Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | April 23, 2008 | April 25, 2008 |
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 April 23, 2008 · Filed April 25, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 64,286.76 |
Reported balance
After 2008-03-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2008-03-28 · Grant · Acquired 3,510.19 · Balance 64,286.76 F1: Phantom stock units acquired between June 22, 2007 and March 28, 2008 with reinvested dividend equivalents under the Bank of America Director Stock Plan which is exempt under Rule 16b-3. F2: Phantom stock units may be settled in cash upon death or termination of service as a director. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 70,797.88 |
Reported balance
After 2008-04-23 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2008-04-23 · Grant · Acquired 6,511.12 · Balance 70,797.88 F3: Shares represent payment of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3. F2: Phantom stock units may be settled in cash upon death or termination of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy C D Spangler Foundation | 6,000,000 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,000,000 |
| Common StockSEC Table I · non-derivative | Indirectby C.D. Spangler Rev Trust | 40,000 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 40,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter Abigail R Spangler | 50,300 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 50,300 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter Anna W Spangler | 50,772 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 50,772 |
| Common StockSEC Table I · non-derivative | IndirectBy Delcap, Inc | 5,876,000 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,876,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Delcor, Inc | 19,780,532 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 19,780,532 |
| Common StockSEC Table I · non-derivative | IndirectBy Golden Eagle Industries | 60,000 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 60,000 |
| Common StockSEC Table I · non-derivative | Indirectby Meredith Spangler Rev Trust | 43,152 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 43,152 |
| Common StockSEC Table I · non-derivative | IndirectBy Niece Melissa Garrison | 42,868 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 42,868 |
| Common StockSEC Table I · non-derivative | IndirectC.D. Spangler Construction Co | 60,000 |
Reported balance
Holding disclosure · report date 2008-04-23 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 60,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units acquired between June 22, 2007 and March 28, 2008 with reinvested dividend equivalents under the Bank of America Director Stock Plan which is exempt under Rule 16b-3.
F2: Phantom stock units may be settled in cash upon death or termination of service as a director.
F3: Shares represent payment of the annual Directors' compensation under the Bank of America Corporation Directors' Stock Plan in transactions exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| June 25, 2003 Filed Jun 27, 2003 11:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 57.22 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000070858-03-000303 · doc4.xml · derivative · entry 1 SPANGLER MEREDITH R · CIK 0001196478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,869.57 Underlying: Common Stock · 57.22 shares Expires 1988-08-08 F1 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. 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.