| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +8.9% | 305,379 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $649,222 | -13,825 | -4.5% | $46.96 | 291,554 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +35,196 | +12% | 326,750 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $914,029 | -19,464 | -6% | $46.96 | 307,286 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +17,470 | +5.7% | 324,756 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $453,681 | -9,661 | -3% | $46.96 | 315,095 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +63,063 | +20% | 378,158 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,637,683 | -34,874 | -9.2% | $46.96 | 343,284 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +37,469 | +11% | 380,753 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $973,058 | -20,721 | -5.4% | $46.96 | 360,032 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,323 | +7.3% | 386,355 | 15 Feb 2025 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $683,597 | -14,557 | -3.8% | $46.96 | 371,798 | 15 Feb 2025 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | Options Exercise | +26,323 | +7.1% | 398,121 | 15 Feb 2025 | Revocable Trust | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $1,236,128 | -26,323 | -6.6% | $46.96 | 371,798 | 15 Feb 2025 | Revocable Trust |
| 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 | -35,196 | -100% | 0 | 15 Feb 2025 | Common Stock | 35,196 | Direct | F1, F5 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -17,470 | -100% | 0 | 15 Feb 2025 | Common Stock | 17,470 | Direct | F1, F6 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -63,063 | -50% | 63,064 | 15 Feb 2025 | Common Stock | 63,063 | Direct | F1, F7 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -37,469 | -33% | 74,938 | 15 Feb 2025 | Common Stock | 37,469 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -26,323 | -25% | 78,972 | 15 Feb 2025 | Common Stock | 26,323 | Direct | F1, F9 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -26,323 | -25% | 78,972 | 15 Feb 2025 | Common Stock | 26,323 | 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 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |
| F7 | On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| 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. |