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, guaranteed by Bank of America Corporation, is offering three-year 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 total offering is $500,000, priced at $1,000 per Note with proceeds to BofA Finance of $992.50 per Note before expenses. Investors may receive a contingent coupon of $10.25 per $1,000 (1.025% per month, 12.30% per year) on each monthly observation date only if all three indices are at or above 75% of their respective starting levels.
The issuer can redeem the Notes early on specified monthly call dates at $1,000 per Note plus any due coupon. At maturity, if the least-performing index is below its 75% threshold, the redemption amount falls below 75% of principal and can be zero, meaning investors could lose their entire investment. The initial estimated value is $980.40 per $1,000, below the public offering price, reflecting internal funding and hedging costs. All payments are subject to the credit risk of BofA Finance and Bank of America.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $1,950,000 of market-linked, auto-callable notes tied to the worst performer of NVIDIA, UnitedHealth Group and AMD stock, maturing in November 2028. Investors receive a monthly contingent coupon of 21.35% per annum only if the lowest-performing stock on each calculation day is at or above 60% of its starting price, with a “memory” feature that can pay previously missed coupons.
From May 2026, the notes are automatically called at par plus the applicable coupon if the lowest-performing stock is at or above its starting price. If the notes are not called and the lowest-performing stock ends below 60% of its starting price, investors lose more than 40% and up to all of principal. The notes are unsecured, not listed, subject to BAC and BofA Finance credit risk, and were initially valued at $974.60 per $1,000 security, below the public offering price.
BofA Finance, guaranteed by Bank of America, is offering approximately 4‑year auto‑callable notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq‑100 Index and Russell 2000 Index. The notes may be automatically called on semi‑annual observation dates starting in December 2026, with call payments ranging from $1,140 to $1,490 per $1,000 if all three indexes are at or above their call values.
If the notes are not called, investors receive at maturity either $1,560 per $1,000 if the worst index finishes at or above its redemption barrier (100% of its starting level), par if it is between 70% and 100%, or a loss of principal in full proportion to the decline if it ends below 70%, up to a total loss. The initial estimated value is expected between $940.10 and $980.10 per $1,000, reflecting Bank of America’s internal funding rate and hedging costs, and all payments depend on the credit of BofA Finance and BAC.
BofA Finance, guaranteed by Bank of America Corporation, is offering approximately 3-year auto-callable notes linked to the price return version of the S&P 500 Index. The notes are scheduled to price on November 25, 2025, issue on December 1, 2025 and mature on November 30, 2028, unless called earlier.
Starting in December 2026, the notes are automatically called if the index is at or above the starting level on a call observation date, paying at least $1,088 or $1,176 per $1,000 depending on the call date. If not called, and at maturity the index is at or above the redemption barrier (100% of the starting level), investors receive a capped redemption of $1,264 per $1,000. If the index finishes between 80% and 100% of the starting level, principal is returned; below 80%, repayment is reduced one-for-one with the index decline, down to a total loss.
The initial estimated value is expected between $919 and $969 per $1,000, below the public offering price, reflecting BAC’s internal funding rate, underwriting discounts and hedging-related charges. All payments depend on the credit of BofA Finance as issuer and BAC as guarantor, and investors do not receive dividends from S&P 500 companies.
Bank of America Corporation (BAC) and its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated filed a Form 4 for BlackRock Municipal Credit Alpha Portfolio, Inc. (MUNEX). On 11/07/2025, they indirectly purchased 1 share at $12.55 and sold 1 share at $12.54. Following these transactions, the reported indirect beneficial ownership was 0 shares.
The filing is a joint report by BAC and Merrill Lynch. The reporting persons disclaim beneficial ownership except to any pecuniary interest and state that any profit potentially recoverable under Section 16(b), if applicable, will be remitted to the issuer.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering market-linked, auto-callable notes tied to the lowest-performing of Alphabet Class C (GOOG), Amazon.com (AMZN) and Apple (AAPL), maturing on November 27, 2029. Each Security has a $1,000 denomination and pays no interest.
The notes can be automatically called on scheduled Call Dates if the lowest-performing stock is at or above its Starting Price. In that case, investors receive $1,000 plus a Call Premium that steps up over time, starting at at least 26.40% of principal on the first Call Date and reaching at least 105.60% if called on the final Call Date.
