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Bronstein Sheri B.

Disclosed activity across 1 company

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11013
SEC CIK
0001766714

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BANK OF AMERICA CORP /DE/BAC · Entity 2801Chief People OfficerMarch 05, 2026March 06, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

BANK OF AMERICA CORP /DE/

Report date March 05, 2026 · Filed March 06, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect335,690 Reported balance After 2026-03-05 transaction · row 1
1 source row

Row 1 · 2026-03-05 · Sale · Disposed 60,000 · Balance 335,690

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.65 to $50.24, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.65 to $50.24, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 14, 2025 Filed Feb 15, 2025 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Restricted Stock Units · Derivative 25,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005048 · form4.xml · derivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,235

Underlying: Common Stock · 25,235 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 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Restricted Stock Units · Derivative 25,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005048 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,235

Underlying: Common Stock · 25,235 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 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Performance Restricted Stock Units · Derivative 50,470 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005048 · form4.xml · derivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,470

Underlying: Common Stock · 50,470 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
May 02, 2024 Filed May 3, 2024 20:08 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GiftCommon Stock 680 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-014116 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,627

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
May 02, 2024 Filed May 3, 2024 20:08 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GiftCommon Stock 6,121 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-014116 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,307

F1 · kind: Represents a charitable gift by the reporting person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:44 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Performance Restricted Stock Units · Derivative 38,116 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-008654 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 38,116 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 12, 2021, 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, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding.

F3 · derivative.expiration_date: On February 12, 2021, 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, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:44 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 19,459 $34.35 $668,416.65
Disclosure

SEC source: 0001127602-24-008654 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,428

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:44 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 38,116 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-008654 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,887

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 17, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 27,640 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005466 · form4.xml · derivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,640

Underlying: Common Stock · 27,640 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 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 27,640 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005466 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,640

Underlying: Common Stock · 27,640 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 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Performance Restricted Stock Units · Derivative 55,280 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005466 · form4.xml · derivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,280

Underlying: Common Stock · 55,280 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 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2023 Restricted Stock Units · Derivative 9,887 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · derivative · entry 9

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,664

Underlying: Common Stock · 9,887 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, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 7,952 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · derivative · entry 8

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,905

Underlying: Common Stock · 7,952 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, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · derivative · entry 7

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,529

Underlying: Common Stock · 9,529 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 four equal annual installments commencing on February 15, 2022.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 5,046 $34.07 $171,917.22
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 6

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,771

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,887 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 5

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,817

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 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,059 $34.07 $138,290.13
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,930

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 7,952 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 248,989

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 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,887 $34.07 $166,500.09
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,037

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005885 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,924

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
March 01, 2023 Filed Mar 3, 2023 22:36 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Performance Restricted Stock Units · Derivative 32,920 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-008827 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,920 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 14, 2020, 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, 2020 and ending December 31, 2022. For the performance period, an amount equaling 89% of the target was earned. All units earned were settled in shares on March 1, 2023, and no units remain outstanding.

F3 · derivative.expiration_date: On February 14, 2020, 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, 2020 and ending December 31, 2022. For the performance period, an amount equaling 89% of the target was earned. All units earned were settled in shares on March 1, 2023, and no units remain outstanding.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:36 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 16,849 $34.14 $575,224.86
Disclosure

SEC source: 0001127602-23-008827 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,395

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:36 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 32,920 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-008827 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 253,244

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 02:11 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Restricted Stock Units · Derivative 39,551 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005401 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,551

Underlying: Common Stock · 39,551 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 02:11 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Performance Restricted Stock Units · Derivative 39,551 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005401 · form4.xml · derivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,551

Underlying: Common Stock · 39,551 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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 7,952 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · derivative · entry 9

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,857

Underlying: Common Stock · 7,952 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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · derivative · entry 8

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,058

Underlying: Common Stock · 9,529 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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 12,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · derivative · entry 7

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,330 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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,060 $35.56 $144,373.60
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 6

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,324

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 7,952 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 5

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,384

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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,865 $35.56 $172,999.40
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,432

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,297

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 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 6,325 $35.56 $224,917.00
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,768

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:13 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 12,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005982 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 218,093

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
March 01, 2022 Filed Mar 3, 2022 21:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2019 Performance Restricted Stock Units · Derivative 42,768 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-008016 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 42,768 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, 2019, 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, 2019 and ending December 31, 2021. For the performance period, an amount equaling 96% of the target was earned. All units earned were settled in shares on March 1, 2022, and no units remain outstanding.

F3 · derivative.expiration_date: On February 15, 2019, 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, 2019 and ending December 31, 2021. For the performance period, an amount equaling 96% of the target was earned. All units earned were settled in shares on March 1, 2022, and no units remain outstanding.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 21,885 $42.47 $929,455.95
Disclosure

SEC source: 0001127602-22-008016 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,763

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 42,768 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-008016 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 227,648

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 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantRestricted Stock Units · Derivative 150,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005200 · form4.xml · derivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,000

Underlying: Common Stock · 150,000 shares

Expires 2026-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

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, 2025.

Read SEC document
February 15, 2022 Filed Feb 16, 2022 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2022 Restricted Stock Units · Derivative 31,809 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005200 · form4.xml · derivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,809

Underlying: Common Stock · 31,809 shares

Expires 2026-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2023.

Read SEC document
February 15, 2022 Filed Feb 16, 2022 02:04 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2022 Performance Restricted Stock Units · Derivative 31,809 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005200 · form4.xml · derivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,809

Underlying: Common Stock · 31,809 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, 2022 and ending December 31, 2024. To the extent earned, the award will be settled in shares on March 1, 2025. 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, 2022 and ending December 31, 2024. To the extent earned, the award will be settled in shares on March 1, 2025. 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, 2022 Filed Feb 18, 2022 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · derivative · entry 9

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,587

Underlying: Common Stock · 9,529 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 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 12,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · derivative · entry 8

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,330

Underlying: Common Stock · 12,330 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 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2019 Restricted Stock Units · Derivative 14,850 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · derivative · entry 7

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,850 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 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,865 $47.79 $232,498.35
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 6

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,880

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,529 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 5

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 189,745

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 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 6,295 $47.79 $300,838.05
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 4

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,216

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 12,330 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 3

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 186,511

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 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 7,609 $47.79 $363,634.11
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 2

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,181

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 01:58 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 14,850 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005619 · form4.xml · nonDerivative · entry 1

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,790

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
March 01, 2021 Filed Mar 3, 2021 21:10 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2018 Performance Restricted Stock Units · Derivative 33,741 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-21-009107 · form4.xml · derivative · entry 6

Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 33,741 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F4 · derivative.exercise_date: On February 15, 2018, 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, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021.

F4 · derivative.expiration_date: On February 15, 2018, 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, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021.

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.