Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Global Risk Executive | February 15, 2009 | February 18, 2009 |
| CARTERS INCCRI · Entity 4857 | Director | May 14, 2020 | May 18, 2020 |
| ROPER TECHNOLOGIES INCROP · Entity 3071 | Director | May 20, 2026 | May 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date February 15, 2009 · Filed February 18, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,314 |
Reported balance
After 2009-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-02-15 · Exercise / conversion · Acquired 76,154 · Balance 76,314 |
| Common StockSEC Table I · non-derivative | Direct | 51,514 |
Reported balance
After 2009-02-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2009-02-15 · Tax withholding · Disposed 24,800 · Balance 51,514 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: Includes 160 shares held in the reporting person's IRA which previously were incorrectly included in the reporting person's revocable trust. |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 13,451.72 |
Reported balance
After 2008-12-31 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2008-12-31 · Grant · Acquired 1,217.96 · Balance 13,451.72 F3: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. |
| 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2009-02-15 · Exercise / conversion · Disposed 76,154 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F5: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 143,259 |
Reported balance
Holding disclosure · report date 2009-02-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 143,259 |
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: Includes 160 shares held in the reporting person's IRA which previously were incorrectly included in the reporting person's revocable trust.
F3: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan.
F4: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock.
F5: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date.
CARTERS INC
Report date May 14, 2020 · Filed May 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,822 |
Reported balance
After 2020-05-14 transaction · row 1
1 source rowRow 1 · 2020-05-14 · Grant · Acquired 1,942 · Balance 16,822 F1: These shares were granted as part of the reporting person's director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted as part of the reporting person's director compensation.
ROPER TECHNOLOGIES INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,375 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,191 · Balance 19,375 F1: The securities reported are restricted stock units granted to the reporting person pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2027 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported are restricted stock units granted to the reporting person pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2027 Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 20:28 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 1,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-234556 · ownership.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,375 F1 · shares: The securities reported are restricted stock units granted to the reporting person pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2027 Annual Meeting of Shareholders. Read SEC document |
| November 12, 2025 Filed Nov 12, 2025 19:02 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | PurchaseCommon Stock | 1,200 | $450.71 | $540,855.60 |
DisclosureSEC source: 0001193125-25-277033 · ownership.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,184 Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:00 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086113 · ownership.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,984 F1 · shares: The securities reported are restricted shares granted to the reporting person pursuant to the Director Compensation Plan. The restricted shares vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2026 Annual Meeting of Shareholders. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:30 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 703 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-074277 · ownership.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,309 F1 · shares: The securities reported are restricted shares granted to the reporting person pursuant to the Director Compensation Plan. The restricted shares vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2025 Annual Meeting of Shareholders. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:18 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037322 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,606 F1 · shares: The securities reported are restricted shares granted to the reporting person pursuant to the Director Compensation Plan. The restricted shares vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2024 Annual Meeting of Shareholders. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:03 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037809 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,763 F1 · shares: The securities reported are restricted shares granted to the reporting person pursuant to the Director Compensation Plan. The restricted shares vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2023 Annual Meeting of Shareholders. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:05 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041399 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,729 F1 · shares: The securities reported are restricted shares granted to the reporting person pursuant to the Director Compensation Plan. The restricted shares vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2022 Annual Meeting of Shareholders. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 20:41 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035532 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,897 F1 · shares: The securities reported are restricted stock units granted to the reporting person, pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2021 Annual Meeting of Shareholders. Read SEC document |
| June 04, 2020 Filed Jun 4, 2020 20:23 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 1,440 | $401.65 | $578,376.00 |
DisclosureSEC source: 0001209191-20-034434 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,940 F1 · price: The price reported is the weighted average sale price for the 1,440 shares. The individual range of sale prices for this transaction is $401.50 to $402.11. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares sold at each separate price within the range set forth in this Footnote. Read SEC document |
| June 04, 2020 Filed Jun 4, 2020 20:23 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034434 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,380 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:21 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 1,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-20-001190 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,822 F1 · shares: These shares were granted as part of the reporting person's director compensation. Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 23:22 UTC | CARTERS INC CRI · Entity 4857 | SaleCommon Stock | 1,588 | $105.10 | $166,898.80 |