If the notes are not called, principal is protected only down to a Threshold Price equal to 75% of each stock’s Starting Price. At maturity, if the lowest-performing stock is below its Threshold Price, repayment is reduced 1-for-1 with that stock’s decline, and investors can lose more than 25%, up to all of their principal. The public offering price is $1,000 per Security, with an underwriting discount of $25.75 and issuer proceeds of $974.25 per Security. The initial estimated value is expected between $894.25 and $964.25, and the notes will not be listed on any exchange and are subject to the credit risk of BofA Finance and BAC.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering approximately 4-year Contingent Income Issuer Callable Yield Notes linked to the Class A common stock of Meta Platforms, Inc. (META) and the S&P 500 Index. The notes pay a monthly contingent coupon of $11.167 per $1,000 (about 1.1167% per month, 13.40% per year) only if, on each Observation Date, both META and the S&P 500 are at or above their Coupon Barriers, set at 70% of their respective starting values. Principal is at risk: if, at maturity, the worst-performing underlying is below its Threshold Value at 50% of its starting level, repayment is reduced one-for-one with the decline and can result in a total loss of principal. The issuer may call the notes on specified monthly Call Payment Dates at par plus any due coupon. The initial estimated value is $986.10 per $1,000, below the public offering price, reflecting internal funding and hedging costs, and all payments depend on the credit of BofA Finance and Bank of America.
BofA Finance, guaranteed by Bank of America Corporation, is offering approximately $2,000,000 of 4-year Contingent Income Auto-Callable Yield Notes linked to the iShares Russell 2000 ETF (IWM) at $1,000 per Note. The initial estimated value is $989.80 per $1,000, lower than the public offering price because of internal funding and hedging costs.
The Notes pay a contingent coupon of $22 per $1,000 (about 2.20% per quarter / 8.80% per year) on quarterly Observation Dates only if IWM is at or above the Coupon Barrier of $181.21 (75% of the Starting Value of $241.61). Beginning May 7, 2026, the Notes are automatically called if IWM is at or above the Call Value of $241.61, returning principal plus the coupon.
At maturity, if not called, investors receive $1,000 plus the final coupon if IWM is at or above the Coupon Barrier. If IWM is below the Threshold Value of $157.05 (65% of the Starting Value), principal is reduced in line with the ETF’s decline and investors can lose up to 100% of their investment. All payments depend on the credit of BofA Finance and BAC and involve complex U.S. tax treatment.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Leveraged Market-Linked Step Up Notes tied to a basket of six international equity indices. Each note has a $10 principal amount and a term of about two years. At maturity, if the basket is flat or higher, investors receive the greater of a 16.00% Step Up Payment or a leveraged gain of [101% to 121%] of the basket’s percentage increase. If the basket falls, principal is exposed to losses on a 1-to-1 basis, up to total loss.
The basket initially weights the EURO STOXX 50 at 40%, the FTSE 100 and Nikkei 225 at 20% each, the Swiss Market Index and S&P/ASX 200 at 7.5% each, and the FTSE China 50 at 5%. The notes pay no periodic interest and do not provide dividends from underlying stocks. The public offering price is $10.00 per unit, including an underwriting discount of $0.20 and a hedging-related charge of $0.05; estimated initial value is between $9.23 and $9.89 per unit. The notes are unsecured obligations subject to the credit risk of BofA Finance and BAC and are not listed, so secondary market liquidity may be limited.
Bank of America, via BofA Finance, is offering auto-callable return notes linked to the S&P 500 FC TCA 0.50% Decrement Index ER. These roughly 5-year notes can be automatically called annually starting in 2026 if the index closes at or above preset call levels, paying call amounts from $1,090 to $1,360 per $1,000 of principal.
If the notes are not called, and on the final valuation date the index is at or above the redemption barrier (100% of the starting value of 505.23), investors receive at least full principal, with upside participation. If the index ends below the barrier, the payoff can be reduced, as described in the full terms.
The underlying index is a leveraged, risk-controlled excess return version of the S&P 500 Total Return Index, targeting 11.50% annualized volatility and charging borrowing, carry, 0.50% annualized carry costs, and 0.01% transaction costs, all of which drag on performance. The initial estimated value is $962.90 per $1,000 note, below the public offering price, reflecting internal funding and hedging costs. Payments depend on the credit of BofA Finance and BAC, and the notes are taxed as contingent payment debt instruments.