| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +15,000 | +12% | 142,911 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $312,754 | -6,660 | -4.7% | $46.96 | 136,251 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,604 | +5.6% | 143,855 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $158,537 | -3,376 | -2.3% | $46.96 | 140,479 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +12,604 | +9% | 153,083 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $264,197 | -5,626 | -3.7% | $46.96 | 147,457 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +17% | 172,457 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $523,980 | -11,158 | -6.5% | $46.96 | 161,299 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +6,765 | +4.2% | 168,064 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $142,477 | -3,034 | -1.8% | $46.96 | 165,030 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +9,213 | +5.6% | 174,243 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $193,710 | -4,125 | -2.4% | $46.96 | 170,118 | 15 Feb 2025 | 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 | -15,000 | -100% | 0 | 15 Feb 2025 | Common Stock | 15,000 | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -7,604 | -100% | 0 | 15 Feb 2025 | Common Stock | 7,604 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -12,604 | -50% | 12,604 | 15 Feb 2025 | Common Stock | 12,604 | Direct | F1, F5 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -25,000 | -50% | 25,000 | 15 Feb 2025 | Common Stock | 25,000 | Direct | F1, F6 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -6,765 | -33% | 13,531 | 15 Feb 2025 | Common Stock | 6,765 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -9,213 | -25% | 27,641 | 15 Feb 2025 | Common Stock | 9,213 | Direct | F1, F8 |
| 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 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| F6 | On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. |
| F7 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| F8 | On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. |