Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | President, The Private Bank | June 05, 2025 | June 06, 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 June 05, 2025 · Filed June 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 300,006 |
Ending reported balance
After 2025-06-05 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2025-06-05 · Gift · Disposed 67,500 · Balance 305,691 F1: Represents a transfer of shares to a trust. Row 3 · 2025-06-05 · Gift · Disposed 5,685 · Balance 300,006 F2: Represents a charitable gift by the reporting person. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 67,500 |
Reported balance
After 2025-06-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-06-05 · Gift · Acquired 67,500 · Balance 67,500 F1: Represents a transfer of shares to a trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a transfer of shares to a trust.
F2: Represents a charitable gift by the reporting person.
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 |
|---|---|---|---|---|---|---|
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 5,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016995 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,006 F2 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016995 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 67,500 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016995 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,691 F1 · kind: Represents a transfer of shares to a trust. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Performance Restricted Stock Units · Derivative | 45,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007997 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,219 shares Expires not disclosed 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, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. F3 · derivative.expiration_date: On February 15, 2022, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 22,229 | $46.10 | $1,024,756.90 |
DisclosureSEC source: 0001127602-25-007997 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,191 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 45,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007997 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,420 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 10,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 18 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,589 Underlying: Common Stock · 10,529 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. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of 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 cash in four equal annual installments commencing on February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2024 Restricted Stock Units · Derivative | 10,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 17 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,589 Underlying: Common Stock · 10,529 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. F8 · 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 15,092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 16 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,184 Underlying: Common Stock · 15,092 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, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 15 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 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. F6 · 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 11,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 14 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,305 Underlying: Common Stock · 11,305 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, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · derivative · entry 13 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,621 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 10,529 | $46.96 | $494,441.84 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 12 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,201 Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 10,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 11 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,730 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. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,270 | $46.96 | $247,479.20 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 10 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,201 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 10,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,471 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,490 | $46.96 | $351,730.40 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,942 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 7 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,432 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 36,915 | $46.96 | $1,733,528.40 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,340 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,255 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,551 | $46.96 | $260,674.96 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,255 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,806 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 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,574 | $46.96 | $261,755.04 |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,501 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 00:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005669 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,075 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 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 33,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005052 · form4.xml · derivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,647 Underlying: Common Stock · 33,647 shares Expires 2029-02-15 F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · 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 cash and vest in four equal annual installments commencing February 15, 2026. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Restricted Stock Units · Derivative | 33,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005052 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,647 Underlying: Common Stock · 33,647 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 02:12 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2025 Performance Restricted Stock Units · Derivative | 67,294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-005052 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,294 Underlying: Common Stock · 67,294 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 |
| March 01, 2024 Filed Mar 5, 2024 22:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Performance Restricted Stock Units · Derivative | 46,483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-008671 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,483 shares Expires not disclosed 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, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding. F3 · derivative.expiration_date: On February 12, 2021, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2021 and ending December 31, 2023. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2024, and no units remain outstanding. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,152 | $34.35 | $692,221.20 |
DisclosureSEC source: 0001127602-24-008671 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,454 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 46,483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-008671 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,606 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 00:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 42,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005475 · form4.xml · derivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,118 Underlying: Common Stock · 42,118 shares Expires 2028-02-15 F4 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · 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 cash and vest in four equal annual installments commencing February 15, 2025. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Restricted Stock Units · Derivative | 42,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005475 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,118 Underlying: Common Stock · 42,118 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 00:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2024 Performance Restricted Stock Units · Derivative | 84,236 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005475 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,236 Underlying: Common Stock · 84,236 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 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2023 Restricted Stock Units · Derivative | 15,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,276 Underlying: Common Stock · 15,091 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. F5 · 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 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 11,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,610 Underlying: Common Stock · 11,305 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. F4 · 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 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · derivative · entry 7 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,621 Underlying: Common Stock · 11,621 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 four equal annual installments commencing on February 15, 2022. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,442 | $34.07 | $253,548.94 |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,123 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,565 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 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,452 | $34.07 | $185,749.64 |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,474 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,926 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 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,480 | $34.07 | $186,703.60 |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,621 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005896 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,101 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 |
| March 01, 2023 Filed Mar 3, 2023 22:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Performance Restricted Stock Units · Derivative | 34,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-008833 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,856 shares Expires not disclosed 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 14, 2020, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2020 and ending December 31, 2022. For the performance period, an amount equaling 89% of the target was earned. All units earned were settled in shares on March 1, 2023, and no units remain outstanding. F3 · derivative.expiration_date: On February 14, 2020, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2020 and ending December 31, 2022. For the performance period, an amount equaling 89% of the target was earned. All units earned were settled in shares on March 1, 2023, and no units remain outstanding. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 16,081 | $34.14 | $549,005.34 |
DisclosureSEC source: 0001127602-23-008833 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,480 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 34,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-008833 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,561 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, 2023 Filed Feb 16, 2023 02:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Restricted Stock Units · Derivative | 60,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005409 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,367 Underlying: Common Stock · 60,367 shares Expires 2027-02-15 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 vest in four equal annual installments commencing February 15, 2024. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 02:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2023 Performance Restricted Stock Units · Derivative | 60,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005409 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,367 Underlying: Common Stock · 60,367 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, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. 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, 2023 and ending December 31, 2025. To the extent earned, the award will be settled in shares on March 1, 2026. 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, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2022 Restricted Stock Units · Derivative | 11,304 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,915 Underlying: Common Stock · 11,304 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, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,242 Underlying: Common Stock · 11,621 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, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · derivative · entry 7 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,055 shares Expires 2023-02-15 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 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. 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.