person · Reporting owner

Smith Andrea B

Disclosed activity across 3 companies

Tapewire entity: 11669
SEC CIK: 0001649634

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 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 15, 2019 Filed Feb 16, 2019 00:05 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2019 Restricted Stock Units · Derivative	85,954	$0.00	$0.00	Disclosure SEC source: 0001127602-19-006446 · form4.xml · derivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,954 Underlying: Common Stock · 85,954 shares Expires 2022-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. 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, 2020. Read SEC document
February 15, 2019 Filed Feb 16, 2019 00:05 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2019 Performance Restricted Stock Units · Derivative	85,954	$0.00	$0.00	Disclosure SEC source: 0001127602-19-006446 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,954 Underlying: Common Stock · 85,954 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. 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, 2019 and ending December 31, 2021. To the extent earned, the award will be settled in shares on March 1, 2022. 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 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2018 Restricted Stock Units · Derivative	22,493	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007197 · form4.xml · derivative · entry 11 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,988 Underlying: Common Stock · 22,493 shares Expires 2021-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Restricted Stock Units · Derivative	28,124	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007197 · form4.xml · derivative · entry 10 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,124 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. F4 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2016 Restricted Stock Units · Derivative	44,842	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007197 · 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 · 44,842 shares Expires 2019-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 12, 2016, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2017. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	10,132	$29.11	$294,942.52	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,822 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	22,493	$0.00	$0.00	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,954 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	12,620	$29.11	$367,368.20	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,461 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	28,124	$0.00	$0.00	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	20,096	$29.11	$584,994.56	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,957 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	44,842	$0.00	$0.00	Disclosure SEC source: 0001127602-19-007197 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,053 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, 2018 Filed Mar 5, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2015 Performance Restricted Stock Units · Derivative	1,814	$0.00	$0.00	Disclosure SEC source: 0001127602-18-010082 · form4.xml · derivative · entry 7 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,814 Underlying: Common Stock · 1,814 shares Expires not disclosed 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: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 1,814 units with a settlement date of March 1, 2020. F5 · derivative.expiration_date: For the performance period beginning January 1, 2015 and ending December 31, 2017, an amount equaling 102% of the target was earned; the amount earned exceeding 100% resulted in an additional 1,814 units with a settlement date of March 1, 2020. Read SEC document
March 01, 2018 Filed Mar 5, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Performance Restricted Stock Units · Derivative	90,741	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-010082 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,741 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. F4 · 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 have performance goals based on the Company's three-year average return on assets and one-half of the units reported have 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 and the remaining 2% will be settled in cash on March 1, 2020. F4 · 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 have performance goals based on the Company's three-year average return on assets and one-half of the units reported have 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 and the remaining 2% will be settled in cash on March 1, 2020. Read SEC document
March 01, 2018 Filed Mar 5, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	90,741	$31.48	$2,856,526.68	Disclosure SEC source: 0001127602-18-010082 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,211 Read SEC document
March 01, 2018 Filed Mar 5, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	90,741	$0.00	$0.00	Disclosure SEC source: 0001127602-18-010082 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,952 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
February 22, 2018 Filed Mar 5, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	62,500	$0.00	$0.00	Disclosure SEC source: 0001127602-18-010082 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,211 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: 100,000 shares previously reported as being owned directly by the reporting person were transferred to the 2018 GRAT and are now indirectly held by the reporting person. Read SEC document
February 15, 2018 Filed Feb 16, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2018 Restricted Stock Units · Derivative	67,481	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006679 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,481 Underlying: Common Stock · 67,481 shares Expires 2021-02-15 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, 2019. Read SEC document
February 15, 2018 Filed Feb 16, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2018 Performance Restricted Stock Units · Derivative	67,481	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006679 · form4.xml · derivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,481 Underlying: Common Stock · 67,481 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, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. 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, 2018 and ending December 31, 2020. To the extent earned, the award will be settled in shares on March 1, 2021. 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 15, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Restricted Stock Units · Derivative	28,123	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-007245 · form4.xml · derivative · entry 7 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,248 Underlying: Common Stock · 28,123 shares Expires 2020-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document
February 15, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2016 Restricted Stock Units · Derivative	44,841	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-007245 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,842 Underlying: Common Stock · 44,841 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, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	12,642	$32.21	$407,198.82	Disclosure SEC source: 0001127602-18-007245 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,711 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	28,123	$0.00	$0.00	Disclosure SEC source: 0001127602-18-007245 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,353 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, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	20,156	$32.21	$649,224.76	Disclosure SEC source: 0001127602-18-007245 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,230 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2018 Filed Feb 20, 2018 21:41 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	44,841	$0.00	$0.00	Disclosure SEC source: 0001127602-18-007245 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,386 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 13, 2018 Filed Feb 15, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	30,247	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-006403 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,247 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 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	13,596	$31.18	$423,923.28	Disclosure SEC source: 0001127602-18-006403 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,545 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 13, 2018 Filed Feb 15, 2018 21:36 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,247	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006403 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,141 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