DisclosureSEC source: 0001593968-19-002152 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,880 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:28 UTC | CARTERS INC CRI · Entity 4857 | SaleCommon Stock | 1,298 | $92.41 | $119,942.99 |
DisclosureSEC source: 0001593968-19-001835 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,468 F1 · price: This is a weighted average price. The shares were sold in multiple trade executions at prices ranging from $92.36 to $92.41, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| August 29, 2019 Filed Aug 30, 2019 16:48 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | SaleCommon Stock | 1,500 | $360.54 | $540,807.75 |
DisclosureSEC source: 0001209191-19-047792 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,380 F1 · price: The price reported is the weighted average sale price for the 1,500 shares. The individual range of sale prices for this transaction is $360.5218 to $360.7480. The reporting person undertakes to provide to Roper Technologies, Inc., any security holder of Roper Technologies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of Common Shares sold at each separate price within the range set forth in this Footnote. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:57 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 1,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036830 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,880 F1 · shares: The securities reported are restricted stock units granted to the reporting person, pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2020 Annual Meeting of Shareholders. Read SEC document |
| May 16, 2019 Filed May 17, 2019 22:16 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001135 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,766 F1 · shares: These shares were granted as part of the reporting person's annual director compensation. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:24 UTC | CARTERS INC CRI · Entity 4857 | GiftCommon Stock | 4,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-000653 · primary_01.xml · nonDerivative · entry 4 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,178 F4 · shares: The transaction reported involved a gift by the reporting person of shares of common stock to a charitable donor advised fund. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:24 UTC | CARTERS INC CRI · Entity 4857 | SaleCommon Stock | 711 | $97.94 | $69,635.34 |
DisclosureSEC source: 0001593968-19-000653 · primary_01.xml · nonDerivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,458 F3 · price: This is a weighted average price. The shares were sold in multiple trade executions at prices ranging from $97.32 to $98.00, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:24 UTC | CARTERS INC CRI · Entity 4857 | SaleCommon Stock | 477 | $96.73 | $46,140.21 |
DisclosureSEC source: 0001593968-19-000653 · primary_01.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,169 F2 · price: This is a weighted average price. The shares were sold in multiple trade executions at prices ranging from $96.31 to $97.30, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:24 UTC | CARTERS INC CRI · Entity 4857 | SaleCommon Stock | 1,287 | $95.50 | $122,908.50 |
DisclosureSEC source: 0001593968-19-000653 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,646 F1 · price: This is a weighted average price. The shares were sold in multiple trade executions at prices ranging from $95.29 to $96.28, inclusive. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 20:57 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036395 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: The securities reported are restricted stock units granted to the reporting person, pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2019 Annual Meeting of Shareholders. Read SEC document |
| May 17, 2018 Filed May 18, 2018 23:38 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-000800 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,933 F1 · shares: These shares were granted as part of the reporting person's annual director compensation. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 21:22 UTC | ROPER TECHNOLOGIES INC ROP · Entity 3071 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039570 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: The securities reported are restricted stock units granted to the reporting person, pursuant to the Director Compensation Plan, and each restricted stock unit represents a contingent right to receive one share of Roper Technologies, Inc. common stock. The restricted stock units vest 50% on the 6-month anniversary of the grant date and 50% on the day prior to the 2018 Annual Meeting of Shareholders. Read SEC document |
| May 17, 2017 Filed May 17, 2017 23:33 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-17-000697 · primary_01.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,747 F1 · shares: These shares were granted as part of the reporting person's annual director compensation. Read SEC document |
| February 15, 2009 Filed Feb 18, 2009 20:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 76,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004133 · doc4.xml · derivative · entry 5 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76,154 shares Expires 2009-02-15 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F5 · 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 |
| February 15, 2009 Filed Feb 18, 2009 20:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 24,800 | $5.57 | $138,136.00 |
DisclosureSEC source: 0001225208-09-004133 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,514 F1 · kind: 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 · balance_after: Includes 160 shares held in the reporting person's IRA which previously were incorrectly included in the reporting person's revocable trust. Read SEC document |
| February 15, 2009 Filed Feb 18, 2009 20:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 76,154 | $5.57 | $424,177.78 |
DisclosureSEC source: 0001225208-09-004133 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,314 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 |
| December 31, 2008 Filed Feb 18, 2009 20:51 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,217.96 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-004133 · doc4.xml · nonDerivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 13,451.72 F3 · kind: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 15:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 25,000 | $24.22 Strike: $24.22 | $605,500.00 |
DisclosureSEC source: 0001225208-08-015454 · doc4.xml · derivative · entry 5 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 25,000 shares Expires 2010-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vested in three equal installments commencing January 3, 2001. Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 15:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 25,000 | $38.00 | $950,000.00 |
