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 | 39,621 |
Ending reported balance
After 2025-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-15 · Exercise / conversion · Acquired 975 · Balance 40,092 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 471 · Balance 39,621 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 | 975 |
Reported balance
After 2025-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-15 · Exercise / conversion · Disposed 975 · Balance 975 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. |
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 |
|---|---|---|---|---|---|---|
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 3,107 | $34.07 | $105,855.49 |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 10 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,296 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 6,158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 9 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,403 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 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 460 | $34.07 | $15,672.20 |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 8 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,245 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 7 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,705 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 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 954 | $34.07 | $32,502.78 |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 6 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,730 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 1,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 5 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,684 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 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 1,591 | $34.07 | $54,205.37 |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 4 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,735 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 3,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 3 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,326 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 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,059 | $34.07 | $172,360.13 |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 2 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,130 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005895 · form4.xml · nonDerivative · entry 1 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,189 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 22:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-002506 · form4.xml · derivative · entry 3 Hans Lindsay D. · CIK 0001974178 · 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 22:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,240 | $33.39 | $308,523.60 |
DisclosureSEC source: 0001127602-24-002506 · form4.xml · nonDerivative · entry 2 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,189 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 18,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-002506 · form4.xml · nonDerivative · entry 1 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,429 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 15, 2023 Filed Nov 17, 2023 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-027791 · form4.xml · derivative · entry 3 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,772 Underlying: Common Stock · 974 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 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 498 | $29.62 | $14,750.76 |
DisclosureSEC source: 0001127602-23-027791 · form4.xml · nonDerivative · entry 2 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,429 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-027791 · form4.xml · nonDerivative · entry 1 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,927 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 20:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022815 · form4.xml · derivative · entry 3 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,746 Underlying: Common Stock · 975 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 20:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 498 | $29.94 | $14,910.12 |
DisclosureSEC source: 0001127602-23-022815 · form4.xml · nonDerivative · entry 2 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 953 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:41 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-022815 · form4.xml · nonDerivative · entry 1 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,451 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 20:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-020018 · form4.xml · derivative · entry 2 Hans Lindsay D. · CIK 0001974178 · 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 20:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-015935 · form4.xml · derivative · entry 3 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,721 Underlying: Common Stock · 974 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 20:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 498 | $27.65 | $13,769.70 |
DisclosureSEC source: 0001127602-23-015935 · form4.xml · nonDerivative · entry 2 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-015935 · form4.xml · nonDerivative · entry 1 Hans Lindsay D. · CIK 0001974178 · Pres, Merrill Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974 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.