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 |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 15, 2025 02:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 93,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005049 · form4.xml · derivative · entry 4 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,463 Underlying: Common Stock · 93,463 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 02:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 93,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005049 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,463 Underlying: Common Stock · 93,463 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 02:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Performance Restricted Stock Units · Derivative | 186,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005049 · form4.xml · derivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,926 Underlying: Common Stock · 186,926 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 |
| August 15, 2024 Filed Aug 19, 2024 20:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022492 · form4.xml · derivative · entry 3 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 2024-08-15 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. F3 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in three equal annual installments commencing on August 15, 2022. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $39.03 | $377,068.83 |
DisclosureSEC source: 0001127602-24-022492 · 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: 280,379 F2 · shares: Disposition of shares to the issuer to satisfy tax liability upon vesting of restricted shares. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-022492 · 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: 290,040 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 |
| July 24, 2024 Filed Jul 26, 2024 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionPhantom Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-021031 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2024-07-24 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 phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On July 24, 2020 the reporting person was granted phantom units, vesting and payable in cash in two equal annual installments beginning on July 24, 2023. Read SEC document |
| July 24, 2024 Filed Jul 26, 2024 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 50,000 | $42.19 | $2,109,500.00 |
DisclosureSEC source: 0001127602-24-021031 · 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: 272,570 Read SEC document |
| July 24, 2024 Filed Jul 26, 2024 20:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-021031 · 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: 322,570 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 phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 105,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005469 · form4.xml · derivative · entry 4 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,295 Underlying: Common Stock · 105,295 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 00:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 105,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005469 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,295 Underlying: Common Stock · 105,295 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 00:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Performance Restricted Stock Units · Derivative | 210,590 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005469 · form4.xml · derivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,590 Underlying: Common Stock · 210,590 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · form4.xml · derivative · entry 15 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,407 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. F7 · 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · form4.xml · derivative · entry 14 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,127 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. F6 · 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · form4.xml · derivative · entry 13 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,470 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. 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, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · form4.xml · derivative · entry 12 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,196 Underlying: Common Stock · 35,195 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · form4.xml · derivative · entry 11 DeMare James P · CIK 0001889024 · President, Global Markets 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,721 | $34.07 | $705,964.47 |
DisclosureSEC source: 0001127602-24-005886 · 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: 272,570 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 37,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · 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: 293,291 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,874 | $34.07 | $1,188,157.18 |
DisclosureSEC source: 0001127602-24-005886 · 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: 255,822 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · 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: 290,696 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $34.07 | $329,150.27 |
DisclosureSEC source: 0001127602-24-005886 · 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: 227,633 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · 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: 237,294 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,463 | $34.07 | $663,104.41 |
DisclosureSEC source: 0001127602-24-005886 · 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: 219,824 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · 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: 239,287 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 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,825 | $34.07 | $471,017.75 |
DisclosureSEC source: 0001127602-24-005886 · 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: 204,092 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005886 · 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: 217,917 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 |
| August 15, 2023 Filed Aug 17, 2023 20:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022812 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,470 Underlying: Common Stock · 17,470 shares Expires 2024-08-15 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. F3 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in three equal annual installments commencing on August 15, 2022. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $29.94 | $289,250.34 |
DisclosureSEC source: 0001127602-23-022812 · 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: 192,917 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022812 · 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: 202,578 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 |
| August 01, 2023 Filed Aug 3, 2023 20:28 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 75,000 | $31.53 | $2,364,900.00 |
DisclosureSEC source: 0001127602-23-021944 · 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: 185,108 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.520 to $31.540, 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 |
| July 24, 2023 Filed Jul 26, 2023 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionPhantom Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-021330 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2024-07-24 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 phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On July 24, 2020 the reporting person was granted phantom units, vesting and payable in cash in two equal annual installments beginning on July 24, 2023. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 50,000 | $32.65 | $1,632,500.00 |
DisclosureSEC source: 0001127602-23-021330 · 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: 260,108 Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-021330 · 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: 310,108 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 phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005403 · form4.xml · derivative · entry 4 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 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. 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 vest in two equal annual installments commencing February 15, 2026. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Restricted Stock Units · Derivative | 149,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005403 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,876 Underlying: Common Stock · 149,876 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 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Performance Restricted Stock Units · Derivative | 149,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005403 · form4.xml · derivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,876 Underlying: Common Stock · 149,876 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · derivative · entry 12 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,190 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. 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · derivative · entry 11 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,940 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. 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · derivative · entry 10 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,391 Underlying: Common Stock · 35,195 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 75,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · derivative · entry 9 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,815 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,874 | $35.56 | $1,240,119.44 |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 8 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 260,108 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 63,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 7 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 294,982 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $35.56 | $343,545.16 |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 6 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 231,919 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 5 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 241,580 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,463 | $35.56 | $692,104.28 |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 4 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 224,110 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 243,573 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 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,926 | $35.56 | $1,490,888.56 |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 208,378 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005985 · form4.xml · nonDerivative · entry 1 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 250,304 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 23:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002490 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.