InsiderTrades

Form 4 for BAC Bank of America

Accepted 2023-02-17 00:00:00 ET · period of report 2023-02-15 · accession 0001127602-23-005992 · 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 2023-02-17 2023-02-15 BAC Mensah Bernard A Pres, International D - Sale to Iss $35.56 -40.0K 109.8K -27% -$1.42M
DM 2023-02-17 2023-02-15 BAC Mensah Bernard A Pres, International M - OptEx — +95.1K 123.8K +331% —
DM 2023-02-17 2023-02-15 BAC Mensah Bernard A Pres, International F - Tax $35.56 -25.9K 94.1K -22% -$921.1K
DM 2023-02-17 2023-02-15 BAC Mensah Bernard A Pres, International M - OptEx — -95.1K 89.3K -52% —

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2023-02-15 D D 40,000 $35.56 109,830 D — —
2 Common Common Stock 2023-02-15 M A 25,345 — 105,969 D — — (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
3 Common Common Stock 2023-02-15 M A 40,000 — 149,830 D — — (F3) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock.
4 Common Common Stock 2023-02-15 M A 29,763 — 123,819 D — — (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
5 Common Common Stock 2023-02-15 F D 13,989 $35.56 109,830 D — — (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation.
6 Common Common Stock 2023-02-15 F D 11,913 $35.56 94,056 D — — (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation.
7 Derivative 2017 Restricted Stock Units 2023-02-15 M D 33,788 — 33,788 D — · — to — 33,788 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) On February 15 2017, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting.
8 Derivative Vested Restricted Stock Units 2023-02-15 M A 33,788 — 33,788 D — · — to 2024-08-15 33,788 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) On February 15 2017, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting.
9 Derivative 2018 Restricted Stock Units 2023-02-15 M D 25,346 — 50,691 D — · — to — 25,346 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
10 Derivative Vested Restricted Stock Units 2023-02-15 M A 25,346 — 50,691 D — · — to 2026-02-15 25,346 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
11 Derivative Vested Restricted Stock Units 2023-02-15 M D 25,345 — 25,346 D — · — to 2026-02-15 25,345 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) On February 15, 2018, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2021. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
12 Derivative Phantom Stock Units 2023-02-15 M D 40,000 — 60,000 D — · — to — 40,000 Common Stock (F3) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted phantom units, with 40% vesting on February 15, 2023 and the remaining 60% vesting in five equal annual installments commencing on February 15, 2025. The net amount of each of the five installments after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
13 Derivative Vested Restricted Stock Units 2023-02-15 M A 29,763 — 59,526 D — · — to 2027-02-15 29,763 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F6) On February 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
14 Derivative Vested Restricted Stock Units 2023-02-15 M D 29,763 — 29,763 D — · — to 2027-02-15 29,763 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F6) On February 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
15 Derivative 2020 Restricted Stock Units 2023-02-15 M D 24,966 — 99,864 D — · — to — 24,966 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2023. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
16 Derivative Vested Restricted Stock Units 2023-02-15 M A 24,966 — 24,966 D — · — to 2028-02-15 24,966 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) On February 14, 2020, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2023. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.
17 Derivative 2019 Restricted Stock Units 2023-02-15 M D 29,763 — 89,291 D — · — to — 29,763 Common Stock (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F6) On February 15, 2019, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2022. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting.