Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Executive Vice President & CFO | February 27, 2026 | March 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 363,201 |
Ending reported balance
After 2026-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-27 · Gift · Disposed 32,000 · Balance 395,843 F1: Represents a charitable gift by the reporting person. Row 2 · 2026-02-27 · Sale · Disposed 68,000 · Balance 327,843 Row 3 · 2026-03-01 · Exercise / conversion · Acquired 79,101 · Balance 406,944 F2: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 4 · 2026-03-01 · Tax withholding · Disposed 43,743 · Balance 363,201 F3: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 2023 Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 79,101 · Balance 0 F2: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4: 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: Represents a charitable gift by the reporting person.
F2: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
F3: Disposition of shares to the issuer to satisfy a tax withholding obligation.
F4: On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Performance Restricted Stock Units · Derivative | 79,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000176 · form4.xml · derivative · entry 5 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 79,101 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · 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. F4 · 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 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 43,743 | $49.83 | $2,179,713.69 |
DisclosureSEC source: 0000070858-26-000176 · form4.xml · nonDerivative · entry 4 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,201 F3 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 79,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000176 · form4.xml · nonDerivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,944 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. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 68,000 | $50.24 | $3,416,320.00 |
DisclosureSEC source: 0000070858-26-000176 · form4.xml · nonDerivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,843 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 23:35 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 32,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-26-000176 · form4.xml · nonDerivative · entry 1 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,843 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 13,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 21 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,657 Underlying: Common Stock · 13,552 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2025 Restricted Stock Units · Derivative | 13,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 20 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,657 Underlying: Common Stock · 13,552 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 19 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,956 Underlying: Common Stock · 14,478 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 18 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,957 Underlying: Common Stock · 14,478 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 19,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 17 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,776 Underlying: Common Stock · 19,775 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 16 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 16,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · derivative · entry 15 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,113 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 13,552 | $52.55 | $712,157.60 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 14 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,843 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 13 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,395 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,495 | $52.55 | $393,862.25 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 12 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,843 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 11 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 435,338 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 14,478 | $52.55 | $760,818.90 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 10 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,786 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 9 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436,264 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,007 | $52.55 | $420,767.85 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 8 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421,786 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 7 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,793 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,936 | $52.55 | $574,686.80 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 6 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415,315 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 5 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,251 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,826 | $52.55 | $726,556.30 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 4 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406,476 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,302 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 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,911 | $52.55 | $468,273.05 |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,302 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 16,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000132 · form4.xml · nonDerivative · entry 1 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,213 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 01:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 60,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000104 · form4.xml · derivative · entry 4 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,887 Underlying: Common Stock · 60,887 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 01:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Restricted Stock Units · Derivative | 60,886 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000104 · form4.xml · derivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,886 Underlying: Common Stock · 60,886 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 01:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2026 Performance Restricted Stock Units · Derivative | 121,773 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-26-000104 · form4.xml · derivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,773 Underlying: Common Stock · 121,773 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 |
| March 01, 2025 Filed Mar 4, 2025 22:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Performance Restricted Stock Units · Derivative | 64,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007986 · form4.xml · derivative · entry 4 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,450 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. F4 · derivative.expiration_date: On February 15, 2022, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 35,641 | $46.10 | $1,643,050.10 |
DisclosureSEC source: 0001127602-25-007986 · form4.xml · nonDerivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,100 F3 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 64,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007986 · form4.xml · nonDerivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,741 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. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:49 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007986 · form4.xml · nonDerivative · entry 1 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,291 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 21 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,434 Underlying: Common Stock · 14,478 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 20 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,435 Underlying: Common Stock · 14,478 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 19,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 19 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,551 Underlying: Common Stock · 19,775 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 18 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 16,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 17 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,113 Underlying: Common Stock · 16,112 shares Expires 2026-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 39,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 16 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,317 shares Expires 2025-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · derivative · entry 15 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 14,478 | $46.96 | $679,886.88 |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 14 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,291 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 13 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403,769 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,007 | $46.96 | $376,008.72 |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 12 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,291 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 14,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 11 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,298 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,936 | $46.96 | $513,554.56 |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 10 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 382,820 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 9 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393,756 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,825 | $46.96 | $649,222.00 |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 8 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,981 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 7 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,806 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 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 8,910 | $46.96 | $418,413.60 |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 6 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,806 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:47 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 16,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005654 · form4.xml · nonDerivative · entry 5 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,716 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.