Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Risk Officer | December 31, 2009 | January 05, 2010 |
| Post Holdings, Inc.POST · Entity 692 | Director | September 30, 2026 | October 03, 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 December 31, 2009 · Filed January 05, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 613,456 |
Reported balance
After 2009-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2009-12-31 · Grant · Acquired 613,456 · Balance 613,456 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2: The Stock Units were awarded pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest upon grant and are payable solely in cash as follows: 1/36th of the Stock Units shall be paid on the last business day of each month during the three year period beginning in January 2010 and ending in December 2012. |
| Common StockSEC Table I · non-derivative | Direct | 218,939 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 218,939 |
| Common StockSEC Table I · non-derivative | IndirectThrift Trust | 12,472.24 |
Reported balance
Holding disclosure · report date 2009-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,472.24 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock.
F2: The Stock Units were awarded pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest upon grant and are payable solely in cash as follows: 1/36th of the Stock Units shall be paid on the last business day of each month during the three year period beginning in January 2010 and ending in December 2012.
Post Holdings, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Post Holdings, Inc. Stock EquivalentsSEC Table II · derivative / convertible security | Direct | 8,215.578 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 152.517 · Balance 8,215.578 F1: Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors. Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned. The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors. F2: The stock equivalents have no fixed exercisable or expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors. Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned. The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors.
F2: The stock equivalents have no fixed exercisable or expiration dates.
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 |
|---|---|---|---|---|---|---|
| January 30, 2019 Filed Feb 1, 2019 21:27 UTC | Post Holdings, Inc. POST · Entity 692 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001530950-19-000042 · wf-form4_154905645239081.xml · nonDerivative · entry 1 CURL GREGORY L · CIK 0001257186 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Post Holdings, Inc. common stock granted under the Post Holding, Inc. 2019 Long-Term Incentive Plan. The restricted stock units vest in full on the first anniversary of the date of grant subject to the terms of the award agreement. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:09 UTC | Post Holdings, Inc. POST · Entity 692 | GrantCommon Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001530950-18-000040 · wf-form4_151760932857242.xml · nonDerivative · entry 1 CURL GREGORY L · CIK 0001257186 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Post Holdings, Inc. common stock granted under the Post Holding, Inc. 2016 Long-Term Incentive Plan. The restricted stock units vest in full on the third anniversary of the date of grant subject to the terms of the award agreement. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 22:04 UTC | Post Holdings, Inc. POST · Entity 692 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001530950-17-000023 · wf-form4_148598665722240.xml · nonDerivative · entry 1 CURL GREGORY L · CIK 0001257186 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Post Holdings, Inc. common stock granted under the Post Holding, Inc. 2016 Long-Term Incentive Plan. The restricted stock units vest in full on the third anniversary of the date of grant subject to the terms of the award agreement. Read SEC document |
| December 31, 2009 Filed Jan 5, 2010 22:15 UTC | BANK OF AMERICA CORP /DE/ BAC · Entity 2801 | GrantStock Units · Derivative | 613,456 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-000699 · doc4.xml · derivative · entry 3 CURL GREGORY L · CIK 0001257186 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,456 Underlying: Common Stock · 613,456 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2 · derivative.exercise_date: The Stock Units were awarded pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest upon grant and are payable solely in cash as follows: 1/36th of the Stock Units shall be paid on the last business day of each month during the three year period beginning in January 2010 and ending in December 2012. F2 · derivative.expiration_date: The Stock Units were awarded pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest upon grant and are payable solely in cash as follows: 1/36th of the Stock Units shall be paid on the last business day of each month during the three year period beginning in January 2010 and ending in December 2012. 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.