Every Form 4 that Bank of America Corporation (BAC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BAC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BAC filings page.
BANK OF AMERICA CORP (BAC) reported that Chair and CEO Brian T. Moynihan on September 15, 2026 exercised 18,082 cash-settled restricted stock units that are economically equivalent to Bank of America common stock, resulting in the acquisition of 18,082 common shares.
The same day, 18,082 common shares were returned to the issuer at $59.52 per share, so this sequence of transactions effectively left his direct common share position from this award unchanged while reducing the reported balance of these cash-settled units to 90,415. Indirect holdings after these transactions include 3,623.132 common shares in a 401(k) plan and 100,000 common shares held by a trust. No transactions are reported as made under a Rule 10b5-1 trading plan.
BANK OF AMERICA CORP (symbol: BAC) is the issuer of record for a Form 4 filing submitted to the SEC. Okpara Johnbull reported disposition transactions in this Form 4 filing.
BANK OF AMERICA CORP (BAC) reported that Chief Accounting Officer Johnbull Okpara had 50 depositary shares of Preferred Stock, Series DD (each representing a 1/25th interest in a share) redeemed by the issuer on March 10, 2026 at $1,000.00 per depositary share. All shares and depositary shares of this preferred series were redeemed by the company, and dividends on the redeemed depositary shares ceased to accrue on the redemption date. After this redemption, Okpara holds no Preferred Stock, Series DD and directly holds 27,749 shares of Common Stock.
BANK OF AMERICA CORP (BAC) reported a Form 4 for Chair and CEO Brian T. Moynihan. On August 15, 2026 he exercised 18,083 2026 Cash Settled Restricted Stock Units, each economically equivalent to one share of common stock but payable solely in cash, reducing this derivative position and leaving 108,497 units outstanding. The exercise generated 18,083 shares of common stock, which were then returned to the issuer in a disposition at $64.49 per share. Indirect holdings after these transactions include 3,623.132 shares in a 401(k) plan and 100,000 shares held by a trust.
Bank of America Corporation Chair and CEO Brian T. Moynihan reported transactions dated July 15, 2026 involving 18,083 common shares and an equal number of cash-settled restricted stock unit equivalents. He disposed of 18,083 common shares to the issuer at $61.5900 per share and acquired 18,083 common share equivalents through a derivative exercise linked to 2026 cash-settled restricted stock units, each economically equivalent to one share and payable solely in cash. Following these entries, he held 2,699,612 common shares directly, plus 100,000 shares indirectly via a trust and 3623.132 share equivalents in a 401(k) plan, and had 126,580 cash-settled restricted stock units outstanding.
Bank of America Chair and CEO Brian T. Moynihan reported routine equity compensation activity involving common stock and cash-settled restricted stock units. He exercised 18,083 units, each economically equivalent to one share of common stock, and recorded a matching 18,083-share disposition to the issuer at $55.87 per share, resulting in no net change from this paired transaction.
Following these transactions, Moynihan directly held 2,699,612 shares of Bank of America common stock. He also reported indirect holdings of 100,000 shares held by a trust and 3,613.619 shares in a 401(k) plan. The reported restricted stock units are scheduled to vest monthly over a 12‑month period and are payable solely in cash.
Bank of America Chair and CEO Brian T. Moynihan reported compensation-related movements in Bank of America common stock. On May 15, 2026, he exercised 18,083 cash-settled restricted stock units, each economically equivalent to one share of common stock, and an equal number of common shares were disposed to the issuer at $49.77 per share. After these transactions, he directly owned 2,699,612 shares of common stock. He also held indirect interests in 100,000 shares through a trust and 3,613.619 shares through a 401(k) plan.
Bank of America Corporation and its subsidiary Merrill Lynch reported offsetting trades in BlackRock Municipal Credit Alpha Portfolio, Inc. common stock. An indirect holding bought 407 shares on May 15, 2026 at $12.20 per share, then sold 407 shares on May 14, 2026 at $12.33 per share, leaving no shares reported afterward.
The reporting persons state they hold only an indirect interest through Merrill Lynch and disclaim beneficial ownership except for any pecuniary interest. They also state that any profit potentially recoverable under Section 16(b) of the Exchange Act will be remitted to the issuer.
Bank of America Corporation and its wholly owned subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated reported an indirect open-market sale of 407 shares of BlackRock Municipal Credit Alpha Portfolio, Inc. common stock at $12.35 per share on May 8, 2026.
Following this transaction, the position reported in this Form 4 shows 0 shares of this security remaining under the reported indirect ownership. The reporting parties expressly disclaim beneficial ownership of these securities beyond any pecuniary interest described in the footnotes.
Bank of America Corporation Chief Risk Officer Geoffrey S. Greener reported an indirect open-market sale of common stock. On May 5, 2026, a revocable trust associated with him sold 126,756 shares at a weighted average price of $53.005 per share, in multiple trades between $53.00 and $53.05. Following these transactions, the trust held 1,373,397 shares of Bank of America common stock indirectly on his behalf.
Zuber Maria T reported acquisition or exercise transactions in this Form 4 filing.
Bank of America Corporation director Maria T. Zuber received 5,365 shares of common stock as an equity grant. The shares were awarded on May 4, 2026 as payment of her annual compensation for services as a director under the Bank of America Corporation Equity Plan.
The grant was recorded at $0.00 per share, indicating it was a compensation award rather than an open-market purchase. Following this transaction, Zuber directly holds 73,105 shares of Bank of America common stock. The award is described as exempt under Rule 16b-3.
Bank of America Corporation director Thomas D. Woods reported routine equity compensation and related tax withholding. He received a grant of 5,365 shares of Common Stock as annual compensation under the Bank of America Corporation Equity Plan in a transaction exempt under Rule 16b-3. To cover tax obligations, 2,473 shares were disposed of back to the issuer at $52.19 per share as a tax-withholding transaction. Following these transactions, Woods directly holds 75,286 shares of Common Stock and indirectly holds 50,003 shares through 2555271 Ontario Inc.
Bank of America director Michael D. White received a grant of 5,365.01 phantom stock units, representing annual compensation for board service under the Bank of America Corporation Director Deferral Plan. Each phantom stock unit is the economic equivalent of one share of Bank of America common stock and may be settled in cash upon death or termination of service as a director.
Following this award, White holds 103,942.38 phantom stock units, which include 2,122.58 units acquired through dividend reinvestment transactions. He also reports ownership of 79,150 shares of common stock held directly and 6,500 shares held indirectly through an IRA.
Bank of America Corporation director Rose Clayton Stuart reported compensation-related equity activity. She received 5,365.010 phantom stock units as a grant under the Bank of America Corporation Director Deferral Plan, which are the economic equivalent of common stock and may be settled in cash upon death or termination of board service.
Following this award, she holds 74,303.390 phantom stock units and 25,515 shares of common stock directly. The phantom stock units include 1,484.39 units acquired through dividend reinvestment under the same deferral plan.
Bank of America director Denise L. Ramos received a grant of 5,365.01 phantom stock units as annual compensation. Each unit is economically equivalent to one share of Bank of America common stock and was awarded at a stated price of $0.00 under the Director Deferral Plan.
The phantom stock units may be settled in cash upon her death or when her service as a director ends. After this grant and related activity, she holds a total of 84,672.57 phantom stock units, including 1,707.66 units acquired through dividend reinvestment.
Bank of America director Lionel L. Nowell III received a grant of phantom stock units as annual board compensation. He acquired 8,718.15 phantom stock units, each economically equivalent to one share of Bank of America common stock, under the company’s Director Deferral Plan in a transaction exempt under Rule 16b-3.
The phantom stock units, which may be settled in cash upon death or termination of service as a director, brought his total phantom stock holdings to 201,594.93 units. A separate entry shows he directly holds 3,930 shares of common stock. The filing also notes that 4,153.04 of the phantom units stem from dividend reinvestment within the plan.
Martinez Maria reported acquisition or exercise transactions in this Form 4 filing.
Bank of America director Maria Martinez received a grant of 5,365 shares of common stock as annual compensation for board service under the Bank of America Corporation Equity Plan, in a transaction exempt under Rule 16b-3. The award was recorded at a price of $0.00 per share and increased her direct holdings to 13,984 common shares. A separate entry reports 465 common shares held indirectly by a trust.
