Form 4 for BAC Bank of America
Accepted 2025-02-19 00:00:00 ET · period of report 2025-02-15 · accession 0001127602-25-005682 · 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 | 2025-02-19 | 2025-02-15 | BAC | Mensah Bernard A | Pres, International | F - Tax | $46.96 | -65.2K | 109.5K | -37% | -$3.06M |
| DM | 2025-02-19 | 2025-02-15 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | +138.7K | 121.4K | New | — |
| DM | 2025-02-19 | 2025-02-15 | BAC | Mensah Bernard A | Pres, International | M - OptEx | — | -138.7K | 48.0K | -74% | — |
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 | 2025-02-15 | F | D | 13,990 | $46.96 | 125,288 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 2 | Common | Common Stock | 2025-02-15 | M | A | 18,000 | — | 143,288 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 3 | Common | Common Stock | 2025-02-15 | F | D | 8,460 | $46.96 | 134,828 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 4 | Common | Common Stock | 2025-02-15 | M | A | 24,966 | — | 159,794 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 5 | Common | Common Stock | 2025-02-15 | F | D | 11,735 | $46.96 | 148,059 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 6 | Common | Common Stock | 2025-02-15 | M | A | 14,190 | — | 162,249 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 7 | Common | Common Stock | 2025-02-15 | F | D | 6,670 | $46.96 | 155,579 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 8 | Common | Common Stock | 2025-02-15 | M | A | 16,435 | — | 172,014 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 9 | Common | Common Stock | 2025-02-15 | F | D | 7,725 | $46.96 | 164,289 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 10 | Common | Common Stock | 2025-02-15 | M | A | 10,000 | — | 174,289 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 11 | Common | Common Stock | 2025-02-15 | F | D | 4,700 | $46.96 | 169,589 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 12 | Common | Common Stock | 2025-02-15 | M | A | 29,764 | — | 139,278 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 13 | Common | Common Stock | 2025-02-15 | M | A | 25,345 | — | 121,427 | D | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 14 | Common | Common Stock | 2025-02-15 | F | D | 11,913 | $46.96 | 109,514 | D | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 15 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | D | 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. (F7) 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. |
| 16 | Derivative | 2021 Restricted Stock Units | 2025-02-15 | M | D | 16,435 | — | 49,306 | D | — · — to — | 16,435 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) 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. |
| 17 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 16,435 | — | 32,870 | 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. (F7) 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. |
| 18 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | D | 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. (F7) 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. |
| 19 | Derivative | Restricted Stock Units | 2025-02-15 | M | D | 10,000 | — | 30,000 | D | — · — to — | 10,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) 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. |
| 20 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 10,000 | — | 20,000 | 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. (F7) 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. |
| 21 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | D | 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. (F7) 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. |
| 22 | Derivative | 2020 Restricted Stock Units | 2025-02-15 | M | D | 24,966 | — | 49,932 | D | — · — to — | 24,966 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F6) 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. |
| 23 | Derivative | Vested Phantom Stock Units | 2025-02-15 | M | A | 12,000 | — | 12,000 | D | — · — to 2030-02-15 | 12,000 Common Stock | (F8) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. (F9) 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. |
| 24 | Derivative | 2022 Restricted Stock Units | 2025-02-15 | M | D | 29,787 | — | 119,152 | D | — · — to — | 29,787 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F10) On February 15, 2022, the reporting person was granted units, vesting in five equal annual installments commencing February 15, 2025. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 25 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 29,787 | — | 29,787 | D | — · — to 2030-02-15 | 29,787 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F10) On February 15, 2022, the reporting person was granted units, vesting in five equal annual installments commencing February 15, 2025. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 26 | Derivative | Restricted Stock Units | 2025-02-15 | 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. (F10) On February 15, 2022, the reporting person was granted units, vesting in five equal annual installments commencing February 15, 2025. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 27 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 10,000 | — | 10,000 | D | — · — to 2030-02-15 | 10,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F10) On February 15, 2022, the reporting person was granted units, vesting in five equal annual installments commencing February 15, 2025. The net amount of each installment after any applicable tax withholding is subject to an additional twelve-month holding period after vesting. |
| 28 | Derivative | 2018 Restricted Stock Units | 2025-02-15 | M | D | 25,346 | — | 0 | D | — · — to — | 25,346 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F3) 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. |
| 29 | Derivative | Vested Restricted Stock Units | 2025-02-15 | 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. (F3) 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. |
| 30 | Derivative | Vested Restricted Stock Units | 2025-02-15 | 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. (F3) 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. |
| 31 | Derivative | 2019 Restricted Stock Units | 2025-02-15 | M | D | 29,763 | — | 29,764 | D | — · — to — | 29,763 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F4) 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. |
| 32 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 29,763 | — | 59,527 | 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. (F4) 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. |
| 33 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | D | 29,764 | — | 29,763 | 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. (F4) 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. |
| 34 | Derivative | Restricted Stock Units | 2025-02-15 | M | D | 18,000 | — | 54,000 | D | — · — to — | 18,000 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F5) 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. |
| 35 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 18,000 | — | 36,000 | 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. (F5) 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. |
| 36 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | D | 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. (F5) 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. |
| 37 | Derivative | Vested Restricted Stock Units | 2025-02-15 | M | A | 14,190 | — | 28,380 | 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. (F7) 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. |
| 38 | Derivative | 2021 Restricted Stock Units | 2025-02-15 | M | D | 14,190 | — | 42,572 | D | — · — to — | 14,190 Common Stock | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. (F7) 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. |
| 39 | Derivative | Vested Restricted Stock Units | 2025-02-15 | 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. (F6) 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. |
| 40 | Derivative | Vested Restricted Stock Units | 2025-02-15 | 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. (F6) 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. |
| 41 | Derivative | Phantom Stock Units | 2025-02-15 | M | D | 12,000 | — | 48,000 | D | — · — to — | 12,000 Common Stock | (F8) Each phantom stock unit is the economic equivalent of one share of Bank of America Corporation common stock. (F9) 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. |