Welcome to our dedicated page for Bank of America SEC filings (Ticker: BAC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bank of America Corporation (BAC) SEC filings page provides access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. As a large financial institution with common stock and multiple series of preferred stock and related depositary shares listed on the New York Stock Exchange, Bank of America files a wide range of documents that detail its financial condition, capital structure, and material corporate events.
Among the most closely watched filings are the company’s periodic reports and earnings-related Form 8-Ks, which announce quarterly and annual results, summarize net income and other key metrics, and reference accompanying press releases, presentation materials, and supplemental financial information. These filings also describe investor conference calls and webcasts where management discusses performance and other matters related to the corporation.
Bank of America’s filings further outline its registered securities, including common stock under the BAC ticker and numerous preferred stock series and hybrid income term securities, each with its own trading symbol. Other 8-Ks address topics such as changes in accounting methods for certain equity investments, the issuance of new preferred stock series and related depositary shares, and authorizations of common stock repurchase programs and dividends.
On this page, users can review Bank of America’s SEC filings as they are made available from EDGAR. AI-powered tools can assist by summarizing lengthy documents, highlighting important sections in 10-K and 10-Q reports, and making it easier to understand disclosures about capital, preferred stock terms, and other regulatory information that shapes the BAC investment profile.
Bank of America’s BofA Finance is offering Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the worst performer of the SPDR S&P Metals & Mining ETF (XME) and VanEck Gold Miners ETF (GDX), with an approximate 3‑year term to January 5, 2029.
The Notes pay monthly contingent coupons only if on each observation date both ETFs are at least 65% of their starting values, with a memory feature that can make up skipped coupons if the condition is later met. Starting July 30, 2026, the Notes are automatically called if both ETFs are at or above 100% of their starting values, returning principal plus the due coupon.
If not called and the worst ETF is down more than 20% at maturity, investors take 1:1 downside beyond that buffer, with up to 80% principal loss. The Notes are unsecured obligations of BofA Finance, fully guaranteed by Bank of America Corporation, will not be listed on an exchange, and have an initial estimated value of $880–$940 per $1,000 note, below the public offering price.
BofA Finance LLC is issuing 956,235 Market-Linked One Look Notes with Enhanced Buffer, at a $10 principal amount per unit, fully and unconditionally guaranteed by Bank of America Corporation. The notes have a term of approximately 14 months, maturing on March 29, 2027, and are linked to the VanEck Gold Miners ETF (GDX).
If the ETF’s ending value is at or above 90% of its starting value of $105.17, investors receive $12.352 per unit, a fixed return of 23.52%. If the ending value falls more than 10% below the starting value, principal is reduced 1‑for‑1 beyond that level, with up to 90% of principal at risk and no periodic interest. The public offering totals $9,562,350.00, with proceeds before expenses of $9,395,008.88, and the initial estimated value is $9.781 per unit, reflecting underwriting and hedging-related charges and BAC’s internal funding rate.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering medium-term, auto-callable market-linked notes due February 1, 2029 tied to the worst performer among Alphabet (GOOGL), Amazon (AMZN), NVIDIA (NVDA) and Broadcom (AVGO). Each note has a $1,000 denomination.
The notes pay a monthly contingent coupon at a rate of at least 15.30% per annum only if, on each monthly Calculation Day, the lowest performing stock is at or above 50% of its starting price (the Coupon Barrier). Missed coupons can be recovered later via a “memory” feature if the condition is met on a future date.
From July 2026 to December 2028, if the worst stock is at or above its starting price on a Calculation Day, the notes are automatically called for principal plus the due coupon and any unpaid coupons. If not called, principal is protected at maturity only if the worst stock is at or above its 50% Threshold Price; otherwise, investors lose more than 50%, up to their entire principal, with no upside participation in any stock.
The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, not FDIC insured, will not be listed on an exchange, and have an initial estimated value between $896.75 and $966.75 per $1,000, below the public offering price due to fees, hedging and funding costs.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $588,000 of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Technology Sector Index and the Russell 2000 Index.
The notes run to January 27, 2028 and pay a contingent coupon of 11.60% per year, or $9.667 per $1,000 monthly, but only when all three indices close at or above 70% of their starting values on the relevant observation date. Beginning April 28, 2026, BofA Finance may redeem the notes quarterly at par plus any due coupon.
