Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Co-President | March 04, 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 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 307,240 |
Reported balance
After 2026-03-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-04 · Sale · Disposed 83,832 · Balance 307,240 |
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 |
|---|---|---|---|---|---|---|
| March 04, 2026 Filed Mar 6, 2026 22:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 83,832 | $50.00 | $4,191,600.00 |
DisclosureSEC source: 0000070858-26-000194 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 307,240 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Performance Restricted Stock Units · Derivative | 149,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000178 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 149,876 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 82,882 | $49.83 | $4,130,010.06 |
DisclosureSEC source: 0000070858-26-000178 · form4.xml · nonDerivative · entry 2 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 391,072 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 149,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000178 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 473,954 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 23,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 21 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,098 Underlying: Common Stock · 23,365 shares Expires 2029-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F10 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 23,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 20 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,098 Underlying: Common Stock · 23,365 shares Expires 2029-02-15 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. F9 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 26,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 19 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,648 Underlying: Common Stock · 26,324 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F8 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 26,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 18 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,648 Underlying: Common Stock · 26,324 shares Expires 2028-02-15 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. F7 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 17 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 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 two equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 16 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,469 Underlying: Common Stock · 37,469 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. F5 · 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 63,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · derivative · entry 15 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,064 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. F4 · 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 23,365 | $52.55 | $1,227,830.75 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 14 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 324,078 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 23,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 13 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 347,443 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,921 | $52.55 | $678,998.55 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 12 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 324,078 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 23,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 11 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 336,999 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 26,324 | $52.55 | $1,383,326.20 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 10 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 313,634 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 9 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 339,958 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 14,558 | $52.55 | $765,022.90 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 8 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 313,634 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 7 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 328,192 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,476 | $52.55 | $2,179,563.80 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 6 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 301,868 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 5 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 343,344 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,721 | $52.55 | $1,088,888.55 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 4 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 268,344 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 3 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 289,065 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, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,875 | $52.55 | $1,832,681.25 |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 2 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 251,596 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 63,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000134 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 286,471 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 96,137 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000106 · form4.xml · derivative · entry 4 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,137 Underlying: Common Stock · 96,137 shares Expires 2030-02-15 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. 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 shares and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 96,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000106 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,136 Underlying: Common Stock · 96,136 shares Expires 2030-02-15 F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · 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, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Performance Restricted Stock Units · Derivative | 192,273 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000106 · form4.xml · derivative · entry 2 DeMare James P · CIK 0001889024 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,273 Underlying: Common Stock · 192,273 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, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, 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, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, depending upon satisfaction of the performance goals. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 148,391 | $45.57 | $6,761,732.70 |
DisclosureSEC source: 0001127602-25-019853 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 223,407 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.390 to $45.670, 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. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 26,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 21 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,972 Underlying: Common Stock · 26,323 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F10 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 26,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 20 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,972 Underlying: Common Stock · 26,323 shares Expires 2028-02-15 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. F9 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 19 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,938 Underlying: Common Stock · 37,469 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. F8 · 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 18 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,064 Underlying: Common Stock · 63,063 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. F7 · 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 17 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,470 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. F6 · 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 35,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 16 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,196 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · derivative · entry 15 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F4 · 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 26,323 | $46.96 | $1,236,128.08 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 14 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 371,798 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 13 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 398,121 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 14,557 | $46.96 | $683,596.72 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 12 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 371,798 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 11 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 386,355 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,721 | $46.96 | $973,058.16 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 10 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 360,032 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 9 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 380,753 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,874 | $46.96 | $1,637,683.04 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 8 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 343,284 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 7 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 378,158 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $46.96 | $453,680.56 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 6 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 315,095 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 5 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 324,756 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,464 | $46.96 | $914,029.44 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 4 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 307,286 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 326,750 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, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,825 | $46.96 | $649,222.00 |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 291,554 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005658 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 305,379 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.