| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +9.27% | 294,712 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$516,466 | -10,998 | -3.73% | $46.96 | 283,714 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,821 | +7.34% | 304,535 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$430,153 | -9,160 | -3.01% | $46.96 | 295,375 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +10,669 | +3.61% | 306,044 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$220,899 | -4,704 | -1.54% | $46.96 | 301,340 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +2,674 | +0.89% | 304,014 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$55,365 | -1,179 | -0.39% | $46.96 | 302,835 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +8.26% | 327,835 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$517,640 | -11,023 | -3.36% | $46.96 | 316,812 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +21,076 | +6.65% | 337,888 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$438,277 | -9,333 | -2.76% | $46.96 | 328,555 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,589 | +6.27% | 349,144 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | -$427,336 | -9,100 | -2.61% | $46.96 | 340,044 | 15 Feb 2025 | Revocable Trust | F2 |
| 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, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -20,821 | -100% | 0 | 15 Feb 2025 | Common Stock | 20,821 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -10,669 | -50% | 10,670 | 15 Feb 2025 | Common Stock | 10,669 | Direct | F1, F5 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -2,674 | -20% | 10,697 | 15 Feb 2025 | Common Stock | 2,674 | Direct | F1, F6 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -25,000 | -50% | 25,000 | 15 Feb 2025 | Common Stock | 25,000 | Direct | F1, F7 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -21,076 | -33.33% | 42,153 | 15 Feb 2025 | Common Stock | 21,076 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -20,589 | -25% | 61,767 | 15 Feb 2025 | Common Stock | 20,589 | 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 four equal annual installments commencing February 15, 2023. |
| F6 | On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022. |
| 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. |