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 |
|---|---|---|---|---|---|---|
| July 01, 2003 Filed Jul 2, 2003 12:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $79.00 | $790,000.00 |
DisclosureSEC source: 0000070858-03-000311 · doc4.xml · nonDerivative · entry 5 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,152 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 12:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $78.90 | $789,000.00 |
DisclosureSEC source: 0000070858-03-000311 · doc4.xml · nonDerivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,152 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 12:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $78.85 | $788,500.00 |
DisclosureSEC source: 0000070858-03-000311 · doc4.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,152 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 12:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,000 | $78.78 | $787,800.00 |
DisclosureSEC source: 0000070858-03-000311 · doc4.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,152 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 12:59 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 57,144 | $26.81 | $1,532,173.50 |
DisclosureSEC source: 0000070858-03-000311 · doc4.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,152 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 |
| June 30, 2003 Filed Jul 2, 2003 18:05 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 436.554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-03-000108 · edgardoc.xml · derivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,949.31 Underlying: Common Stock · 436.554 shares Expires 1988-08-08 F1 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. This footnote should also correspond to the Expiration Date column. Read SEC document |
| June 19, 2003 Filed Jun 19, 2003 21:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,667 | $0.00 Strike: $35.91 | $0.00 |
DisclosureSEC source: 0000060667-03-000102 · edgardoc.xml · derivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 2,667 shares Expires 2008-05-25 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 |
| June 19, 2003 Filed Jun 19, 2003 21:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $22.88 | $0.00 |
DisclosureSEC source: 0000060667-03-000102 · edgardoc.xml · derivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 4,000 shares Expires 2007-05-25 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 |
| June 19, 2003 Filed Jun 19, 2003 21:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 2,667 | $35.91 | $95,771.97 |
DisclosureSEC source: 0000060667-03-000102 · edgardoc.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 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 |
| June 19, 2003 Filed Jun 19, 2003 21:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,000 | $22.88 | $91,500.00 |
DisclosureSEC source: 0000060667-03-000102 · edgardoc.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 57,144 | $0.00 Strike: $26.81 | $0.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · derivative · entry 14 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,712 Underlying: Common Stock · 57,144 shares Expires 2005-07-01 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: The option vested in three equal installments commencing July 1, 1996. Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $74.95 | $67,455.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 13 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,008 F1 · balance_after: An additional 9313 shares are held indirectly through the 401(k) Plan. Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 14,400 | $74.90 | $1,078,560.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 12 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,908 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 600 | $74.89 | $44,934.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 11 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,308 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 15,000 | $74.80 | $1,122,000.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 10 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,908 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,000 | $74.78 | $149,560.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 9 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,908 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 600 | $74.74 | $44,844.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 8 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,908 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,500 | $74.73 | $112,095.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 7 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,508 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 10,700 | $74.70 | $799,290.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 6 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,008 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 744 | $74.67 | $55,554.48 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 5 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,708 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,000 | $74.66 | $149,320.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,452 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,700 | $74.63 | $126,871.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,452 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,000 | $74.60 | $522,200.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,152 Read SEC document |
| June 02, 2003 Filed Jun 3, 2003 10:30 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 57,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000290 · doc4.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,152 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 |
| May 30, 2003 Filed Jun 3, 2003 13:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $42.26 | $0.00 |
DisclosureSEC source: 0000060667-03-000042 · edgardoc.xml · derivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 4,000 shares Expires 2010-05-30 Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 57,144 | $0.00 Strike: $26.81 | $0.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · derivative · entry 9 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,856 Underlying: Common Stock · 57,144 shares Expires 2005-07-01 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. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 11,800 | $74.38 | $877,684.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 8 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,008 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 11,244 | $74.35 | $835,991.40 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 7 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,808 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 5,400 | $74.34 | $401,436.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 6 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,052 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 14,000 | $74.32 | $1,040,480.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 5 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,452 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 300 | $74.31 | $22,293.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 4 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,452 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 6,900 | $74.30 | $512,670.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,752 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 7,500 | $74.20 | $556,500.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,652 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 15, 2003 pursuant to the requirements of RRule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 15, 2003 Filed May 19, 2003 15:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 57,144 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000279 · doc4.xml · nonDerivative · entry 1 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,052 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 |
| February 18, 2003 Filed Feb 2, 2004 13:19 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 145.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000122 · edgar.xml · nonDerivative · entry 3 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 7,696.6 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 13:19 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,762.17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000122 · edgar.xml · nonDerivative · entry 2 LEWIS KENNETH D · CIK 0001189892 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 7,550.88 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.