person · Reporting owner

Schimpf Eric A.

Disclosed activity across 1 company

Tapewire entity: 11186
SEC CIK: 0001974229

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 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 2026-02-15	Direct	1,235	Reported balance After 2025-11-15 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source 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-derivative	Indirectby Child	988	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-derivative	Indirectby UTMA	988	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

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
February 15, 2024 Filed Feb 21, 2024 00:59 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	515	$34.07	$17,546.05	Disclosure SEC source: 0001127602-24-005905 · 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: 22,020 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	1,234	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-005905 · 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: 22,535 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:59 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	1,100	$34.07	$37,477.00	Disclosure SEC source: 0001127602-24-005905 · 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: 21,301 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	2,625	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-005905 · 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: 22,401 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:59 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	2,155	$34.07	$73,420.85	Disclosure SEC source: 0001127602-24-005905 · 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: 19,776 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	5,036	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-005905 · 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: 21,931 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:59 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	3,426	$34.07	$116,723.82	Disclosure SEC source: 0001127602-24-005905 · 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: 16,895 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	8,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-005905 · 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: 20,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
January 25, 2024 Filed Jan 29, 2024 22:33 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionRestricted Stock Units · Derivative	18,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-002511 · 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: 0 Underlying: Common Stock · 18,000 shares Expires 2024-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On January 25, 2020, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2023 Read SEC document
January 25, 2024 Filed Jan 29, 2024 22:33 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	7,841	$33.39	$261,810.99	Disclosure SEC source: 0001127602-24-002511 · 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: 12,321 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
January 25, 2024 Filed Jan 29, 2024 22:33 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	18,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-24-002511 · 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: 20,162 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
November 30, 2023 Filed Dec 22, 2023 23:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	988	$0.00	$0.00	Disclosure SEC source: 0001127602-23-030422 · form4.xml · nonDerivative · entry 3 Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Indirect · by Child Disclosed balance after: 988 F1 · kind: Represents shares previously reported as directly held by the reporting person which were gifted to the reporting person's child. Read SEC document
November 30, 2023 Filed Dec 22, 2023 23:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	988	$0.00	$0.00	Disclosure SEC source: 0001127602-23-030422 · 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: 2,162 F1 · kind: Represents shares previously reported as directly held by the reporting person which were gifted to the reporting person's child. Read SEC document
November 29, 2023 Filed Dec 22, 2023 23:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	988	$0.00	$0.00	Disclosure SEC source: 0001127602-23-030422 · 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: 3,150 F1 · kind: Represents shares previously reported as directly held by the reporting person which were gifted to the reporting person's child. Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:24 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionRestricted Stock Units · Derivative	1,235	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-027801 · 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: 11,110 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
November 15, 2023 Filed Nov 17, 2023 21:24 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	520	$29.62	$15,402.40	Disclosure SEC source: 0001127602-23-027801 · 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: 4,138 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:24 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	1,235	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-027801 · 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: 4,658 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, 2023 Filed Aug 17, 2023 20:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionRestricted Stock Units · Derivative	1,234	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-022827 · 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: 12,345 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
August 15, 2023 Filed Aug 17, 2023 20:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	518	$29.94	$15,508.92	Disclosure SEC source: 0001127602-23-022827 · 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: 3,423 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
August 15, 2023 Filed Aug 17, 2023 20:47 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	1,234	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-022827 · 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: 3,941 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
July 01, 2023 Filed Jul 5, 2023 20:16 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GrantRestricted Stock Units · Derivative	100,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-020033 · form4.xml · derivative · entry 3 Schimpf Eric A. · CIK 0001974229 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2027-07-01 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in two equal annual installments commencing July 1, 2026. Read SEC document
May 15, 2023 Filed May 17, 2023 20:35 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionRestricted Stock Units · Derivative	1,235	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-015946 · 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: 13,579 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
May 15, 2023 Filed May 17, 2023 20:35 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	511	$27.65	$14,129.15	Disclosure SEC source: 0001127602-23-015946 · 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: 2,707 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
May 15, 2023 Filed May 17, 2023 20:35 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	1,235	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-23-015946 · 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: 3,218 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.