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, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2013 Restricted Stock Units · Derivative	36,882	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041880 · 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 · 36,882 shares Expires 2016-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit 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, 2013, 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 15, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	17,630	$11.95	$210,678.50	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 6 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,113 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	36,882	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 5 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,743 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, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2014 Restricted Stock Units · Derivative	30,950	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041880 · form4.xml · derivative · entry 9 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,950 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. F4 · 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, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	14,795	$11.95	$176,800.25	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,861 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 14, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,950	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,656 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, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2015 Restricted Stock Units · Derivative	30,247	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-16-041880 · form4.xml · derivative · entry 8 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,494 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, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	14,459	$11.95	$172,785.05	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 2 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,706 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 13, 2016 Filed Feb 17, 2016 21:56 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	30,247	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041880 · form4.xml · nonDerivative · entry 1 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,165 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, 2016 Filed Feb 12, 2016 23:51 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Restricted Stock Units · Derivative	134,524	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041072 · form4.xml · derivative · entry 4 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires 2019-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2017. Read SEC document
February 12, 2016 Filed Feb 12, 2016 23:51 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2016 Performance Restricted Stock Units · Derivative	134,524	$0.00	$0.00	Disclosure SEC source: 0001127602-16-041072 · form4.xml · derivative · entry 3 Smith Andrea B · CIK 0001649634 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,524 Underlying: Common Stock · 134,524 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2016 and ending December 31, 2018. To the extent earned, the award will be settled in shares on March 1, 2019, except that any portion earned above 100% will be settled in shares on March 1, 2021. The reported number of units represents the "target" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 125% of the target, depending upon satisfaction of the performance goals. Read SEC document

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