| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +13% | 217,917 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $471,018 | -13,825 | -6.3% | $34.07 | 204,092 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +35,195 | +17% | 239,287 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $663,104 | -19,463 | -8.1% | $34.07 | 219,824 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,470 | +7.9% | 237,294 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $329,150 | -9,661 | -4.1% | $34.07 | 227,633 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +63,063 | +28% | 290,696 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,188,157 | -34,874 | -12% | $34.07 | 255,822 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +37,469 | +15% | 293,291 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $705,964 | -20,721 | -7.1% | $34.07 | 272,570 | 15 Feb 2024 | Revocable Trust | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Restricted Stock Units | Options Exercise | -25,000 | -50% | 25,000 | 15 Feb 2024 | Common Stock | 25,000 | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -35,195 | -50% | 35,196 | 15 Feb 2024 | Common Stock | 35,195 | Direct | F1, F4 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -17,470 | -50% | 17,470 | 15 Feb 2024 | Common Stock | 17,470 | Direct | F1, F5 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -63,063 | -33% | 126,127 | 15 Feb 2024 | Common Stock | 63,063 | Direct | F1, F6 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -37,469 | -25% | 112,407 | 15 Feb 2024 | Common Stock | 37,469 | Direct | F1, F7 |
| 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 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. |
| 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 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| F6 | On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| F7 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |