Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Glbl Wealth & Inv Mgmt | February 15, 2008 | February 20, 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 February 15, 2008 · Filed February 20, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 336,371 |
Reported balance
After 2008-02-15 transaction · row 1
1 source rowRow 1 · 2008-02-15 · Tax withholding · Disposed 15,733 · Balance 336,371 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). |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $42.70 · Expires 2018-02-15 | Direct | 99,167 |
Reported balance
After 2008-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2008-02-15 · Grant · Acquired 99,167 · Balance 99,167 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2011-02-15 | Direct | 32,054 |
Reported balance
After 2008-02-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2008-02-15 · Grant · Acquired 32,054 · Balance 32,054 F3: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F4: 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 daughter Ashley | 1,946 |
Reported balance
Holding disclosure · report date 2008-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,946 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter Colleen | 1,946 |
Reported balance
Holding disclosure · report date 2008-02-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,946 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter Dana | 1,946 |
Reported balance
Holding disclosure · report date 2008-02-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,946 |
| Common StockSEC Table I · non-derivative | IndirectBy son Thomas | 1,946 |
Reported balance
Holding disclosure · report date 2008-02-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,946 |
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: 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.
F3: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock.
F4: These restricted stock units, which are exempt under Rule 16b-3(d), vest on the third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| February 15, 2008 Filed Feb 20, 2008 16:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 32,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-003119 · doc4.xml · derivative · entry 7 BANKS KEITH T · CIK 0001216601 · Pres, Glbl Wealth & Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,054 Underlying: Common Stock · 32,054 shares Expires 2011-02-15 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Bank of America common stock. F4 · 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 16:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantOption, Right to Buy · Derivative | 99,167 | $0.00 Strike: $42.70 | $0.00 |
DisclosureSEC source: 0001225208-08-003119 · doc4.xml · derivative · entry 6 BANKS KEITH T · CIK 0001216601 · Pres, Glbl Wealth & Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,167 Underlying: Common Stock · 99,167 shares Expires 2018-02-15 F2 · 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 16:27 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 15,733 | $42.70 | $671,799.10 |
DisclosureSEC source: 0001225208-08-003119 · doc4.xml · nonDerivative · entry 1 BANKS KEITH T · CIK 0001216601 · Pres, Glbl Wealth & Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,371 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 01, 2008 Filed Feb 4, 2008 15:46 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Tax withholdingCommon Stock | 1,004 | $45.03 | $45,210.12 |
DisclosureSEC source: 0001225208-08-002055 · doc4.xml · nonDerivative · entry 1 BANKS KEITH T · CIK 0001216601 · Pres, Glbl Wealth & Inv Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,104 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.