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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 priced a primary issuance of Capped Buffered Enhanced Return Notes linked to the Nasdaq-100 Index. The offering totals $342,000 and the Notes have an approximate 18‑month term, priced on June 30, 2026 and issuing on July 6, 2026. The Notes pay no interest and return at maturity depends on the Nasdaq-100 ending level: investors receive 125.00% upside participation up to a Max Return of $1,242.50 per $1,000 (a 24.25% capped gain), while downside protection applies only to the first 10% decline; thereafter holders face 1:1 exposure and could lose up to 90.00% of principal. All payments are subject to the credit risk of BofA Finance (issuer) and Bank of America Corporation (guarantor).

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BofA Finance LLC priced a $1,000,000 offering of Contingent Income Issuer Callable Yield Notes due July 3, 2031, fully and unconditionally guaranteed by Bank of America Corporation. The Notes, linked to the least performing of the MSCI Emerging Markets Index, the TOPIX® Index and the iShares® Russell 2000 Value ETF, were priced on June 30, 2026 and will issue on July 6, 2026. They have a contingent monthly coupon of 14.05% per annum (1.1709% per month), payable only when each Underlying on an Observation Date is at or above 70.00% of its Starting Value, and are callable monthly beginning October 5, 2026. If not called, principal repayment at maturity depends on the Ending Value of the Least Performing Underlying relative to a 55.00% Threshold Value; declines beyond 45.00% from a Starting Value expose investors to 1:1 downside, up to full principal loss.

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BofA Finance LLC priced $612,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to Meta Platforms, Inc. Class A common stock. The Notes priced on June 30, 2026, will issue on July 6, 2026, and mature on July 6, 2029 (approximately a three-year term if not called). Monthly contingent coupons may be payable when the Observation Value of META is at least 60.00% of the Starting Value; beginning with the December 30, 2026 Call Observation Date the Notes are automatically callable if META trades at or above 100.00% of the Starting Value on a Call Observation Date. If not called and the Ending Value is below a >40% decline from the Starting Value, holders have 1:1 downside exposure at maturity. The public offering price was $1,000.00 per Note, underwriting discount $25.00 per Note, and proceeds to BofA Finance $975.00 per Note; total offering size is $612,000.00. All payments are subject to issuer and guarantor credit risk; the Notes are unsecured, unlisted, and fully guaranteed by Bank of America Corporation.

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BofA Finance LLC priced $23,000 of Digital Return Notes guaranteed by Bank of America Corporation. The Notes priced on June 30, 2026 and issue on July 6, 2026 with an ~18‑month term and maturity on January 4, 2028. Payment depends on the Least Performing of the Nasdaq‑100®, Russell 2000® and S&P 500® indices. If each Underlying’s Ending Value is ≥70% of its Starting Value, the Notes pay a Digital Payment of $1,152.50 per $1,000 (15.25%). If any Underlying falls below its Threshold Value (70% of Starting Value), holders incur 1:1 downside to the Least Performing Underlying and may lose up to 100% of principal. No periodic interest; notes are unsecured senior debt of BofA Finance LLC and fully guaranteed by BAC. The initial estimated value on the pricing date was $972.70 per $1,000, below the public offering price.

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BofA Finance LLC priced an amended and restated preliminary pricing supplement for Auto-Callable Enhanced Return Notes (CUSIP 09712CJU8) linked to the least performing of the Nasdaq-100®, Russell 2000® and the State Street® Utilities Select Sector SPDR® ETF. The Notes are expected to price on July 31, 2026 and issue on August 5, 2026 with an approximate five-year term to maturity on August 5, 2031. Payments depend on each Underlying; the Notes begin automatic call observation on August 5, 2027. If not called, upside is 150.00% of the Least Performing Underlying above its Starting Value; downside is 1:1 below a 60.00% Threshold, exposing up to full principal loss. Initial estimated value range is $925.00–$975.00 per $1,000 principal; public offering price is $1,000.00 per Note.

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BofA Finance LLC priced $1,190,000 of Dual Directional Buffered Notes linked to the S&P 500® Equal Weight Index due July 6, 2028. The approximately two‑year notes provide 100% upside participation capped at a Max Return of 23.50% and offer an absolute return if the index declines up to 15% (Threshold Value = 85.00% of the Starting Value). If the Index falls below the Threshold Value, investors are exposed 1:1 to losses beyond 15%, with up to 85.00% of principal at risk. Payments are unsecured obligations of BofA Finance LLC and fully guaranteed by Bank of America Corporation.

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BofA Finance LLC is offering Accelerated Return Notes® linked to the Invesco S&P 500 Equal Weight ETF (RSP). The notes have a principal amount of $10.00 per unit, an expected term of approximately 14 months, a 300% participation rate in upside subject to a Capped Value of $11.10 to $11.50 per unit (a return of 11.00% to 15.00%), and pay at maturity only. The public offering price is $10.00 per unit; the issuer’s initial estimated value on the pricing date is stated as between $9.23 and $9.89 per unit. Payments depend on the Ending Value of the Underlying Fund and are subject to the credit risk of BofA Finance LLC and the guarantee of Bank of America Corporation.

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BofA Finance LLC priced $750,000 of Contingent Income Auto-Callable Yield Notes due July 6, 2029, fully guaranteed by Bank of America Corporation. The Notes are linked to the least performing of META, AMZN and NVDA, carry a contingent coupon of 13.61% per annum (1.1342% monthly) and are automatically callable beginning December 30, 2026 if each underlying is at least 90.00% of its starting value. If not called, downside is 1:1 to the least performing underlying below its 50.00% threshold, so up to 100% of principal is at risk. All payments are subject to issuer and guarantor credit risk.

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BofA Finance LLC offers market-linked Medium-Term Notes, Series A, fully guaranteed by Bank of America Corporation, linked to the S&P 500® Index. The securities are auto-callable on the Call Date with a Call Premium of at least 9.50% and, if not called, provide 125% Upside Participation for positive returns but carry full downside exposure below a 75% Threshold. Pricing Date is July 31, 2026, Issue Date August 5, 2026, and Maturity Date August 3, 2029. Payments depend on the Underlying and the creditworthiness of the issuer and guarantor.

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BofA Finance LLC is offering Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index with an approximate 5-year term that are fully and unconditionally guaranteed by Bank of America Corporation (BAC). The Notes are expected to price on July 31, 2026 and issue on August 5, 2026, with a valuation date of July 31, 2031 and maturity on August 5, 2031.

If the Ending Value of the Underlying is greater than the Starting Value, holders will receive 130.00% upside participation on increases in the Underlying at maturity; otherwise holders will receive the principal amount. The public offering price is $1,000.00 per Note, underwriting discount up to $10.00, and proceeds to the issuer of $990.00 per Note. The initial estimated value range as of the pricing date is expected to be between $918.60 and $968.30 per $1,000.

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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.