| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +8,000 | +28% | 36,275 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $160,979 | -3,428 | -9.5% | $46.96 | 32,847 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +5,036 | +15% | 37,883 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $101,246 | -2,156 | -5.7% | $46.96 | 35,727 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,000 | +56% | 55,727 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $399,583 | -8,509 | -15% | $46.96 | 47,218 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +2,625 | +5.6% | 49,843 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $52,079 | -1,109 | -2.2% | $46.96 | 48,734 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +1,235 | +2.5% | 49,969 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $24,419 | -520 | -1% | $46.96 | 49,449 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,130 | +14% | 56,579 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $142,993 | -3,045 | -5.4% | $46.96 | 53,534 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +10,858 | +20% | 64,392 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $219,726 | -4,679 | -7.3% | $46.96 | 59,713 | 15 Feb 2025 | Direct | F2 |
| holding | BAC | Common Stock | 988 | 15 Feb 2025 | by Child | ||||||
| holding | BAC | Common Stock | 988 | 15 Feb 2025 | by UTMA |
| 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 | -8,000 | -100% | 0 | 15 Feb 2025 | Common Stock | 8,000 | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -5,036 | -100% | 0 | 15 Feb 2025 | Common Stock | 5,036 | Direct | F1, F4 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -20,000 | -50% | 20,000 | 15 Feb 2025 | Common Stock | 20,000 | Direct | F1, F5 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -2,625 | -50% | 2,625 | 15 Feb 2025 | Common Stock | 2,625 | Direct | F1, F6 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -1,235 | -20% | 4,938 | 15 Feb 2025 | Common Stock | 1,235 | Direct | F1, F7 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -7,130 | -33% | 14,259 | 15 Feb 2025 | Common Stock | 7,130 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -10,858 | -25% | 32,577 | 15 Feb 2025 | Common Stock | 10,858 | Direct | F1, 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 | 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 two equal annual installments commencing on February 15, 2025. |
| 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 sixteen equal quarterly installments commencing May 15, 2022. |
| 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. |