| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +34.8K | +3.19% | 1.13M | Feb 15, 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$632K | -17.8K | -1.58% | $35.56 | 1.11M | Feb 15, 2023 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +25.6K | +2.3% | 1.14M | Feb 15, 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$464K | -13.1K | -1.15% | $35.56 | 1.12M | Feb 15, 2023 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +21.8K | +1.94% | 1.14M | Feb 15, 2023 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$396K | -11.1K | -0.97% | $35.56 | 1.13M | Feb 15, 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 | -34.8K | -100% | 0 | Feb 15, 2023 | Common Stock | 34.8K | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -25.6K | -33.33% | 51.1K | Feb 15, 2023 | Common Stock | 25.6K | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -21.8K | -25% | 65.5K | Feb 15, 2023 | Common Stock | 21.8K | 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. |