Bank of America director Monica C. Lozano reported compensation-related equity activity. She received 5,365.01 phantom stock units, bringing her direct phantom stock holdings to 246,347.52 units. Each phantom stock unit is the economic equivalent of one share of Bank of America common stock and was granted as annual director compensation under the Director Deferral Plan.
The phantom stock units, including 5,188.86 units acquired through dividend reinvestment, may be settled in cash upon her death or termination of service as a director. The filing also shows 3,387 shares of common stock held indirectly through a trust.
DONALD ARNOLD W reported acquisition or exercise transactions in this Form 4 filing.
Bank of America Corporation director W. Arnold Donald received 5,365 shares of common stock as equity compensation. The shares were granted on May 4, 2026 at a price of $0.00 per share as payment of his annual compensation for services as a director under the Bank of America Corporation Equity Plan in a transaction exempt under Rule 16b-3. Following this grant, he directly owns 131,204 shares of Bank of America common stock.
Bank of America director Jose E. Almeida received 5,365 shares of common stock as annual compensation for board service under the Bank of America Corporation Equity Plan. The shares were granted at no cash cost to him and are treated as an acquisition of stock.
Following this grant, Almeida directly holds a total of 33,606 Bank of America common shares. The transaction is characterized as a routine equity award to a non-employee director in a transaction exempt under Rule 16b-3.
Bank of America director Sharon L. Allen reported a routine update to her holdings. She now directly owns 99,927 shares of common stock. She also acquired 5,365.010 phantom stock units, economically equivalent to common shares, as annual director compensation under the Director Deferral Plan, bringing her phantom stock balance to 45,355.490 units, which may be settled in cash after her board service ends or upon death.
Bank of America Corporation and its affiliate Banc of America Preferred Funding Corp, both reported as ten percent owners, filed an amended insider report for Invesco Advantage Municipal Income Trust II [VKI]. The filing shows a single J-code "other" transaction, classified as an indirect holding "by subsidiary," with 0 shares reported as held following the transaction.
Bank of America Corporation and its subsidiary Merrill Lynch jointly reported an indirect open-market purchase of 407 shares of BlackRock Municipal Credit Alpha Portfolio, Inc. common stock at $12.33 per share. Following the transaction, 407 shares are indirectly held. The reporting entities disclaim beneficial ownership beyond any pecuniary interest and state that any profit potentially recoverable under Section 16(b), if they were deemed greater than 10% owners, will be remitted to the issuer.
Bank of America Corporation and its subsidiary Banc of America Preferred Funding Corporation (BAPFC) reported an internal restructuring involving shares of Invesco Advantage Municipal Income Trust II (VKI). On April 30, 2026, BAPFC deposited 1,469 SERIES 2015/6-VKI Variable Rate Muni Term Preferred Shares into a tender option bond trust designated as TOB 2026-BAP0002 Trust, at a stated price of $0.00 per share.
The TOB Trust now holds legal title to these preferred shares, but does not independently control their disposition. BAPFC, as a beneficiary and through contractual rights, retains indirect beneficial ownership, and Bank of America in turn holds an indirect interest through its ownership of BAPFC. The filing is characterized as an “other” type of transaction rather than an open-market purchase or sale.
Bank of America director Pierre J.P. de Weck reported a disposition of 1,096 shares of common stock at $53.12 per share on a Form 4. The shares were delivered back to the company to satisfy a tax withholding obligation, rather than sold on the open market. After this transaction, he directly holds 100,322 shares of Bank of America common stock.
Bank of America Chair and CEO Brian T. Moynihan exercised 18,083 2026 cash-settled restricted stock units, each economically equivalent to one common share, into 18,083 shares of common stock on April 15, 2026.
On the same date, 18,083 common shares were disposed of to the issuer at $54.32 per share, leaving his direct common stock holdings at 2,699,612 shares. He also has indirect holdings of 3,613.619 share equivalents in a 401(k) plan and 100,000 shares held by a trust. Footnotes note cash-settled units granted in February 2026 that vest monthly and an increase of 30.135 share equivalents in the 401(k) from dividend reinvestments and fund NAV changes.
