| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | Options Exercise | +25,000 | +4.1% | 634,894 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $154,076 | -3,281 | -0.52% | $46.96 | 631,613 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +45,194 | +7.2% | 676,807 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $278,473 | -5,930 | -0.88% | $46.96 | 670,877 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +22,433 | +3.3% | 693,310 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $138,250 | -2,944 | -0.42% | $46.96 | 690,366 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +70,340 | +10% | 760,706 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $478,100 | -10,181 | -1.3% | $46.96 | 750,525 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +30,600 | +4.1% | 781,125 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $199,533 | -4,249 | -0.54% | $46.96 | 776,876 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,401 | +2.6% | 797,277 | 15 Feb 2025 | Direct | F1 | ||
| transaction | BAC | Common Stock | Tax liability | $115,146 | -2,452 | -0.31% | $46.96 | 794,825 | 15 Feb 2025 | Direct | F2 |
| transaction | BAC | Common Stock | Options Exercise | +20,400 | +2.6% | 815,225 | 15 Feb 2025 | Direct | F3 | ||
| transaction | BAC | Common Stock | Disposed to Issuer | $957,984 | -20,400 | -2.5% | $46.96 | 794,825 | 15 Feb 2025 | Direct |
| 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 | -45,194 | -100% | 0 | 15 Feb 2025 | Common Stock | 45,194 | Direct | F1, F5 | |||
| transaction | BAC | 2021 Restricted Stock Units | Options Exercise | -22,433 | -100% | 0 | 15 Feb 2025 | Common Stock | 22,433 | Direct | F1, F6 | |||
| transaction | BAC | 2022 Restricted Stock Units | Options Exercise | -70,340 | -50% | 70,340 | 15 Feb 2025 | Common Stock | 70,340 | Direct | F1, F7 | |||
| transaction | BAC | 2023 Restricted Stock Units | Options Exercise | -30,600 | -33% | 61,200 | 15 Feb 2025 | Common Stock | 30,600 | Direct | F1, F8 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -20,401 | -25% | 61,203 | 15 Feb 2025 | Common Stock | 20,401 | Direct | F1, F9 | |||
| transaction | BAC | 2024 Restricted Stock Units | Options Exercise | -20,400 | -25% | 61,203 | 15 Feb 2025 | Common Stock | 20,400 | 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. |