Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | April 20, 2021 | April 22, 2021 |
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 April 20, 2021 · Filed April 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177,496 |
Reported balance
After 2021-04-20 transaction · row 1
1 source rowRow 1 · 2021-04-20 · Grant · Acquired 6,565 · Balance 177,496 F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| April 20, 2021 Filed Apr 22, 2021 20:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 6,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014289 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,496 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3. Read SEC document |
| December 02, 2020 Filed Feb 8, 2021 23:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 8,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004449 · form5.xml · nonDerivative · entry 2 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,931 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| November 11, 2020 Filed Feb 8, 2021 23:06 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004449 · form5.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,931 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 11,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014427 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,625 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Key Employee Equity Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 20:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016300 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,158 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Key Employee Equity Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015415 · form4.xml · nonDerivative · entry 2 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,831 F2 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| February 16, 2018 Filed Apr 27, 2018 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 7,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015415 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,537 F1 · kind: Represents a charitable gift by the reporting person. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015853 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,427 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 27, 2016 Filed Apr 29, 2016 20:26 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 13,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-050286 · form4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,056 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| June 17, 2015 Filed Jun 19, 2015 20:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-055036 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,741 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Director's Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 06, 2015 Filed May 8, 2015 20:45 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 9,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-040582 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,660 F1 · kind: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 07, 2014 Filed May 9, 2014 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 10,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-012575 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,839 F1 · acquired: Shares represent payment of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 08, 2013 Filed May 10, 2013 21:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-011992 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,029 F1 · acquired: Shares represent payment of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| May 09, 2012 Filed May 11, 2012 16:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 20,698 | $7.73 | $159,995.54 |
DisclosureSEC source: 0001225208-12-011955 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,741 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 16:13 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 50,000 | $7.39 | $369,500.00 |
DisclosureSEC source: 0001225208-12-002892 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,043 Read SEC document |
| May 11, 2011 Filed May 13, 2011 20:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 13,061 | $12.25 | $159,997.25 |
DisclosureSEC source: 0001225208-11-014267 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,043 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| April 28, 2010 Filed Apr 30, 2010 20:02 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 8,998 | $17.78 | $159,984.44 |
DisclosureSEC source: 0001225208-10-011468 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,982 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. Read SEC document |
| July 01, 2009 Filed Jul 6, 2009 09:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 10,984 | $13.05 | $143,341.20 |
DisclosureSEC source: 0001225208-09-015143 · doc4.xml · nonDerivative · entry 1 Bies Susan S. · CIK 0001465983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,984 F1 · kind: Shares represent payment of a portion of the annual retainer as restricted shares under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. 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.