Bank of America Chair and CEO Brian T. Moynihan exercised 18,082 cash-settled restricted stock units into 18,082 shares of common stock on March 15, 2026. He then disposed of 18,082 common shares back to the issuer at $46.72 per share.
After these transactions, Moynihan directly holds 2,699,612 Bank of America common shares. He also has indirect ownership of 3,583.484 shares through a 401(k) plan and 100,000 shares held by a trust, indicating the activity affects only a small portion of his overall stake.
Bank of America Corporation executive Bernard A. Mensah, President, International, reported an open-market sale of common stock. On March 12, 2026, he sold 94,000 shares at a weighted average price of $46.943 per share, with individual sale prices ranging from $46.915 to $46.965. After this transaction, he directly holds 170,184 shares of Bank of America common stock.
Bank of America Chief Operations Executive Thomas M. Scrivener reported an open-market sale of common stock. He sold 50,000 shares of Bank of America common stock on March 5, 2026 at a weighted average price of about $49.82–$49.83 per share.
After this transaction, Scrivener continued to hold 227,973 shares of Bank of America common stock directly.
Bank of America director Monica C. Lozano reported an estate-related transfer of 387 shares of Common Stock on February 4, 2026. The shares are held indirectly by a trust, and the transaction was recorded at a price of $0.00 per share, bringing the trust’s reported holdings to 3,387 shares.
Bank of America co-president James P. DeMare reported an insider transaction involving the company’s common stock. On March 4, 2026, an entity described as a revocable trust associated with him executed an open-market sale of 83,832 shares at $50.00 per share.
These shares are reported as held indirectly through the revocable trust. After this sale, the filing shows that 307,240 shares of Bank of America common stock remained indirectly owned following the transaction.
Bank of America Corporation’s Chief People Officer, Sheri B. Bronstein, reported an open-market sale of 60,000 shares of common stock. The shares were sold on March 5, 2026 at a weighted average price of $49.91 per share, in multiple trades between $49.65 and $50.24.
After this transaction, Bronstein directly holds 335,690 Bank of America common shares. The filing notes that detailed trade-by-trade pricing within the reported range is available on request.
Bank of America Co-President Dean C. Athanasia reported an open-market sale of 136,558 shares of common stock on March 3, 2026. The shares were sold at a weighted average price of $50.207 per share, with individual trades occurring between $50.19 and $50.23. After this transaction, Athanasia directly holds 558,541 Bank of America shares, indicating he retains a substantial equity stake in the company.
Bank of America executive Bruce R. Thompson reported equity award activity involving performance-based restricted stock units and common stock. He exercised 2023 Performance Restricted Stock Units covering 87,428 units, which converted into the same number of Bank of America common shares at a price of $0.00 per share.
To cover tax withholding on this vesting, 42,518 common shares were disposed of to the issuer at $49.83 per share, characterized as a tax-withholding disposition rather than an open-market sale. After these transactions, he directly held 904,061 common shares
He also directly held 40,000 shares of Preferred Stock, Series LL, and indirectly, through a trust, 60,000 shares of Preferred Stock, Series NN and 225,000 common shares. A footnote explains that the 2023 performance units were earned at 100% of target based on three-year performance goals and were fully settled in shares on March 1, 2026.
Bank of America Chief Operations Executive Thomas M. Scrivener reported equity award activity involving performance-based stock units and common stock. On March 1, 2026, he exercised 37,469 2023 Performance Restricted Stock Units, each convertible into one share of common stock at $0.00 per unit, earning 100% of the target based on three-year performance goals. These units were settled entirely in common shares, increasing his direct common stock holdings by 37,469 shares to 294,466 shares. On the same date, 16,493 common shares at $49.83 per share were withheld and disposed of back to the issuer to satisfy tax withholding obligations related to this award, leaving him with 277,973 directly owned common shares.
