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Schimpf Eric A.

Disclosed activity across 1 company

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11186
SEC CIK
0001974229

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BANK OF AMERICA CORP /DE/BAC · Entity 2801Pres, Merrill Wealth MgmtNovember 15, 2025November 18, 2025

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 November 15, 2025 · Filed November 18, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect61,850 Ending reported balance After 2025-11-15 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2025-11-15 · Exercise / conversion · Acquired 1,234 · Balance 62,374

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

Row 2 · 2025-11-15 · Tax withholding · Disposed 524 · Balance 61,850

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

Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-15Direct1,235 Reported balance After 2025-11-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2025-11-15 · Exercise / conversion · Disposed 1,234 · Balance 1,235

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

F3: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Common StockSEC Table I · non-derivativeIndirectby Child988 Reported balance Holding disclosure · report date 2025-11-15 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 988

Common StockSEC Table I · non-derivativeIndirectby UTMA988 Reported balance Holding disclosure · report date 2025-11-15 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 988

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, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

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
November 15, 2025 Filed Nov 18, 2025 21:35 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0000070858-25-000467 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,235

Underlying: Common Stock · 1,234 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:35 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 524 $52.61 $27,567.64
Disclosure

SEC source: 0000070858-25-000467 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,850

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

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:35 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0000070858-25-000467 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,374

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
August 15, 2025 Filed Aug 19, 2025 21:37 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-020729 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,469

Underlying: Common Stock · 1,235 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:37 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 521 $46.94 $24,455.74
Disclosure

SEC source: 0001127602-25-020729 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,140

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

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:37 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-020729 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,661

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
May 15, 2025 Filed May 19, 2025 20:24 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-014922 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,704

Underlying: Common Stock · 1,234 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
May 15, 2025 Filed May 19, 2025 20:24 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 521 $44.38 $23,121.98
Disclosure

SEC source: 0001127602-25-014922 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,426

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

Read SEC document
May 15, 2025 Filed May 19, 2025 20:24 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-014922 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,947

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2024 Restricted Stock Units · Derivative 10,858 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 23

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,577

Underlying: Common Stock · 10,858 shares

Expires 2028-02-15

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

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

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

F9 · derivative.exercise_date: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2023 Restricted Stock Units · Derivative 7,130 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 22

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,259

Underlying: Common Stock · 7,130 shares

Expires 2027-02-15

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

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

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

F8 · derivative.exercise_date: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 21

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,938

Underlying: Common Stock · 1,235 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 sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 2,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 20

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,625

Underlying: Common Stock · 2,625 shares

Expires 2026-02-15

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

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

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

F6 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 20,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 19

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 20,000 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, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 5,036 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 18

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,036 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, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 8,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · derivative · entry 17

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,000 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, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 4,679 $46.96 $219,725.84
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 14

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,713

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 10,858 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 13

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,392

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 3,045 $46.96 $142,993.20
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 12

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,534

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 7,130 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 11

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,579

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 520 $46.96 $24,419.20
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 10

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,449

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 9

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,969

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 1,109 $46.96 $52,078.64
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 8

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,734

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 2,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 7

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,843

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 8,509 $46.96 $399,582.64
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 6

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,218

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 20,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,727

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 2,156 $46.96 $101,245.76
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 4

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,727

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 5,036 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 3

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,883

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

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 3,428 $46.96 $160,978.88
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,847

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

Read SEC document
February 15, 2025 Filed Feb 20, 2025 00:22 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 8,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005704 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,275

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

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

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:26 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005058 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 shares

Expires 2029-02-15

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

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

F3 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are settled in shares and vest in four equal annual installments commencing February 15, 2026.

Read SEC document
February 14, 2025 Filed Feb 15, 2025 02:26 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2025 Performance Restricted Stock Units · Derivative 44,863 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-25-005058 · form4.xml · derivative · entry 4

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,863

Underlying: Common Stock · 44,863 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
November 15, 2024 Filed Nov 19, 2024 21:28 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,173

Underlying: Common Stock · 1,234 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

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November 15, 2024 Filed Nov 19, 2024 21:28 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 520 $46.75 $24,310.00
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,275

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

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:28 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-027636 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,795

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
August 15, 2024 Filed Aug 19, 2024 20:38 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-022500 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,407

Underlying: Common Stock · 1,235 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

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August 15, 2024 Filed Aug 19, 2024 20:38 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 518 $39.03 $20,217.54
Disclosure

SEC source: 0001127602-24-022500 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,561

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

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:38 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,235 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-022500 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,079

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
May 15, 2024 Filed May 17, 2024 20:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-015845 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 1,234 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.

F3 · derivative.exercise_date: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
May 15, 2024 Filed May 17, 2024 20:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 517 $38.91 $20,116.47
Disclosure

SEC source: 0001127602-24-015845 · form4.xml · nonDerivative · entry 2

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,844

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

Read SEC document
May 15, 2024 Filed May 17, 2024 20:43 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-015845 · form4.xml · nonDerivative · entry 1

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,361

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 17, 2024 00:55 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Restricted Stock Units · Derivative 43,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005482 · form4.xml · derivative · entry 5

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,435

Underlying: Common Stock · 43,435 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.

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February 15, 2024 Filed Feb 17, 2024 00:55 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Grant2024 Performance Restricted Stock Units · Derivative 43,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005482 · form4.xml · derivative · entry 4

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,435

Underlying: Common Stock · 43,435 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 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2023 Restricted Stock Units · Derivative 7,129 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · derivative · entry 17

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,389

Underlying: Common Stock · 7,129 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.

F7 · 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 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 1,234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · derivative · entry 16

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,876

Underlying: Common Stock · 1,234 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 sixteen equal quarterly installments commencing May 15, 2022.

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2022 Restricted Stock Units · Derivative 2,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · derivative · entry 15

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,250

Underlying: Common Stock · 2,625 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 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversion2021 Restricted Stock Units · Derivative 5,036 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · derivative · entry 14

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,036

Underlying: Common Stock · 5,036 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 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionRestricted Stock Units · Derivative 8,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · derivative · entry 13

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,000

Underlying: Common Stock · 8,000 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 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Tax withholdingCommon Stock 3,022 $34.07 $102,959.54
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · nonDerivative · entry 10

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,127

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

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:59 UTC BANK OF AMERICA CORP /DE/ BAC · Entity 2801 Exercise / conversionCommon Stock 7,129 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-005905 · form4.xml · nonDerivative · entry 9

Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,149

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.