person · Reporting owner

Donofrio Paul M

Disclosed activity across 1 company

Tapewire entity: 11428
SEC CIK: 0001649927

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
BANK OF AMERICA CORP /DE/BAC · Entity 2801	Vice Chair	March 01, 2024	March 05, 2024

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 March 01, 2024 · Filed March 05, 2024

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	1,096,876	Ending reported balance After 2024-03-01 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2024-03-01 · Exercise / conversion · Acquired 102,263 · Balance 1,153,428 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 2 · 2024-03-01 · Tax withholding · Disposed 56,552 · Balance 1,096,876 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.
2021 Performance Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2024-03-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2024-03-01 · Exercise / conversion · Disposed 102,263 · 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, 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.
Common StockSEC Table I · non-derivative	IndirectIRA	300	Reported balance Holding disclosure · report date 2024-03-01 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 300

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, 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.

Transaction history

JSON API

Purchases/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, 2018 Filed Feb 15, 2018 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	119,599	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-006375 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 119,599 shares Expires 2018-02-13 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	119,599	$31.18	$3,729,096.82	Disclosure SEC source: 0001127602-18-006375 · form4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,184 Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	119,599	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006375 · form4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,783 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 15, 2017 Filed Feb 17, 2017 20:11 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2016 Restricted Stock Units · Derivative	76,587	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006859 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,175 Underlying: Common Stock · 76,587 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, 2017 Filed Feb 17, 2017 20:11 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	42,751	$24.58	$1,050,819.58	Disclosure SEC source: 0001127602-17-006859 · form4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,184 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2017 Filed Feb 17, 2017 20:11 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	76,587	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006859 · form4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,935 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, 2017 Filed Feb 17, 2017 22:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Restricted Stock Units · Derivative	133,964	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007033 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,964 Underlying: Common Stock · 133,964 shares Expires 2020-02-15 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, 2018. Read SEC document
February 15, 2017 Filed Feb 17, 2017 22:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Performance Restricted Stock Units · Derivative	133,964	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007033 · form4.xml · derivative · entry 3 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,964 Underlying: Common Stock · 133,964 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. 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, 2017 and ending December 31, 2019. To the extent earned, the award will be settled in shares on March 1, 2020. 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 14, 2017 Filed Feb 16, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2014 Restricted Stock Units · Derivative	112,180	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006573 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112,180 shares Expires 2017-02-14 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 14, 2017 Filed Feb 16, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	112,180	$24.06	$2,699,050.80	Disclosure SEC source: 0001127602-17-006573 · form4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
February 14, 2017 Filed Feb 16, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	112,180	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006573 · form4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,528 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 13, 2017 Filed Feb 15, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	119,599	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006295 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,599 Underlying: Common Stock · 119,599 shares Expires 2018-02-13 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 13, 2017 Filed Feb 15, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	119,599	$23.40	$2,798,616.60	Disclosure SEC source: 0001127602-17-006295 · form4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
February 13, 2017 Filed Feb 15, 2017 21:12 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	119,599	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006295 · form4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,947 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 15, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2013 Restricted Stock Units · Derivative	166,248	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041865 · form4.xml · derivative · entry 10 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 166,248 shares Expires 2016-02-15 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2013, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 15, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	166,248	$11.95	$1,986,663.60	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 6 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
February 15, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	166,248	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 5 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,596 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 14, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2014 Restricted Stock Units · Derivative	112,180	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041865 · form4.xml · derivative · entry 9 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,180 Underlying: Common Stock · 112,180 shares Expires 2017-02-14 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 14, 2014, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 14, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	112,180	$11.95	$1,340,551.00	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
February 14, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	112,180	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 3 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,528 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 13, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	119,599	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041865 · form4.xml · derivative · entry 8 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,198 Underlying: Common Stock · 119,599 shares Expires 2018-02-13 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 13, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	119,599	$11.95	$1,429,208.05	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
February 13, 2016 Filed Feb 17, 2016 21:46 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	119,599	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041865 · form4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,947 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 23:43 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Restricted Stock Units · Derivative	229,762	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041064 · form4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,762 Underlying: Common Stock · 229,762 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. 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, 2017. Read SEC document
February 12, 2016 Filed Feb 12, 2016 23:43 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Performance Restricted Stock Units · Derivative	229,762	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041064 · form4.xml · derivative · entry 3 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,762 Underlying: Common Stock · 229,762 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, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, 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, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. Read SEC document
August 15, 2015 Filed Aug 18, 2015 20:31 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2012 Restricted Stock Units · Derivative	125,787	Not disclosed	Not disclosed	Disclosure SEC source: 0001225208-15-017215 · doc4.xml · derivative · entry 4 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,787 shares Expires 2015-08-15 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 is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: On February 15, 2012, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Vested units are payable in cash six months after each vesting date. Read SEC document
August 15, 2015 Filed Aug 18, 2015 20:31 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	125,787	$17.70	$2,226,429.90	Disclosure SEC source: 0001225208-15-017215 · doc4.xml · nonDerivative · entry 2 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,348 Read SEC document
August 15, 2015 Filed Aug 18, 2015 20:31 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	125,787	$0.00	$0.00	Disclosure SEC source: 0001225208-15-017215 · doc4.xml · nonDerivative · entry 1 Donofrio Paul M · CIK 0001649927 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,135 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.