Form 4 for BAC Bank of America
Accepted 2023-08-17 00:00:00 ET · period of report 2023-08-15 · accession 0001127602-23-022827 · 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 | 2023-08-17 | 2023-08-15 | BAC | Schimpf Eric A. | Pres, Merrill Wealth Mgmt | M - OptEx | — | +1,234 | 3,941 | +46% | — |
| D | 2023-08-17 | 2023-08-15 | BAC | Schimpf Eric A. | Pres, Merrill Wealth Mgmt | F - Tax | $29.94 | -518 | 3,423 | -13% | -$15.5K |
| D | 2023-08-17 | 2023-08-15 | BAC | Schimpf Eric A. | Pres, Merrill Wealth Mgmt | M - OptEx | — | -1,234 | 12.3K | -9% | — |
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 | 2023-08-15 | M | A | 1,234 | — | 3,941 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 2 | Common | Common Stock | 2023-08-15 | F | D | 518 | $29.94 | 3,423 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 3 | Derivative | Restricted Stock Units | 2023-08-15 | M | D | 1,234 | — | 12,345 | D | — · — to 2026-02-15 | 1,234 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F3) On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022. |