Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 05, 2023 | May 08, 2023 |
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Glbl Wealth and Inv Mgmt | August 15, 2011 | August 16, 2011 |
| CITIGROUP INCC · Entity 2837 | Chair/CEO Global Wealth Mgt. | January 22, 2008 | January 25, 2008 |
| Duolingo, Inc.DUOL · Entity 3679 | Director | August 10, 2026 | August 12, 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.
2U, Inc.
Report date May 05, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,465 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 5,312 · Balance 71,465 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award represent a pro-rata portion of the annual director equity award and will vest in full on June 6, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F2: The shares underlying this restricted stock unit award represent a pro-rata portion of the annual director equity award and will vest in full on June 6, 2023.
BANK OF AMERICA CORP /DE/
Report date August 15, 2011 · Filed August 16, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,000 |
Ending reported balance
After 2011-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-08-15 · Exercise / conversion · Acquired 5,144 · Balance 68,144 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. Row 2 · 2011-08-15 · Disposition to issuer · Disposed 5,144 · Balance 63,000 |
| Stock Units 2011SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-02-15 | Direct | 30,865 |
Reported balance
After 2011-08-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2011-08-15 · Exercise / conversion · Disposed 5,144 · Balance 30,865 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 705 |
Reported balance
Holding disclosure · report date 2011-08-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 705 |
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 February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012.
CITIGROUP INC
Report date January 22, 2008 · Filed January 25, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 584,028.4 |
Ending reported balance
After 2008-01-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2008-01-22 · Grant · Acquired 345,550.1 · Balance 609,491.9 F1: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan. Row 2 · 2008-01-22 · Tax withholding · Disposed 25,463.5 · Balance 584,028.4 F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan.
F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock.
Duolingo, Inc.
Report date August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,592 |
Ending reported balance
After 2026-08-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-10 · Grant · Acquired 1,312 · Balance 1,312 F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of the Issuer's Class A Common Stock for each RSU upon vesting. 100% of the RSUs vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service to the Issuer. Row 2 · 2026-08-10 · Grant · Acquired 3,280 · Balance 4,592 F2: One-half of the RSUs vest on August 10, 2027, and one-fourth vest on each of August 10, 2028 and August 10, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of the Issuer's Class A Common Stock for each RSU upon vesting. 100% of the RSUs vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service to the Issuer.
F2: One-half of the RSUs vest on August 10, 2027, and one-fourth vest on each of August 10, 2028 and August 10, 2029.
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 |
|---|---|---|---|---|---|---|
| August 10, 2026 Filed Aug 12, 2026 22:02 UTC | Duolingo, Inc. DUOL · Entity 3679 | GrantClass A Common Stock | 3,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056396 · wk-form4_1786572135.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,592 F2 · shares: One-half of the RSUs vest on August 10, 2027, and one-fourth vest on each of August 10, 2028 and August 10, 2029. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 22:02 UTC | Duolingo, Inc. DUOL · Entity 3679 | GrantClass A Common Stock | 1,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056396 · wk-form4_1786572135.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of the Issuer's Class A Common Stock for each RSU upon vesting. 100% of the RSUs vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| May 05, 2023 Filed May 8, 2023 17:23 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 5,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007562 · form4-05082023_090512.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,465 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award represent a pro-rata portion of the annual director equity award and will vest in full on June 6, 2023. Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:17 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 446 | $11.20 | $4,995.20 |
DisclosureSEC source: 0001415889-22-004951 · form4-05132022_010533.xml · nonDerivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,153 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2023, subject to the reporting person's continued service as a director of the issuer as of that date. F4 · price: The restricted stock units were issued to the reporting person in lieu of annual committee member retainer fees of $5,000. Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:17 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 4,909 | $11.20 | $54,980.80 |
DisclosureSEC source: 0001415889-22-004951 · form4-05132022_010533.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,707 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2023, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $55,000. Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:17 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 21,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004951 · form4-05132022_010533.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,798 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2023, subject to the reporting person's continued service as a director of the issuer as of that date. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:19 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 127 | $39.31 | $4,992.37 |
DisclosureSEC source: 0001209191-21-031093 · doc4.xml · nonDerivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,552 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F4 · price: The restricted stock units were issued to the reporting person in lieu of annual committee member retainer fees of $5,000. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:19 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,399 | $39.31 | $54,994.69 |
DisclosureSEC source: 0001209191-21-031093 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,425 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $55,000. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:19 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 6,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031093 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,026 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:10 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 984 | $25.40 | $24,993.60 |
