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.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $1,569,000 of market-linked notes tied to the common stock of Uber Technologies, Inc. These notes run to January 25, 2029, unless automatically called earlier.
Investors may receive quarterly contingent coupons with a “memory” feature. For each $1,000 note, the coupon on any payment date equals $25.00 times the number of elapsed payment dates minus all prior coupons, but is paid only if Uber’s stock on the relevant observation date is at least 60% of the $84.26 starting value ($50.56).
Beginning July 21, 2026, the notes are automatically called if Uber’s stock is at or above its starting value on a call observation date, returning $1,000 plus the applicable contingent coupon. If the notes are not called and Uber ends below 60% of the starting value at maturity, repayment is reduced 1:1 with the stock decline and up to 100% of principal can be lost. The initial estimated value is $973.30 per $1,000, below the $1,000 public offering price, reflecting internal funding and hedging costs. 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 $1,250,000 of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Russell 2000 Index and the S&P 500 Index, maturing on January 7, 2028.
The notes pay a contingent coupon of 8.35% per year (2.0875% quarterly) only if, on each observation date, both indices close at or above 70% of their starting levels
Beginning January 26, 2027, BofA Finance may redeem the notes quarterly at par plus any due coupon. If the notes are not called and either index finishes more than 30% below its starting level at maturity, investors are exposed to 1:1 downside in the weaker index, with up to a total loss of principal; otherwise, principal is repaid, plus a final coupon if the 70% barrier is met.
The initial estimated value is $982.70 per $1,000, below the public offering price, reflecting internal funding and hedging costs. Payments depend on the credit of BofA Finance and Bank of America and the notes will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $692,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes maturing in January 2028, linked to the S&P 500 Index, VanEck Gold Miners ETF and VanEck Oil Services ETF.
The notes can pay quarterly contingent coupons of $26 per $1,000 when all three underlyings stay at or above 50% of their starting values, with missed coupons potentially paid later under the “memory” feature. Beginning July 2026, the notes auto-call quarterly at par plus coupon if all underlyings are at or above 100% of their starting values.
If the notes are not called and any underlying ends below 50% of its starting value, principal is exposed 1:1 to the decline of the worst performer, up to a total loss. The initial estimated value is $978.50 per $1,000, below the public offering price, and the notes are unsecured, subject to BofA Finance and BAC credit risk, and will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Auto-Callable Yield Notes linked to the Nasdaq-100 Technology Sector Index and the Russell 2000 Index, maturing August 10, 2027. The notes have an approximate 18‑month term and pay a contingent coupon of 11.14% per annum (0.9284% per month) when, on a monthly Observation Date, both indices are at or above 75% of their respective starting levels.
Beginning with the August 5, 2026 Call Observation Date, the notes are automatically called if both indices are at or above 100% of their starting levels, returning principal plus the applicable contingent coupon. If the notes are not called and the worst‑performing index finishes below 75% of its starting level at maturity, investors are exposed to 1:1 downside in that index and can lose up to all principal. The notes are unsecured, subject to the credit risk of BofA Finance and BAC, will not be listed on any exchange, and have an initial estimated value between $940 and $990 per $1,000 face amount.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $500,000 of Enhanced Return Notes linked to an unequally weighted basket of five equity indices: EURO STOXX 50® (50%), Nikkei 225® (20%), FTSE® 100 (10%), Swiss Market Index (10%) and S&P®/ASX 200 (10%). The Notes price at $1,000 each and have an approximate 5‑year term, maturing on January 24, 2031.
At maturity, if the basket’s ending value is above its 100 starting level, investors receive 155% of the basket’s gain. If the ending value is between 70% and 100% of the starting value, investors receive only their principal back. If it falls below 70%, repayment is reduced 1:1 with the loss in the basket and up to the entire principal can be lost.
The Notes pay no periodic interest, are unsecured senior obligations of BofA Finance, fully and unconditionally guaranteed by BAC, and will not be listed on any exchange. The initial estimated value is $945.10 per $1,000, below the public offering price, reflecting internal funding and hedging costs, and the offering includes an underwriting discount of up to $31 per $1,000.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering 10.70% Issuer Callable Daily Range Accrual Notes linked to the 10-year Constant Maturity Treasury (CMT) rate, maturing on July 27, 2032. These unsecured senior notes pay quarterly interest based on how often the CMT rate stays between 0.00% and 4.60%; the effective annual rate is the 10.70% base rate multiplied by the fraction of days the CMT rate is within that range, capped at 10.70% and floored at 0.00%.
