Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Vice Chr and Pres GCIB | February 15, 2007 | February 16, 2007 |
| DHB Capital Corp.DHBCU · Entity 142068 | Director | March 01, 2021 | March 01, 2021 |
| FIRST HORIZON CORPFHN · Entity 3480 | Director | May 06, 2025 | May 07, 2025 |
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director | April 30, 2026 | April 30, 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, 2007 · Filed February 16, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $53.85 · Expires 2017-02-15 | Direct | 250,000 |
Reported balance
After 2007-02-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2007-02-15 · Grant · Acquired 250,000 · Balance 250,000 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2010-02-15 | Direct | 92,005 |
Reported balance
After 2007-02-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2007-02-15 · Grant · Acquired 92,005 · Balance 92,005 F2: Each restricted stock unit reprresents 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. |
| Common StockSEC Table I · non-derivative | Direct | 218,904 |
Reported balance
Holding disclosure · report date 2007-02-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 218,904 |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 5,119.81 |
Reported balance
Holding disclosure · report date 2007-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,119.81 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Each restricted stock unit reprresents 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.
DHB Capital Corp.
Report date March 01, 2021 · Filed March 01, 2021
This filing explicitly reported no securities owned.
FIRST HORIZON CORP
Report date May 06, 2025 · Filed May 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 622,609 |
Reported balance
After 2025-05-06 transaction · row 1
1 source rowRow 1 · 2025-05-06 · Grant · Acquired 7,794 · Balance 622,609 F1: Grant of restricted stock units which will vest April 22, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units which will vest April 22, 2026.
SONIC AUTOMOTIVE INC
Report date April 30, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 63,926 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 2,843 · Balance 63,926 F1: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Capital Bank Financial Corp.
Report date November 30, 2017 · Filed December 04, 2017
Section 16 reporting ended · disclosed 2017-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 1
1 source rowRow 1 · 2017-11-30 · Disposition to issuer · Disposed 951,624 · Balance 0 F1: On November 30, 2017, pursuant to the Agreement and Plan of Merger, dated May 3, 2017 (the "Merger Agreement"), by and between First Horizon National Corporation ("First Horizon"), Capital Bank Financial Corp. ("Capital Bank Financial"), and Firestone Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Capital Bank Financial (the "Merger"), with Capital Bank Financial as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Capital Bank Financial's Class A Common Stock and Class B Non-Voting Common Stock (together, "Capital Bank Financial Common Stock") was converted into the right to receive either $40.573 in cash (the "Cash Consideration") or 2.1732 shares of First Horizon's Common Stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. |
| Restricted Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 2
1 source rowRow 2 · 2017-11-30 · Disposition to issuer · Disposed 56,416 · Balance 0 F2: At the Effective Time, these shares of Restricted Common Stock, which provided for vesting ratably over a three year period in annual installments, were cancelled and converted automatically into the right to receive an amount in cash equal to the Cash Consideration, less applicable tax withholdings. |
| Common Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2019-12-22 | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-11-30 · Disposition to issuer · Disposed 1,251,112 · Balance 0 F3: At the Effective Time, these stock options, which were granted in March 2011 and one half of which were vested on December 22, 2011 and the other half of which were vested on December 22, 2012, fully vested (to the extent unvested) and were assumed, on the same terms and conditions, by First Horizon and converted into options to purchase a number of shares of First Horizon Common Stock (rounded down to the nearest whole share) that equals the product of (A) the number of shares of Capital Bank Financial Common Stock subject to such stock option immediately prior to the Effective Time multiplied by (B) 2.1732 (the "Exchange Ratio"), at an exercise price per share of First Horizon Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of Capital Bank Financial Common Stock of such Capital Bank Financial Stock Option divided by (B) the Exchange Ratio. |
| Common Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2022-01-12 | Direct | 0 |
Reported balance
After 2017-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-11-30 · Disposition to issuer · Disposed 209,283 · Balance 0 F4: At the Effective Time, these stock options, which were granted in January 2012 and one half of which were vested on January 12, 2012 and the other half of which were vested on January 12, 2013, fully vested (to the extent unvested) and were assumed, on the same terms and conditions, by First Horizon and converted into options to purchase a number of shares of First Horizon Common Stock (rounded down to the nearest whole share) that equals the product of (A) the number of shares of Capital Bank Financial Common Stock subject to such stock option immediately prior to the Effective Time multiplied by (B) the Exchange Ratio, at an exercise price per share of First Horizon Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of Capital Bank Financial Common Stock of such Capital Bank Financial Stock Option divided by (B) the Exchange Ratio. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 30, 2017, pursuant to the Agreement and Plan of Merger, dated May 3, 2017 (the "Merger Agreement"), by and between First Horizon National Corporation ("First Horizon"), Capital Bank Financial Corp. ("Capital Bank Financial"), and Firestone Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Capital Bank Financial (the "Merger"), with Capital Bank Financial as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Capital Bank Financial's Class A Common Stock and Class B Non-Voting Common Stock (together, "Capital Bank Financial Common Stock") was converted into the right to receive either $40.573 in cash (the "Cash Consideration") or 2.1732 shares of First Horizon's Common Stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.
F2: At the Effective Time, these shares of Restricted Common Stock, which provided for vesting ratably over a three year period in annual installments, were cancelled and converted automatically into the right to receive an amount in cash equal to the Cash Consideration, less applicable tax withholdings.
F3: At the Effective Time, these stock options, which were granted in March 2011 and one half of which were vested on December 22, 2011 and the other half of which were vested on December 22, 2012, fully vested (to the extent unvested) and were assumed, on the same terms and conditions, by First Horizon and converted into options to purchase a number of shares of First Horizon Common Stock (rounded down to the nearest whole share) that equals the product of (A) the number of shares of Capital Bank Financial Common Stock subject to such stock option immediately prior to the Effective Time multiplied by (B) 2.1732 (the "Exchange Ratio"), at an exercise price per share of First Horizon Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of Capital Bank Financial Common Stock of such Capital Bank Financial Stock Option divided by (B) the Exchange Ratio.
