| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,566 | +2% | 1,285,484 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $612,922 | -13,052 | -1% | $46.96 | 1,272,432 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +21,830 | +1.7% | 1,294,262 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $523,322 | -11,144 | -0.86% | $46.96 | 1,283,118 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +75,000 | +5.8% | 1,358,118 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,800,024 | -38,331 | -2.8% | $46.96 | 1,319,787 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,853 | +2% | 1,346,640 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $643,775 | -13,709 | -1% | $46.96 | 1,332,931 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +14,478 | +1.1% | 1,347,409 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $347,128 | -7,392 | -0.55% | $46.96 | 1,340,017 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +14,478 | +1.1% | 1,354,495 | 15 Feb 2025 | Revocable Trust | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $679,887 | -14,478 | -1.1% | $46.96 | 1,340,017 | 15 Feb 2025 | Revocable Trust |
| 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 | -100% | 0 | 15 Feb 2025 | Common Stock | 25,566 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -21,830 | -50% | 21,830 | 15 Feb 2025 | Common Stock | 21,830 | Direct | F1, F5 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -75,000 | -50% | 75,000 | 15 Feb 2025 | Common Stock | 75,000 | Direct | F1, F6 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -26,853 | -33% | 53,706 | 15 Feb 2025 | Common Stock | 26,853 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -14,478 | -25% | 43,435 | 15 Feb 2025 | Common Stock | 14,478 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -14,478 | -25% | 43,434 | 15 Feb 2025 | Common Stock | 14,478 | Direct | F3, F9 |
| 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 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. |
| F9 | On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. |