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Athanasia Dean C

Disclosed activity across 1 company

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11016
SEC CIK
0001618705

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BANK OF AMERICA CORP /DE/BAC · Entity 2801Co-PresidentMarch 03, 2026March 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect558,541 Reported balance After 2026-03-03 transaction · row 1
1 source row

Row 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

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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 15, 2025 Filed Feb 19, 2025 23:36 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 21,830 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 477,215

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 11,898 $46.96 $558,730.08
Disclosure

SEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 455,385

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 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005639 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 467,283

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, 2025 Filed Feb 15, 2025 01:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Restricted Stock Units · Derivative 63,555 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005039 · form4.xml · derivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,555

Underlying: Common Stock · 63,555 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 01:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Restricted Stock Units · Derivative 63,555 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005039 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,555

Underlying: Common Stock · 63,555 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 01:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Performance Restricted Stock Units · Derivative 127,110 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005039 · form4.xml · derivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,110

Underlying: Common Stock · 127,110 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
March 01, 2024 Filed Mar 5, 2024 22:41 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Performance Restricted Stock Units · Derivative 98,544 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-008648 · 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 · 98,544 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 22:41 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 47,701 $34.35 $1,638,529.35
Disclosure

SEC source: 0001127602-24-008648 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,647

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

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:41 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 98,544 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-008648 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 490,348

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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 71,074 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005457 · form4.xml · derivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,074

Underlying: Common Stock · 71,074 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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 71,075 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005457 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,075

Underlying: Common Stock · 71,075 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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Performance Restricted Stock Units · Derivative 142,149 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005457 · form4.xml · derivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,149

Underlying: Common Stock · 142,149 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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2023 Restricted Stock Units · Derivative 26,852 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · derivative · entry 9

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,559

Underlying: Common Stock · 26,852 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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 21,830 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · derivative · entry 8

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,660

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, 2024 Filed Feb 21, 2024 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · derivative · entry 7

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,636

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.

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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 13,043 $34.07 $444,375.01
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 6

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 391,804

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

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 26,852 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 5

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,847

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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 10,574 $34.07 $360,256.18
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 377,995

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

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 21,830 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 388,569

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 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 11,868 $34.07 $404,342.76
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,739

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

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:06 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005879 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,607

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

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

Read SEC document
July 20, 2023 Filed Jul 21, 2023 20:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 SaleCommon Stock 77,806 $31.49 $2,449,721.91
Disclosure

SEC source: 0001127602-23-021152 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 353,971

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:34 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Performance Restricted Stock Units · Derivative 89,078 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-008826 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 89,078 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 22:34 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 39,507 $34.14 $1,348,768.98
Disclosure

SEC source: 0001127602-23-008826 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 431,777

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

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:34 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 89,078 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-008826 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 471,284

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 01:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Restricted Stock Units · Derivative 107,411 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005392 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,411

Underlying: Common Stock · 107,411 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 01:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Performance Restricted Stock Units · Derivative 107,411 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005392 · form4.xml · derivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,411

Underlying: Common Stock · 107,411 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 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 21,829 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · derivative · entry 9

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,490

Underlying: Common Stock · 21,829 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 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · derivative · entry 8

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,272

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, 2023 Filed Feb 18, 2023 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 33,363 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · derivative · entry 7

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 33,363 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 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 9,676 $35.56 $344,078.56
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 6

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382,206

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

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 21,829 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 5

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 391,882

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 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 10,921 $35.56 $388,350.76
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 370,053

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

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 380,974

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 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 14,791 $35.56 $525,967.96
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 356,338

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

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:03 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 33,363 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005970 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 371,129

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 21:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2019 Performance Restricted Stock Units · Derivative 110,691 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-008013 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 110,691 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 21:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 49,087 $42.47 $2,084,724.89
Disclosure

SEC source: 0001127602-22-008013 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 337,766

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

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 110,691 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-008013 · form4.xml · nonDerivative · entry 1

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386,853

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 01:51 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantRestricted Stock Units · Derivative 150,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005195 · form4.xml · derivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

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 01:51 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2022 Restricted Stock Units · Derivative 87,319 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005195 · form4.xml · derivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,319

Underlying: Common Stock · 87,319 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 01:51 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2022 Performance Restricted Stock Units · Derivative 87,319 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005195 · form4.xml · derivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,319

Underlying: Common Stock · 87,319 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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · derivative · entry 9

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,908

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.

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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 33,363 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · derivative · entry 8

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,363

Underlying: Common Stock · 33,363 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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2019 Restricted Stock Units · Derivative 38,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · derivative · entry 7

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 38,435 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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 10,922 $47.79 $521,962.38
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · nonDerivative · entry 6

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276,162

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

Read SEC document
February 15, 2022 Filed Feb 18, 2022 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 24,636 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · nonDerivative · entry 5

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 287,084

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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 14,793 $47.79 $706,957.47
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · nonDerivative · entry 4

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,448

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

Read SEC document
February 15, 2022 Filed Feb 18, 2022 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 33,363 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · nonDerivative · entry 3

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 277,241

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 01:46 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 17,042 $47.79 $814,437.18
Disclosure

SEC source: 0001127602-22-005605 · form4.xml · nonDerivative · entry 2

Athanasia Dean C · CIK 0001618705 · President, Regional Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,878

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.