| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +5.7% | 461,791 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $568,169 | -12,099 | -2.6% | $46.96 | 449,692 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +13,752 | +3.1% | 463,444 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $311,814 | -6,640 | -1.4% | $46.96 | 456,804 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,477 | +3.8% | 474,281 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $397,282 | -8,460 | -1.8% | $46.96 | 465,821 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +50,000 | +11% | 515,821 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,139,578 | -24,267 | -4.7% | $46.96 | 491,554 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,969 | +2.4% | 503,523 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $271,664 | -5,785 | -1.1% | $46.96 | 497,738 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,897 | +1.6% | 505,635 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $180,608 | -3,846 | -0.76% | $46.96 | 501,789 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,897 | +1.6% | 509,686 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $370,843 | -7,897 | -1.5% | $46.96 | 501,789 | 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 | -13,752 | -100% | 0 | 15 Feb 2025 | Common Stock | 13,752 | Direct | F1, F5 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -17,477 | -50% | 17,477 | 15 Feb 2025 | Common Stock | 17,477 | 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 | -7,897 | -25% | 23,692 | 15 Feb 2025 | Common Stock | 7,897 | Direct | F1, F9 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -7,897 | -25% | 23,691 | 15 Feb 2025 | Common Stock | 7,897 | 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. |