Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BANK OF AMERICA CORP /DE/
Report date April 01, 2004 · Filed April 02, 2004
Section 16 reporting ended · disclosed 2004-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,512.27 |
Reported balance
After 2003-06-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2003-06-27 · Grant · Acquired 139.66 · Balance 17,512.27 F1: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. 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 | 17,690.08 |
Reported balance
After 2003-06-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2003-06-27 · Grant · Acquired 177.81 · Balance 17,690.08 F1: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. 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 | 17,867.87 |
Reported balance
After 2003-09-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2003-09-26 · Grant · Acquired 177.79 · Balance 17,867.87 F1: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. 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 | 18,046.33 |
Reported balance
After 2004-03-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2004-03-26 · Grant · Acquired 178.46 · Balance 18,046.33 F1: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. 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 | 17,916.96 |
Reported balance
After 2004-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2004-04-01 · Other · Disposed 129.37 · Balance 17,916.96 F3: Units returned to the Corporation related to termination of service as a director. F2: Phantom stock units may be settled in cash upon death or termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director.
F2: Phantom stock units may be settled in cash upon death or termination of service as a director.
F3: Units returned to the Corporation related to termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| April 01, 2004 Filed Apr 2, 2004 13:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | OtherPhantom Stock · Derivative | 129.37 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000179 · doc4.xml · derivative · entry 5 FELDSTEIN KATHLEEN F · CIK 0001162744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,916.96 Underlying: Common Stock · 129.37 shares Expires not disclosed F3 · kind: Units returned to the Corporation related to termination of service as a director. F2 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| March 26, 2004 Filed Apr 2, 2004 13:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 178.46 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000179 · doc4.xml · derivative · entry 4 FELDSTEIN KATHLEEN F · CIK 0001162744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,046.33 Underlying: Common Stock · 178.46 shares Expires not disclosed F1 · kind: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F2 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| September 26, 2003 Filed Apr 2, 2004 13:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 177.79 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000179 · doc4.xml · derivative · entry 3 FELDSTEIN KATHLEEN F · CIK 0001162744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,867.87 Underlying: Common Stock · 177.79 shares Expires not disclosed F1 · kind: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F2 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| June 27, 2003 Filed Apr 2, 2004 13:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 177.81 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000179 · doc4.xml · derivative · entry 2 FELDSTEIN KATHLEEN F · CIK 0001162744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,690.08 Underlying: Common Stock · 177.81 shares Expires not disclosed F1 · kind: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F2 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_date: Phantom stock units may be settled in cash upon death or termination of service as a director. Read SEC document |
| June 27, 2003 Filed Apr 2, 2004 13:03 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantPhantom Stock · Derivative | 139.66 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000070858-04-000179 · doc4.xml · derivative · entry 1 FELDSTEIN KATHLEEN F · CIK 0001162744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,512.27 Underlying: Common Stock · 139.66 shares Expires not disclosed F1 · kind: Reinvested Phantom Stock dividends which are exempt under Rule 16b-3. Phantom Stock units may be settled on death or termination of service as a director. F2 · price: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.exercise_date: Phantom stock units may be settled in cash upon death or termination of service as a director. F2 · derivative.expiration_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.