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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
February 14, 2025 Filed Feb 15, 2025 02:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Performance Restricted Stock Units · Derivative 67,294 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005056 · form4.xml · derivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,294

Underlying: Common Stock · 67,294 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2025 and ending December 31, 2027. To the extent earned, the award will be settled in shares on March 1, 2028. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 15, 2024 Filed Feb 17, 2024 00:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 31,588 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005480 · form4.xml · derivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,588

Underlying: Common Stock · 31,588 shares

Expires 2028-02-15

F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in cash and vest in four equal annual installments commencing February 15, 2025.

Read SEC document
February 15, 2024 Filed Feb 17, 2024 00:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 31,589 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005480 · form4.xml · derivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,589

Underlying: Common Stock · 31,589 shares

Expires 2028-02-15

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2025.

Read SEC document
February 15, 2024 Filed Feb 17, 2024 00:49 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Performance Restricted Stock Units · Derivative 63,177 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005480 · form4.xml · derivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,177

Underlying: Common Stock · 63,177 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2024 and ending December 31, 2026. To the extent earned, the award will be settled in shares on March 1, 2027. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2023 Restricted Stock Units · Derivative 11,969 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · derivative · entry 12

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,908

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, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 17,477 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · derivative · entry 11

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,954

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.

F5 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · derivative · entry 10

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,752

Underlying: Common Stock · 13,751 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F4 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 25,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · derivative · entry 9

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F3 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 5,815 $34.07 $198,117.05
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 8

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 436,791

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 11,969 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 7

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,606

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, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 8,491 $34.07 $289,288.37
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 6

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,637

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 17,477 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 5

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439,128

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, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 6,652 $34.07 $226,633.64
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 421,651

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 428,303

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, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 12,073 $34.07 $411,327.11
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 414,552

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 25,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005903 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426,625

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
January 25, 2024 Filed Jan 29, 2024 22:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 9,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-002510 · 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 · 9,000 shares

Expires 2024-01-25

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 January 25, 2020, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2023.

Read SEC document
January 25, 2024 Filed Jan 29, 2024 22:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,434 $33.39 $148,051.26
Disclosure

SEC source: 0001127602-24-002510 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 401,625

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
January 25, 2024 Filed Jan 29, 2024 22:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-002510 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 406,059

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, 2023 Filed Feb 16, 2023 02:25 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Restricted Stock Units · Derivative 47,877 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005415 · form4.xml · derivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,877

Underlying: Common Stock · 47,877 shares

Expires 2027-02-15

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 vest in four equal annual installments commencing February 15, 2024.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 02:25 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2023 Performance Restricted Stock Units · Derivative 47,877 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005415 · form4.xml · derivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,877

Underlying: Common Stock · 47,877 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, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

F2 · derivative.expiration_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 17,476 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · derivative · entry 9

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,431

Underlying: Common Stock · 17,476 shares

Expires 2026-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F5 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · derivative · entry 8

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,503

Underlying: Common Stock · 13,751 shares

Expires 2025-02-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F4 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 22,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · derivative · entry 7

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,121 shares

Expires 2023-02-15

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.

F3 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 7,847 $35.56 $279,039.32
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 6

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 397,059

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 17,476 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 5

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404,906

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, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 6,136 $35.56 $218,196.16
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 387,430

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 393,566

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, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 9,851 $35.56 $350,301.56
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 379,815

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2023 Filed Feb 18, 2023 00:29 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 22,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-005993 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 389,666

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
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 9,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · derivative · entry 6

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,000

Underlying: Common Stock · 9,000 shares

Expires 2024-01-25

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 January 25, 2020, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2023.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · derivative · entry 5

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 shares

Expires 2023-01-25

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 January 25, 2019, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2022.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,008 $34.87 $139,758.96
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · nonDerivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 367,545

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 9,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · nonDerivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 371,553

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
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 22,304 $34.87 $777,740.48
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 362,553

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 23:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-002498 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384,857

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, 2022 Filed Feb 16, 2022 02:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 GrantRestricted Stock Units · Derivative 100,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005207 · form4.xml · derivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires 2026-02-15

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 vest in two equal annual installments commencing February 15, 2025.

Read SEC document
February 15, 2022 Filed Feb 16, 2022 02:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2022 Restricted Stock Units · Derivative 69,907 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005207 · form4.xml · derivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,907

Underlying: Common Stock · 69,907 shares

Expires 2026-02-15

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.

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 vest in four equal annual installments commencing February 15, 2023.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · derivative · entry 9

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,254

Underlying: Common Stock · 13,751 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, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2020 Restricted Stock Units · Derivative 22,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · derivative · entry 8

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,121

Underlying: Common Stock · 22,121 shares

Expires 2023-02-15

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 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2019 Restricted Stock Units · Derivative 24,459 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · derivative · entry 7

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,459 shares

Expires 2022-02-15

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.

F3 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 6,099 $47.79 $291,471.21
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 6

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 334,857

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 13,751 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 5

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 340,956

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, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 9,811 $47.79 $468,867.69
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 4

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 327,205

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 22,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 337,016

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, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 10,848 $47.79 $518,425.92
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 314,895

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
February 15, 2022 Filed Feb 18, 2022 02:14 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 24,459 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-005638 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 325,743

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
January 25, 2022 Filed Jan 27, 2022 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: 0001127602-22-002315 · form4.xml · derivative · entry 3

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires 2023-01-25

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 January 25, 2019, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2022.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 23:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 18,905 $45.43 $858,854.15
Disclosure

SEC source: 0001127602-22-002315 · form4.xml · nonDerivative · entry 2

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 301,284

F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation.

Read SEC document
January 25, 2022 Filed Jan 27, 2022 23:53 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-002315 · form4.xml · nonDerivative · entry 1

Mogensen Lauren A · CIK 0001888647 · Global General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 320,189

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.