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 |
|---|---|---|---|---|---|---|
| October 17, 2019 Filed Oct 18, 2019 20:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 40,000 | $30.23 | $1,209,200.00 |
DisclosureSEC source: 0001127602-19-030842 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, Private Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,744 Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 23:56 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2019 Restricted Stock Units · Derivative | 69,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006440 · form4.xml · derivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,183 Underlying: Common Stock · 69,183 shares Expires 2022-02-15 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. 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 vest in three equal annual installments commencing February 15, 2020. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 15,799 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · derivative · entry 10 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,599 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. F5 · 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, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 13,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · derivative · entry 9 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,418 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. F4 · 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, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 20,503 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · derivative · entry 8 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,503 shares Expires 2019-02-15 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, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 7,301 | $29.11 | $212,532.11 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 6 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,744 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 15,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 5 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,045 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, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 6,148 | $29.11 | $178,968.28 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 4 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,246 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 3 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,394 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, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,375 | $29.11 | $272,906.25 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 2 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,976 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 20,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007181 · form4.xml · nonDerivative · entry 1 Knox Kathleen A. · CIK 0001766745 · President, U.S. Trust 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,351 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.