STOCK TITAN

Bank of America Corp SEC Filings

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

Bank of America’s BofA Finance unit is offering 18‑month Capped Buffered Enhanced Return Notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by BAC. The notes provide 110% upside participation in index gains, but returns are capped at a maximum payment of $1,202.50 per $1,000 principal (a 20.25% maximum gain).

If the index ends at or above 90% of its starting level, investors receive at least their principal back; below that 10% buffer, repayment is reduced in line with the index and losses can reach up to 90% of the invested amount. The initial estimated value is expected between $920 and $970 per $1,000, lower than the $1,000 public offering price, reflecting BAC’s internal funding rate, underwriting discounts and hedging costs. All payments depend on the credit of BofA Finance and BAC, and the notes are unsecured, unsubordinated and not FDIC insured.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

BofA Finance, fully guaranteed by Bank of America, is offering approximately 3‑year Contingent Income Issuer Callable Yield Notes linked to the Nasdaq‑100 Index, Russell 2000 Index and SPDR S&P Regional Banking ETF (KRE). The public offering price is $1,000 per Note, with underwriting discount of $28.75 and proceeds to BofA Finance of $971.25 per Note before expenses. The initial estimated value is expected to be between $910 and $960 per $1,000.

Investors may receive a monthly contingent coupon of at least $8.334 per $1,000 (at least 10% per year) only if on each observation date all three underlyings are at or above 70% of their starting values. The issuer can redeem the Notes monthly at $1,000 plus any due coupon. At maturity, if the Notes were not called and the worst‑performing underlying is at or above 60% of its start, investors receive full principal; below 60%, repayment falls proportionally and losses can reach 100% of principal. Payments depend on the credit of BofA Finance and BAC, the Notes are complex, and they are not intended for EEA or UK retail investors.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

BofA Finance, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. Each Note has a $1,000 public offering price, with an underwriting discount of $26 and initial proceeds of $974 to BofA Finance. The Notes have an approximate 2-year term, pay monthly contingent coupons of at least $6.875 per $1,000 (at least 8.25% per year) only if all three indices are at or above 70% of their starting levels, and are callable monthly at $1,000 plus any due coupon. If not called, investors receive full principal only if the least performing index finishes at or above its 70% threshold; otherwise the payoff tracks that index’s loss and can be as low as zero, meaning up to 100% of principal may be lost. All payments depend on the credit of BofA Finance and Bank of America and the initial estimated value per $1,000 is expected to be $920–$970, below the public price.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

BofA Finance, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the S&P 500 Index. Each Note has a $1,000.00 face amount, a term of approximately 4.75 years, and pays a monthly contingent coupon of at least $6.25 per $1,000.00 (at least 0.625% per month, or at least 7.50% per year) only if, on the relevant Observation Date, the index is at or above a Coupon Barrier set at 70.00% of the Starting Value.

The issuer may redeem the Notes early on specified monthly Call Payment Dates at $1,000.00 per Note plus any due contingent coupon, ending all future payments. If the Notes are not called, investors receive at maturity either full principal (and possibly the final coupon) if the S&P 500 Ending Value is at or above the 70.00% Threshold Value, or a reduced amount if it finishes below that level, with losses matching the index decline and up to a 100.00% loss of principal.

The initial estimated value of the Notes on the pricing date is expected to be between $930.00 and $980.00 per $1,000.00 face amount, reflecting BAC’s internal funding rate, underwriting discounts, referral fees and hedging-related charges, all of which make the public offering price of $1,000.00 less favorable to investors. All payments depend on the credit of BofA Finance as issuer and BAC as guarantor.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is issuing $819,000 of Contingent Income Issuer Callable Yield Notes linked to the Nasdaq-100, Russell 2000 and S&P 500. These notes have an approximately 18‑month term, pay a contingent coupon of 8.30% per year (0.6917% monthly), and only pay income when each index closes at or above 70% of its starting level on an observation date.

Beginning February 27, 2026, BofA Finance can redeem the notes monthly at par plus any due coupon, which can cut off future income. If the notes are not called and any index ends more than 30% below its starting level at maturity, principal is reduced 1:1 with the loss in the worst index, up to a total loss. The notes are unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, and the initial estimated value of $962.60 per $1,000 is below the $1,000 public offering price, reflecting fees, funding and hedging costs.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $3,939,000 of Market Linked Securities tied to the S&P 500 Index. These auto-callable, principal-at-risk notes pay no interest and may be automatically called on annual Call Dates through November 26, 2029 if the index is at or above the Starting Value of 6,705.12.

If called, investors receive $1,000 per Security plus a fixed Call Premium ranging from 7.10% on the first Call Date up to 28.40% on the final Call Date, capping upside at these levels. If not called, principal is protected only down to a 7.50% buffer, with a Threshold Value of 6,202.236; below that, losses match further S&P 500 declines up to a maximum loss of 92.50% of principal.

The public offering price is $1,000 per Security, including an underwriting discount of $25.75 per Security, for net proceeds to BofA Finance of about $3.84 million. The initial estimated value is $957.40 per Security, and all payments depend on the credit of BofA Finance and Bank of America.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of America Corporation filed an update on its leadership structure, formally designating certain managers as executive officers under U.S. securities rules. The filing confirms that Chair and Chief Executive Officer Brian T. Moynihan is an executive officer, along with other senior leaders who report directly to him.

The Board’s decision on November 20, 2025 reflects the company’s earlier move to appoint Dean C. Athanasia and James P. DeMare as Co-Presidents responsible for the lines of business. As a result, effective December 31, 2025, several current leaders, including Lindsay D. Hans, Kathleen A. Knox, Matthew M. Koder, and Eric A. Schimpf, will no longer be designated as executive officers, although they remain identified with their business roles in the disclosure.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

BofA Finance, guaranteed by Bank of America Corporation (BAC), is offering approximately 3‑year Capped Enhanced Return Notes linked to the least performing of the Dow Jones Industrial Average and the S&P 500 Index. The public offering price is $1,000.00 per Note, while the initial estimated value is $947.20 per $1,000.00, reflecting internal funding and hedging costs.

The Notes provide 125.00% upside participation on the least performing index, capped at a maximum Redemption Amount of $1,360.00 per $1,000.00 (a 36.00% maximum return). Principal is protected only if the least performing index finishes at or above its Threshold Value, set at 70.00% of its Starting Value for each index; if it closes below this level, investors lose one‑for‑one with the index and can lose up to 100.00% of their investment. Payments depend on the credit risk of BofA Finance and BAC and do not include dividends from the indices.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering senior unsecured Callable Contingent Income Securities maturing on December 9, 2027, linked to the worst performer of the S&P 500, Russell 2000 and NASDAQ-100 indices. Each security has a $1,000 stated principal amount and may pay a contingent quarterly coupon of at least $22.625 (at least 2.2625% per quarter, 9.05% per year) if on every index business day in the observation period all three indices stay at or above 65% of their initial levels.

Beginning March 10, 2026, BofA Finance can redeem all notes on quarterly dates at par plus any due coupon. At maturity, if the notes are not called and each index is at or above its 65% downside threshold, holders receive principal plus any final coupon; otherwise, repayment is reduced 1‑for‑1 with the decline of the worst index and can fall below 65% of principal or to zero, meaning full loss of invested principal is possible. The initial estimated value is disclosed as between $920 and $970 per $1,000, reflecting internal funding and hedging costs.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

BofA Finance, guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq‑100, Russell 2000 and S&P 500 indices. The Notes have a term of approximately 4.75 years, from a pricing date of November 24, 2025 to a maturity date of August 29, 2030, and a public offering price of $1,000.00 per Note, for total proceeds of $868,113.50 before expenses on a $901,000.00 issuance.

Investors may receive a monthly contingent coupon of $6.042 per $1,000.00 (0.6042% per month, 7.25% per annum) only if on each Observation Date all three indices are at or above their Coupon Barriers, set at 70% of their respective starting levels. The issuer can redeem the Notes early on designated Call Payment Dates at $1,000.00 per Note plus any due contingent coupon. If held to maturity and the least performing index finishes below its Threshold Value (also 70% of its starting level), the repayment is reduced in line with that index’s decline and can be as low as zero.

The initial estimated value is $938.40 per $1,000.00, below the public offering price, reflecting BAC’s internal funding rate, hedging-related charges and underwriting discounts. All payments depend on the credit risk of BofA Finance as issuer and BAC as guarantor.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

FAQ

How many Bank of America (BAC) SEC filings are available on StockTitan?

StockTitan tracks 2596 SEC filings for Bank of America (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 (BAC)?

The most recent SEC filing for Bank of America (BAC) was filed on November 26, 2025.