person · Reporting owner

Leitch David G

Disclosed activity across 2 companies

Tapewire entity: 11789
SEC CIK: 0001323205

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
BANK OF AMERICA CORP /DE/BAC · Entity 2801	Global General Counsel	March 01, 2021	March 03, 2021
FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195	Director	January 01, 2024	January 10, 2024

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 March 01, 2021 · Filed March 03, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	160,542	Ending reported balance After 2021-03-01 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2021-03-01 · Exercise / conversion · Acquired 52,057 · Balance 183,973 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Row 2 · 2021-03-01 · Tax withholding · Disposed 23,431 · Balance 160,542 F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.
2018 Performance Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2021-03-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2021-03-01 · Exercise / conversion · Disposed 52,057 · Balance 0 F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3: On February 15, 2018, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021.

Filing footnotes · ownership attribution and instrument terms

F1: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

F2: Disposition of shares to the issuer to satisfy a tax withholding obligation.

F3: On February 15, 2018, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021.

FIRST CITIZENS BANCSHARES INC /DE/

Report date January 01, 2024 · Filed January 10, 2024

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	100	Reported balance Holding disclosure · report date 2024-01-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 100

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
March 01, 2021 Filed Mar 3, 2021 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2018 Performance Restricted Stock Units · Derivative	52,057	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-009116 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,057 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021. F3 · derivative.expiration_date: On February 15, 2018, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2018 and ending December 31, 2020. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2021. Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	23,431	$35.79	$838,595.49	Disclosure SEC source: 0001127602-21-009116 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,542 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:17 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	52,057	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-009116 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,973 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2020 Restricted Stock Units · Derivative	17,406	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · derivative · entry 9 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,814 Underlying: Common Stock · 17,406 shares Expires 2023-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2019 Restricted Stock Units · Derivative	20,965	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · derivative · entry 8 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,965 Underlying: Common Stock · 20,965 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2018 Restricted Stock Units · Derivative	17,353	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · derivative · entry 7 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,353 shares Expires 2021-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	7,781	$33.37	$259,651.97	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 6 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,916 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	17,406	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 5 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,697 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	9,413	$33.37	$314,111.81	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 4 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,291 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	20,965	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,704 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	7,811	$33.37	$260,653.07	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,739 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2021 Filed Feb 17, 2021 21:21 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	17,353	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006168 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 12, 2021 Filed Feb 13, 2021 01:11 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2021 Restricted Stock Units · Derivative	52,526	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-005556 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,526 Underlying: Common Stock · 52,526 shares Expires 2025-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in four equal annual installments commencing February 15, 2022. Read SEC document
February 12, 2021 Filed Feb 13, 2021 01:11 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2021 Performance Restricted Stock Units · Derivative	52,526	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-005556 · form4.xml · derivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,526 Underlying: Common Stock · 52,526 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2021 and ending December 31, 2023. To the extent earned, the award will be settled in shares on March 1, 2024. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document
March 01, 2020 Filed Mar 3, 2020 22:15 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Performance Restricted Stock Units · Derivative	64,406	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-009120 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,406 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. F3 · derivative.expiration_date: On February 15, 2017, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2017 and ending December 31, 2019. For the performance period, an amount equaling 100% of the target was earned. Of the 100% earned, 100% was settled in shares on March 1, 2020. Read SEC document
March 01, 2020 Filed Mar 3, 2020 22:15 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	29,054	$28.50	$828,039.00	Disclosure SEC source: 0001127602-20-009120 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,197 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
March 01, 2020 Filed Mar 3, 2020 22:15 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	64,406	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-009120 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,251 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 represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2019 Restricted Stock Units · Derivative	20,964	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · derivative · entry 9 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,930 Underlying: Common Stock · 20,964 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F5 · derivative.exercise_date: On February 15, 2019, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2020. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2018 Restricted Stock Units · Derivative	17,352	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · derivative · entry 8 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,353 Underlying: Common Stock · 17,352 shares Expires 2021-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Restricted Stock Units · Derivative	21,469	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · derivative · entry 7 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,469 shares Expires 2020-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	9,454	$34.85	$329,471.90	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 6 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,845 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	20,964	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 5 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,299 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	7,838	$34.85	$273,154.30	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 4 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,335 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	17,352	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,173 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	9,686	$34.85	$337,557.10	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,821 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:54 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	21,469	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-006479 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,507 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. Read SEC document
