Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Home Loans & Insurance | August 31, 2011 | September 01, 2011 |
| CITIGROUP INCC · Entity 2837 | Director | January 02, 2025 | January 06, 2025 |
| DAVITA INC.DVA · Entity 3482 | Director | August 15, 2026 | August 18, 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 August 31, 2011 · Filed September 01, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2011-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-08-31 · Exercise / conversion · Acquired 7,062 · Balance 7,062 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. Row 2 · 2011-08-31 · Disposition to issuer · Disposed 7,062 · Balance 0 |
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 113,016 |
Reported balance
After 2011-08-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2011-08-31 · Exercise / conversion · Disposed 7,062 · Balance 113,016 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2: The Stock Units were awarded on November 30, 2009 and December 31, 2009 pursuant to a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vested upon grant and are payable solely in cash as follows: in 36 monthly installments beginning January 2011, provided that payments would be accelerated by twelve months upon repayment of our TARP financing. As a result of our repayment of all TARP financing in December 2009, the payment schedule was accelerated to 36 monthly installments beginning January 2010. |
| Common StockSEC Table I · non-derivative | IndirectBy Joint Revocable Trust | 292,011 |
Reported balance
Holding disclosure · report date 2011-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 292,011 |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 13,855.15 |
Reported balance
Holding disclosure · report date 2011-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 13,855.15 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock.
F2: The Stock Units were awarded on November 30, 2009 and December 31, 2009 pursuant to a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vested upon grant and are payable solely in cash as follows: in 36 monthly installments beginning January 2011, provided that payments would be accelerated by twelve months upon repayment of our TARP financing. As a result of our repayment of all TARP financing in December 2009, the payment schedule was accelerated to 36 monthly installments beginning January 2010.
CITIGROUP INC
Report date January 02, 2025 · Filed January 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,026.2999 |
Reported balance
After 2025-01-02 transaction · row 1
1 source rowRow 1 · 2025-01-02 · Grant · Acquired 529.4666 · Balance 100,026.2999 F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors.
DAVITA INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 278 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 278 · Balance 278 |
| Common StockSEC Table I · non-derivative | IndirectMarc J. Desoer and Barbara J. Desoer 1998 Trust dated September 7, 1998 | 14,021 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,021 |
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 |
|---|---|---|---|---|---|---|
| November 05, 2003 Filed Nov 6, 2003 18:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 427 | $75.21 | $32,114.67 |
DisclosureSEC source: 0000070858-03-000457 · doc4.xml · nonDerivative · entry 3 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,867 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 05, 2003 Filed Nov 6, 2003 18:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $75.20 | $97,760.00 |
DisclosureSEC source: 0000070858-03-000457 · doc4.xml · nonDerivative · entry 2 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,294 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 05, 2003 Filed Nov 6, 2003 18:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,074 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000457 · doc4.xml · nonDerivative · entry 1 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,594 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. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 19,074 | $50.70 Strike: $50.70 | $967,051.80 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · derivative · entry 20 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,004 Underlying: Common Stock · 19,074 shares Expires 2007-05-22 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_date: This option fully vested on September 30, 1998, with the merger between BankAmerica Corporation and NationsBank Corporation. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,544 | $79.95 | $203,392.80 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 16 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 700 | $79.93 | $55,951.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 15 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,064 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 483 | $79.87 | $38,577.21 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 14 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,764 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 700 | $79.86 | $55,902.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 13 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,247 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,049 | $79.85 | $323,312.65 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 12 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,947 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,100 | $79.84 | $87,824.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 11 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,996 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 283 | $79.83 | $22,591.89 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 10 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,096 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $79.82 | $103,766.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 9 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,379 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 283 | $79.79 | $22,580.57 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 8 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,679 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,583 | $79.76 | $126,260.08 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 7 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,962 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $79.75 | $103,675.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 6 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,545 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,583 | $79.74 | $126,228.42 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 5 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,845 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,583 | $79.70 | $126,165.10 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 4 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,428 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,483 | $79.64 | $118,106.12 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 3 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,011 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 100 | $79.63 | $7,963.00 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 2 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,494 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 06, 2003 Filed Oct 6, 2003 19:58 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 19,074 | $50.70 | $967,051.80 |
