Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Operations Executive | March 05, 2026 | March 06, 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 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 227,973 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Sale · Disposed 50,000 · Balance 227,973 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.82 to $49.83, 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 $49.82 to $49.83, 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 14, 2025 Filed Feb 15, 2025 02:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 24,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005059 · form4.xml · derivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,300 Underlying: Common Stock · 24,300 shares Expires 2029-02-15 F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 24,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005059 · form4.xml · derivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,301 Underlying: Common Stock · 24,301 shares Expires 2029-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Performance Restricted Stock Units · Derivative | 48,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005059 · form4.xml · derivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,601 Underlying: Common Stock · 48,601 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| November 01, 2024 Filed Nov 1, 2024 20:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026221 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,286 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 28,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005483 · form4.xml · derivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,956 Underlying: Common Stock · 28,956 shares Expires 2028-02-15 F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2025. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 28,957 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005483 · form4.xml · derivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,957 Underlying: Common Stock · 28,957 shares Expires 2028-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2025. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Performance Restricted Stock Units · Derivative | 57,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005483 · form4.xml · derivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,913 Underlying: Common Stock · 57,913 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 9,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · derivative · entry 12 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,102 Underlying: Common Stock · 9,367 shares Expires 2027-02-15 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. F6 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 15,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · derivative · entry 11 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,056 Underlying: Common Stock · 15,528 shares Expires 2026-02-15 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, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · derivative · entry 10 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,311 Underlying: Common Stock · 11,311 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · derivative · entry 9 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 4,161 | $34.07 | $141,765.27 |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 8 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,286 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 9,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 7 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,447 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, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,861 | $34.07 | $233,754.27 |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 6 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,080 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 5 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,941 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, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 4,989 | $34.07 | $169,975.23 |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,413 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,402 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, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 11,027 | $34.07 | $375,689.89 |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,091 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005906 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,118 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 |
| January 25, 2024 Filed Jan 29, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 9,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-002517 · form4.xml · derivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2024-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On January 25, 2020, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2023. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 3,996 | $33.39 | $133,426.44 |
DisclosureSEC source: 0001127602-24-002517 · form4.xml · nonDerivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,118 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 9,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-002517 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,114 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, 2023 Filed Feb 16, 2023 02:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Restricted Stock Units · Derivative | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005422 · form4.xml · derivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,469 Underlying: Common Stock · 37,469 shares Expires 2027-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2024. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 02:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Performance Restricted Stock Units · Derivative | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005422 · form4.xml · derivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,469 Underlying: Common Stock · 37,469 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 15,527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · derivative · entry 9 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,584 Underlying: Common Stock · 15,527 shares Expires 2026-02-15 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, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · derivative · entry 8 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,622 Underlying: Common Stock · 11,311 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 16,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · derivative · entry 7 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,077 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. F3 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,863 | $35.56 | $244,048.28 |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 6 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,114 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 5 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,977 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, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,000 | $35.56 | $177,800.00 |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,450 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,450 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, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,107 | $35.56 | $252,724.92 |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,139 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:33 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 16,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005998 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,246 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 |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 9,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · derivative · entry 6 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2024-01-25 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 January 25, 2020, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2023. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · derivative · entry 5 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2023-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On January 25, 2019, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2022. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 3,979 | $34.87 | $138,747.73 |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · nonDerivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,169 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 9,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · nonDerivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,148 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 |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 22,195 | $34.87 | $773,939.65 |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · nonDerivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,148 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002499 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,343 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 16, 2022 02:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005209 · form4.xml · derivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2026-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in two equal annual installments commencing February 15, 2025. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 02:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2022 Restricted Stock Units · Derivative | 62,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005209 · form4.xml · derivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,111 Underlying: Common Stock · 62,111 shares Expires 2026-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2023. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · derivative · entry 9 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,933 Underlying: Common Stock · 11,311 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 16,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · derivative · entry 8 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,077 Underlying: Common Stock · 16,077 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 18,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · derivative · entry 7 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,868 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,027 | $47.79 | $240,240.33 |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 6 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,343 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 5 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,370 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 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,145 | $47.79 | $341,459.55 |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 4 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,059 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 16,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 3 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,204 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 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,422 | $47.79 | $402,487.38 |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 2 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,127 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 18,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005642 · form4.xml · nonDerivative · entry 1 Scrivener Thomas M · CIK 0001888799 · Chief Operations Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,549 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.