February 14, 2020 Filed Feb 15, 2020 02:10 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2020 Restricted Stock Units · Derivative	52,220	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-005810 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,220 Underlying: Common Stock · 52,220 shares Expires 2023-02-15 F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units vest in three equal annual installments commencing February 15, 2021. Read SEC document
February 14, 2020 Filed Feb 15, 2020 02:10 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2020 Performance Restricted Stock Units · Derivative	52,220	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-20-005810 · form4.xml · derivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,220 Underlying: Common Stock · 52,220 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F2 · derivative.exercise_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. F2 · derivative.expiration_date: Award under the Bank of America Corporation Key Employee Equity Plan in a transaction that is exempt under Rule 16b-3(d). These units are subject to the attainment of pre-established performance goals. One-half of the units have performance goals based on the Company's three-year average return on assets and one-half of the units have performance goals based on the Company's three-year average growth in adjusted tangible book value, both beginning on January 1, 2020 and ending December 31, 2022. To the extent earned, the award will be settled in shares on March 1, 2023. The reported number of units represents the "maximum" amount of the award (i.e., 100%); the actual award upon vesting may range between 0% and 100% of the maximum, depending upon satisfaction of the performance goals. Read SEC document
February 15, 2019 Filed Feb 15, 2019 23:58 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2019 Restricted Stock Units · Derivative	62,894	$0.00	$0.00	Disclosure SEC source: 0001127602-19-006441 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,894 Underlying: Common Stock · 62,894 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 15, 2019 23:58 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2019 Performance Restricted Stock Units · Derivative	62,894	$0.00	$0.00	Disclosure SEC source: 0001127602-19-006441 · form4.xml · derivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,894 Underlying: Common Stock · 62,894 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 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2018 Restricted Stock Units · Derivative	17,352	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007182 · form4.xml · derivative · entry 6 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,705 Underlying: Common Stock · 17,352 shares Expires 2021-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F4 · derivative.exercise_date: On February 15, 2018, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2019. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Restricted Stock Units · Derivative	21,469	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007182 · form4.xml · derivative · entry 5 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,469 Underlying: Common Stock · 21,469 shares Expires 2020-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing February 15, 2018. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	7,851	$29.11	$228,542.61	Disclosure SEC source: 0001127602-19-007182 · form4.xml · nonDerivative · entry 4 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,038 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	17,352	$0.00	$0.00	Disclosure SEC source: 0001127602-19-007182 · form4.xml · nonDerivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,889 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 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	9,688	$29.11	$282,017.68	Disclosure SEC source: 0001127602-19-007182 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,537 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:20 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	21,469	$0.00	$0.00	Disclosure SEC source: 0001127602-19-007182 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,225 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 16, 2018 21:31 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2018 Restricted Stock Units · Derivative	52,057	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006665 · form4.xml · derivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,057 Underlying: Common Stock · 52,057 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 21:31 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2018 Performance Restricted Stock Units · Derivative	52,057	$0.00	$0.00	Disclosure SEC source: 0001127602-18-006665 · form4.xml · derivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,057 Underlying: Common Stock · 52,057 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 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversion2017 Restricted Stock Units · Derivative	21,468	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-18-007219 · form4.xml · derivative · entry 3 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,938 Underlying: Common Stock · 21,468 shares Expires 2020-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F1 · price: Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. F3 · derivative.exercise_date: On February 15, 2017, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2018. Read SEC document
February 15, 2018 Filed Feb 20, 2018 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Tax withholdingCommon Stock	9,712	$32.21	$312,823.52	Disclosure SEC source: 0001127602-18-007219 · form4.xml · nonDerivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,756 F2 · shares: Disposition of shares to the issuer to satisfy a tax withholding obligation. Read SEC document
February 15, 2018 Filed Feb 20, 2018 21:29 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Exercise / conversionCommon Stock	21,468	$0.00	$0.00	Disclosure SEC source: 0001127602-18-007219 · form4.xml · nonDerivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,468 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 22:49 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Restricted Stock Units · Derivative	64,406	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007040 · form4.xml · derivative · entry 2 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,406 Underlying: Common Stock · 64,406 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 22:49 UTC	BANK OF AMERICA CORP /DE/ BAC · Entity 2801	Grant2017 Performance Restricted Stock Units · Derivative	64,406	$0.00	$0.00	Disclosure SEC source: 0001127602-17-007040 · form4.xml · derivative · entry 1 Leitch David G · CIK 0001323205 · Global General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,406 Underlying: Common Stock · 64,406 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

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