Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | President, International | March 12, 2026 | March 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.
BANK OF AMERICA CORP /DE/
Report date March 12, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170,184 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Sale · Disposed 94,000 · Balance 170,184 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.915 to $46.965, 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 $46.915 to $46.965, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 29,763 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 12 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,054 Underlying: Common Stock · 29,763 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. F6 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F6 · derivative.expiration_date: On February 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 25,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 11 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,345 Underlying: Common Stock · 25,345 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 25,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 10 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,037 Underlying: Common Stock · 25,345 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. F5 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F5 · derivative.expiration_date: On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 25,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 9 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,382 Underlying: Common Stock · 25,345 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. F5 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F5 · derivative.expiration_date: On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 33,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 8 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,788 Underlying: Common Stock · 33,788 shares Expires 2022-08-15 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 five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 33,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · derivative · entry 7 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,576 Underlying: Common Stock · 33,788 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting. F4 · derivative.expiration_date: On February 15, 2017, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 20,529 | $47.79 | $981,080.91 |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 6 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,139 Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 5 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,668 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 28,200 | $47.79 | $1,347,678.00 |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 4 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,139 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 3 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 11,913 | $47.79 | $569,322.27 |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 2 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,339 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005637 · form4.xml · nonDerivative · entry 1 Mensah Bernard A · CIK 0001888933 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,252 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.