Catherine P. Bessant - 31 Dec 2021 Form 5 Insider Report for BANK OF AMERICA CORP /DE/ (BAC)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
5
Accepted by SEC
27 Jan 2022, 18:00:07 UTC
Next SEC filing
11 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Catherine P. Bessant / Michael P. Lapp POA

Key filing fact

Catherine P. Bessant filed Form 5 for BANK OF AMERICA CORP /DE/ (BAC) on 27 Jan 2022.

Key facts

  • This page summarizes Catherine P. Bessant's Form 5 filing for BANK OF AMERICA CORP /DE/ (BAC).
  • 4 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 27 Jan 2022, 18:00.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BAC transaction

Common Stock

Gift

Transaction value
$0
Shares
-119,226
Change %
-16%
Price
$0.000000
Shares after
633,768
Date
12 Nov 2021
Ownership
Revocable Trust
Footnotes
F1, F2
BAC transaction

Common Stock

Gift

Transaction value
$0
Shares
+119,226
Change %
Price
$0.000000
Shares after
119,226
Date
12 Nov 2021
Ownership
By Child
Footnotes
F1
BAC transaction

Common Stock

Gift

Transaction value
$0
Shares
+119,226
Change %
Price
$0.000000
Shares after
119,226
Date
12 Nov 2021
Ownership
By Child
Footnotes
F1
BAC transaction

Common Stock

Gift

Transaction value
$0
Shares
-119,226
Change %
-16%
Price
$0.000000
Shares after
633,768
Date
12 Nov 2021
Ownership
Revocable Trust
Footnotes
F1
BAC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
0
Date
31 Dec 2021
Ownership
Direct
BAC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
8,814
Date
31 Dec 2021
Ownership
401(k) Plan
Footnotes
F3
BAC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,250
Date
31 Dec 2021
Ownership
By Child
BAC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,250
Date
31 Dec 2021
Ownership
By Child
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Represents a gift by the reporting person to a child.

Footnote F2

453,788.52 shares previously reported as being owned directly by the reporting person were transferred to the Revocable Trust and are now indirectly held by the reporting person.

Footnote F3

The share equivalents attributed to the reporting person's 401(k) balance increased 102.47 shares due to dividend reinvestments and changes in the Net Asset Value of the issuer's stock fund.

Footnote F4

Reflects a change in the ownership of the account from an UTMA to direct ownership by a child of the reporting person.

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