| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +14% | 205,570 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $519,988 | -11,073 | -5.4% | $46.96 | 194,497 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,784 | +9.1% | 212,281 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $369,904 | -7,877 | -3.7% | $46.96 | 204,404 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +19,404 | +9.5% | 223,808 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $405,359 | -8,632 | -3.9% | $46.96 | 215,176 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +50,000 | +23% | 265,176 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,044,531 | -22,243 | -8.4% | $46.96 | 242,933 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,969 | +4.9% | 254,902 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $250,626 | -5,337 | -2.1% | $46.96 | 249,565 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +9,213 | +3.7% | 258,778 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $192,207 | -4,093 | -1.6% | $46.96 | 254,685 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +9,213 | +3.6% | 263,898 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $432,642 | -9,213 | -3.5% | $46.96 | 254,685 | 15 Feb 2025 | Direct |
| 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 | -100% | 0 | 15 Feb 2025 | Common Stock | 25,000 | Direct | F1, F4 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -17,784 | -100% | 0 | 15 Feb 2025 | Common Stock | 17,784 | Direct | F1, F5 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -19,404 | -50% | 19,405 | 15 Feb 2025 | Common Stock | 19,404 | Direct | F1, F6 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -50,000 | -50% | 50,000 | 15 Feb 2025 | Common Stock | 50,000 | Direct | F1, F7 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -11,969 | -33% | 23,939 | 15 Feb 2025 | Common Stock | 11,969 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -9,213 | -25% | 27,641 | 15 Feb 2025 | Common Stock | 9,213 | Direct | F1, F9 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -9,213 | -25% | 27,640 | 15 Feb 2025 | Common Stock | 9,213 | Direct | F3, F10 |
| 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 | Each unit is the economic equivalent of one share of Bank of America Corporation common stock. |
| F4 | On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. |
| 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, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. |
| F8 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| F9 | On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. |
| F10 | On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. |