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 |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 18, 2022 01:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 39,316 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005615 · form4.xml · nonDerivative · entry 5 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,970 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 01:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 33,691 | $47.79 | $1,610,092.89 |
DisclosureSEC source: 0001127602-22-005615 · form4.xml · nonDerivative · entry 4 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,654 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 01:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 60,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005615 · form4.xml · nonDerivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,345 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 01:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 40,577 | $47.79 | $1,939,174.83 |
DisclosureSEC source: 0001127602-22-005615 · form4.xml · nonDerivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,422 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 01:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 73,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005615 · form4.xml · nonDerivative · entry 1 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,999 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 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002309 · form4.xml · derivative · entry 3 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 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 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 41,199 | $45.43 | $1,871,670.57 |
DisclosureSEC source: 0001127602-22-002309 · form4.xml · nonDerivative · entry 2 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,623 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002309 · form4.xml · nonDerivative · entry 1 Borthwick Alastair M · CIK 0001888495 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,822 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.