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, Gl Stra & Ent Plat | 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 | Indirectby Trust | 418,992 |
Reported balance
After 2026-03-01 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-03-01 · Exercise / conversion · Acquired 99,917 · Balance 418,992 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 363,827 |
Reported balance
After 2026-03-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-03-01 · Tax withholding · Disposed 55,165 · Balance 363,827 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 215,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 215,000 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 215,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 215,000 |
| 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 99,917 · 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. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 343.976 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 343.976 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Performance Restricted Stock Units · Derivative | 99,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000182 · form4.xml · derivative · entry 6 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,917 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 55,165 | $49.83 | $2,748,871.95 |
DisclosureSEC source: 0000070858-26-000182 · form4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 363,827 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 99,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000182 · form4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 418,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 24 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,236 Underlying: Common Stock · 8,411 shares Expires 2029-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F10 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 23 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,236 Underlying: Common Stock · 8,411 shares Expires 2029-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F9 · derivative.exercise_date: On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 11,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 22 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,692 Underlying: Common Stock · 11,846 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F8 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 11,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 21 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,692 Underlying: Common Stock · 11,846 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 24,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 20 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,980 Underlying: Common Stock · 24,979 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 19 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 20,271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · derivative · entry 18 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,271 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 8,411 | $52.55 | $441,998.05 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 14 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 319,075 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 13 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 327,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 4,175 | $52.55 | $219,396.25 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 12 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 319,075 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 11 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 323,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 11,846 | $52.55 | $622,507.30 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 10 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 314,839 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 9 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 326,685 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,865 | $52.55 | $308,205.75 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 8 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 314,839 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 7 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 320,704 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,335 | $52.55 | $648,204.25 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 6 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 308,858 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 24,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 5 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 321,193 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 37,057 | $52.55 | $1,947,345.35 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 4 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 296,214 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 3 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 333,271 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,016 | $52.55 | $526,340.80 |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 258,271 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000139 · form4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 268,287 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 32,046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000111 · form4.xml · derivative · entry 7 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,046 Underlying: Common Stock · 32,046 shares Expires 2030-02-15 F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 32,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000111 · form4.xml · derivative · entry 6 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,045 Underlying: Common Stock · 32,045 shares Expires 2030-02-15 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, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Performance Restricted Stock Units · Derivative | 64,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000111 · form4.xml · derivative · entry 5 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,091 Underlying: Common Stock · 64,091 shares Expires not disclosed F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · 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 subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, depending upon satisfaction of the performance goals. F3 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2026 and ending December 31, 2028. To the extent earned, the award will be settled in shares on March 1, 2029. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 150% of the target, depending upon satisfaction of the performance goals. Read SEC document |
| July 23, 2025 Filed Jul 25, 2025 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 248,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019597 · form4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 248,016 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| July 23, 2025 Filed Jul 25, 2025 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 248,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019597 · form4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 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 |
| May 23, 2025 Filed May 28, 2025 20:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 215,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015825 · form4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 215,000 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| May 23, 2025 Filed May 28, 2025 20:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 215,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015825 · form4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,016 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Performance Restricted Stock Units · Derivative | 81,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-008020 · form4.xml · derivative · entry 5 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 81,082 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2022, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 44,712 | $46.10 | $2,061,223.20 |
DisclosureSEC source: 0001127602-25-008020 · form4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,016 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 81,082 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-008020 · form4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,728 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 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 11,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 20 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,538 Underlying: Common Stock · 11,845 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F9 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 11,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 19 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,538 Underlying: Common Stock · 11,845 shares Expires 2028-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F8 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 24,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 18 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,959 Underlying: Common Stock · 24,979 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 17 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 20,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 16 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,271 Underlying: Common Stock · 20,270 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 23,823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · derivative · entry 15 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,823 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 11,845 | $46.96 | $556,241.20 |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 12 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,646 Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 11 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,491 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 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,837 | $46.96 | $274,105.52 |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 10 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,646 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 9 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432,483 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 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,277 | $46.96 | $576,527.92 |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 8 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,638 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 24,979 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 7 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432,915 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 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 36,922 | $46.96 | $1,733,857.12 |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 6 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407,936 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 5 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444,858 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 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,979 | $46.96 | $468,613.84 |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 4 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,858 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005699 · form4.xml · nonDerivative · entry 3 Nguyen Thong M · CIK 0001618734 · Vice Chair, Gl Stra & Ent Plat 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379,837 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.