Form 4 for BAC Bank of America
Accepted 2024-02-20 00:00:00 ET · period of report 2024-02-15 · accession 0001127602-24-005902 · 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 | Mensah Bernard A | Pres, International | F - Tax | $34.07 | -37.6K | 170.2K | -18% | -$1.28M |
| DM | 2024-02-20 | 2024-02-15 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | +80.1K | 181.9K | +79% | — |
| DM | 2024-02-20 | 2024-02-15 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | -80.1K | 59.5K | -57% | — |
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 | F | D | 13,989 | $34.07 | 156,944 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 2 | Common | Common Stock | 2024-02-15 | M | A | 29,763 | — | 170,933 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 3 | Common | Common Stock | 2024-02-15 | F | D | 11,913 | $34.07 | 141,170 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 4 | Common | Common Stock | 2024-02-15 | M | A | 25,346 | — | 153,083 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 5 | Common | Common Stock | 2024-02-15 | M | A | 24,966 | — | 181,910 | 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 | 11,735 | $34.07 | 170,175 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 7 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 16,435 | — | 16,435 | D | — · — to 2029-02-15 | 16,435 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 8 | Derivative | Restricted Stock Units | 2024-02-15 | M | D | 10,000 | — | 40,000 | D | — · — to — | 10,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 9 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 10,000 | — | 10,000 | D | — · — to 2029-02-15 | 10,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 10 | Derivative | 2017 Restricted Stock Units | 2024-02-15 | M | D | 33,788 | — | 0 | D | — · — to — | 33,788 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F3) 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. |
| 11 | Derivative | 2021 Restricted Stock Units | 2024-02-15 | M | D | 16,435 | — | 65,741 | D | — · — to — | 16,435 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 12 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 14,190 | — | 14,190 | D | — · — to 2029-02-15 | 14,190 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 13 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | D | 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. |
| 14 | Derivative | 2021 Restricted Stock Units | 2024-02-15 | M | D | 14,190 | — | 56,762 | D | — · — to — | 14,190 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F8) On February 12, 2021, the reporting person was granted units, vesting in five equal annual installments commencing on February 15, 2024. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 15 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 24,966 | — | 49,932 | 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. |
| 16 | Derivative | 2020 Restricted Stock Units | 2024-02-15 | M | D | 24,966 | — | 74,898 | 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. |
| 17 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 18,000 | — | 18,000 | D | — · — to 2029-02-15 | 18,000 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, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five equal annual installments commencing on February 15, 2024. 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. |
| 18 | Derivative | Restricted Stock Units | 2024-02-15 | M | D | 18,000 | — | 72,000 | D | — · — to — | 18,000 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, with 40% vesting on February 15, 2022 and the remaining 60% vesting in five equal annual installments commencing on February 15, 2024. 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. |
| 19 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | D | 29,763 | — | 29,764 | 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. (F5) 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. |
| 20 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 29,764 | — | 59,527 | D | — · — to 2027-02-15 | 29,764 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) 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. |
| 21 | Derivative | Vested Restricted Stock Units | 2024-02-15 | 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. (F3) 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. |
| 22 | Derivative | 2018 Restricted Stock Units | 2024-02-15 | M | D | 25,345 | — | 25,346 | D | — · — to — | 25,345 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) 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. |
| 23 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | A | 25,345 | — | 50,691 | 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. (F4) 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. |
| 24 | Derivative | Vested Restricted Stock Units | 2024-02-15 | M | D | 25,346 | — | 25,345 | 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. (F4) 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. |
| 25 | Derivative | 2019 Restricted Stock Units | 2024-02-15 | M | D | 29,764 | — | 59,527 | D | — · — to — | 29,764 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) 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. |