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 |
|---|---|---|---|---|---|---|
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 33,529 | $16.61 | $556,916.69 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 6 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,520 Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 24,424 | $16.61 | $405,682.64 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 5 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,049 Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 24,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 4 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,473 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 33,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 3 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,049 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 27,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · derivative · entry 8 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,087 Underlying: Common Stock · 27,043 shares Expires 2017-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 27,043 | $16.61 | $449,184.23 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 2 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,520 Read SEC document |
| February 14, 2015 Filed Feb 18, 2015 23:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 27,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004571 · doc4.xml · nonDerivative · entry 1 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,563 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Restricted Stock Units · Derivative | 58,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004291 · doc4.xml · derivative · entry 4 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,334 Underlying: Common Stock · 58,334 shares Expires 2018-02-13 F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: Award under the Bank of America Corporation 2003 Key Associate Stock Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing on the first anniversary of the February 13, 2015 grant date. Read SEC document |
| February 13, 2015 Filed Feb 17, 2015 22:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Performance Restricted Stock Units · Derivative | 58,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-004291 · doc4.xml · derivative · entry 3 Nguyen Thong M · CIK 0001618734 · Pres, Ret. Bnkg & Co-Hd CB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,334 Underlying: Common Stock · 58,334 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation 2003 Key Associate Stock Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units reported have performance goals based on the Company's three year average return on assets and one-half of the units reported have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. To the extent earned, the award will be settled 100% in cash based on the closing price of Bank of America Corporation common stock on the settlement date. The reported number of units represents the "target" amount of the award; the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation 2003 Key Associate Stock 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 reported have performance goals based on the Company's three year average return on assets and one-half of the units reported have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. To the extent earned, the award will be settled 100% in cash based on the closing price of Bank of America Corporation common stock on the settlement date. The reported number of units represents the "target" amount of the award; the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. 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.