DisclosureSEC source: 0001209191-20-027558 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,972 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2021, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:10 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 7,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027558 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,988 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2021, subject to the reporting person's continued service as a director of the issuer as of that date. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:44 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 3,601 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001209191-19-026465 · doc4.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,601 Underlying: Common Stock · 3,601 shares Expires 2029-04-25 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2020, 2021 and 2022, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:44 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026465 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,114 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2020, 2021 and 2022, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:44 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 409 | $61.01 | $24,953.09 |
DisclosureSEC source: 0001209191-19-026465 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,475 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2020, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 1,504 | $0.00 Strike: $78.77 | $0.00 |
DisclosureSEC source: 0001209191-18-026764 · doc4.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 Underlying: Common Stock · 1,504 shares Expires 2028-04-25 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026764 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,066 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 317 | $78.77 | $24,970.09 |
DisclosureSEC source: 0001209191-18-026764 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,368 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2019, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:38 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 2,899 | $0.00 Strike: $39.69 | $0.00 |
DisclosureSEC source: 0001179110-17-005859 · edgar.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 Underlying: Common Stock · 2,899 shares Expires 2027-04-01 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2018, 2019 and 2020, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:38 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005859 · edgar.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,051 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2018, 2019 and 2020, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 21:38 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 629 | $39.69 | $24,965.01 |
DisclosureSEC source: 0001179110-17-005859 · edgar.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2018, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| August 15, 2011 Filed Aug 16, 2011 20:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-019998 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,865 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| August 15, 2011 Filed Aug 16, 2011 20:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $7.76 | $39,917.44 |
DisclosureSEC source: 0001225208-11-019998 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| August 15, 2011 Filed Aug 16, 2011 20:04 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-019998 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| July 15, 2011 Filed Jul 18, 2011 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-018312 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,009 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| July 15, 2011 Filed Jul 18, 2011 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $10.00 | $51,440.00 |
DisclosureSEC source: 0001225208-11-018312 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| July 15, 2011 Filed Jul 18, 2011 20:08 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-018312 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| June 15, 2011 Filed Jun 16, 2011 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-016449 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,153 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| June 15, 2011 Filed Jun 16, 2011 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $10.50 | $54,012.00 |
DisclosureSEC source: 0001225208-11-016449 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| June 15, 2011 Filed Jun 16, 2011 20:07 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-016449 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| May 13, 2011 Filed May 16, 2011 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014430 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,297 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| May 13, 2011 Filed May 16, 2011 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $11.93 | $61,367.92 |
DisclosureSEC source: 0001225208-11-014430 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| May 13, 2011 Filed May 16, 2011 20:05 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-014430 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| April 15, 2011 Filed Apr 18, 2011 20:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-011834 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,441 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| April 15, 2011 Filed Apr 18, 2011 20:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $12.82 | $65,946.08 |
DisclosureSEC source: 0001225208-11-011834 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| April 15, 2011 Filed Apr 18, 2011 20:23 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-011834 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| March 15, 2011 Filed Mar 16, 2011 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionStock Units 2011 · Derivative | 5,144 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-009860 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,585 Underlying: Common Stock · 5,144 shares Expires 2012-02-15 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. F1 · price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| March 15, 2011 Filed Mar 16, 2011 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Disposition to issuerCommon Stock | 5,144 | $13.96 | $71,810.24 |
DisclosureSEC source: 0001225208-11-009860 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| March 15, 2011 Filed Mar 16, 2011 20:32 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 5,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-009860 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,144 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 Stock Unit is the economic equivalent of one share of Bank of America common stock. Read SEC document |
