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 |
|---|---|---|---|---|---|---|
| January 25, 2023 Filed Jan 27, 2023 23:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,318 | $34.87 | $1,440,758.66 |
DisclosureSEC source: 0001127602-23-002490 · 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: 174,489 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002490 · 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: 215,807 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, 2022 Filed Aug 17, 2022 20:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-021196 · form4.xml · derivative · entry 3 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 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, 2022 Filed Aug 17, 2022 20:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $36.25 | $350,211.25 |
DisclosureSEC source: 0001127602-22-021196 · 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: 140,807 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-021196 · 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: 150,468 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 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2022 Restricted Stock Units · Derivative | 252,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005201 · form4.xml · derivative · entry 2 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,253 Underlying: Common Stock · 252,253 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · form4.xml · derivative · entry 12 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,410 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, 2022 Filed Feb 18, 2022 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · form4.xml · derivative · entry 11 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,586 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. 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 75,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · form4.xml · derivative · entry 10 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,815 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. 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 93,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · 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 · 93,758 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,661 | $47.79 | $461,699.19 |
DisclosureSEC source: 0001127602-22-005626 · 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: 132,998 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · 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: 142,659 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,463 | $47.79 | $930,136.77 |
DisclosureSEC source: 0001127602-22-005626 · 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: 125,189 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · 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: 144,652 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,926 | $47.79 | $2,003,643.54 |
DisclosureSEC source: 0001127602-22-005626 · 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: 109,457 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,815 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · 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: 151,383 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 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 51,849 | $47.79 | $2,477,863.71 |
DisclosureSEC source: 0001127602-22-005626 · 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: 75,568 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 93,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005626 · 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: 127,417 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, 2022 Filed Jan 27, 2022 23:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002310 · form4.xml · derivative · entry 3 DeMare James P · CIK 0001889024 · President, Global Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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 |
| January 25, 2022 Filed Jan 27, 2022 23:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,341 | $45.43 | $1,878,121.63 |
DisclosureSEC source: 0001127602-22-002310 · 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: 33,659 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002310 · 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: 75,000 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.