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Mogensen Lauren A

Disclosed activity across 1 company

Tapewire entity
11043
SEC CIK
0001888647

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BANK OF AMERICA CORP /DE/BAC · Entity 2801Global General CounselMarch 01, 2026March 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect575,925 Ending reported balance After 2026-03-01 transaction · row 2
2 source rows · reconciled sequence

Row 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 securityDirect0 Reported balance After 2026-03-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.