Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Merrill Wealth Mgmt | November 15, 2025 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,850 |
Ending reported balance
After 2025-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 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 2026-02-15 | Direct | 1,235 |
Reported balance
After 2025-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Indirectby Child | 988 |
Reported balance
Holding disclosure · report date 2025-11-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 988 |
| Common StockSEC Table I · non-derivative | Indirectby UTMA | 988 |
Reported balance
Holding disclosure · report date 2025-11-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.