Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director · Chairman CEO and Pres | February 15, 2009 | February 18, 2009 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | December 31, 2003 | January 05, 2004 |
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 February 15, 2009 · Filed February 18, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,430,026 |
Ending reported balance
After 2009-02-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2009-02-05 · Gift · Disposed 400,000 · Balance 1,260,997 Row 2 · 2009-02-15 · Exercise / conversion · Acquired 263,697 · Balance 1,524,694 Row 3 · 2009-02-15 · Tax withholding · Disposed 94,668 · Balance 1,430,026 F1: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock which is exempt under Rule 16b-3(e). |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 400,000 |
Reported balance
After 2009-02-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2009-02-05 · Gift · Acquired 400,000 · Balance 400,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2009-02-15 | Direct | 0 |
Reported balance
After 2009-02-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2009-02-15 · Exercise / conversion · Disposed 263,697 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F3: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. |
| Series H Non-Cumulative Preferred StockSEC Table I · non-derivative | Direct | 86,000 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 86,000 |
| Common StockSEC Table I · non-derivative | IndirectGRAT I | 259,767 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 259,767 |
| Common StockSEC Table I · non-derivative | IndirectGRAT II | 259,767 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 259,767 |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 22,701.46 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 22,701.46 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to the issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock which is exempt under Rule 16b-3(e).
F2: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock.
F3: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date.
LOWES COMPANIES INC
Report date December 31, 2003 · Filed January 05, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,314.834 |
Reported balance
After 2003-10-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2003-10-31 · Grant · Acquired 2.176 · Balance 4,314.834 F1: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F2: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. F3: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,653.343 |
Reported balance
After 2003-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2003-12-31 · Grant · Acquired 338.509 · Balance 4,653.343 F4: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F5: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. F6: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. |
| Common StockSEC Table I · non-derivative | Direct | 6,667 |
Reported balance
Holding disclosure · report date 2003-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,667 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.91 · Expires 2008-05-25 | Direct | 1,333 |
Reported balance
Holding disclosure · report date 2003-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,333 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.26 · Expires 2010-05-30 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2003-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,000 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.16 · Expires 2009-05-31 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2003-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program.
F2: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's.
F3: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's.
F4: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program.
F5: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's.
F6: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's.
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 |
|---|---|---|---|---|---|---|
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 15,800 | $53.58 | $846,564.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 20 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,905 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 15,100 | $53.91 | $814,041.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 19 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427,705 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 15,000 | $53.85 | $807,750.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 18 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442,805 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 14,000 | $53.86 | $754,040.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 17 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,457,805 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 12,700 | $53.73 | $682,371.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 16 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471,805 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 11,600 | $53.78 | $623,848.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 15 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,484,505 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,550 | $53.64 | $565,902.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 14 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,496,105 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $53.68 | $536,800.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 13 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506,655 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 9,700 | $53.90 | $522,830.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 12 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516,655 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 8,500 | $53.82 | $457,470.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 11 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,526,355 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 8,200 | $53.76 | $440,832.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 10 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,534,855 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,200 | $53.72 | $386,784.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 9 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,543,055 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,100 | $53.79 | $381,909.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 8 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,550,255 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,800 | $53.61 | $364,548.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 7 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,557,355 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,400 | $53.94 | $345,216.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 6 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,564,155 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,400 | $53.93 | $345,152.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 5 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570,555 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,900 | $53.71 | $209,469.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,576,955 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,800 | $53.81 | $204,478.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580,855 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,500 | $53.80 | $188,300.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584,655 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,500 | $53.70 | $80,550.00 |
DisclosureSEC source: 0001225208-06-005102 · doc4.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588,155 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 400,000 | $35.02 Strike: $35.02 | $14,008,000.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · derivative · entry 29 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 400,000 shares Expires 2013-02-03 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. F4 · derivative.exercise_date: These options fully vest on February 3, 2006. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 368,000 | $37.25 Strike: $37.25 | $13,708,000.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · derivative · entry 28 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632,000 Underlying: Common Stock · 368,000 shares Expires 2009-07-01 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. F3 · derivative.exercise_date: These options vested in five equal annual installments commencing July 1 ,2000. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 48,000 | $32.69 Strike: $32.69 | $1,569,120.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · derivative · entry 27 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,000 shares Expires 2007-07-01 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. F2 · derivative.exercise_date: These options vested in three equal installments commencing July 1, 1998. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 33,100 | $53.28 | $1,763,568.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 25 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589,655 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 25,000 | $53.33 | $1,333,250.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 24 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622,755 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 22,300 | $53.54 | $1,193,942.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 23 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,647,755 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 20,800 | $53.31 | $1,108,848.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 22 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,670,055 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 20,600 | $53.30 | $1,097,980.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 21 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690,855 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 16,800 | $53.56 | $899,808.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 20 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,455 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 16,000 | $53.36 | $853,760.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 19 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728,255 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 13,000 | $53.51 | $695,630.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 18 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744,255 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 12,200 | $53.26 | $649,772.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 17 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757,255 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 11,400 | $53.29 | $607,506.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 16 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769,455 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,500 | $53.50 | $561,750.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 15 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780,855 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 9,400 | $53.32 | $501,208.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 14 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791,355 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 8,600 | $53.55 | $460,530.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 13 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800,755 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 8,000 | $53.52 | $428,160.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 12 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,809,355 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,600 | $53.42 | $405,992.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 11 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,817,355 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,500 | $53.35 | $400,125.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 10 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,824,955 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,300 | $53.41 | $389,893.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 9 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832,455 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,400 | $53.44 | $342,016.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 8 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839,755 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,100 | $53.37 | $325,557.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 7 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,846,155 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,300 | $53.27 | $229,061.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 6 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,852,255 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,200 | $53.25 | $223,650.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 5 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,856,555 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 800 | $53.53 | $42,824.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860,755 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 48,000 | $32.69 | $1,569,120.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,861,555 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 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 368,000 | $37.25 | $13,708,000.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,813,555 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 23, 2006 Filed Oct 24, 2006 10:24 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 400,000 | $35.02 | $14,008,000.00 |
DisclosureSEC source: 0001225208-06-005103 · doc4.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445,555 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 22, 2006 Filed Sep 22, 2006 17:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 53,500 | $52.50 | $2,808,750.00 |
DisclosureSEC source: 0001225208-06-004620 · doc4.xml · nonDerivative · entry 16 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045,555 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 22, 2006 Filed Sep 22, 2006 17:18 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 39,600 | $52.51 | $2,079,396.00 |
DisclosureSEC source: 0001225208-06-004620 · doc4.xml · nonDerivative · entry 15 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman CEO and Pres 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099,055 F1 · kind: Option exercise and sale of shares sufficient to pay option exercise price and applicable taxes in accordance with a written plan established July 27, 2006 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. 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.