Form 4 for BAC Bank of America
Accepted 2023-09-06 00:00:00 ET · period of report 2023-09-01 · accession 0001127602-23-023808 · 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 | 2023-09-06 | 2023-09-01 | BAC | Mensah Bernard A | Pres, International | D - Sale to Iss | $28.98 | -1,799 | 127.7K | -1% | -$52.1K |
| D | 2023-09-06 | 2023-09-01 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | +1,799 | 129.5K | +1% | — |
| D | 2023-09-06 | 2023-09-01 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | -1,799 | 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 | 2023-09-01 | D | D | 1,799 | $28.98 | 127,737 | D | — | — | |
| 2 | Common | Common Stock | 2023-09-01 | M | A | 1,799 | — | 129,536 | D | — | — | (F1) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. |
| 3 | Derivative | Vested Phantom Stock Units | 2023-09-01 | M | D | 1,799 | — | 0 | D | — · — to 2024-09-01 | 1,799 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, 2017, the reporting person was granted phantom units, vesting and payable in cash in five equal annual installments commencing on March 1, 2020. The net amount of each installment after any applicable tax withholding is subject to an additional six-month holding period after vesting. |