| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +23,823 | +6.9% | 371,260 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $549,103 | -11,693 | -3.1% | $46.96 | 359,567 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,270 | +5.6% | 379,837 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $468,614 | -9,979 | -2.6% | $46.96 | 369,858 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +75,000 | +20% | 444,858 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,733,857 | -36,922 | -8.3% | $46.96 | 407,936 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +24,979 | +6.1% | 432,915 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $576,528 | -12,277 | -2.8% | $46.96 | 420,638 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,845 | +2.8% | 432,483 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $274,106 | -5,837 | -1.3% | $46.96 | 426,646 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,845 | +2.8% | 438,491 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $556,241 | -11,845 | -2.7% | $46.96 | 426,646 | 15 Feb 2025 | Direct | |
| holding | BAC | Common Stock | 337 | 15 Feb 2025 | 401(k) Plan | ||||||
| holding | BAC | Common Stock | 215,000 | 15 Feb 2025 | by 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 | -23,823 | -100% | 0 | 15 Feb 2025 | Common Stock | 23,823 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -20,270 | -50% | 20,271 | 15 Feb 2025 | Common Stock | 20,270 | 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 | -24,979 | -33% | 49,959 | 15 Feb 2025 | Common Stock | 24,979 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -11,845 | -25% | 35,538 | 15 Feb 2025 | Common Stock | 11,845 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -11,845 | -25% | 35,538 | 15 Feb 2025 | Common Stock | 11,845 | 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. |