Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Global General Counsel | 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 | 575,925 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 47,877 · Balance 599,124 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 23,199 · Balance 575,925 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-01 · Exercise / conversion · Disposed 47,877 · 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. |
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 23:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Performance Restricted Stock Units · Derivative | 47,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000181 · form4.xml · derivative · entry 3 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,877 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 23:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 23,199 | $49.83 | $1,156,006.17 |
DisclosureSEC source: 0000070858-26-000181 · form4.xml · nonDerivative · entry 2 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,925 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 47,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000181 · form4.xml · nonDerivative · entry 1 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599,124 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 21 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 20 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 19 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,794 Underlying: Common Stock · 7,897 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 18 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,795 Underlying: Common Stock · 7,897 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 11,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 17 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,970 Underlying: Common Stock · 11,969 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 16 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 17,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · derivative · entry 15 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,477 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 8,411 | $52.55 | $441,998.05 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 14 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,247 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 13 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,658 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 4,032 | $52.55 | $211,881.60 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 12 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,247 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 8,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 11 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,279 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 7,897 | $52.55 | $414,987.35 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 10 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,868 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 9 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,765 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 3,799 | $52.55 | $199,637.45 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 8 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,868 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 7 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,667 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,776 | $52.55 | $303,528.80 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 6 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 542,770 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 5 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548,546 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 24,238 | $52.55 | $1,273,706.90 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 4 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,577 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 3 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,815 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 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,451 | $52.55 | $444,100.05 |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 2 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,815 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000138 · form4.xml · nonDerivative · entry 1 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,266 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 01:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 38,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000110 · form4.xml · derivative · entry 4 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,455 Underlying: Common Stock · 38,455 shares Expires 2030-02-15 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. 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 shares and vest in four equal annual installments commencing February 15, 2027. Read SEC document |
| February 13, 2026 Filed Feb 14, 2026 01:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 38,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000110 · form4.xml · derivative · entry 3 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,454 Underlying: Common Stock · 38,454 shares Expires 2030-02-15 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. F4 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units 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 01:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Performance Restricted Stock Units · Derivative | 76,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000110 · form4.xml · derivative · entry 2 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,909 Underlying: Common Stock · 76,909 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, 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. 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, 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 |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 21 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,691 Underlying: Common Stock · 7,897 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. F10 · 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 20 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,692 Underlying: Common Stock · 7,897 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. F9 · 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 11,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 19 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,939 Underlying: Common Stock · 11,969 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. F8 · 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 18 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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. F7 · 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 17,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 17 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,477 Underlying: Common Stock · 17,477 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 four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 13,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 16 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,752 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · derivative · entry 15 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F4 · 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, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 7,897 | $46.96 | $370,843.12 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 14 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 501,789 Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 13 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,686 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 3,846 | $46.96 | $180,608.16 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 12 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 501,789 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 11 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,635 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,785 | $46.96 | $271,663.60 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 10 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497,738 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 9 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,523 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 24,267 | $46.96 | $1,139,578.32 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 8 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,554 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 7 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,821 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,460 | $46.96 | $397,281.60 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 6 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,821 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 17,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 5 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474,281 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,640 | $46.96 | $311,814.40 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 4 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,804 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 3 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,444 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 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,099 | $46.96 | $568,169.04 |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 2 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449,692 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:14 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005692 · form4.xml · nonDerivative · entry 1 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,791 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 02:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 33,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005056 · form4.xml · derivative · entry 4 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,647 Underlying: Common Stock · 33,647 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 02:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 33,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005056 · form4.xml · derivative · entry 3 Mogensen Lauren A · CIK 0001888647 · Global General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,647 Underlying: Common Stock · 33,647 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.