| February 15, 2011 Filed Feb 18, 2011 00:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantStock Units 2011 · Derivative | 61,729 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-006381 · doc4.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,729 Underlying: Common Stock · 61,729 shares Expires 2012-02-15 F2 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F3 · derivative.exercise_date: Award of stock units on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows: 1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. Read SEC document |
| February 15, 2011 Filed Feb 18, 2011 00:54 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPerformance Restricted Stock Units · Derivative | 260,632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-006381 · doc4.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,632 Underlying: Common Stock · 260,632 shares Expires not disclosed F1 · derivative.exercise_price: Award of performance contingent restricted stock units (PRSUs) on February 15, 2011 pursuant to the terms of a Performance Contingent Restricted Stock Unit Agreement and the Bank of America Corporation 2003 Key Associate Stock Plan (KASP), which is exempt under Rule 16b-3(d) subject to the attainment of pre-established performance goals. The PRSU performance goals are based on the Company's return on assets measured each quarter based on the prior 12 month period. Each performance period is comprised of four calendar quarters and occurs on a rolling quarterly basis. The first performance period is the four calendar quarters ending December 31, 2011 and and the last performance period is the four calendar quarters ending December 31, 2015. To the extent earned, PRSUs will be settled 40% in cash and 60% in shares. F1 · derivative.exercise_date: Award of performance contingent restricted stock units (PRSUs) on February 15, 2011 pursuant to the terms of a Performance Contingent Restricted Stock Unit Agreement and the Bank of America Corporation 2003 Key Associate Stock Plan (KASP), which is exempt under Rule 16b-3(d) subject to the attainment of pre-established performance goals. The PRSU performance goals are based on the Company's return on assets measured each quarter based on the prior 12 month period. Each performance period is comprised of four calendar quarters and occurs on a rolling quarterly basis. The first performance period is the four calendar quarters ending December 31, 2011 and and the last performance period is the four calendar quarters ending December 31, 2015. To the extent earned, PRSUs will be settled 40% in cash and 60% in shares. F1 · derivative.expiration_date: Award of performance contingent restricted stock units (PRSUs) on February 15, 2011 pursuant to the terms of a Performance Contingent Restricted Stock Unit Agreement and the Bank of America Corporation 2003 Key Associate Stock Plan (KASP), which is exempt under Rule 16b-3(d) subject to the attainment of pre-established performance goals. The PRSU performance goals are based on the Company's return on assets measured each quarter based on the prior 12 month period. Each performance period is comprised of four calendar quarters and occurs on a rolling quarterly basis. The first performance period is the four calendar quarters ending December 31, 2011 and and the last performance period is the four calendar quarters ending December 31, 2015. To the extent earned, PRSUs will be settled 40% in cash and 60% in shares. Read SEC document |
| February 12, 2010 Filed Feb 17, 2010 22:01 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 167,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-004736 · doc4.xml · derivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,786 Underlying: Common Stock · 167,786 shares Expires 2013-02-12 F1 · derivative.exercise_date: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. Read SEC document |
| January 15, 2010 Filed Jan 20, 2010 21:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 180,723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-001901 · doc4.xml · derivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,723 Underlying: Common Stock · 180,723 shares Expires 2013-01-15 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F2 · derivative.exercise_date: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. Read SEC document |
| August 12, 2009 Filed Aug 13, 2009 15:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 100 | $15.96 | $1,596.00 |
DisclosureSEC source: 0001225208-09-017250 · doc4.xml · nonDerivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| August 12, 2009 Filed Aug 13, 2009 15:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 23,800 | $15.98 | $380,324.00 |
DisclosureSEC source: 0001225208-09-017250 · doc4.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,900 Read SEC document |
| August 12, 2009 Filed Aug 13, 2009 15:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | PurchaseCommon Stock | 39,100 | $15.97 | $624,427.00 |
DisclosureSEC source: 0001225208-09-017250 · doc4.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Pres, Glbl Wealth and Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,100 Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 00:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 25,463.5 | $24.20 | $616,216.70 |
DisclosureSEC source: 0001181431-08-005299 · rrd191811.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Chair/CEO Global Wealth Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584,028.4 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 00:13 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 345,550.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-005299 · rrd191811.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chair/CEO Global Wealth Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,491.9 F1 · shares: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 23:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 50,339.1 | $54.55 | $2,745,997.91 |
DisclosureSEC source: 0001181431-07-005596 · rrd143961.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,941.8 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 00:15 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 26,716.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-004740 · rrd143311.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,280.9 F1 · shares: Award of restricted stock. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 00:15 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 59,370.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-004740 · rrd143311.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,564.1 F1 · shares: Award of restricted stock. 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.