one share of common stock. Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units acquired represent payment of the Annual Stock Award portion of the annual Directors' compensation under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. F2 · derivative.expiration_date: Phantom stock units acquired represent payment of the Annual Stock Award portion of the annual Directors' compensation under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3. Read SEC document |
| August 01, 2013 Filed Aug 5, 2013 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,415 | $14.95 | $125,804.25 |
DisclosureSEC source: 0001225208-13-017278 · doc4.xml · nonDerivative · entry 1 ROSE CLAYTON STUART · CIK 0001243542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,515 F1 · shares: Shares represent payment of a prorated portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. 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.