Matthew M. Koder - 15 Feb 2024 Form 4 Insider Report for BANK OF AMERICA CORP /DE/ (BAC)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
20 Feb 2024, 19:44:49 UTC
Prior SEC filing
17 Aug 2023
Next SEC filing
04 Jun 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Matthew M. Koder / Michael P. Lapp POA

Key filing fact

Matthew M. Koder filed Form 4 for BANK OF AMERICA CORP /DE/ (BAC) on 20 Feb 2024.

Key facts

  • This page summarizes Matthew M. Koder's Form 4 filing for BANK OF AMERICA CORP /DE/ (BAC).
  • 15 reported transactions and 5 derivative rows are listed below.
  • Accepted by SEC: 20 Feb 2024, 19:44.

Change

  • Previous filing in this sequence was filed on 17 Aug 2023.
  • Current net transaction value: -$973,721.

Research use

  • 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.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+25,000
Change %
+6.5%
Price
Shares after
407,666
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$114,748
Shares
-3,368
Change %
-0.83%
Price
$34.07
Shares after
404,298
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+45,194
Change %
+11%
Price
Shares after
449,492
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$207,452
Shares
-6,089
Change %
-1.4%
Price
$34.07
Shares after
443,403
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+22,433
Change %
+5.1%
Price
Shares after
465,836
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$102,994
Shares
-3,023
Change %
-0.65%
Price
$34.07
Shares after
462,813
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+70,340
Change %
+15%
Price
Shares after
533,153
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$381,686
Shares
-11,203
Change %
-2.1%
Price
$34.07
Shares after
521,950
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+30,599
Change %
+5.9%
Price
Shares after
552,549
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$166,841
Shares
-4,897
Change %
-0.89%
Price
$34.07
Shares after
547,652
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BAC transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-25,000
Change %
-50%
Price
Shares after
25,000
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
Footnotes
F1, F3
BAC transaction Derivative

2021 Restricted Stock Units

Options Exercise

Transaction value
Shares
-45,194
Change %
-50%
Price
Shares after
45,194
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
45,194
Exercise price
Footnotes
F1, F4
BAC transaction Derivative

2021 Restricted Stock Units

Options Exercise

Transaction value
Shares
-22,433
Change %
-50%
Price
Shares after
22,433
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
22,433
Exercise price
Footnotes
F1, F5
BAC transaction Derivative

2022 Restricted Stock Units

Options Exercise

Transaction value
Shares
-70,340
Change %
-33%
Price
Shares after
140,680
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
70,340
Exercise price
Footnotes
F1, F6
BAC transaction Derivative

2023 Restricted Stock Units

Options Exercise

Transaction value
Shares
-30,599
Change %
-25%
Price
Shares after
91,800
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
30,599
Exercise price
Footnotes
F1, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Footnote F2

Disposition of shares to the issuer to satisfy a tax withholding obligation.

Footnote F3

On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024.

Footnote F4

On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.

Footnote F5

On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.

Footnote F6

On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.

Footnote F7

On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024.

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