Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Accounting Officer | February 15, 2025 | February 19, 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 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 294,712 |
Reported balance
After 2025-02-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-02-15 · Exercise / conversion · Acquired 25,000 · Balance 294,712 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 283,714 |
Reported balance
After 2025-02-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-02-15 · Tax withholding · Disposed 10,998 · Balance 283,714 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 304,535 |
Reported balance
After 2025-02-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-02-15 · Exercise / conversion · Acquired 20,821 · Balance 304,535 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 295,375 |
Reported balance
After 2025-02-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-02-15 · Tax withholding · Disposed 9,160 · Balance 295,375 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 306,044 |
Reported balance
After 2025-02-15 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-02-15 · Exercise / conversion · Acquired 10,669 · Balance 306,044 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 301,340 |
Reported balance
After 2025-02-15 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-02-15 · Tax withholding · Disposed 4,704 · Balance 301,340 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 304,014 |
Reported balance
After 2025-02-15 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-02-15 · Exercise / conversion · Acquired 2,674 · Balance 304,014 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 302,835 |
Reported balance
After 2025-02-15 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2025-02-15 · Tax withholding · Disposed 1,179 · Balance 302,835 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 327,835 |
Reported balance
After 2025-02-15 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2025-02-15 · Exercise / conversion · Acquired 25,000 · Balance 327,835 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 316,812 |
Reported balance
After 2025-02-15 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2025-02-15 · Tax withholding · Disposed 11,023 · Balance 316,812 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 337,888 |
Reported balance
After 2025-02-15 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2025-02-15 · Exercise / conversion · Acquired 21,076 · Balance 337,888 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 328,555 |
Reported balance
After 2025-02-15 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2025-02-15 · Tax withholding · Disposed 9,333 · Balance 328,555 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 349,144 |
Reported balance
After 2025-02-15 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2025-02-15 · Exercise / conversion · Acquired 20,589 · Balance 349,144 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 340,044 |
Reported balance
After 2025-02-15 transaction · row 14
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 14 · 2025-02-15 · Tax withholding · Disposed 9,100 · Balance 340,044 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 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. F3: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-15 | Direct | 10,697 |
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 2,674 · Balance 10,697 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-15 | Direct | 25,000 |
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 25,000 · Balance 25,000 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 two equal annual installments commencing on February 15, 2025. |
| 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 20,821 · 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 four equal annual installments commencing on February 15, 2022. |
| 2022 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-02-15 | Direct | 10,670 |
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 10,669 · Balance 10,670 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing February 15, 2023. |
| 2023 Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-02-15 | Direct | 42,153 |
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 21,076 · Balance 42,153 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 | 61,767 |
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 20,589 · Balance 61,767 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.
F3: On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024.
F4: On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.
F5: On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing February 15, 2023.
F6: On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022.
F7: On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025.
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.
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 13, 2016 Filed Feb 17, 2016 21:44 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 43,210 | $11.95 | $516,359.50 |
DisclosureSEC source: 0001127602-16-041864 · form4.xml · nonDerivative · entry 2 Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 13, 2016 Filed Feb 17, 2016 21:44 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 43,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041864 · form4.xml · nonDerivative · entry 1 Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,210 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 is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 12, 2016 Filed Feb 12, 2016 23:42 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Restricted Stock Units · Derivative | 166,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041063 · form4.xml · derivative · entry 1 Bless Rudolf A. · CIK 0001636078 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,667 Underlying: Common Stock · 166,667 shares Expires 2019-02-15 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, 2017. 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.