DisclosureSEC source: 0000070858-03-000414 · doc4.xml · nonDerivative · entry 1 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,594 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. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 360 | $60.50 Strike: $60.50 | $21,780.00 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · derivative · entry 16 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 360 shares Expires 2004-01-03 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. F6 · derivative.exercise_date: This option vested 25% on January 4, 2000, 25% on January 4, 2001 and 50% on January 4, 2002. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 5,299 | $50.70 Strike: $50.70 | $268,659.30 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · derivative · entry 15 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,078 Underlying: Common Stock · 5,299 shares Expires 2007-05-22 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. F5 · derivative.exercise_date: This option fully vested on September 30, 1998, with the merger between BankAmerica Corporation and NationsBank Corporation. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 13,775 | $36.70 Strike: $36.70 | $505,542.50 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · derivative · entry 14 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,775 shares Expires 2006-08-05 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. F5 · derivative.exercise_date: This option fully vested on September 30, 1998, with the merger between BankAmerica Corporation and NationsBank Corporation. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 200 | $61.36 Strike: $61.36 | $12,272.00 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · derivative · entry 13 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 200 Underlying: Common Stock · 200 shares Expires 2007-02-01 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. F4 · derivative.exercise_date: The option vested 50% on June 23, 2003, and the remaining 50% vest if the stock price closes at or above $91.36 for ten consecuti ve trading days. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 180 | $48.44 Strike: $48.44 | $8,718.75 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · derivative · entry 12 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 180 shares Expires 2005-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vested 25% on January 3, 2001, 25% on January 3, 2002 and 50% on January 3, 2003. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 454 | $76.40 | $34,685.60 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 9 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 683 F2 · kind: Option exercise and sale of shares in accordance with a written plan established August 7, 2003 pursuant to the requirements of R ule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 286 | $75.75 | $21,664.50 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 8 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,137 F2 · kind: Option exercise and sale of shares in accordance with a written plan established August 7, 2003 pursuant to the requirements of R ule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 360 | $60.50 | $21,780.00 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 7 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,423 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. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 200 | $61.36 | $12,272.00 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 6 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,063 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. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 180 | $48.44 | $8,718.75 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 5 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 863 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. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 11,704 | $76.40 | $894,185.60 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 4 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,520 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,370 | $75.75 | $558,277.50 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 3 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,224 F1 · kind: Option exercise and sale of shares in accordance with a written plan established July 15, 2003 pursuant to the requirements of Ru le 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,299 | $50.70 | $268,659.30 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 2 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,594 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. Read SEC document |
| September 05, 2003 Filed Sep 8, 2003 19:00 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 13,775 | $36.70 | $505,542.50 |
DisclosureSEC source: 0000070858-03-000383 · doc4.xml · nonDerivative · entry 1 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,295 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. Read SEC document |
| August 01, 2003 Filed Aug 5, 2003 14:57 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 45 | $80.74 | $3,633.30 |
DisclosureSEC source: 0000070858-03-000348 · doc4.xml · nonDerivative · entry 1 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 683 F1 · kind: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock whi ch is exempt under Rule 16b-3(e). F2 · balance_after: An additional 2813 shares are held indirectly through the 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 83.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000119 · edgar.xml · nonDerivative · entry 6 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust-Spouse Disclosed balance after: 2,803.84 F1 · shares: This amount reflects the correct 2002 Thrift Trust match; the Form 4 filed February 18, 2003 and any subsequent reports inadvertently overstated the 2002 Thrift Trust match due to a vendor error. F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 93.18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000119 · edgar.xml · nonDerivative · entry 5 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust-Spouse Disclosed balance after: 2,720.05 F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 145.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000119 · edgar.xml · nonDerivative · entry 4 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 5,483.54 F1 · shares: This amount reflects the correct 2002 Thrift Trust match; the Form 4 filed February 18, 2003 and any subsequent reports inadvertently overstated the 2002 Thrift Trust match due to a vendor error. F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 18:09 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,129.65 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000119 · edgar.xml · nonDerivative · entry 3 DESOER BARBARA J · CIK 0001189881 · President, Consumer Products 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 5,337.82 F2 · price: Shares acquired were exempt transactions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. 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.