Form 4 for BAC Bank of America
Accepted 2026-03-03 00:00:00 ET · period of report 2026-03-01 · accession 0000070858-26-000180 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-03 | 2026-03-01 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | +1,432 | 265.6K | +0.5% | — |
| D | 2026-03-03 | 2026-03-01 | BAC | Mensah Bernard A | Pres, International | D - Sale to Iss | $49.83 | -1,432 | 264.2K | -0.5% | -$71.4K |
| DM | 2026-03-03 | 2026-03-01 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | -1,432 | 0 | -100% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-01 | M | A | 1,432 | — | 265,616 | D | — | — | (F1) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. |
| 2 | Common | Common Stock | 2026-03-01 | D | D | 1,432 | $49.83 | 264,184 | D | — | — | |
| 3 | Derivative | 2023 Performance Restricted Stock Units | 2026-03-01 | M | D | 17,521 | — | 70,087 | D | — · — to — | 17,521 Common Stock | (F3) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned will be settled in shares and vest in five equal annual installments commencing on March 1, 2026. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 4 | Derivative | Vested Restricted Stock Units | 2026-03-01 | M | A | 17,521 | — | 17,521 | D | — · — to 2031-03-01 | 17,521 Common Stock | (F3) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) On February 15, 2023, the reporting person was granted units, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2023 and ending December 31, 2025. For the performance period, an amount equaling 100% of the target was earned. All units earned will be settled in shares and vest in five equal annual installments commencing on March 1, 2026. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 5 | Derivative | Vested Phantom Stock Units | 2026-03-01 | M | D | 1,432 | — | 0 | D | — · — to 2026-03-01 | 1,432 Common Stock | (F1) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. (F2) On March 1, 2018, the reporting person was granted phantom units, vesting in five equal annual installments commencing on March 1, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |