| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BAC | Common Stock | +Options Exercise | +15,000 | +14.33% | 119,697 | Feb 15, 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | -Tax liability | -$227,451 | -6,676 | -5.58% | $34.07 | 113,021 | Feb 15, 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | +Options Exercise | +7,604 | +6.73% | 120,625 | Feb 15, 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | -Tax liability | -$115,327 | -3,385 | -2.81% | $34.07 | 117,240 | Feb 15, 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | +Options Exercise | +12,604 | +10.75% | 129,844 | Feb 15, 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | -Tax liability | -$192,325 | -5,645 | -4.35% | $34.07 | 124,199 | Feb 15, 2024 | Revocable Trust | F2 |
| transaction | BAC | Common Stock | +Options Exercise | +6,765 | +5.45% | 130,964 | Feb 15, 2024 | Revocable Trust | F1 | ||
| transaction | BAC | Common Stock | -Tax liability | -$104,016 | -3,053 | -2.33% | $34.07 | 127,911 | Feb 15, 2024 | 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 | -15,000 | -50% | 15,000 | Feb 15, 2024 | Common Stock | 15,000 | Direct | F1, F3 | |||
| transaction | BAC | 2021 Restricted Stock Units | -Options Exercise | -7,604 | -50% | 7,604 | Feb 15, 2024 | Common Stock | 7,604 | Direct | F1, F4 | |||
| transaction | BAC | 2022 Restricted Stock Units | -Options Exercise | -12,604 | -33.33% | 25,208 | Feb 15, 2024 | Common Stock | 12,604 | Direct | F1, F5 | |||
| transaction | BAC | 2023 Restricted Stock Units | -Options Exercise | -6,765 | -25% | 20,296 | Feb 15, 2024 | Common Stock | 6,765 | Direct | F1, F6 |
| 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 on February 15, 2023. |
| F6 | On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |