Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Vice Chair, Head Ent Credit | March 01, 2026 | March 03, 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 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 904,061 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 87,428 · Balance 946,579 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 2 · 2026-03-01 · Tax withholding · Disposed 42,518 · Balance 904,061 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 2023 Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Exercise / conversion · Disposed 87,428 · Balance 0 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. |
| Preferred Stock, Series LLSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,000 |
| Preferred Stock, Series NNSEC Table I · non-derivative | Indirectby Trust | 60,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 60,000 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 225,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 225,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.
F3: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding.
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, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 30 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,163 Underlying: Common Stock · 36,163 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 29 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,326 Underlying: Common Stock · 36,163 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 28 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,163 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. F6 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F6 · derivative.expiration_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 27 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 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, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 26 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 18,000 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, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 25 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 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. F5 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F5 · derivative.expiration_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 35,898 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · derivative · entry 24 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,898 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 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 14,478 | $46.96 | $679,886.88 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 20 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,780 Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 19 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,013 | $46.96 | $329,330.48 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 18 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,780 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 17 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771,793 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,599 | $46.96 | $497,729.04 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 16 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 757,315 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 15 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767,914 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 24,283 | $46.96 | $1,140,329.68 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 14 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 746,057 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 13 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 770,340 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 19,607 | $46.96 | $920,744.72 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 12 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720,340 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 40,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 11 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739,947 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,860 | $46.96 | $463,025.60 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 10 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,562 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 9 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 709,422 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,170 | $46.96 | $571,503.20 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 8 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 689,156 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 7 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701,326 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,786 | $46.96 | $835,230.56 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 6 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676,326 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 5 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 694,112 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 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,898 | $46.96 | $417,850.08 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 4 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657,949 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 3 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666,847 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, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,767 | $46.96 | $834,338.32 |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 2 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 648,847 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 35,898 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005713 · form4.xml · nonDerivative · entry 1 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666,614 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 02:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 48,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005060 · form4.xml · derivative · entry 7 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,601 Underlying: Common Stock · 48,601 shares Expires 2029-02-15 F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2026. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 48,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005060 · form4.xml · derivative · entry 6 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,601 Underlying: Common Stock · 48,601 shares Expires 2029-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Performance Restricted Stock Units · Derivative | 97,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005060 · form4.xml · derivative · entry 5 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,202 Underlying: Common Stock · 97,202 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 |
| October 30, 2024 Filed Nov 1, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftPreferred Stock, Series NN | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026220 · form4.xml · nonDerivative · entry 4 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 60,000 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftPreferred Stock, Series NN | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026220 · form4.xml · nonDerivative · entry 3 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026220 · form4.xml · nonDerivative · entry 2 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 225,000 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026220 · form4.xml · nonDerivative · entry 1 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630,716 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014118 · form4.xml · nonDerivative · entry 1 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 855,716 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 57,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005486 · form4.xml · derivative · entry 6 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,912 Underlying: Common Stock · 57,912 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 00:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 57,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005486 · form4.xml · derivative · entry 5 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,913 Underlying: Common Stock · 57,913 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 00:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Performance Restricted Stock Units · Derivative | 115,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005486 · form4.xml · derivative · entry 4 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,825 Underlying: Common Stock · 115,825 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 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 21,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 29 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,571 Underlying: Common Stock · 21,857 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. F9 · 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 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 40,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 28 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,770 Underlying: Common Stock · 40,385 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. F8 · 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 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 20,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 27 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,266 Underlying: Common Stock · 20,265 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 20,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 26 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,531 Underlying: Common Stock · 20,266 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 20,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 25 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,531 Underlying: Common Stock · 20,266 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. F7 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F7 · derivative.expiration_date: On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 24 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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. F6 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 23 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,163 Underlying: Common Stock · 36,163 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 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 22 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,326 Underlying: Common Stock · 36,163 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 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 36,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 21 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,163 Underlying: Common Stock · 36,163 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. F5 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F5 · derivative.expiration_date: On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 21,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 20 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 21,000 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. F4 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionVested Restricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 19 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 18,000 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. F4 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 01:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005907 · form4.xml · derivative · entry 18 Thompson Bruce R. · CIK 0001481697 · Vice Chair, Head Ent Credit 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 18,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. F4 · derivative.expiration_date: On February 15, 2019, the reporting person was granted units, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five annual installments of 10%, 14%, 12%, 12%, and 12%, respectively, commencing on February 15, 2022. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. 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.