If the notes are not called and any index finishes below 70% of its starting level at maturity, principal is reduced one-for-one with the decline in the worst-performing index, up to a total loss of the $1,000 principal. The notes are unsecured, not listed on an exchange, and have an initial estimated value of $988.80 per $1,000, below the public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering 4‑year Contingent Income Yield Notes linked to the Dow Jones Industrial Average, the Nasdaq‑100 Technology Sector Index and the Russell 2000 Index. The Notes are issued in $1,000 denominations and pay a 7.00% per annum contingent coupon (0.5834% per month) only when, on a monthly Observation Date, each index closes at or above 60% of its Starting Value.
At maturity, investors receive $1,000 per Note only if the worst‑performing index is at or above 60% of its Starting Value; otherwise repayment is reduced 1:1 with that index, with up to 100% of principal at risk. The public offering price is $1,000 per Note, including up to a $7.00 underwriting discount, for issuer proceeds of $993. The initial estimated value is expected to be $940–$990 per $1,000. The Notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and feature complex market, credit and tax risks highlighted in extensive risk disclosures.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $610,000 of Contingent Income Issuer Callable Yield Notes linked to the least performing of the EURO STOXX 50, Nasdaq‑100 and Russell 2000 indexes. The notes run to January 27, 2028 but can be called quarterly beginning April 27, 2026 at par plus any due coupon.
The notes offer a contingent coupon of 9.25% per year (2.3125% per quarter), paid only if on each observation date all three indexes are at or above 55% of their starting levels. If the notes are not called and any index finishes below 55% of its starting level at maturity, principal is reduced 1:1 with the worst index’s decline, up to a total loss of investment; otherwise, investors receive full principal back plus any final contingent coupon.
The initial estimated value is $992.60 per $1,000 note, below the $1,000 public offering price, reflecting internal funding and hedging costs. Payments depend on the credit risk of BofA Finance and BAC, and the notes will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $610,000 of Contingent Income Issuer Callable Yield Notes linked to the S&P 500® Index, maturing in January 2029 unless called earlier.
The notes pay a 7.00% per annum contingent coupon (0.5834% monthly) only when the index closes at or above 85% of its starting level on the relevant observation date. Beginning in January 2027, BofA may redeem the notes quarterly at par plus any due coupon, which would stop future payments.
If the notes are not called and the S&P 500® ends below 57% of its starting value, investors are exposed to 1:1 downside and can lose up to their entire principal. The initial estimated value is $980.80 per $1,000 note, below the public offering price, and the notes will not be listed on any exchange. All payments depend on the credit of BofA Finance and BAC.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering fixed income yield notes linked to Atlassian Corporation Class A shares, maturing on January 31, 2029. The notes pay a fixed coupon of 11.05% per year (0.9209% monthly), with monthly payments over an approximate three-year term.
Investors receive full principal at maturity only if Atlassian’s ending stock price is at or above the threshold value of $64.22, which is 50% of the starting value of $128.44. If the stock falls below this threshold, repayment is reduced 1:1 with the stock decline, and investors can lose up to 100% of principal, though the final coupon is still paid.
The public offering price is $1,000 per note, with an underwriting discount of $8 and proceeds to BofA Finance of $992 per note. The initial estimated value is expected between $907.80 and $957.80 per $1,000, reflecting internal funding and hedging costs. The notes are unsecured senior debt, not listed on any exchange, and all payments depend on the credit of BofA Finance and Bank of America.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $5,000,000 of Contingent Income Issuer Callable Yield Notes linked to the EURO STOXX 50, Nasdaq-100 and Russell 2000 indices, maturing on July 27, 2027.
The notes pay a contingent coupon of 14.10% per year (1.175% monthly) only if on each monthly observation date all three indices are at or above 65% of their starting levels. Beginning June 25, 2026, the issuer may redeem the notes monthly at par plus any due coupon, capping future income.
If the notes are not called and any index ever trades below 70% of its starting level during the knock-in period and finishes below its starting level, principal is reduced 1:1 with index losses, up to a total loss of invested principal. The notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed on an exchange, and priced at $1,000 per note with an initial estimated value of $991.30.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Accelerated Return Notes linked to the ordinary shares of Spotify Technology S.A.. The deal size is 507,857 units at $10 principal per unit, for a public offering price of $5,078,570, with proceeds before expenses of $4,989,695.03.
The notes mature in about 14 months and provide 3x leveraged upside to Spotify’s share price, capped at a 42.70% maximum return (Capped Value of $14.27 per unit). On the downside, investors have 1-to-1 exposure to declines in Spotify shares and can lose all of their principal. There are no periodic interest payments, no dividends from Spotify, and all cash flows at maturity are subject to the credit risk of BofA Finance and BAC. The initial estimated value is $9.901 per unit, below the $10 public price, reflecting internal funding, underwriting discounts, and a hedging-related charge, and secondary market liquidity is expected to be limited.