| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +17% | 169,286 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $516,278 | -10,994 | -6.5% | $46.96 | 158,292 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,311 | +7.1% | 169,603 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $233,626 | -4,975 | -2.9% | $46.96 | 164,628 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +15,528 | +9.4% | 180,156 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $321,347 | -6,843 | -3.8% | $46.96 | 173,313 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +50,000 | +29% | 223,313 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,034,717 | -22,034 | -9.9% | $46.96 | 201,279 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +9,367 | +4.7% | 210,646 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $194,649 | -4,145 | -2% | $46.96 | 206,501 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,239 | +3.5% | 213,740 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $150,695 | -3,209 | -1.5% | $46.96 | 210,531 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +7,239 | +3.4% | 217,770 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $339,943 | -7,239 | -3.3% | $46.96 | 210,531 | 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 | -11,311 | -100% | 0 | 15 Feb 2025 | Common Stock | 11,311 | Direct | F1, F5 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -15,528 | -50% | 15,528 | 15 Feb 2025 | Common Stock | 15,528 | 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 | -9,367 | -33% | 18,735 | 15 Feb 2025 | Common Stock | 9,367 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -7,239 | -25% | 21,718 | 15 Feb 2025 | Common Stock | 7,239 | Direct | F1, F9 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -7,239 | -25% | 21,717 | 15 Feb 2025 | Common Stock | 7,239 | 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. |