Form 4 for BAC Bank of America
Accepted 2024-02-20 00:00:00 ET · period of report 2024-02-15 · accession 0001127602-24-005895 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2024-02-20 | 2024-02-15 | BAC | Hans Lindsay D. | Pres, Merrill Wealth Mgmt | M - OptEx | — | +22.3K | 18.7K | New | — |
| DM | 2024-02-20 | 2024-02-15 | BAC | Hans Lindsay D. | Pres, Merrill Wealth Mgmt | F - Tax | $34.07 | -11.2K | 15.1K | -42% | -$380.6K |
| DM | 2024-02-20 | 2024-02-15 | BAC | Hans Lindsay D. | Pres, Merrill Wealth Mgmt | M - OptEx | — | -22.3K | 3,196 | -87% | — |
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 | 2024-02-15 | M | A | 6,158 | — | 24,403 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 2 | Common | Common Stock | 2024-02-15 | F | D | 3,107 | $34.07 | 21,296 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 3 | Common | Common Stock | 2024-02-15 | M | A | 10,000 | — | 20,189 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 4 | Common | Common Stock | 2024-02-15 | F | D | 460 | $34.07 | 18,245 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 5 | Common | Common Stock | 2024-02-15 | M | A | 3,196 | — | 18,326 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 6 | Common | Common Stock | 2024-02-15 | F | D | 1,591 | $34.07 | 16,735 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 7 | Common | Common Stock | 2024-02-15 | M | A | 1,949 | — | 18,684 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 8 | Common | Common Stock | 2024-02-15 | F | D | 954 | $34.07 | 17,730 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 9 | Common | Common Stock | 2024-02-15 | M | A | 975 | — | 18,705 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 10 | Common | Common Stock | 2024-02-15 | F | D | 5,059 | $34.07 | 15,130 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 11 | Derivative | 2023 Restricted Stock Units | 2024-02-15 | M | D | 6,158 | — | 18,475 | D | — · — to 2027-02-15 | 6,158 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024. |
| 12 | Derivative | 2022 Restricted Stock Units | 2024-02-15 | M | D | 1,949 | — | 3,899 | D | — · — to 2026-02-15 | 1,949 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023. |
| 13 | Derivative | Restricted Stock Units | 2024-02-15 | M | D | 975 | — | 7,797 | D | — · — to 2026-02-15 | 975 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F6) On February 15, 2022, the reporting person was granted units, vesting in sixteen equal quarterly installments commencing May 15, 2022. |
| 14 | Derivative | Restricted Stock Units | 2024-02-15 | M | D | 10,000 | — | 10,000 | D | — · — to 2025-02-15 | 10,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F3) On February 12, 2021, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2024. |
| 15 | Derivative | 2021 Restricted Stock Units | 2024-02-15 | M | D | 3,196 | — | 3,196 | D | — · — to 2025-02-15 | 3,196 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) On February 12, 2021, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2022. |