Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Vice Chair, Global Strategy | December 31, 2021 | January 28, 2022 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | July 28, 2026 | July 30, 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 | IndirectRevocable Trust | 633,767.52 |
Reported balance
After 2021-11-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-11-12 · Gift · Disposed 119,226 · Balance 633,767.52 F1: Represents a gift by the reporting person to a child. F2: 453,788.52 shares previously reported as being owned directly by the reporting person were transferred to the Revocable Trust and are now indirectly held by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 633,767.52 |
Reported balance
After 2021-11-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-11-12 · Gift · Disposed 119,226 · Balance 633,767.52 F1: Represents a gift by the reporting person to a child. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 119,226 |
Reported balance
After 2021-11-12 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2021-11-12 · Gift · Acquired 119,226 · Balance 119,226 F1: Represents a gift by the reporting person to a child. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 119,226 |
Reported balance
After 2021-11-12 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2021-11-12 · Gift · Acquired 119,226 · Balance 119,226 F1: Represents a gift by the reporting person to a child. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 1,250 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,250 |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 1,250 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,250 F4: Reflects a change in the ownership of the account from an UTMA to direct ownership by a child of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 8,814.19 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8,814.19 F3: The share equivalents attributed to the reporting person's 401(k) balance increased 102.47 shares due to dividend reinvestments and changes in the Net Asset Value of the issuer's stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a gift by the reporting person to a child.
F2: 453,788.52 shares previously reported as being owned directly by the reporting person were transferred to the Revocable Trust and are now indirectly held by the reporting person.
F3: The share equivalents attributed to the reporting person's 401(k) balance increased 102.47 shares due to dividend reinvestments and changes in the Net Asset Value of the issuer's stock fund.
F4: Reflects a change in the ownership of the account from an UTMA to direct ownership by a child of the reporting person.
TRUIST FINANCIAL CORP
Report date July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,338 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 2,338 · Balance 2,338 F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2019 Filed Feb 20, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 22,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007170 · form4.xml · nonDerivative · entry 5 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 177,161 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 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,390 | $29.11 | $360,672.90 |
DisclosureSEC source: 0001127602-19-007170 · form4.xml · nonDerivative · entry 4 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 154,668 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 27,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007170 · form4.xml · nonDerivative · entry 3 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 167,058 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 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,212 | $29.11 | $588,371.32 |
DisclosureSEC source: 0001127602-19-007170 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 139,578 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:11 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007170 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 159,790 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 |
| December 10, 2018 Filed Feb 8, 2019 23:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 12,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004881 · form5.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,389.52 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| August 09, 2018 Filed Aug 10, 2018 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 15,820 | $31.61 | $500,070.20 |
DisclosureSEC source: 0001127602-18-025127 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,679.52 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2015 Performance Restricted Stock Units · Derivative | 1,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010075 · form4.xml · derivative · entry 8 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,851 Underlying: Common Stock · 1,851 shares Expires not disclosed F1 · derivative.exercise_price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: 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 1,851 units with a settlement date of March 1, 2020. F3 · 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 1,851 units with a settlement date of March 1, 2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Performance Restricted Stock Units · Derivative | 92,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010075 · form4.xml · derivative · entry 7 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,593 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 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. F2 · 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 21:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 92,593 | $31.48 | $2,914,827.64 |
DisclosureSEC source: 0001127602-18-010075 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,499.52 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:31 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 92,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010075 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,092.52 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, 2018 Filed Feb 16, 2018 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Restricted Stock Units · Derivative | 67,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006675 · form4.xml · derivative · entry 7 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2018 Performance Restricted Stock Units · Derivative | 67,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006675 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2017 Restricted Stock Units · Derivative | 27,479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · derivative · entry 10 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,960 Underlying: Common Stock · 27,479 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 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 44,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · derivative · entry 9 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 12,439 | $32.21 | $400,660.19 |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · nonDerivative · entry 4 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 114,948 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 27,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · nonDerivative · entry 3 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 127,387 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 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 20,300 | $32.21 | $653,863.00 |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 99,908 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:38 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007240 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 120,208 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 21:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 30,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-006399 · form4.xml · derivative · entry 7 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,865 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 21:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 13,977 | $31.18 | $435,802.86 |
DisclosureSEC source: 0001127602-18-006399 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 75,367 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:34 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-006399 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 89,344 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 08, 2017 Filed Jan 29, 2018 21:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002781 · form5.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,499.52 F1 · kind: Represents a charitable gift by the reporting person. F2 · balance_after: 58,479 shares previously owned directly by the reporting person were transferred to the reporting person's revocable trust on March 8, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Performance Restricted Stock Units · Derivative | 61,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-010170 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 61,280 | $25.50 | $1,562,640.00 |
DisclosureSEC source: 0001127602-17-010170 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,978.52 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:29 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 61,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010170 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633,258.52 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 20:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2016 Restricted Stock Units · Derivative | 44,841 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006876 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 20:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 21,468 | $24.58 | $527,683.44 |
DisclosureSEC source: 0001127602-17-006876 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,978.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:21 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 44,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006876 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,446.52 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 22:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Restricted Stock Units · Derivative | 82,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007046 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,439 Underlying: Common Stock · 82,439 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 22:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Grant2017 Performance Restricted Stock Units · Derivative | 82,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007046 · form4.xml · derivative · entry 5 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,439 Underlying: Common Stock · 82,439 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 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 30,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006594 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 14,788 | $24.06 | $355,799.28 |
DisclosureSEC source: 0001127602-17-006594 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,605.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:25 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006594 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,393.52 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 21:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 30,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006310 · form4.xml · derivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,865 Underlying: Common Stock · 30,864 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. F4 · 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 21:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 14,782 | $23.40 | $345,898.80 |
DisclosureSEC source: 0001127602-17-006310 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,443.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006310 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,225.52 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, 2016 Filed Mar 3, 2016 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2011 Performance Restricted Stock Units · Derivative | 88,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · derivative · entry 9 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,148 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 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2013 Performance Restricted Stock Units · Derivative | 46,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · derivative · entry 8 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 42,211 | $13.19 | $556,763.09 |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · nonDerivative · entry 4 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,361.52 F3 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 88,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · nonDerivative · entry 3 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,572.52 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 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 46,471 | $13.19 | $612,952.49 |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · nonDerivative · entry 2 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,424.52 Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 22:16 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 46,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-044873 · form4.xml · nonDerivative · entry 1 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,895.52 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit is the economic equivalent of one share of Bank of America Corporation common stock. Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2013 Restricted Stock Units · Derivative | 36,882 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · derivative · entry 12 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 17,671 | $11.95 | $211,168.45 |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 6 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,424.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 15, 2016 Filed Feb 17, 2016 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 36,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 5 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,095.52 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 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2014 Restricted Stock Units · Derivative | 30,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · derivative · entry 11 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech 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 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 14,847 | $11.95 | $177,421.65 |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 4 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,213.52 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document |
| February 14, 2016 Filed Feb 17, 2016 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 30,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · nonDerivative · entry 3 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,060.52 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 21:43 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversion2015 Restricted Stock Units · Derivative | 30,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-041862 · form4.xml · derivative · entry 10 Bessant Catherine P · CIK 0001649626 · Chief Ops & Tech Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,729 Underlying: Common Stock · 30,864 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.