Lauren A. Mogensen - 01 Mar 2026 Form 4 Insider Report for BANK OF AMERICA CORP /DE/ (BAC)

Role
Global General Counsel
Signature
Lauren A. Mogensen / Michael P. Lapp POA
Issuer symbol
BAC
Transactions as of
01 Mar 2026
Net transactions value
-$1,156,006
Form type
4
Filing time
03 Mar 2026, 18:45:46 UTC
Previous filing
18 Feb 2026
SEC
View on sec.gov

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Quoteable Key Fact

"Lauren A. Mogensen filed Form 4 for BANK OF AMERICA CORP /DE/ (BAC) on 03 Mar 2026."

Quick Takeaways

  • This page summarizes Lauren A. Mogensen's Form 4 filing for BANK OF AMERICA CORP /DE/ (BAC).
  • 3 reported transactions and 1 derivative row are listed below.
  • Filing timestamp: 03 Mar 2026, 18:45.

What Changed

  • Previous filing in this sequence was filed on 18 Feb 2026.
  • Current net transaction value: -$1,156,006.

Why This Matters

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Official SEC Source

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Mogensen Lauren A Global General Counsel 100 NORTH TRYON STREET, CHARLOTTE Lauren A. Mogensen / Michael P. Lapp POA 03 Mar 2026 0001888647

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BAC Common Stock Options Exercise +47,877 +8.7% 599,124 01 Mar 2026 Direct F1
transaction BAC Common Stock Tax liability $1,156,006 -23,199 -3.9% $49.83 575,925 01 Mar 2026 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BAC 2023 Performance Restricted Stock Units Options Exercise -47,877 -100% 0 01 Mar 2026 Common Stock 47,877 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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 On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2026, and no units remain outstanding.

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