Form 4 for BAC Bank of America
Accepted 2025-03-04 00:00:00 ET · period of report 2025-03-01 · accession 0001127602-25-007991 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2025-03-04 | 2025-03-01 | BAC | Greener Geoffrey S | CRO | M - OptEx | — | +87.3K | 1.43M | +7% | — |
| DI | 2025-03-04 | 2025-03-01 | BAC | Greener Geoffrey S | CRO | F - Tax | $46.10 | -44.6K | 1.38M | -3% | -$2.06M |
| D | 2025-03-04 | 2025-03-01 | BAC | Greener Geoffrey S | CRO | M - OptEx | — | -87.3K | 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 | 2025-03-01 | M | A | 87,319 | — | 1,427,336 | I Revocable Trust | — | — | (F1) Each unit represents a contingent right to receive one share of Bank of America Corporation common stock. |
| 2 | Common | Common Stock | 2025-03-01 | F | D | 44,632 | $46.10 | 1,382,704 | I Revocable Trust | — | — | (F2) Disposition of shares to the issuer to satisfy a tax withholding obligation. |
| 3 | Derivative | 2022 Performance Restricted Stock Units | 2025-03-01 | M | D | 87,319 | — | 0 | D | — · — to — | 87,319 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, subject to the Company's attainment of performance goals. One-half of the units have performance goals based on the Company's three year average return on assets and one-half of the units have performance goals based on the Company's three year average growth in adjusted tangible book value, both beginning on January 1, 2022 and ending December 31, 2024. For the performance period, an amount equaling 100% of the target was earned. All units earned were settled in shares on March 1, 2025, and no units remain outstanding. |