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BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 2, 2026

BAC NYSE

Bank of America Corporation filings document material events, shareholder governance and the capital structure of a diversified banking company listed on the New York Stock Exchange. Recent Form 8-K reports identify registered securities including BAC common stock, multiple series of preferred stock represented by depositary shares, preferred hybrid income securities, income capital obligation notes and senior medium-term notes associated with BofA Finance LLC guarantees.

The company's definitive proxy statement covers annual meeting matters, shareholder voting procedures and governance topics, including board leadership references and the role of the lead independent director. Together, these filings record the formal securities, governance and material-event disclosures tied to Bank of America's banking, wealth management, investment banking and markets businesses.

Rhea-AI Summary

BofA Finance LLC prices a preliminary offering of Auto-Callable Notes fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of AMD, Micron (MU) and NVIDIA (NVDA). The Notes are expected to price on July 17, 2026, issue on July 22, 2026, and mature on July 20, 2029.

The public offering price is $1,000.00 per $1,000 principal amount, with an underwriting discount of $12.50, resulting in proceeds to BofA Finance of $987.50 per $1,000. The issuer’s initial estimated value range at pricing is reported as $892.50–$942.50 per $1,000. The Notes have no periodic interest and are automatically callable beginning with the July 22, 2027 Call Observation Date if specified Call Values are met. Payments at maturity depend on the Ending Value of the Least Performing Underlying Stock relative to a 50.00% Redemption Barrier and are subject to issuer and guarantor credit risk.

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BofA Finance LLC is offering callable, market-linked medium-term notes due January 10, 2030, fully and unconditionally guaranteed by Bank of America Corporation (BAC). Each Security has a public offering price of $1,000.00 and an initial estimated value on the Pricing Date between $924.75 and $974.75. The Securities pay quarterly Contingent Coupon Payments at a Contingent Coupon Rate determined on the Pricing Date (stated minimum 10.80% per annum) only if the Lowest Performing Underlying stays at or above a 70% Coupon Barrier on every Eligible Trading Day during an Observation Period. If not redeemed early, principal repayment at maturity depends on the Lowest Performing Underlying relative to a 60% Threshold Value; if below the Threshold Value on the Final Calculation Day, holders can lose more than 40% of principal. The Securities are unsecured senior debt of BofA Finance and are subject to issuer and guarantor credit risk, optional early redemption by the issuer, limited liquidity, and complex observation-based payout mechanics.

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BofA Finance LLC priced a primary offering of $230,000 in principal amount of Contingent Income Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation. The Notes price on June 30, 2026, issue on July 6, 2026, and mature on July 6, 2028 (approximately a two-year term if not called). They pay a contingent coupon of 8.55% per annum (0.7125% per month, $7.125 per $1,000) on each monthly Contingent Payment Date only if both the Russell 2000® and the S&P 500® close at or above 70.00% of their Starting Values on the applicable Observation Date. Beginning on July 6, 2027, the issuer may call the Notes monthly at par plus any applicable Contingent Coupon Payment. If the Notes are not called and the Ending Value of the Least Performing Underlying is below its Threshold Value, holders suffer 1:1 downside to the Least Performing Underlying (up to 100% principal loss); otherwise holders receive principal at maturity.

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BofA Finance LLC priced a $2,278,000 offering of Auto-Callable Enhanced Return Notes linked to the S&P 500® Index. The Notes priced on June 30, 2026 and will issue on July 6, 2026 with an approximately three-year term.

The Notes pay no periodic interest and are automatically callable on the Call Observation Date. If not called, at maturity the Notes pay 150.00% upside participation if the Ending Value is at least 100% of the Starting Value (Starting Value: 7,499.36). If the Ending Value is below 70% of the Starting Value (Threshold Value 5,249.55), investors suffer 1:1 downside exposure to losses in the Underlying, with up to 100% principal at risk. The Call Amount if called on the scheduled Call Observation Date is $1,100.00 per $1,000 (Call Observation Date: July 6, 2027; Call Payment Date: July 9, 2027).

Any payment is subject to the credit risk of BofA Finance LLC (Issuer) and Bank of America Corporation (Guarantor). The public offering price was $1,000.00 per $1,000 (proceeds to issuer: $997.50 per $1,000), while the initial estimated value at pricing was $985.20 per $1,000. The Notes will not be listed on an exchange.

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BofA Finance LLC priced $11,000 in Capped Buffered Enhanced Return Notes linked to the iSharesMSCI Emerging Markets ETF (EEM). The approximately 18-month notes priced on June 30, 2026, will issue on July 6, 2026 and mature on January 4, 2028. Payments depend on the EEM's Ending Value versus a Starting Value of $68.41 and a Threshold Value of $61.57 (90% of starting). Investors receive 125.00% upside participation in gains up to a $1,270.00 per $1,000.00 Max Return (a 27.00% cap). If the Underlying falls more than 10.00% below the Starting Value, investors bear a 1:1 loss beyond the buffer and could lose up to 90.00% of principal. Payments are unsecured and subject to the credit risk of BofA Finance and its guarantor, Bank of America Corporation.

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BofA Finance LLC priced $250,000 of Capped Buffered Enhanced Return Notes linked to the Russell 2000® Index. The Notes priced on June 30, 2026, will issue on July 6, 2026, and mature on January 4, 2028, with an approximate 18 month term.

At maturity the Notes pay 125.00% upside exposure to gains in the Russell 2000 up to a Max Return of $1,265.00 per $1,000 (a 26.50% capped return). The Notes provide a 10% buffer: declines up to 10% preserve principal, but declines beyond the Threshold Value (90% of the Starting Value) expose investors to 1:1 downside, with up to 90.00% of principal at risk. Payments are unsecured and fully guaranteed by Bank of America Corporation and are subject to issuer and guarantor credit risk.

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Bank of America Corporation (through BofA Finance LLC) priced $719,000 of Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index. The Notes priced on June 25, 2026 and will issue on June 30, 2026 for an approximately five-year term, maturing on June 30, 2031.

The Notes pay no periodic interest. At maturity investors receive 195.00% upside participation if the Ending Value exceeds the Starting Value (Starting Value: 590.78), and retain principal unless the Ending Value falls below the Threshold Value 413.55 (70.00% of Starting Value), in which case holders suffer 1:1 downside exposure up to full loss of principal. Payments are subject to the credit risk of BofA Finance and the Bank of America guarantee.

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BofA Finance LLC priced a contingent income, auto-callable yield note series fully guaranteed by Bank of America Corporation linked to the least performing of the Nasdaq-100® Technology Sector Index (NDXT) and the S&P 500® Index (SPX). The Notes are expected to price on July 15, 2026, issue on July 20, 2026 and mature on July 18, 2031, with an approximate five-year term if not called.

The Notes pay monthly contingent coupons with a memory feature when each underlying is ≥ 80.00% of its Starting Value; an illustrative incremental coupon component is $6.417 per $1,000. Beginning July 15, 2027, the Notes are automatically callable monthly if each underlying is ≥ 100.00% of its Starting Value. At maturity, if the Least Performing Underlying is below its Threshold Value (80.00%), holders suffer 1:1 downside to the Least Performing Underlying. The public offering price is $1,000 per note and initial estimated value on the pricing date is presented as $910.00–$960.00 per $1,000.

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BofA Finance LLC priced $650,000 of Auto-Callable Enhanced Return Notes due July 3, 2031, fully guaranteed by Bank of America Corporation. The Notes link to the least performing of the Nasdaq-100®, Russell 2000® and the XLU ETF, have an approximate 5 year term, an Upside Participation Rate of 150.00%, and no periodic interest. If not called, holders receive enhanced upside if the Least Performing Underlying finishes at or above its Starting Value; conversely, a decline below the Threshold Value (70.00%) subjects principal to 1:1 downside. Automatic call opportunities begin on the July 6, 2027 Call Observation Date. Payments are subject to the credit risk of the Issuer and Guarantor.

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BofA Finance LLC is offering $566,000 principal amount of Auto-Callable Enhanced Return Notes fully and unconditionally guaranteed by Bank of America Corporation. The Notes priced on June 30, 2026, will issue on July 6, 2026 and mature on July 5, 2030 (approximate four‑year term if not called). Payments depend on the Least Performing of the Nasdaq-100 (NDX), Russell 2000 (RTY) and S&P 500 (SPX) indices. Beginning with the July 6, 2027 Call Observation Date the Notes are automatically callable if each Underlying is at or above its Call Value on a Call Observation Date; Call Amounts range from $1,147.50 to $1,516.25 per $1,000. If not called, holders receive 150.00% upside on the Least Performing Underlying if it is ≥100% of its Starting Value at maturity; if the Least Performing Underlying is <70% of its Starting Value, holders face 1:1 downside with up to 100% principal loss. The initial estimated value at pricing was $974.00 per $1,000 and the public offering price is $1,000.00 per $1,000 (proceeds to issuer $997.50 per $1,000). All payments are subject to issuer and guarantor credit risk.

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FAQ

How many BANK OF AMERICA /DE/ (BAC) SEC filings are available on StockTitan?

StockTitan tracks 5018 SEC filings for BANK OF AMERICA /DE/ (BAC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BANK OF AMERICA /DE/ (BAC)?

The most recent SEC filing for BANK OF AMERICA /DE/ (BAC) was filed on July 2, 2026.