| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| DeMare James P | Co-President | 100 NORTH TRYON STREET, CHARLOTTE | James P. DeMare / Michael P. Lapp POA | 18 Feb 2026 | 0001889024 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +63,064 | +28% | 286,471 | 15 Feb 2026 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,832,681 | -34,875 | -12% | $52.55 | 251,596 | 15 Feb 2026 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +37,469 | +15% | 289,065 | 15 Feb 2026 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,088,889 | -20,721 | -7.2% | $52.55 | 268,344 | 15 Feb 2026 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +75,000 | +28% | 343,344 | 15 Feb 2026 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $2,179,564 | -41,476 | -12% | $52.55 | 301,868 | 15 Feb 2026 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,324 | +8.7% | 328,192 | 15 Feb 2026 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $765,023 | -14,558 | -4.4% | $52.55 | 313,634 | 15 Feb 2026 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,324 | +8.4% | 339,958 | 15 Feb 2026 | Revocable Trust | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $1,383,326 | -26,324 | -7.7% | $52.55 | 313,634 | 15 Feb 2026 | Revocable Trust | |
| transaction | BAC | Common Stock | Options Exercise | +23,365 | +7.4% | 336,999 | 15 Feb 2026 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $678,999 | -12,921 | -3.8% | $52.55 | 324,078 | 15 Feb 2026 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +23,365 | +7.2% | 347,443 | 15 Feb 2026 | Revocable Trust | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $1,227,831 | -23,365 | -6.7% | $52.55 | 324,078 | 15 Feb 2026 | Revocable Trust |
| 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 | -63,064 | -100% | 0 | 15 Feb 2026 | Common Stock | 63,064 | Direct | F1, F4 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -37,469 | -50% | 37,469 | 15 Feb 2026 | Common Stock | 37,469 | Direct | F1, F5 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -75,000 | -50% | 75,000 | 15 Feb 2026 | Common Stock | 75,000 | Direct | F1, F6 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -26,324 | -33% | 52,648 | 15 Feb 2026 | Common Stock | 26,324 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -26,324 | -33% | 52,648 | 15 Feb 2026 | Common Stock | 26,324 | Direct | F3, F8 | |||
| transaction | BAC | 2025 Restricted Stock Units | Options Exercise | -23,365 | -25% | 70,098 | 15 Feb 2026 | Common Stock | 23,365 | Direct | F1, F9 | |||
| transaction | BAC | 2025 Restricted Stock Units | Options Exercise | -23,365 | -25% | 70,098 | 15 Feb 2026 | Common Stock | 23,365 | 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, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| F6 | On February 15, 2023, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2026. |
| 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. |