| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Athanasia Dean C | Co-President | 100 NORTH TRYON STREET, CHARLOTTE | Dean C. Athanasia / Michael P. Lapp POA | 18 Feb 2026 | 0001618705 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +21,830 | +3.9% | 580,499 | 15 Feb 2026 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $554,560 | -10,553 | -1.8% | $52.55 | 569,946 | 15 Feb 2026 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +75,000 | +13% | 644,946 | 15 Feb 2026 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,910,350 | -36,353 | -5.6% | $52.55 | 608,593 | 15 Feb 2026 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,853 | +4.4% | 635,446 | 15 Feb 2026 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $683,518 | -13,007 | -2% | $52.55 | 622,439 | 15 Feb 2026 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,769 | +2.9% | 640,208 | 15 Feb 2026 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $451,720 | -8,596 | -1.3% | $52.55 | 631,612 | 15 Feb 2026 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,769 | +2.8% | 649,381 | 15 Feb 2026 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $933,761 | -17,769 | -2.7% | $52.55 | 631,612 | 15 Feb 2026 | Direct | |
| transaction | BAC | Common Stock | Options Exercise | +15,888 | +2.5% | 647,500 | 15 Feb 2026 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $403,321 | -7,675 | -1.2% | $52.55 | 639,825 | 15 Feb 2026 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +15,888 | +2.5% | 655,713 | 15 Feb 2026 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $834,914 | -15,888 | -2.4% | $52.55 | 639,825 | 15 Feb 2026 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -21,830 | -100% | 0 | 15 Feb 2026 | Common Stock | 21,830 | Direct | F1, F4 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -75,000 | -100% | 0 | 15 Feb 2026 | Common Stock | 75,000 | Direct | F1, F5 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -26,853 | -50% | 26,853 | 15 Feb 2026 | Common Stock | 26,853 | Direct | F1, F6 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -17,769 | -33% | 35,538 | 15 Feb 2026 | Common Stock | 17,769 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -17,769 | -33% | 35,537 | 15 Feb 2026 | Common Stock | 17,769 | Direct | F3, F8 | |||
| transaction | BAC | 2025 Restricted Stock Units | Options Exercise | -15,888 | -25% | 47,667 | 15 Feb 2026 | Common Stock | 15,888 | Direct | F1, F9 | |||
| transaction | BAC | 2025 Restricted Stock Units | Options Exercise | -15,888 | -25% | 47,667 | 15 Feb 2026 | Common Stock | 15,888 | Direct | F3, F10 |
| Id | Content |
|---|---|
| F1 | Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| F2 | Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| F3 | Each unit is the economic equivalent of one share of Bank of America Corporation common stock. |
| F4 | On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| F5 | On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. |
| F6 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| F7 | On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. |
| F8 | On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. |
| F9 | On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026. |
| F10 | On February 14, 2025, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2026. |