Key facts
- This page summarizes Andrea B. Smith's Form 5 filing for BANK OF AMERICA CORP /DE/ (BAC).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 27 Jan 2022, 18:06.
Andrea B. Smith - 31 Dec 2021 Form 5 Insider Report for BANK OF AMERICA CORP /DE/ (BAC)
- Reporting relationship
- Chief Administrative Officer
- Issuer ticker
- BAC
- Reported as of
- 31 Dec 2021
- Net transaction value
- $0
- SEC form
- 5
- Accepted by SEC
- 27 Jan 2022, 18:06:20 UTC
- Next SEC filing
- 01 Feb 2022
- Source filing
- View source filing
- Reporting owner signature
- Andrea B. Smith / Michael P. Lapp POA
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Andrea B. Smith filed Form 5 for BANK OF AMERICA CORP /DE/ (BAC) on 27 Jan 2022.
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
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BAC
transaction
Common Stock
Gift
- Transaction value
- $0
- Shares
- -16,600
- Change %
- -5.2%
- Price
- $0.000000
- Shares after
- 303,760
- Date
- 23 Nov 2021
- Ownership
- Direct
- Footnotes
- F1, F2, F3, F4
BAC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 49,275
- Date
- 31 Dec 2021
- Ownership
- 2018 GRAT
BAC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 77,500
- Date
- 31 Dec 2021
- Ownership
- 2019 GRAT
BAC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 90,000
- Date
- 31 Dec 2021
- Ownership
- 2021 GRAT
BAC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 54
- Date
- 31 Dec 2021
- Ownership
- UTMA Trust 1
* 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 charitable gift by the reporting person.
Footnote F2
14,750 shares previously reported as being indirectly held by the reporting person in the 2018 GRAT were transferred from the 2018 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2018 GRAT and are now owned directly by the reporting person.
Footnote F3
9,500 shares previously reported as being indirectly held by the reporting person in the 2019 GRAT were transferred from the 2019 GRAT to the reporting person as an annuity payment in accordance with the terms of the 2019 GRAT and are now owned directly by the reporting person.
Footnote F4
90,000 shares previously reported as being owned directly by the reporting person were transferred to the 2021 GRAT and are now indirectly held by the reporting person.