Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Co-President | March 03, 2026 | March 05, 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 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 558,541 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Sale · Disposed 136,558 · Balance 558,541 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.19 to $50.23, 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 $50.19 to $50.23, 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 03, 2026 Filed Mar 5, 2026 22:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 136,558 | $50.21 | $6,856,167.51 |
DisclosureSEC source: 0000070858-26-000186 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 558,541 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.19 to $50.23, inclusive. The reporting person undertakes to provide to Bank of America Corporation, any security holder of Bank of America Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Performance Restricted Stock Units · Derivative | 107,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000175 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 107,411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 52,137 | $49.83 | $2,597,986.71 |
DisclosureSEC source: 0000070858-26-000175 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,099 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 107,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000175 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 15,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 21 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,667 Underlying: Common Stock · 15,888 shares Expires 2029-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F10 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 15,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 20 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,667 Underlying: Common Stock · 15,888 shares Expires 2029-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F9 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 17,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 19 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,537 Underlying: Common Stock · 17,769 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F8 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 17,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 18 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,538 Underlying: Common Stock · 17,769 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 26,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 17 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,853 Underlying: Common Stock · 26,853 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 16 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 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 two equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 21,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · derivative · entry 15 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,830 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 15,888 | $52.55 | $834,914.40 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 14 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,825 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 13 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655,713 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,675 | $52.55 | $403,321.25 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 12 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,825 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 11 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 647,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 17,769 | $52.55 | $933,760.95 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 10 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,612 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 9 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,381 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,596 | $52.55 | $451,719.80 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 8 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,612 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 7 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,007 | $52.55 | $683,517.85 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 6 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,439 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 5 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,446 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 36,353 | $52.55 | $1,910,350.15 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 608,593 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,946 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,553 | $52.55 | $554,560.15 |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569,946 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000131 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 80,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000103 · form4.xml · derivative · entry 4 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,114 Underlying: Common Stock · 80,114 shares Expires 2030-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 80,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000103 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,114 Underlying: Common Stock · 80,114 shares Expires 2030-02-15 F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Performance Restricted Stock Units · Derivative | 160,228 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000103 · form4.xml · derivative · entry 2 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,228 Underlying: Common Stock · 160,228 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, depending upon satisfaction of the performance goals. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-25-000457 · form4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 558,669 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-25-000457 · form4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,144 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-25-000457 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,619 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 13,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-25-000457 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,094 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Performance Restricted Stock Units · Derivative | 87,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007985 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 87,319 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, 2022, 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, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2022, 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, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 42,315 | $46.10 | $1,950,721.50 |
DisclosureSEC source: 0001127602-25-007985 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573,344 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 87,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007985 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,659 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 17,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 18 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,306 Underlying: Common Stock · 17,768 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F9 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 17,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 17 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,307 Underlying: Common Stock · 17,768 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F8 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 26,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 16 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,706 Underlying: Common Stock · 26,853 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 15 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 21,830 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 14 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,830 Underlying: Common Stock · 21,830 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, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 24,636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · derivative · entry 13 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,636 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, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 17,768 | $46.96 | $834,385.28 |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 12 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528,340 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 11 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,108 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,600 | $46.96 | $403,856.00 |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 10 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528,340 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 9 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,007 | $46.96 | $610,808.72 |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 8 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,172 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 7 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,179 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 36,342 | $46.96 | $1,706,620.32 |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 6 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,326 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 5 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541,668 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:36 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,547 | $46.96 | $495,287.12 |
DisclosureSEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · President, Regional Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,668 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. 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.