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 |
|---|---|---|---|---|---|---|
| February 15, 2019 Filed Feb 20, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007164 · form4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres, Ret & Pref & Sm Bus Bnkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,211 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,020 | $29.11 | $582,782.20 |
DisclosureSEC source: 0001127602-19-007164 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres, Ret & Pref & Sm Bus Bnkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,511 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007164 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres, Ret & Pref & Sm Bus Bnkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,531 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, 2018 Filed Mar 5, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Performance Restricted Stock Units · Derivative | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010067 · form4.xml · derivative · entry 4 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 1,166 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 1,166 units with a settlement date of March 1, 2020. F3 · derivative.expiration_date: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 1,166 units with a settlement date of March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 58,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010067 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,334 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of performance goals. One-half of the units reported have performance goals based on the Company's three-year average return on assets and one-half of the units reported have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018 and the remaining 2% will be settled in cash on March 1, 2020. F2 · derivative.expiration_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of performance goals. One-half of the units reported have performance goals based on the Company's three-year average return on assets and one-half of the units reported have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018 and the remaining 2% will be settled in cash on March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 58,334 | $31.48 | $1,836,354.32 |
DisclosureSEC source: 0001127602-18-010067 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,689 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 58,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010067 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,023 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 21:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Restricted Stock Units · Derivative | 81,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006669 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,941 Underlying: Common Stock · 81,941 shares Expires 2021-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2019. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 21:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Performance Restricted Stock Units · Derivative | 81,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006669 · form4.xml · derivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,941 Underlying: Common Stock · 81,941 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. 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, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 30,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · derivative · entry 6 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,400 Underlying: Common Stock · 30,700 shares Expires 2020-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 44,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · derivative · entry 5 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,842 Underlying: Common Stock · 44,841 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,668 | $32.21 | $440,246.28 |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,689 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,357 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, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,032 | $32.21 | $645,230.72 |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,657 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007229 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,689 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, 2018 Filed Feb 15, 2018 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 19,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006386 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,445 shares Expires 2018-02-13 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,701 | $31.18 | $271,297.18 |
DisclosureSEC source: 0001127602-18-006386 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,848 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006386 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,549 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, 2017 Filed Feb 17, 2017 20:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 44,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006873 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,683 Underlying: Common Stock · 44,841 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,265 | $24.58 | $522,693.70 |
DisclosureSEC source: 0001127602-17-006873 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,104 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006873 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,369 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, 2017 Filed Feb 17, 2017 22:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Restricted Stock Units · Derivative | 92,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007041 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,100 Underlying: Common Stock · 92,100 shares Expires 2020-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2018. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Performance Restricted Stock Units · Derivative | 92,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007041 · form4.xml · derivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,100 Underlying: Common Stock · 92,100 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. 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 14, 2017 Filed Feb 16, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 26,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006588 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,443 shares Expires 2017-02-14 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 26,443 | $24.06 | $636,218.58 |
DisclosureSEC source: 0001127602-17-006588 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,528 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006588 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,971 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 19,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006303 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,445 Underlying: Common Stock · 19,445 shares Expires 2018-02-13 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,228 | $23.40 | $215,935.20 |
DisclosureSEC source: 0001127602-17-006303 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,528 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006303 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,756 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, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2013 Restricted Stock Units · Derivative | 35,206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · derivative · entry 9 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,206 shares Expires 2016-02-15 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. F6 · derivative.exercise_date: On February 15, 2013, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 35,206 | $11.95 | $420,711.70 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 6 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,311 Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 5 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,517 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 14, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 26,442 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · derivative · entry 8 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,443 Underlying: Common Stock · 26,442 shares Expires 2017-02-14 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. F5 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 26,442 | $11.95 | $315,981.90 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,311 Read SEC document |
| February 14, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,753 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 13, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 19,444 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · derivative · entry 7 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,890 Underlying: Common Stock · 19,444 shares Expires 2018-02-13 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 13, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,196 | $11.95 | $109,892.20 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,311 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2016 Filed Feb 17, 2016 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041855 · form4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,507 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 12, 2016 Filed Feb 12, 2016 23:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Restricted Stock Units · Derivative | 134,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041061 · form4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires 2019-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2017. Read SEC document |
| February 12, 2016 Filed Feb 12, 2016 23:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Performance Restricted Stock Units · Derivative | 134,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041061 · form4.xml · derivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. 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 125% of the target, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. 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 125% of the target, depending upon satisfaction of the performance goals. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2013 Restricted Stock Units · Derivative | 35,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · derivative · entry 9 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,206 Underlying: Common Stock · 35,206 shares Expires 2016-02-15 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2013, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2012 Restricted Stock Units · Derivative | 51,573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · derivative · entry 8 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,573 shares Expires 2015-02-15 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2012, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 51,573 | $16.61 | $856,627.53 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 6 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,063 Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 35,206 | $16.61 | $584,771.66 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 5 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,636 Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 4 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,842 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 51,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,636 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 26,442 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · derivative · entry 7 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,885 Underlying: Common Stock · 26,442 shares Expires 2017-02-14 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 26,442 | $16.61 | $439,201.62 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 2 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,063 Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 26,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004578 · doc4.xml · nonDerivative · entry 1 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,505 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Restricted Stock Units · Derivative | 58,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004290 · doc4.xml · derivative · entry 3 Athanasia Dean C · CIK 0001618705 · Pres Prf & Sm Bs Bk & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,334 Underlying: Common Stock · 58,334 shares Expires 2018-02-13 F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · 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 2003 Key Associate Stock Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing on the first anniversary of the February 13, 2015 grant date. 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.