October 18, 2017 Filed Jan 29, 2018 21:09 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	3,877	$0.00	$0.00	Disclosure SEC source: 0001127602-18-002783 · form5.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,894 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document
March 02, 2017 Filed Jan 29, 2018 21:09 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	4,200	$0.00	$0.00	Disclosure SEC source: 0001127602-18-002783 · form5.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,771 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document
March 01, 2017 Filed Mar 3, 2017 21:25 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2014 Performance Restricted Stock Units · Derivative	61,280	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-010161 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,280 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 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 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 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, 2014 and ending on December 31, 2016. F2 · derivative.expiration_date: On February 14, 2014, 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 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, 2014 and ending on December 31, 2016. F3 · balance_after: The units have reached the end of the performance period. No units remain outstanding. Read SEC document
March 01, 2017 Filed Mar 3, 2017 21:25 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	61,280	$25.50	$1,562,640.00	Disclosure SEC source: 0001127602-17-010161 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,971 Read SEC document
March 01, 2017 Filed Mar 3, 2017 21:25 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	61,280	$0.00	$0.00	Disclosure SEC source: 0001127602-17-010161 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,251 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 20:23 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2016 Restricted Stock Units · Derivative	44,841	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006877 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,683 Underlying: Common Stock · 44,841 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 20:23 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	21,322	$24.58	$524,094.76	Disclosure SEC source: 0001127602-17-006877 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,971 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2017 Filed Feb 17, 2017 20:23 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	44,841	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006877 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,293 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 22:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Restricted Stock Units · Derivative	84,371	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007048 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,371 Underlying: Common Stock · 84,371 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 22:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Performance Restricted Stock Units · Derivative	84,371	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007048 · form4.xml · derivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,371 Underlying: Common Stock · 84,371 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 21:27 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2014 Restricted Stock Units · Derivative	30,950	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006595 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,950 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 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 14, 2014, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 14, 2017 Filed Feb 16, 2017 21:27 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	14,717	$24.06	$354,091.02	Disclosure SEC source: 0001127602-17-006595 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,452 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 14, 2017 Filed Feb 16, 2017 21:27 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,950	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006595 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,169 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 13, 2017 Filed Feb 15, 2017 21:28 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	30,247	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-17-006314 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,247 Underlying: Common Stock · 30,247 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 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 13, 2015, the reporting person was granted units, vesting in three equal annual installments commencing with the first anniversary of the grant date. Read SEC document
February 13, 2017 Filed Feb 15, 2017 21:28 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	14,383	$23.40	$336,562.20	Disclosure SEC source: 0001127602-17-006314 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,219 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 13, 2017 Filed Feb 15, 2017 21:28 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,247	$0.00	$0.00	Disclosure SEC source: 0001127602-17-006314 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,602 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
November 04, 2016 Filed Jan 27, 2017 21:10 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	GiftCommon Stock	30,102	$0.00	$0.00	Disclosure SEC source: 0001127602-17-002624 · form5.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,355 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2011 Performance Restricted Stock Units · Derivative	73,457	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-044879 · form4.xml · derivative · entry 7 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73,457 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F6 · derivative.exercise_date: On February 15, 2011, the reporting person was granted units, vesting and payable in shares of Bank of America Corporation common stock subject to the Company's attainment of return on asset performance goals measured each quarter based on a 12-month rolling period. Represents vesting and settlement on March 1, 2016 of units based on the attainment of goals for the four quarters ending December 31, 2015. F6 · derivative.expiration_date: On February 15, 2011, the reporting person was granted units, vesting and payable in shares of Bank of America Corporation common stock subject to the Company's attainment of return on asset performance goals measured each quarter based on a 12-month rolling period. Represents vesting and settlement on March 1, 2016 of units based on the attainment of goals for the four quarters ending December 31, 2015. F5 · balance_after: The units have reached the end of the performance period. No units remain outstanding. Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2013 Performance Restricted Stock Units · Derivative	46,471	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-044879 · form4.xml · derivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,471 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 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 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 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, 2013 and ending on December 31, 2015. F4 · derivative.expiration_date: On February 15, 2013, 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 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, 2013 and ending on December 31, 2015. F5 · balance_after: The units have reached the end of the performance period. No units remain outstanding. Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	35,113	$13.19	$463,140.47	Disclosure SEC source: 0001127602-16-044879 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,457 F3 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	73,457	$0.00	$0.00	Disclosure SEC source: 0001127602-16-044879 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,570 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. F2 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Disposition to issuerCommon Stock	46,471	$13.19	$612,952.49	Disclosure SEC source: 0001127602-16-044879 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,113 Read SEC document
March 01, 2016 Filed Mar 3, 2016 22:22 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	46,471	$0.00	$0.00	Disclosure SEC source: 0001127602-16-044879 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,584 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.