| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +34,813 | +3.2% | 1,127,812 | 15 Feb 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $631,972 | -17,772 | -1.6% | $35.56 | 1,110,040 | 15 Feb 2023 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +25,566 | +2.3% | 1,135,606 | 15 Feb 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $464,094 | -13,051 | -1.1% | $35.56 | 1,122,555 | 15 Feb 2023 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +21,829 | +1.9% | 1,144,384 | 15 Feb 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $396,245 | -11,143 | -0.97% | $35.56 | 1,133,241 | 15 Feb 2023 | Revocable Trust | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | 2020 Restricted Stock Units | Options Exercise | -34,813 | -100% | 0 | 15 Feb 2023 | Common Stock | 34,813 | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -25,566 | -33% | 51,132 | 15 Feb 2023 | Common Stock | 25,566 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -21,829 | -25% | 65,490 | 15 Feb 2023 | Common Stock | 21,829 | Direct | F1, F5 |
| 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 14, 2020, the reporting person was granted units, vesting in three equal annual installments commencing on February 15, 2021. |
| F4 | On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| F5 | On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |