Paul M. Donofrio - 15 Feb 2024 Form 4 Insider Report for BANK OF AMERICA CORP /DE/ (BAC)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
20 Feb 2024, 19:30:17 UTC
Prior SEC filing
03 Mar 2023
Next SEC filing
05 Mar 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Paul M. Donofrio / Michael P. Lapp POA

Key filing fact

Paul M. Donofrio filed Form 4 for BANK OF AMERICA CORP /DE/ (BAC) on 20 Feb 2024.

Key facts

  • This page summarizes Paul M. Donofrio's Form 4 filing for BANK OF AMERICA CORP /DE/ (BAC).
  • 9 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 20 Feb 2024, 19:30.

Change

  • Previous filing in this sequence was filed on 03 Mar 2023.
  • Current net transaction value: -$1,398,914.

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

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

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

BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+25,566
Change %
+2.5%
Price
Shares after
1,043,543
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$481,682
Shares
-14,138
Change %
-1.4%
Price
$34.07
Shares after
1,029,405
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+21,830
Change %
+2.1%
Price
Shares after
1,051,235
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$411,293
Shares
-12,072
Change %
-1.1%
Price
$34.07
Shares after
1,039,163
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC transaction

Common Stock

Options Exercise

Transaction value
Shares
+26,852
Change %
+2.6%
Price
Shares after
1,066,015
Date
15 Feb 2024
Ownership
Direct
Footnotes
F1
BAC transaction

Common Stock

Tax liability

Transaction value
$505,940
Shares
-14,850
Change %
-1.4%
Price
$34.07
Shares after
1,051,165
Date
15 Feb 2024
Ownership
Direct
Footnotes
F2
BAC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
300
Date
15 Feb 2024
Ownership
IRA

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BAC transaction Derivative

2021 Restricted Stock Units

Options Exercise

Transaction value
Shares
-25,566
Change %
-50%
Price
Shares after
25,566
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,566
Exercise price
Footnotes
F1, F3
BAC transaction Derivative

2022 Restricted Stock Units

Options Exercise

Transaction value
Shares
-21,830
Change %
-33%
Price
Shares after
43,660
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
21,830
Exercise price
Footnotes
F1, F4
BAC transaction Derivative

2023 Restricted Stock Units

Options Exercise

Transaction value
Shares
-26,852
Change %
-25%
Price
Shares after
80,559
Date
15 Feb 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
26,852
Exercise price
Footnotes
F1, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.

Footnote F2

Disposition of shares to the issuer to satisfy a tax withholding obligation.

Footnote F3

On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022.

Footnote F4

On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.

Footnote F5

On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024.

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