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, guaranteed by Bank of America Corporation, is offering approximately 2-year Fixed Income Auto-Callable Yield Notes linked to the least performing of Alphabet Class A (GOOGL), Meta Class A (META) and Microsoft (MSFT) common stock. The notes have a public offering price of $1,000 per note and an initial estimated value of $980.60 per $1,000.
Investors receive fixed monthly coupons of $8.834 per $1,000 (0.8834% per month, 10.60% per year) as long as the notes remain outstanding. Starting May 18, 2026, the notes are automatically called if each stock’s observation value is at or above its call value; in that case, holders receive $1,000 plus the applicable coupon and no further payments.
If the notes are not called, principal repayment at maturity depends on the least performing stock. If its ending value is at or above 50% of its starting value (the threshold), investors receive $1,000 plus the final coupon. If it is below 50%, the redemption amount (excluding the final coupon) falls below 50% of principal, and up to 100% of invested principal can be lost. All payments are subject to the credit risk of BofA Finance and BAC, and the economic terms reflect BAC’s internal funding rate and hedging-related costs.
Bank of America Corporation and its subsidiary BofA Securities, Inc. jointly reported a transaction in BlackRock 2037 Municipal Target Term Trust (BMN) common stock. On 11/18/2025, the reporting persons executed a sale of 1,164 common shares at a price of $24.56 per share, reported as an indirect holding.
Following this sale, the amount of securities beneficially owned after the transaction is listed as 0 shares, with ownership shown as indirect. The reporting entities state that they disclaim beneficial ownership of the securities except to the extent of any pecuniary interest and clarify that the filing does not constitute an admission of group status or beneficial ownership under the Exchange Act. They also state that any profit potentially recoverable by the issuer under Section 16(b), assuming they were greater than 10% beneficial owners, will be remitted to the issuer.
BofA Finance, guaranteed by Bank of America (BAC), is issuing approximately 4-year Auto-Callable Enhanced Return Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 price return indices. The notes are sold at $1,000 per note with an initial estimated value of $982.70, reflecting BAC’s internal funding rate, underwriting discounts and hedging costs.
The notes can be automatically called starting in 2026 if all three indices are at or above their call values, paying fixed call amounts of $1,162.50, $1,325.00 or $1,487.50 per $1,000 depending on the call date. If not called, investors get 200% of the positive return of the least performing index, but principal is protected only down to 70% of its starting level; below that, losses mirror the index decline and can reach 100% of principal. All payments are subject to the credit risk of BofA Finance and BAC and do not include any index dividends.
Bank of America’s BofA Finance unit is offering $10,000,000 of Trigger Callable Contingent Yield Notes linked to the least performing of the EURO STOXX 50, Russell 2000 and S&P 500 indices, maturing November 21, 2030. The notes pay a quarterly contingent coupon at an annual rate of 8.40% only when the worst-performing index on each observation date is at or above its coupon barrier (70% of its initial level.
Beginning in February 2026, BofA Finance may, at its discretion, call the notes on any coupon date and repay the $10 principal per note plus any due coupon. If the notes are not called and, at maturity, the worst-performing index is at or above its downside threshold (50% of its initial level), holders receive full principal back plus any final coupon. If it is below that threshold, repayment is reduced in line with the index loss, up to a total loss of principal.
The notes are senior unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, and are not listed or insured. The public offering price is $10.00 per note, with an initial estimated value of $9.73, reflecting dealer discounts and hedging costs.
BofA Finance, guaranteed by Bank of America Corporation, is offering Capped Enhanced Return Notes linked to the Class A common stock of Meta Platforms, Inc. (META). The Notes have an approximate 14‑month term, with a strike date of November 18, 2025, pricing date of November 19, 2025, and maturity on January 22, 2027. The Starting Value for META is $597.69.
Each $1,000 Note offers a 300.00% Upside Participation Rate on positive META performance, but returns are capped at a Max Return of $1,402.50, a 40.25% gain. If META finishes at or below the Starting Value, investors receive the Ending Value performance dollar‑for‑dollar and can lose up to 100.00% of principal. The initial estimated value is expected between $920.00 and $970.00 per $1,000, below the $1,000 public offering price, reflecting BAC’s internal funding rate, underwriting discount, and hedging costs. All payments depend on the credit of BofA Finance and BAC and do not include META dividends.
Bank of America, through BofA Finance and a BAC guarantee, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the VanEck Semiconductor ETF. The notes run for about 5.5 years and pay a contingent coupon of $12.917 per $1,000 (1.2917% per month, 15.50% per year) on monthly observation dates when all three underlyings are at or above their coupon barriers, set at 75% of their respective starting values.
BofA Finance can redeem the notes early on scheduled call payment dates at $1,000 per note plus any due contingent coupon. If held to maturity and the least performing underlying is at or above its 60% threshold value, investors receive $1,000 per note (and a final coupon if the coupon barrier is also met); if it finishes below its threshold, repayment is reduced in line with that decline, potentially to zero. The initial estimated value is $984.50 per $1,000 note, below the public offering price, reflecting BAC’s internal funding rate, underwriting discount, referral fees and hedging costs. All payments depend on the credit of BofA Finance and BAC.
BofA Finance, guaranteed by Bank of America Corporation, is offering $41,412,000 of Contingent Income Buffered Issuer Callable Yield Notes linked to the least performing of the Consumer Staples Select Sector SPDR Fund (XLP), the Nasdaq-100 Index (NDX) and the Russell 2000 Index (RTY). The Notes have an approximately 18‑month term and pay a monthly contingent coupon of $8.884 per $1,000 only when all three underlyings stay at or above their respective coupon barriers. Missed coupons can be partially recovered later through a “memory” feature if conditions are later met.
The principal is protected only down to a 25% decline in the worst‑performing underlying; if that underlying finishes below its threshold value (75% of its starting level), repayment of principal is reduced in line with the loss and can fall to zero. The Notes are callable monthly at the issuer’s option at $1,000 plus any due coupon. The initial estimated value is $991.80 per $1,000, below the public offering price, reflecting internal funding and hedging costs. All payments depend on the creditworthiness of BofA Finance and BAC.
Bank of America Corporation (BAC) reported insider equity transactions by an officer, the President of Merrill Wealth Management, on 11/15/2025 via a Form 4 filing. The officer exercised 1,234 restricted stock units, receiving the same number of Bank of America common shares as they vested. To cover tax withholding obligations, 524 shares were automatically withheld and disposed of back to the issuer at a price of $52.61 per share. Following these transactions, the officer directly owned 61,850 common shares, with an additional 988 shares held indirectly by a child and 988 shares held indirectly under a UTMA account. The filing also shows 1,235 restricted stock units remaining outstanding, scheduled to vest through 02/15/2026 based on a prior grant made on 02/15/2022.
Bank of America Corporation (BAC) reported an insider equity transaction by an officer. On 11/15/2025, the President of Merrill Wealth Management exercised 975 restricted stock units into common stock and then disposed of 471 common shares to Bank of America to cover tax withholding at a price of $52.61 per share. After these transactions, the reporting person directly beneficially owned 39,621 shares of Bank of America common stock and 975 restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock, and the units were originally granted on February 15, 2022, vesting in sixteen equal quarterly installments starting May 15, 2022.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Capped Buffer GEARS notes linked to the Invesco S&P 500 Equal Weight ETF (RSP) with an approximate 2-year term to December 1, 2027. Each note has a $10 stated principal amount and provides 2x leveraged upside exposure to the ETF, capped at a maximum gain between 16.80% and 18.80%, set on the trade date. If the ETF falls by up to 10%, investors receive full principal back at maturity, but losses beyond that buffer are passed through, up to a 90% loss of principal. The notes pay no coupons or dividends, are unsecured, and all payments depend on the credit of BofA Finance and BAC. The public offering price is $10.00 per note, with a $0.20 underwriting discount and $9.80 in proceeds to BofA Finance per note, and the initial estimated value is expected between $9.20 and $9.70 per $10.