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 |
|---|---|---|---|---|---|---|
| February 15, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,365 | $35.56 | $190,779.40 |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,705 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,304 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,070 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 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,405 | $35.56 | $192,201.80 |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,766 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,171 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 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,014 | $35.56 | $213,857.84 |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,550 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2023 Filed Feb 18, 2023 00:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-005990 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,564 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, 2023 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · derivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2023-01-25 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On January 25, 2019, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2022. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,647 | $34.87 | $1,208,140.89 |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,509 F3 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,156 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. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
| September 07, 2022 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 1,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,156 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| September 07, 2022 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,094 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| September 07, 2022 Filed Jan 27, 2023 23:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002491 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,850 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005204 · form4.xml · derivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2026-02-15 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. F4 · 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 February 15, 2025. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2022 Restricted Stock Units · Derivative | 45,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005204 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,219 Underlying: Common Stock · 45,219 shares Expires 2026-02-15 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, 2023. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 02:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2022 Performance Restricted Stock Units · Derivative | 45,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005204 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,219 Underlying: Common Stock · 45,219 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, 2022 and ending December 31, 2024. To the extent earned, the award will be settled in shares on March 1, 2025. 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, 2022 and ending December 31, 2024. To the extent earned, the award will be settled in shares on March 1, 2025. 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, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2021 Restricted Stock Units · Derivative | 11,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,863 Underlying: Common Stock · 11,620 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. F5 · 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, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,055 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. F4 · 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 |
| February 15, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · 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 · 23,061 shares Expires 2022-02-15 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, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,307 | $47.79 | $253,621.53 |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,606 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 11,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,913 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, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,937 | $47.79 | $283,729.23 |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,293 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,230 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, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,588 | $47.79 | $506,000.52 |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,175 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 02:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005631 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,763 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, 2022 Filed Jan 27, 2022 23:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002311 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2023-01-25 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, 2019, the reporting person was granted units, vesting in two equal annual installments commencing on January 25, 2022. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 34,421 | $45.43 | $1,563,746.03 |
DisclosureSEC source: 0001127602-22-002311 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,702 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002311 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, The Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,123 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, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,110 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. F5 · 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 |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,061 Underlying: Common Stock · 23,061 shares Expires 2022-02-15 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, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 15,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · derivative · entry 7 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,800 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 5,905 | $33.37 | $197,049.85 |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,123 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,055 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,028 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, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,543 | $33.37 | $351,819.91 |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,973 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,516 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, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,250 | $33.37 | $241,932.50 |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,455 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006162 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,705 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 12, 2021 Filed Feb 13, 2021 01:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Restricted Stock Units · Derivative | 46,483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005555 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,483 Underlying: Common Stock · 46,483 shares Expires 2025-02-15 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 Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2022. Read SEC document |
| February 12, 2021 Filed Feb 13, 2021 01:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Performance Restricted Stock Units · Derivative | 46,483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005555 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,483 Underlying: Common Stock · 46,483 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 Key Employee 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. 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 Key Employee 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, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. 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, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,122 Underlying: Common Stock · 23,061 shares Expires 2022-02-15 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, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 15,799 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,800 Underlying: Common Stock · 15,799 shares Expires 2021-02-15 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, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 13,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · derivative · entry 7 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,418 shares Expires 2020-02-15 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, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,655 | $34.85 | $371,326.75 |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,905 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 23,061 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,560 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, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,300 | $34.85 | $254,405.00 |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,499 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,799 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,799 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, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,162 | $34.85 | $214,745.70 |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006471 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,162 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 |
| February 14, 2020 Filed Feb 15, 2020 02:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Restricted Stock Units · Derivative | 39,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005809 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,165 Underlying: Common Stock · 39,165 shares Expires 2023-02-15 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 Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2021. Read SEC document |
| February 14, 2020 Filed Feb 15, 2020 02:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Performance Restricted Stock Units · Derivative | 39,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005809 · form4.xml · derivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,165 Underlying: Common Stock · 39,165 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 Key Employee 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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 Key Employee 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, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. 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 |
| October 17, 2019 Filed Oct 18, 2019 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherCommon Stock | 3,577.193 | $30.26 | $108,245.86 |
DisclosureSEC source: 0001127602-19-030842 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 F1 · balance_after: Prior to the disposition, share equivalents attributed to the reporting person's 401(k) balance increased 54.1307 shares due to dividend reinvestments and changes in the Net Asset Value (NAV) of the issuer's stock fund. 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.