Bank of America vice chair Thong M. Nguyen exercised 99,917 2023 Performance Restricted Stock Units, which converted into an equal number of common shares. The common shares are held indirectly by a trust. To cover tax withholding, 55,165 common shares were delivered back to the issuer at $49.83 per share, a non‑market tax-withholding disposition rather than an open-market sale. Following these transactions, the trust’s indirect holdings reported were 363,827 common shares, with additional indirect holdings reported through other plans and trusts.
Bank of America (BAC) Global General Counsel Lauren A. Mogensen exercised 47,877 2023 Performance Restricted Stock Units into 47,877 shares of common stock on March 1, 2026, following achievement of the award’s performance goals for the 2023–2025 period.
To cover related tax withholding, 23,199 common shares were disposed to the issuer at $49.83 per share. After these transactions, Mogensen directly owned 575,925 shares of Bank of America common stock.
Bank of America executive Bernard A. Mensah, President, International, reported several equity compensation events on March 1, 2026. He exercised or converted derivative awards, including 1,432 vested phantom stock units, 17,521 2023 performance restricted stock units, and 17,521 vested restricted stock units, all at a stated price of $0.00 per share as they settled into common stock. Following these transactions, his directly held common stock position was 264,184 shares. The filing also shows a disposition of 1,432 common shares to the issuer at $49.83 per share, reflecting shares delivered back to Bank of America rather than an open-market sale.
Bank of America Chief Risk Officer Geoffrey S. Greener exercised 107,411 2023 Performance Restricted Stock Units into an equal number of common shares on March 1, 2026. These shares are held indirectly through a revocable trust, which then disposed of 54,911 shares to Bank of America to cover tax withholding obligations related to the award.
Bank of America Co-President James P. DeMare exercised 2023 performance-based restricted stock units that fully vested at target and converted into 149,876 shares of common stock on March 1, 2026. These units were granted in February 2023 and tied to three-year return on assets and adjusted tangible book value goals through December 31, 2025.
The earned shares were delivered into a revocable trust, which now holds 391,072 common shares after the conversions. To cover tax withholding obligations on this settlement, the trust disposed of 82,882 common shares at $49.83 per share, returning those shares to the issuer rather than through an open-market sale.
Bank of America Chief People Officer Sheri B. Bronstein exercised 39,551 2023 Performance Restricted Stock Units, converting them into 39,551 shares of common stock after performance goals were fully achieved for the 2023–2025 period. To cover tax withholding obligations, 20,231 common shares were automatically disposed of at $49.83 per share. Following these transactions, she directly holds 395,690 shares of Bank of America common stock.
Bank of America Executive Vice President & CFO Alastair M. Borthwick reported multiple equity transactions involving company stock. On March 1, 2026, he exercised 79,101 2023 Performance Restricted Stock Units, receiving the same number of common shares at a price of $0.00 per share.
In connection with this vesting, 43,743 shares of common stock were disposed of at $49.83 per share to satisfy tax withholding obligations, and earlier, on February 27, 2026, 32,000 shares were transferred as a bona fide charitable gift. He also sold 68,000 shares in an open-market transaction at $50.24 per share and reported direct ownership of 327,843 shares after these transactions.
The performance units granted on February 15, 2023 were tied to three-year average return on assets and three-year average growth in adjusted tangible book value from January 1, 2023 through December 31, 2025. The company achieved 100% of the target, and all earned units were settled in shares, with no units remaining outstanding.
Bank of America Co-President Dean C. Athanasia exercised 107,411 2023 Performance Restricted Stock Units into common stock on March 1, 2026, at no exercise price. To cover tax withholding, 52,137 common shares were delivered back to the company at $49.83 per share, leaving 695,099 common shares directly owned. The units were granted in February 2023 and were earned at 100% of target based on three-year performance goals, with all earned units settled in shares and none remaining outstanding.
Bank of America Chair and CEO Brian T. Moynihan reported equity award activity tied to his 2023 performance restricted stock units. On March 1, 2026, 395,504 performance RSUs were exercised and converted into the same number of shares of common stock at a stated price of $0.00 per share, reflecting settlement of previously granted awards after performance goals were met.
To cover tax withholding obligations related to this vesting, 193,328 shares of common stock were disposed of back to the issuer at $49.83 per share, described as a payment of tax liability by delivering securities. After these transactions, Moynihan directly owned 2,699,612 shares of common stock. He also indirectly held 3,583.484 shares through a 401(k) plan and 100,000 shares held by a trust.
