| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +11,621 | +4% | 299,075 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $261,755 | -5,574 | -1.9% | $46.96 | 293,501 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +11,305 | +3.9% | 304,806 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $260,675 | -5,551 | -1.8% | $46.96 | 299,255 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +75,000 | +25% | 374,255 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $1,733,528 | -36,915 | -9.9% | $46.96 | 337,340 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +15,092 | +4.5% | 352,432 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $351,730 | -7,490 | -2.1% | $46.96 | 344,942 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +10,529 | +3.1% | 355,471 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $247,479 | -5,270 | -1.5% | $46.96 | 350,201 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +10,529 | +3% | 360,730 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $494,442 | -10,529 | -2.9% | $46.96 | 350,201 | 15 Feb 2025 | Direct |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -11,621 | -100% | 0 | 15 Feb 2025 | Common Stock | 11,621 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -11,305 | -50% | 11,305 | 15 Feb 2025 | Common Stock | 11,305 | Direct | F1, F5 | |||
| transaction | BAC | Restricted Stock Units | Options Exercise | -75,000 | -50% | 75,000 | 15 Feb 2025 | Common Stock | 75,000 | Direct | F1, F6 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -15,092 | -33% | 30,184 | 15 Feb 2025 | Common Stock | 15,092 | Direct | F1, F7 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -10,529 | -25% | 31,589 | 15 Feb 2025 | Common Stock | 10,529 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -10,529 | -25% | 31,589 | 15 Feb 2025 | Common Stock | 10,529 | Direct | F3, 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 | 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 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 on February 15, 2023. |
| F6 | On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025. |
| F7 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| F8 | On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025. |
| F9 | On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025. |