Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief People Officer | March 05, 2026 | March 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 335,690 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 9,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009107 · form4.xml · derivative · entry 5 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,142 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, 2016, the reporting person was granted units subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 9,142 units which were settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 12, 2016, the reporting person was granted units subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 9,142 units which were settled in shares on March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,217 | $35.79 | $616,196.43 |
DisclosureSEC source: 0001127602-21-009107 · form4.xml · nonDerivative · entry 4 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,940 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 33,741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009107 · form4.xml · nonDerivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,157 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 | Tax withholdingCommon Stock | 4,635 | $35.79 | $165,886.65 |
DisclosureSEC source: 0001127602-21-009107 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,416 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 9,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009107 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,051 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, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 12,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · derivative · entry 9 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,660 Underlying: Common Stock · 12,329 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. F5 · 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, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 14,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · derivative · entry 8 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,850 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. F4 · 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, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 11,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · 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 · 11,247 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,262 | $33.37 | $208,962.94 |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 6 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,909 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 12,329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 5 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,171 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, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,552 | $33.37 | $252,010.24 |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 4 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,842 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,394 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, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,746 | $33.37 | $191,744.02 |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,544 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006152 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,290 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 12, 2021 Filed Feb 13, 2021 01:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Restricted Stock Units · Derivative | 38,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005552 · form4.xml · derivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,116 Underlying: Common Stock · 38,116 shares Expires 2025-02-15 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 Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2022. Read SEC document |
| February 12, 2021 Filed Feb 13, 2021 01:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Performance Restricted Stock Units · Derivative | 38,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005552 · form4.xml · derivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,116 Underlying: Common Stock · 38,116 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 Key Employee 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. 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 Key Employee 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. 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 |
| March 01, 2020 Filed Mar 3, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Performance Restricted Stock Units · Derivative | 40,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009098 · 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 · 40,576 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, 2017, 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, 2017 and ending December 31, 2019. 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, 2020. F3 · derivative.expiration_date: On February 15, 2017, 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, 2017 and ending December 31, 2019. 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, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,984 | $28.50 | $569,544.00 |
DisclosureSEC source: 0001127602-20-009098 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,043 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 40,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009098 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,027 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, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 14,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · derivative · entry 9 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,700 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. F5 · 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, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 11,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · derivative · entry 8 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,247 Underlying: Common Stock · 11,247 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 13,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · 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 · 13,526 shares Expires 2020-02-15 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, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,314 | $34.85 | $254,892.90 |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 6 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,451 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 5 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,765 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, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,540 | $34.85 | $193,069.00 |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 4 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,915 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,455 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, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,662 | $34.85 | $232,170.70 |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,208 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006453 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,870 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 14, 2020 Filed Feb 15, 2020 02:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Restricted Stock Units · Derivative | 36,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005806 · form4.xml · derivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,989 Underlying: Common Stock · 36,989 shares Expires 2023-02-15 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 Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2021. Read SEC document |
| February 14, 2020 Filed Feb 15, 2020 02:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Performance Restricted Stock Units · Derivative | 36,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005806 · form4.xml · derivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,989 Underlying: Common Stock · 36,989 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 Key Employee 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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 Key Employee 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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 |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Performance Restricted Stock Units · Derivative | 9,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009905 · form4.xml · derivative · entry 4 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,142 Underlying: Common Stock · 9,142 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. F4 · derivative.exercise_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 9,142 units with a settlement date of March 1, 2021. F4 · derivative.expiration_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 9,142 units with a settlement date of March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 57,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009905 · 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 · 57,143 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, 2016, 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019 and the remaining 16% will be settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 12, 2016, 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019 and the remaining 16% will be settled in shares on March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 29,070 | $29.31 | $852,041.70 |
DisclosureSEC source: 0001127602-19-009905 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,344 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 57,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009905 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,414 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, 2019 Filed Feb 15, 2019 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2019 Restricted Stock Units · Derivative | 44,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006437 · form4.xml · derivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,550 Underlying: Common Stock · 44,550 shares Expires 2022-02-15 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 Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2020. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2019 Performance Restricted Stock Units · Derivative | 44,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006437 · form4.xml · derivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,550 Underlying: Common Stock · 44,550 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 Key Employee 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. 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 Key Employee 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. 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, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 11,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · derivative · entry 9 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,494 Underlying: Common Stock · 11,247 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 13,525 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · derivative · entry 8 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,526 Underlying: Common Stock · 13,525 shares Expires 2020-02-15 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, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 19,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007176 · 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 · 19,048 shares Expires 2019-02-15 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, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,593 | $29.11 | $162,812.23 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 6 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,271 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 5 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,864 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, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,758 | $29.11 | $196,725.38 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 4 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,617 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 3 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,375 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, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,583 | $29.11 | $278,961.13 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 2 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,850 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007176 · form4.xml · nonDerivative · entry 1 Bronstein Sheri B. · CIK 0001766714 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,433 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.