Bank of America Corporation executive Bruce R. Thompson reported multiple equity award transactions. On February 15, 2026, he exercised and converted various restricted stock unit grants into common stock at a price of $0.00 per share, reflecting vesting of prior long‑term awards.
To cover tax withholding obligations tied to these vestings, shares of common stock were disposed of at $52.55 per share through transactions coded as tax‑withholding dispositions and certain dispositions to the issuer, rather than open‑market sales. Following these transactions, Thompson directly held 859,151 shares of Bank of America common stock and 40,000 shares of Preferred Stock, Series LL.
He also reported indirect holdings of 225,000 shares of common stock and 60,000 shares of Preferred Stock, Series NN, held by a trust. Each restricted stock unit or similar unit is described as economically equivalent to one share of Bank of America common stock, and the footnotes outline multi‑year vesting and post‑vesting holding schedules for the underlying awards.
Bank of America’s Chief Operations Executive Thomas M. Scrivener reported multiple equity transactions in common stock and restricted stock units dated February 15, 2026. Several batches of restricted stock units were converted into common shares at no exercise price, reflecting scheduled vesting of prior equity awards.
To cover tax withholding obligations and dispositions to the issuer, Scrivener delivered portions of the newly acquired shares at a reference price of $52.55 per share. After these acquisitions and related disposals, he directly owned 253,673 shares of Bank of America common stock.
Bank of America’s Chief Accounting Officer, Johnbull Okpara, reported several equity compensation moves. On February 15, 2026, he exercised 29,908 2025 Restricted Stock Units, receiving the same number of shares of common stock. To cover tax withholding, 15,269 common shares were delivered back to the company at $52.55 per share, leaving him with 27,749 common shares held directly.
On February 13, 2026, he received a new grant of 10,000 Restricted Stock Units under the Bank of America Corporation Equity Plan. According to the award terms, these units are settled in shares and vest in two equal annual installments commencing on February 15, 2029. The filing also lists a direct holding of 50,000 shares of Preferred Stock, Series DD.
Bank of America vice chair Thong M. Nguyen reported equity award activity rather than open-market trading. On February 15, 2026, he exercised several blocks of restricted stock units from 2022–2025 grants, converting them into Bank of America common stock, largely held indirectly through a trust.
Several related transactions show shares delivered back to the issuer to satisfy tax withholding obligations at $52.55 per share, described as tax-withholding dispositions rather than discretionary sales. After these exercises and tax deliveries, the trust continues to hold a substantial common stock position for Nguyen’s benefit.
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.
Bank of America (BAC) President of International Bernard A. Mensah reported a series of equity award vestings and related share movements. On February 15, 2026, multiple grants of restricted stock units and phantom stock units from 2018 through 2023 vested and were exercised, each unit representing or being economically equivalent to one share of common stock.
The Form 4 shows non‑derivative common stock acquired through these exercises and corresponding dispositions coded "F" and "D" at a price of $52.55 per share to satisfy tax withholding obligations and a disposition to the issuer. After all transactions, Mensah directly held 264,184 shares of Bank of America common stock.
Footnotes explain that these awards vest in scheduled annual installments, with the net shares from each installment generally subject to an additional twelve‑month holding period after vesting, highlighting that the activity reflects long‑term incentive compensation, not open‑market trading.
Bank of America (BAC) Chief Risk Officer Geoffrey S. Greener reported a series of equity compensation transactions dated February 15, 2026. Multiple grants of restricted stock units from 2022–2025 were exercised or converted into Bank of America common stock at a stated price of $0.0000 per share, reflecting vesting of previously awarded units. The resulting common shares are held indirectly through a revocable trust, which engaged in several F-code tax-withholding dispositions at $52.55 per share and D-code dispositions to the issuer. After these transactions, the revocable trust held 1,447,653 shares of Bank of America common stock indirectly for the reporting person. Overall, the Form 4 shows a mix of derivative exercises/conversions and related tax and issuer dispositions rather than open-market buying or selling.