Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Administrative Officer | December 31, 2021 | January 28, 2022 |
| HCA Healthcare, Inc.HCA · Entity 2929 | Director | April 28, 2026 | April 30, 2026 |
| WORLD KINECT CORPWKC · Entity 4582 | Director | June 18, 2026 | June 23, 2026 |
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 December 31, 2021 · Filed January 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 303,760 |
Reported balance
After 2021-11-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-23 · Gift · Disposed 16,600 · Balance 303,760 F1: Represents a charitable gift by the reporting person. F2: 14,750 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person. F3: 9,500 shares previously reported as being indirectly held by the reporting person in the 2019 GRAT were transferred from the 2019 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2019 GRAT and are now owned directly by the reporting person. F4: 90,000 shares previously reported as being owned directly by the reporting person were transferred to the 2021 GRAT and are now indirectly held by the reporting person. |
| Common StockSEC Table I · non-derivative | Indirect2018 GRAT | 49,275 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 49,275 |
| Common StockSEC Table I · non-derivative | Indirect2019 GRAT | 77,500 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 77,500 |
| Common StockSEC Table I · non-derivative | Indirect2021 GRAT | 90,000 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 90,000 |
| Common StockSEC Table I · non-derivative | IndirectUTMA Trust 1 | 54 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 54 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a charitable gift by the reporting person.
F2: 14,750 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person.
F3: 9,500 shares previously reported as being indirectly held by the reporting person in the 2019 GRAT were transferred from the 2019 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2019 GRAT and are now owned directly by the reporting person.
F4: 90,000 shares previously reported as being owned directly by the reporting person were transferred to the 2021 GRAT and are now indirectly held by the reporting person.
HCA Healthcare, Inc.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,666 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 509 · Balance 4,666 F1: Represents common stock underlying 509 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2027 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. |
| Common StockSEC Table I · non-derivative | IndirectBy managed accounts | 82 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 82 F2: The shares reported herein are held in fully managed accounts over which the Reporting Person does not have any investment authority. The Reporting Person disclaims beneficial ownership of the shares reported herein except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock underlying 509 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2027 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer.
F2: The shares reported herein are held in fully managed accounts over which the Reporting Person does not have any investment authority. The Reporting Person disclaims beneficial ownership of the shares reported herein except to the extent of her pecuniary interest therein.
WORLD KINECT CORP
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,686 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 6,427 · Balance 10,686 F1: These shares were issued as a restricted stock unit grant to the reporting person by the issuer. F2: The restricted stock units shall vest on the earlier of (i) the day prior to the annual meeting of the shareholders of the issuer that next follows the grant date or (ii) the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued as a restricted stock unit grant to the reporting person by the issuer.
F2: The restricted stock units shall vest on the earlier of (i) the day prior to the annual meeting of the shareholders of the issuer that next follows the grant date or (ii) the one-year anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 23, 2026 20:30 UTC | WORLD KINECT CORP WKC · Entity 4582 | GrantCommon Stock | 6,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001649634-26-000002 · ownership.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,686 F1 · security: These shares were issued as a restricted stock unit grant to the reporting person by the issuer. F2 · shares: The restricted stock units shall vest on the earlier of (i) the day prior to the annual meeting of the shareholders of the issuer that next follows the grant date or (ii) the one-year anniversary of the grant date. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 17:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-197781 · ownership.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,666 F1 · kind: Represents common stock underlying 509 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2027 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| October 24, 2025 Filed Oct 28, 2025 20:20 UTC | WORLD KINECT CORP WKC · Entity 4582 | GrantCommon Stock | 4,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-253537 · ownership.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,259 F1 · security: These shares were issued as a restricted stock unit grant to the reporting person by the issuer. F2 · shares: The restricted stock units shall vest on the earlier of (i) the day prior to the annual meeting of the shareholders of the issuer that next follows the grant date or (ii) the one-year anniversary of the grant date. Read SEC document |
| April 29, 2025 Filed May 1, 2025 18:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-062141 · ownership.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,157 F1 · kind: Represents common stock underlying 645 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2026 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| April 29, 2024 Filed May 1, 2024 18:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005451 · doc4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,512 F1 · kind: Represents common stock underlying 610 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2025 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| April 24, 2023 Filed Apr 26, 2023 17:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025712 · doc4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,902 F1 · kind: Represents common stock underlying 663 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2024 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| April 28, 2022 Filed May 2, 2022 18:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | PurchaseCommon Stock | 1,160 | $213.63 | $247,815.32 |
DisclosureSEC source: 0001209191-22-026463 · doc4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $213.23 to $213.73, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025878 · doc4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,079 F1 · kind: Represents common stock underlying 902 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2023 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:41 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006093 · doc4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 F1 · kind: Represents common stock underlying 177 restricted share units attributable to an annual director equity award, which shall vest on the sooner of the date of the Issuer's 2022 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the Reporting Person on the date the Reporting Person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| November 23, 2021 Filed Jan 28, 2022 00:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 16,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002320 · form5.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,760 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: 14,750 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person. F3 · balance_after: 9,500 shares previously reported as being indirectly held by the reporting person in the 2019 GRAT were transferred from the 2019 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2019 GRAT and are now owned directly by the reporting person. F4 · balance_after: 90,000 shares previously reported as being owned directly by the reporting person were transferred to the 2021 GRAT and are now indirectly held by the reporting person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Performance Restricted Stock Units · Derivative | 67,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · derivative · entry 9 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,481 shares Expires not disclosed 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, 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, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021. F4 · derivative.expiration_date: On February 15, 2018, 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, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 21,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · derivative · entry 8 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,523 shares Expires not disclosed 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 subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had 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. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 21,523 units which were settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 12, 2016, the reporting person was granted units subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had 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. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019. The amount earned exceeding 100% resulted in an additional 21,523 units which were settled in shares on March 1, 2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 30,327 | $35.79 | $1,085,403.33 |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,110 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 67,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,437 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 |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 9,653 | $35.79 | $345,480.87 |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,956 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 21,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-009131 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,609 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2020 Restricted Stock Units · Derivative | 24,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · derivative · entry 12 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,319 Underlying: Common Stock · 24,659 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 28,651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · derivative · entry 11 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,652 Underlying: Common Stock · 28,651 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 22,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · derivative · entry 10 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,494 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 11,023 | $33.37 | $367,837.51 |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,086 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 24,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,109 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,863 | $33.37 | $429,238.31 |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,450 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,313 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 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,110 | $33.37 | $337,370.70 |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,662 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 22,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-006195 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,772 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 01:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Restricted Stock Units · Derivative | 74,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005560 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,605 Underlying: Common Stock · 74,605 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 01:17 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2021 Performance Restricted Stock Units · Derivative | 74,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-005560 · form4.xml · derivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,605 Underlying: Common Stock · 74,605 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 |
| October 27, 2020 Filed Feb 8, 2021 23:20 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 30,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004462 · form5.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,278 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: 20,900 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person. F3 · balance_after: 13,000 shares previously reported as being indirectly held by the reporting person in the 2019 GRAT were transferred from the 2019 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2019 GRAT and are now owned directly by the reporting person. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 1,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · derivative · entry 9 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,814 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018. The amount earned exceeding 100% resulted in an additional 1,814 units which were settled in cash on March 1, 2020. F5 · derivative.expiration_date: On February 13, 2015, the reporting person was granted units, vesting and payable in cash based on the closing price of Bank of America Corporation common stock on the settlement date, subject to the Company's attainment of performance goals. One-half of the units reported had performance goals based on the Company's three-year average return on assets and one-half of the units reported had performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2015 and ending December 31, 2017. For the performance period, an amount equaling 102% of the target was earned. Of the 102% earned, 100% was settled in cash on March 1, 2018. The amount earned exceeding 100% resulted in an additional 1,814 units which were settled in cash on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Performance Restricted Stock Units · Derivative | 84,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · derivative · entry 8 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,371 shares Expires not disclosed 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, 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, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. F4 · derivative.expiration_date: On February 15, 2017, 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, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 1,814 | $28.50 | $51,699.00 |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,913 Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 1,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,727 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. F3 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 37,918 | $28.50 | $1,080,663.00 |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,913 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 84,371 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-009148 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,831 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2019 Restricted Stock Units · Derivative | 28,651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · derivative · entry 12 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,303 Underlying: Common Stock · 28,651 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2018 Restricted Stock Units · Derivative | 22,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · derivative · entry 11 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,494 Underlying: Common Stock · 22,494 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 28,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · derivative · entry 10 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,124 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,919 | $34.85 | $450,227.15 |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,460 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,651 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,379 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 10,138 | $34.85 | $353,309.30 |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,728 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 22,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,866 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 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,641 | $34.85 | $440,538.85 |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,372 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 28,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006499 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,013 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 02:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Restricted Stock Units · Derivative | 73,978 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005814 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,978 Underlying: Common Stock · 73,978 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 02:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2020 Performance Restricted Stock Units · Derivative | 73,978 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-005814 · form4.xml · derivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,978 Underlying: Common Stock · 73,978 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 |
| July 19, 2019 Filed Feb 7, 2020 23:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 70,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004429 · form5.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,889 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: 15,075 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person. F3 · balance_after: 100,000 shares previously reported as being owned directly by the reporting person were transferred to the 2019 GRAT and are now indirectly held by the reporting person. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2016 Performance Restricted Stock Units · Derivative | 21,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009919 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,523 Underlying: Common Stock · 21,523 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. F4 · derivative.exercise_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 21,523 units with a settlement date of March 1, 2021. F4 · derivative.expiration_date: For the performance period beginning January 1, 2016 and ending December 31, 2018, an amount equaling 116% of the target was earned; the amount earned exceeding 100% resulted in an additional 21,523 units with a settlement date of March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Performance Restricted Stock Units · Derivative | 134,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009919 · form4.xml · derivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 134,524 shares Expires not disclosed 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, 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019 and the remaining 16% will be settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 12, 2016, 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, 2016 and ending December 31, 2018. For the performance period, an amount equaling 116% of the target was earned. Of the 116% earned, 100% was settled in shares on March 1, 2019 and the remaining 16% will be settled in shares on March 1, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 60,285 | $29.31 | $1,766,953.35 |
DisclosureSEC source: 0001127602-19-009919 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,061 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 134,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009919 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,346 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.