Bank of America counsel exercises RSUs, adds stock
Bank of America’s Global General Counsel Lauren A. Mogensen reported multiple equity compensation transactions on February 15, 2026.
Rhea-AI Filing Summary
Bank of America’s Global General Counsel Lauren A. Mogensen reported multiple equity compensation transactions on February 15, 2026. She acquired common stock through the exercise and conversion of various restricted stock unit awards, each economically equivalent to one share of Bank of America common stock. Some of the newly issued shares were delivered back to the company and withheld at a price of $52.55 per share to satisfy tax withholding obligations and other dispositions to the issuer. After these transactions, she directly owned 551,247 shares of Bank of America common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
112,062 shares exercised/converted
Exercise
21 txns
Insider
Mogensen Lauren A
Role
Global General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | 2022 Restricted Stock Units | 17,477 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 50,000 | $0.00 | $0.00 |
| Exercise | 2023 Restricted Stock Units | 11,969 | $0.00 | $0.00 |
| Exercise | 2024 Restricted Stock Units | 7,897 | $0.00 | $0.00 |
| Exercise | 2024 Restricted Stock Units | 7,897 | $0.00 | $0.00 |
| Exercise | 2025 Restricted Stock Units | 8,411 | $0.00 | $0.00 |
| Exercise | 2025 Restricted Stock Units | 8,411 | $0.00 | $0.00 |
| Exercise | Common Stock | 17,477 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 8,451 | $52.55 | $444K |
| Exercise | Common Stock | 50,000 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 24,238 | $52.55 | $1.27M |
| Exercise | Common Stock | 11,969 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 5,776 | $52.55 | $304K |
| Exercise | Common Stock | 7,897 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 3,799 | $52.55 | $200K |
| Exercise | Common Stock | 7,897 | $0.00 | $0.00 |
| Disposition | Common Stock | 7,897 | $52.55 | $415K |
| Exercise | Common Stock | 8,411 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 4,032 | $52.55 | $212K |
| Exercise | Common Stock | 8,411 | $0.00 | $0.00 |
| Disposition | Common Stock | 8,411 | $52.55 | $442K |
Holdings After Transaction:
2022 Restricted Stock Units — 0 contracts (Direct);
Restricted Stock Units — 0 contracts (Direct);
2023 Restricted Stock Units — 11,970 contracts (Direct);
2024 Restricted Stock Units — 31,589 contracts (Direct);
2025 Restricted Stock Units — 50,472 contracts (Direct);
Common Stock — 551,247 shares (Direct)
Footnotes (10)
- F1. Each unit represents a contingent right to receive one share of Bank of America Corporation common stock.
- F2. Disposition of shares to the issuer to satisfy a tax withholding obligation.
- F3. Each unit is the economic equivalent of one share of Bank of America Corporation common stock.
- F4. On February 15, 2022, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2023.
- F5. On February 15, 2022, the reporting person was granted units, vesting in two equal annual installments commencing on February 15, 2025.
- F6. On February 15, 2023, the reporting person was granted units, vesting in four equal annual installments commencing on February 15, 2024.
- F7. On February 15, 2024, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2025.
- F8. On February 15, 2024, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2025.
- F9. On February 14, 2025, the reporting person was granted units, vesting in shares in four equal annual installments commencing on February 15, 2026.
- F10. On February 14, 2025, the reporting person was granted units, vesting in cash in four equal annual installments commencing on February 15, 2026.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did BAC executive Lauren Mogensen report in this Form 4?
Lauren A. Mogensen reported equity compensation activity involving restricted stock units converting into Bank of America common shares. The filing shows new shares acquired and some shares returned or withheld mainly to cover tax obligations tied to these awards on a specified vesting date.
Were Lauren Mogensen’s BAC transactions open-market buys or sells?
The transactions were not open-market buys or sells. They primarily involved the exercise and conversion of restricted stock units into common shares, with some shares disposed to the issuer or withheld at $52.55 per share to satisfy tax withholding obligations related to those equity awards.
What types of securities were involved in Lauren Mogensen’s BAC Form 4?
The filing involves several series of restricted stock units from 2022, 2023, 2024, and 2025 and the resulting Bank of America common stock. Each unit is the economic equivalent of one common share and vests in scheduled annual installments according to the grant terms described in the footnotes.
How are the BAC restricted stock units described in the Lauren Mogensen Form 4?
Each restricted stock unit is described as representing a contingent right or economic equivalent of one Bank of America common share. The awards vest in equal annual installments over multi-year schedules beginning on specific February dates, with some settling in shares and others in cash as detailed in the footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
