| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,566 | +2.2% | 1,202,586 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $444,648 | -13,051 | -1.1% | $34.07 | 1,189,535 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +21,830 | +1.8% | 1,211,365 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $379,642 | -11,143 | -0.92% | $34.07 | 1,200,222 | 15 Feb 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,852 | +2.2% | 1,227,074 | 15 Feb 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $466,997 | -13,707 | -1.1% | $34.07 | 1,213,367 | 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 | 2021 Restricted Stock Units | Options Exercise | -25,566 | -50% | 25,566 | 15 Feb 2024 | Common Stock | 25,566 | Direct | F1, F3 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -21,830 | -33% | 43,660 | 15 Feb 2024 | Common Stock | 21,830 | Direct | F1, F4 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -26,852 | -25% | 80,559 | 15 Feb 2024 | Common Stock | 26,852 | 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 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| 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. |