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LOZANO MONICA C

Disclosed activity across 3 companies

Tapewire entity
10877
SEC CIK
0001179864

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Apple Inc.AAPL · Entity 2389DirectorFebruary 24, 2026February 26, 2026
BANK OF AMERICA CORP /DE/BAC · Entity 2801DirectorMay 04, 2026May 06, 2026
TARGET CORPTGT · Entity 2967DirectorMarch 11, 2026March 13, 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.

Apple Inc.

Report date February 24, 2026 · Filed February 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-02-01Direct1,139 Reported balance After 2026-02-24 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-02-24 · Grant · Acquired 1,139 · Balance 1,139

F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.

F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.

F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.

BANK OF AMERICA CORP /DE/

Report date May 04, 2026 · Filed May 06, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct246,347.52 Reported balance After 2026-05-04 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-04 · Grant · Acquired 5,365.01 · Balance 246,347.52

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 5,188.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Common StockSEC Table I · non-derivativeIndirectby Trust3,387 Reported balance Holding disclosure · report date 2026-05-04 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 3,387

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 5,188.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

TARGET CORP

Report date March 11, 2026 · Filed March 13, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect22,857 Reported balance After 2026-03-11 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-03-11 · Grant · Acquired 1,676 · Balance 22,857

F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.

F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.

F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 04, 2026 Filed May 6, 2026 21:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 5,365.01 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0000070858-26-000277 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,347.52

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 5,188.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 11, 2026 Filed Mar 13, 2026 19:10 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,676 $0.00 $0.00
Disclosure

SEC source: 0001179864-26-000007 · wk-form4_1773429038.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,857

F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 23:33 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,139 $0.00 $0.00
Disclosure

SEC source: 0001179864-26-000004 · wk-form4_1772148791.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,139

Underlying: Common Stock · 1,139 shares

Expires 2027-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan, as Amended and Restated.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2027, assuming continued service through the vesting date.

Read SEC document
February 04, 2026 Filed Mar 6, 2026 22:41 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 OtherCommon Stock 387 $0.00 $0.00
Disclosure

SEC source: 0000070858-26-000195 · form4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 3,387

Read SEC document
February 01, 2026 Filed Feb 3, 2026 23:35 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 1,255 Not disclosed Not disclosed
Disclosure

SEC source: 0001179864-26-000002 · wk-form4_1770161752.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,255 shares

Expires 2026-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on February 25, 2025 and vested entirely on February 1, 2026.

F2 · derivative.expiration_date: This restricted stock unit award was granted on February 25, 2025 and vested entirely on February 1, 2026.

Read SEC document
February 01, 2026 Filed Feb 3, 2026 23:35 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 1,255 Not disclosed Not disclosed
Disclosure

SEC source: 0001179864-26-000002 · wk-form4_1770161752.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,862

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
April 22, 2025 Filed Apr 24, 2025 21:25 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 7,306.89 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-25-012595 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 235,793.65

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 5579.80 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 12, 2025 Filed Mar 14, 2025 20:25 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,841 $0.00 $0.00
Disclosure

SEC source: 0000027419-25-000056 · wk-form4_1741983912.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,197

F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 23:34 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,255 $0.00 $0.00
Disclosure

SEC source: 0000320193-25-000034 · wk-form4_1740699250.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,255

Underlying: Common Stock · 1,255 shares

Expires 2026-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2026, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2026, assuming continued service through the vesting date.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 23:34 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 1,516 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-25-000020 · wk-form4_1738712037.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,516 shares

Expires 2025-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on February 28, 2024 and vested entirely on February 1, 2025.

F2 · derivative.expiration_date: This restricted stock unit award was granted on February 28, 2024 and vested entirely on February 1, 2025.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 23:34 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 1,516 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-25-000020 · wk-form4_1738712037.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,607

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 20:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-022721 · form4.xml · nonDerivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 3,000

F1 · kind: Represents a transfer of shares to a trust.

Read SEC document
August 19, 2024 Filed Aug 21, 2024 20:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-022721 · form4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Represents a transfer of shares to a trust.

Read SEC document
April 24, 2024 Filed Apr 26, 2024 21:30 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 7,045.93 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-24-013487 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,906.96

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 6,333.18 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 20:18 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,148 $0.00 $0.00
Disclosure

SEC source: 0000027419-24-000088 · wk-form4_1710533903.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,753

F1 · kind: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 23:35 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,516 $0.00 $0.00
Disclosure

SEC source: 0000320193-24-000037 · wk-form4_1709336113.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,516

Underlying: Common Stock · 1,516 shares

Expires 2025-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2025, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2025, assuming continued service through the vesting date.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 23:35 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 1,852 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-24-000020 · wk-form4_1707176141.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,852 shares

Expires 2024-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024.

F2 · derivative.expiration_date: This restricted stock unit award was granted on March 10, 2023 and vested entirely on February 1, 2024.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 23:35 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 1,852 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-24-000020 · wk-form4_1707176141.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,091

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
April 25, 2023 Filed Apr 27, 2023 21:00 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 9,362 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC source: 0001127602-23-013657 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,527.85

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 5,530.86 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 22:34 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,852 $0.00 $0.00
Disclosure

SEC source: 0000320193-23-000036 · wf-form4_167883325244111.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,852

Underlying: Common Stock · 1,852 shares

Expires 2024-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2024, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2024, assuming continued service through the vesting date.

Read SEC document
March 08, 2023 Filed Mar 11, 2023 00:58 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,166 $0.00 $0.00
Disclosure

SEC source: 0001225208-23-003767 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,959

F1 · kind: Award of restricted stock units pursuant to Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 23:36 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 1,685 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-23-000020 · wf-form4_167546736542524.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,685 shares

Expires 2023-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on March 4, 2022 and vested entirely on February 1, 2023.

F2 · derivative.expiration_date: This restricted stock unit award was granted on March 4, 2022 and vested entirely on February 1, 2023.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 23:36 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 1,685 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-23-000020 · wf-form4_167546736542524.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,239

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
April 26, 2022 Filed Apr 28, 2022 20:38 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 6,858.71 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-22-012697 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,634.99

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 3,494.69 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 09, 2022 Filed Mar 11, 2022 00:33 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 878 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-004502 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,435

F1 · kind: Award of restricted stock units pursuant to Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
March 04, 2022 Filed Mar 8, 2022 23:35 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,685 $0.00 $0.00
Disclosure

SEC source: 0000320193-22-000039 · wf-form4_164678253465583.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,685

Underlying: Common Stock · 1,685 shares

Expires 2023-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2023, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2023, assuming continued service through the vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 23:36 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 1,986 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-22-000021 · wf-form4_164393139518938.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,986 shares

Expires 2022-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on February 23, 2021 and vested entirely on February 1, 2022.

F2 · derivative.expiration_date: This restricted stock unit award was granted on February 23, 2021 and vested entirely on February 1, 2022.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 23:36 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 1,986 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-22-000021 · wf-form4_164393139518938.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,554

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
April 20, 2021 Filed Apr 22, 2021 20:35 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 6,565.13 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-21-014304 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,281.59

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 4,563.10 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 01:08 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,004 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-005157 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,408

F1 · kind: Award of restricted stock units pursuant to Target Corporation 2020 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:35 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 1,986 $0.00 $0.00
Disclosure

SEC source: 0000320193-21-000038 · wf-form4_161429609463628.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,986

Underlying: Common Stock · 1,986 shares

Expires 2022-02-01

F1 · security: Automatic grant pursuant to the Apple Inc. Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2022, assuming continued service through the vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2022, assuming continued service through the vesting date.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 23:37 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionRestricted Stock Unit · Derivative 281 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-21-000024 · wf-form4_161239542324805.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 281 shares

Expires 2021-02-01

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 restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

F2 · derivative.exercise_date: This restricted stock unit award was granted on January 4, 2021 and vested entirely on February 1, 2021.

F2 · derivative.expiration_date: This restricted stock unit award was granted on January 4, 2021 and vested entirely on February 1, 2021.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 23:37 UTC Apple Inc. AAPL · Entity 2389 Exercise / conversionCommon Stock 281 Not disclosed Not disclosed
Disclosure

SEC source: 0000320193-21-000024 · wf-form4_161239542324805.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,568

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.

F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.

Read SEC document
January 04, 2021 Filed Jan 5, 2021 23:33 UTC Apple Inc. AAPL · Entity 2389 GrantRestricted Stock Unit · Derivative 281 $0.00 $0.00
Disclosure

SEC source: 0000320193-21-000004 · wf-form4_160988957683472.xml · derivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 281

Underlying: Common Stock · 281 shares

Expires 2021-02-01

F1 · security: Automatic grant pursuant to the Non-Employee Director Stock Plan.

F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

F3 · derivative.exercise_date: 100% of these restricted stock units are scheduled to vest on February 1, 2021, assuming continued service through the applicable vesting date.

F3 · derivative.expiration_date: 100% of these restricted stock units are scheduled to vest on February 1, 2021, assuming continued service through the applicable vesting date.

Read SEC document
April 22, 2020 Filed Apr 24, 2020 20:25 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 11,467.89 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-20-014433 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,153.36

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 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 3,936.99 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 11, 2020 Filed Mar 14, 2020 00:18 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-005083 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,175

F1 · kind: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
April 24, 2019 Filed Apr 26, 2019 20:11 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 8,327.78 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-19-016307 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,748.48

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 3,087.53 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 13, 2019 Filed Mar 15, 2019 20:10 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 2,338 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-005348 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,196

F1 · kind: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
April 25, 2018 Filed Apr 27, 2018 20:19 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 8,294.63 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-18-015422 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,333.17

Underlying: Common Stock · 8,294.63 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 2,172.20 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
March 14, 2018 Filed Mar 16, 2018 21:07 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 2,538 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-006311 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,595

F1 · kind: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
April 26, 2017 Filed Apr 28, 2017 20:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 8,371.7 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-17-015864 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 135,866.34

Underlying: Common Stock · 8,371.7 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 1,926 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
January 11, 2017 Filed Jan 13, 2017 18:31 UTC TARGET CORP TGT · Entity 2967 GrantCommon Stock 2,377 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-001077 · doc4.xml · nonDerivative · entry 1

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,803

F1 · kind: Award of restricted stock units pursuant to the Amended and Restated Target Corporation 2011 Long-Term Incentive Plan.

F2 · balance_after: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.

Read SEC document
April 27, 2016 Filed Apr 29, 2016 20:38 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 13,315.58 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-16-050302 · form4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,568.64

Underlying: Common Stock · 13,315.58 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 1,393.89 phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
June 17, 2015 Filed Jun 19, 2015 20:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 2,081.98 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-055031 · doc4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,859.1741

Underlying: Common Stock · 2,081.98 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 annual compensation for services as a director 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 annual compensation for services as a director under the Bank of America Corporation Director Deferral Plan in transactions exempt under Rule 16b-3.

Read SEC document
May 06, 2015 Filed May 8, 2015 20:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 9,821.98 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-040578 · doc4.xml · derivative · entry 3

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,777.1941

Underlying: Common Stock · 9,821.98 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.

F3 · 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.

F3 · 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.

Read SEC document
March 27, 2015 Filed May 8, 2015 20:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 947.3485 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-040578 · doc4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,955.2141

Underlying: Common Stock · 947.3485 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: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

F2 · derivative.expiration_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

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 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-14-012583 · doc4.xml · derivative · entry 3

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,007.8656

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.

F3 · 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.

F3 · 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
March 28, 2014 Filed May 9, 2014 20:09 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 238.0356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-14-012583 · doc4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,197.0556

Underlying: Common Stock · 238.0356 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: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

F2 · derivative.expiration_date: Represents phantom stock units acquired in dividend reinvestment transactions under the Bank of America Corporation Director Deferral Plan.

Read SEC document
May 08, 2013 Filed May 10, 2013 21:37 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 12,288.79 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-13-011996 · doc4.xml · derivative · entry 3

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,959.02

Underlying: Common Stock · 12,288.79 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.

F3 · derivative.exercise_date: Phantom stock units acquired represent payment under the Bank of America Corporation Director Deferral Plan of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.

F3 · derivative.expiration_date: Phantom stock units acquired represent payment under the Bank of America Corporation Director Deferral Plan of the restricted stock portion of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.

Read SEC document
March 22, 2013 Filed May 10, 2013 21:37 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantPhantom Stock · Derivative 303 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-13-011996 · doc4.xml · derivative · entry 2

LOZANO MONICA C · CIK 0001179864 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,670.23

Underlying: Common Stock · 303 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.