F4: At the Effective Time, these stock options, which were granted in January 2012 and one half of which were vested on January 12, 2012 and the other half of which were vested on January 12, 2013, fully vested (to the extent unvested) and were assumed, on the same terms and conditions, by First Horizon and converted into options to purchase a number of shares of First Horizon Common Stock (rounded down to the nearest whole share) that equals the product of (A) the number of shares of Capital Bank Financial Common Stock subject to such stock option immediately prior to the Effective Time multiplied by (B) the Exchange Ratio, at an exercise price per share of First Horizon Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of Capital Bank Financial Common Stock of such Capital Bank Financial Stock Option divided by (B) the Exchange Ratio.
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 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,100 | $80.90 | $250,790.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 10 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,463 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 5,100 | $80.89 | $412,539.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 9 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,563 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,500 | $80.88 | $121,320.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 8 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,663 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,600 | $80.87 | $210,262.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 7 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,163 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,700 | $80.86 | $137,462.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 6 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,763 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,500 | $80.83 | $121,245.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 5 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,463 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,600 | $80.82 | $129,312.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 4 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,963 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,700 | $80.81 | $218,187.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 3 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,563 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,400 | $80.76 | $193,824.00 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 2 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,263 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:22 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | Exercise / conversionCommon Stock | 75,000 | $26.81 | $2,010,937.50 |
DisclosureSEC source: 0000070858-04-000124 · doc4.xml · nonDerivative · entry 1 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,663 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 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,800 | $81.36 | $146,448.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 13 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,663 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,700 | $81.28 | $219,456.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 12 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,463 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,500 | $81.25 | $203,125.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 11 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,163 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,200 | $81.23 | $259,936.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 10 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,663 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,500 | $81.21 | $284,235.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 9 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,863 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,600 | $81.20 | $129,920.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 8 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,363 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,300 | $81.18 | $105,534.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 7 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,963 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 2,200 | $81.17 | $178,574.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 6 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,263 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 1,400 | $81.13 | $113,582.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 5 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,463 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 300 | $81.12 | $24,336.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 4 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,863 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 3,700 | $81.11 | $300,107.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 3 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,163 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 900 | $81.09 | $72,981.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 2 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,863 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2004 Filed Feb 23, 2004 15:40 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | SaleCommon Stock | 4,600 | $81.08 | $372,968.00 |
DisclosureSEC source: 0000070858-04-000126 · doc4.xml · nonDerivative · entry 1 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,763 F1 · kind: Option exercise and sale of shares in accordance with a written plan established January 20, 2004 pursuant to the requirements of Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 13, 2004 Filed Feb 17, 2004 16:19 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantRestricted Stock Units · Derivative | 35,741 | $81.70 Strike: $81.70 | $2,920,039.70 |
DisclosureSEC source: 0000070858-04-000113 · doc4.xml · derivative · entry 1 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,741 Underlying: Common Stock · 35,741 shares Expires 2007-02-13 F1 · 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 02, 2004 Filed Feb 4, 2004 14:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantOption, Right to Buy · Derivative | 100,000 | $81.55 Strike: $81.55 | $8,155,000.00 |
DisclosureSEC source: 0000070858-04-000048 · doc4.xml · derivative · entry 4 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2014-02-02 F3 · derivative.exercise_date: These options fully vest on February 2, 2007. Read SEC document |
| December 31, 2003 Filed Feb 4, 2004 14:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherPreferred, Series C · Derivative | 5.54 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-04-000048 · doc4.xml · derivative · entry 3 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239.51 Underlying: Common Stock · 9.31 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · kind: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · price: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.exercise_date: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F2 · derivative.expiration_date: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. Read SEC document |
| December 31, 2003 Filed Feb 4, 2004 14:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherCommon Stock | 56.93 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000048 · doc4.xml · nonDerivative · entry 2 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 1,618.71 F1 · kind: Shares acquired were exempt acquisitions pursuant to Rule 16b-3(c) under the Bank of America Corporation 401(k) Plan. F1 · 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 31, 2003 Filed Apr 2, 2004 10:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPreferred, Series C · Derivative | 2.86 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000070858-04-000171 · doc4.xml · derivative · entry 27 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242.37 Underlying: Common Stock · 4.8 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F3 · price: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F3 · derivative.exercise_date: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. F3 · derivative.expiration_date: Each share of Series C Preferred is convertible into 1.68 shares of common stock of Bank of America Corporation. Read SEC document |
| December 31, 2003 Filed Apr 2, 2004 10:53 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 132.62 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000171 · doc4.xml · nonDerivative · entry 26 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 1,751.33 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 11, 2003 Filed Feb 4, 2004 14:10 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GiftCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000070858-04-000048 · doc4.xml · nonDerivative · entry 1 TAYLOR R EUGENE · CIK 0001189895 · Pres, Consumer and Comml Bkg 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,663 Read SEC document |
| February 18, 2003 Filed Feb 2, 2004 13:20 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon stock | 145.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000124 · edgar.xml · nonDerivative · entry 3 TAYLOR R EUGENE · CIK 0001189895 · Pres Consumer and Comm Bkg 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 1,561.78 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 13:20 UTC Amendment | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantCommon Stock | 1,199.93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-04-000124 · edgar.xml · nonDerivative · entry 2 TAYLOR R EUGENE · CIK 0001189895 · Pres Consumer and Comm Bkg 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift Trust Disclosed balance after: 1,416.06 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.