DisclosureSEC source: 0001225208-08-015454 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 24, 2008 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 15:37 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 25,000 | $24.22 | $605,500.00 |
DisclosureSEC source: 0001225208-08-015454 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 |
| February 15, 2008 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 67,784 | $0.00 Strike: $47.06 | $0.00 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · derivative · entry 7 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,784 shares Expires 2008-02-15 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. F6 · price: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. F6 · 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 |
| February 15, 2008 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 38,570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · derivative · entry 6 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,570 Underlying: Common Stock · 38,570 shares Expires 2011-02-15 F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F6 · 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 |
| February 15, 2008 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantOption, Right to Buy · Derivative | 166,667 | $0.00 Strike: $42.70 | $0.00 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · derivative · entry 5 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,667 Underlying: Common Stock · 166,667 shares Expires 2018-02-15 F4 · derivative.exercise_date: These options, which are exempt under Rule 16b3-(d), fully vest on February 15, 2011. The proceeds must be held for a three year period after exercise. Read SEC document |
| February 15, 2008 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 28,775 | $42.70 | $1,228,692.50 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,009 F1 · kind: 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). Read SEC document |
| February 15, 2008 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 67,784 | $42.70 | $2,894,376.80 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,784 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 |
| December 31, 2007 Filed Feb 20, 2008 21:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 625.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-003118 · doc4.xml · nonDerivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 12,233.76 F2 · kind: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. F2 · price: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| February 15, 2007 Filed Feb 16, 2007 21:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 79,395 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-001810 · doc4.xml · derivative · entry 4 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,395 Underlying: Common Stock · 79,395 shares Expires 2010-02-15 F2 · derivative.exercise_price: Each restricted stock unit reprresents a contingent right to receive one share of Bank of America common stock. F3 · 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 |
| February 15, 2007 Filed Feb 16, 2007 21:52 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantOption, Right to Buy · Derivative | 200,000 | $0.00 Strike: $53.85 | $0.00 |
DisclosureSEC source: 0001225208-07-001810 · doc4.xml · derivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2017-02-15 F1 · derivative.exercise_date: These options, which are exempt under Rule 16b-3(d), fully vest on the third anniversary of the grant date. The proceeds must be held for three years following exercise. Read SEC document |
| February 13, 2007 Filed Feb 15, 2007 13:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionRestricted Stock Units · Derivative | 76,500 | $0.00 Strike: $40.85 | $0.00 |
DisclosureSEC source: 0001225208-07-001618 · doc4.xml · derivative · entry 4 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76,500 shares Expires 2007-02-13 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 · price: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date. F3 · 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 |
| February 13, 2007 Filed Feb 15, 2007 13:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 32,475 | $53.73 | $1,744,881.75 |
DisclosureSEC source: 0001225208-07-001618 · doc4.xml · nonDerivative · entry 2 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,410 F1 · kind: 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). Read SEC document |
| February 13, 2007 Filed Feb 15, 2007 13:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 76,500 | $53.73 | $4,110,345.00 |
DisclosureSEC source: 0001225208-07-001618 · doc4.xml · nonDerivative · entry 1 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,885 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 |
| December 31, 2006 Filed Feb 15, 2007 13:39 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 457.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-001618 · doc4.xml · nonDerivative · entry 3 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 11,607.88 F2 · kind: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. F2 · price: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionOption, Right to Buy · Derivative | 66,667 | $39.97 Strike: $39.97 | $2,664,679.99 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · derivative · entry 24 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,667 shares Expires 2008-07-01 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, 1999. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,800 | $53.47 | $256,656.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 22 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,052 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,600 | $53.55 | $246,330.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 21 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,852 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,400 | $53.57 | $235,708.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 20 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,452 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,600 | $53.42 | $138,892.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 19 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,852 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,000 | $53.48 | $106,960.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 18 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,452 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 01, 2006 Filed Dec 1, 2006 20:55 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,600 | $53.46 | $85,536.00 |
DisclosureSEC source: 0001225208-06-005956 · doc4.xml · nonDerivative · entry 17 BRINKLEY AMY WOODS · CIK 0001055386 · Global Risk Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,452 F1 · kind: Option exercise and sale of shares in accordance with a written plan established April 28, 2006 pursuant to the requirements of 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.