The notes can be called at par plus accrued interest on quarterly payment dates from January 27, 2027 through April 27, 2032, which would end all future interest. Investors receive principal at maturity if the notes are not redeemed, but may receive little or no interest if the CMT rate remains outside the accrual range. The notes are not FDIC insured, are subject to the credit risk of both BofA Finance and Bank of America, may have limited or no secondary market, and their tax treatment is complex, generally intended to be treated as variable rate debt instruments.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $16,997,000 of Buffered Digital Return Notes linked to the least performing of the S&P 500 Futures Excess Return Index, the Utilities Select Sector SPDR ETF and the iShares Russell 2000 Value ETF. These approximately 12‑month notes pay a fixed $1,080 per $1,000 at maturity (an 8% return) if every underlying finishes at or above 75% of its starting level. If any underlying falls more than 25%, principal is reduced on a leveraged basis, with up to a 100% loss of invested amount based on the worst performer. The notes pay no interest, will not be listed on an exchange, and are unsecured obligations subject to the credit risk of BofA Finance and BAC. The public offering price is $1,000 per note, with an initial estimated value of about $990, reflecting dealer discounts, referral fees and hedging costs.
BofA Finance LLC is issuing $1,243,000 of Contingent Income Auto-Callable Yield Notes linked to the Class B common stock of NIKE, Inc., fully and unconditionally guaranteed by Bank of America Corporation.
The notes have an approximate two-year term, maturing January 25, 2028, with quarterly contingent coupons at a rate of 12.55% per annum ($31.375 per $1,000) when NIKE’s closing price is at least 65% of the $63.63 starting value. Beginning July 20, 2026, the notes are automatically called at par plus coupon if NIKE’s price is at or above 100% of the starting value on a call observation date.
If not called and NIKE falls more than 35% below the starting value at maturity, principal is exposed 1:1 to further declines, up to a total loss; otherwise, investors receive principal back and potentially a final coupon. The public offering price is $1,000 per note, with an initial estimated value of $972.60 per $1,000, reflecting internal funding, underwriting discounts and hedging costs. Payments depend on the credit of BofA Finance and Bank of America, and the notes will not be listed on any exchange.
BofA Finance LLC is offering $575,000 of Contingent Income Auto-Callable Yield Notes due January 24, 2031, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100 Technology Sector Index, the Energy Select Sector SPDR ETF (XLE) and the SPDR S&P Regional Banking ETF (KRE).
The notes pay a contingent coupon of 9.55% per year (0.7959% monthly) only if on each monthly observation date all three underlyings are at or above 70% of their starting values. Starting January 20, 2027, the notes are automatically called if all underlyings are at or above 100% of their starting values, returning principal plus that month’s coupon.
If the notes are not called and the least performing underlying finishes below 60% of its starting value, investors are exposed 1:1 to that decline and can lose up to their entire principal; otherwise principal is returned and a final coupon may be paid. The notes are unsecured obligations subject to BofA Finance and BAC credit risk, will not be listed on an exchange, and have an initial estimated value of $935.70 per $1,000, below the public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Capped Enhanced Return Notes linked to an approximately equally weighted basket of the Nasdaq-100, Russell 2000 and S&P 500 indexes, maturing on February 2, 2029.
The Notes provide 200% upside exposure to basket gains above the 100 starting level, capped at a maximum redemption of $1,337.50 per $1,000 principal (a 33.75% cap). If the basket finishes between 85 and 100, investors receive principal back; below 85, losses match the basket decline with up to 100% of principal at risk.
The Notes pay no periodic interest, are unsecured senior debt of BofA Finance, and are not listed on any exchange. The public offering price is $1,000 per Note, including up to a $25 underwriting discount, with proceeds to BofA Finance of $975 per $1,000. The initial estimated value is expected between $915 and $965 per $1,000 on the pricing date.