Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Gl Corp & Invest Banking | February 15, 2025 | February 20, 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 February 15, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 794,825 |
Ending reported balance
After 2025-02-15 transaction · row 14
14 source rows · reconciled sequenceRow 1 · 2025-02-15 · Exercise / conversion · Acquired 25,000 · Balance 634,894 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 2 · 2025-02-15 · Tax withholding · Disposed 3,281 · Balance 631,613 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 3 · 2025-02-15 · Exercise / conversion · Acquired 45,194 · Balance 676,807 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 4 · 2025-02-15 · Tax withholding · Disposed 5,930 · Balance 670,877 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 5 · 2025-02-15 · Exercise / conversion · Acquired 22,433 · Balance 693,310 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 6 · 2025-02-15 · Tax withholding · Disposed 2,944 · Balance 690,366 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 7 · 2025-02-15 · Exercise / conversion · Acquired 70,340 · Balance 760,706 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 8 · 2025-02-15 · Tax withholding · Disposed 10,181 · Balance 750,525 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 9 · 2025-02-15 · Exercise / conversion · Acquired 30,600 · Balance 781,125 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 10 · 2025-02-15 · Tax withholding · Disposed 4,249 · Balance 776,876 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 11 · 2025-02-15 · Exercise / conversion · Acquired 20,401 · Balance 797,277 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 12 · 2025-02-15 · Tax withholding · Disposed 2,452 · Balance 794,825 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. Row 13 · 2025-02-15 · Exercise / conversion · Acquired 20,400 · Balance 815,225 F3: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Row 14 · 2025-02-15 · Disposition to issuer · Disposed 20,400 · Balance 794,825 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-02-15 | Direct | 0 |
Reported balance
After 2025-02-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-02-15 · Exercise / conversion · Disposed 25,000 · Balance 0 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. |
| 2021 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-02-15 | Direct | 0 |
Reported balance
After 2025-02-15 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-02-15 · Exercise / conversion · Disposed 45,194 · Balance 0 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| 2021 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-02-15 | Direct | 0 |
Reported balance
After 2025-02-15 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-02-15 · Exercise / conversion · Disposed 22,433 · Balance 0 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-15 | Direct | 70,340 |
Reported balance
After 2025-02-15 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-02-15 · Exercise / conversion · Disposed 70,340 · Balance 70,340 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F7: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 61,200 |
Reported balance
After 2025-02-15 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2025-02-15 · Exercise / conversion · Disposed 30,600 · Balance 61,200 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F8: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-15 | Direct | 61,203 |
Reported balance
After 2025-02-15 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2025-02-15 · Exercise / conversion · Disposed 20,401 · Balance 61,203 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F9: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. |
| 2024 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-02-15 | Direct | 61,203 |
Reported balance
After 2025-02-15 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2025-02-15 · Exercise / conversion · Disposed 20,400 · Balance 61,203 F3: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F10: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.
F3: Each unit is the economic equivalent of one share of Bank of America Corporation common stock.
F4: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024.
F5: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.
F6: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.
F7: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.
F8: On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024.
F9: On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025.
F10: On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025.
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, 2022 Filed Feb 18, 2022 02:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 93,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005633 · form4.xml · nonDerivative · entry 1 Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,973 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 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002312 · form4.xml · derivative · entry 3 Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking 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 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,878 | $45.43 | $448,757.54 |
DisclosureSEC source: 0001127602-22-002312 · form4.xml · nonDerivative · entry 2 Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,122 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002312 · form4.xml · nonDerivative · entry 1 Koder Matthew M · CIK 0001888653 · Pres, Gl Corp & Invest Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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.