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.
Bank of America director Michael D. White received a grant of 5,365.01 phantom stock units, representing annual compensation for board service under the Bank of America Corporation Director Deferral Plan. Each phantom stock unit is the economic equivalent of one share of Bank of America common stock and may be settled in cash upon death or termination of service as a director.
Following this award, White holds 103,942.38 phantom stock units, which include 2,122.58 units acquired through dividend reinvestment transactions. He also reports ownership of 79,150 shares of common stock held directly and 6,500 shares held indirectly through an IRA.
Bank of America Corporation director Rose Clayton Stuart reported compensation-related equity activity. She received 5,365.010 phantom stock units as a grant under the Bank of America Corporation Director Deferral Plan, which are the economic equivalent of common stock and may be settled in cash upon death or termination of board service.
Following this award, she holds 74,303.390 phantom stock units and 25,515 shares of common stock directly. The phantom stock units include 1,484.39 units acquired through dividend reinvestment under the same deferral plan.
Bank of America director Denise L. Ramos received a grant of 5,365.01 phantom stock units as annual compensation. Each unit is economically equivalent to one share of Bank of America common stock and was awarded at a stated price of $0.00 under the Director Deferral Plan.
The phantom stock units may be settled in cash upon her death or when her service as a director ends. After this grant and related activity, she holds a total of 84,672.57 phantom stock units, including 1,707.66 units acquired through dividend reinvestment.
Bank of America director Lionel L. Nowell III received a grant of phantom stock units as annual board compensation. He acquired 8,718.15 phantom stock units, each economically equivalent to one share of Bank of America common stock, under the company’s Director Deferral Plan in a transaction exempt under Rule 16b-3.
The phantom stock units, which may be settled in cash upon death or termination of service as a director, brought his total phantom stock holdings to 201,594.93 units. A separate entry shows he directly holds 3,930 shares of common stock. The filing also notes that 4,153.04 of the phantom units stem from dividend reinvestment within the plan.
Martinez Maria reported acquisition or exercise transactions in this Form 4 filing.
Bank of America director Maria Martinez received a grant of 5,365 shares of common stock as annual compensation for board service under the Bank of America Corporation Equity Plan, in a transaction exempt under Rule 16b-3. The award was recorded at a price of $0.00 per share and increased her direct holdings to 13,984 common shares. A separate entry reports 465 common shares held indirectly by a trust.
Bank of America director Monica C. Lozano reported compensation-related equity activity. She received 5,365.01 phantom stock units, bringing her direct phantom stock holdings to 246,347.52 units. Each phantom stock unit is the economic equivalent of one share of Bank of America common stock and was granted as annual director compensation under the Director Deferral Plan.
The phantom stock units, including 5,188.86 units acquired through dividend reinvestment, may be settled in cash upon her death or termination of service as a director. The filing also shows 3,387 shares of common stock held indirectly through a trust.
DONALD ARNOLD W reported acquisition or exercise transactions in this Form 4 filing.
Bank of America Corporation director W. Arnold Donald received 5,365 shares of common stock as equity compensation. The shares were granted on May 4, 2026 at a price of $0.00 per share as payment of his annual compensation for services as a director under the Bank of America Corporation Equity Plan in a transaction exempt under Rule 16b-3. Following this grant, he directly owns 131,204 shares of Bank of America common stock.
Bank of America director Jose E. Almeida received 5,365 shares of common stock as annual compensation for board service under the Bank of America Corporation Equity Plan. The shares were granted at no cash cost to him and are treated as an acquisition of stock.
Following this grant, Almeida directly holds a total of 33,606 Bank of America common shares. The transaction is characterized as a routine equity award to a non-employee director in a transaction exempt under Rule 16b-3.
Bank of America director Sharon L. Allen reported a routine update to her holdings. She now directly owns 99,927 shares of common stock. She also acquired 5,365.010 phantom stock units, economically equivalent to common shares, as annual director compensation under the Director Deferral Plan, bringing her phantom stock balance to 45,355.490 units, which may be settled in cash after her board service ends or upon death.
BofA Finance is offering Variable Income Auto-Callable Yield Notes linked to the least performing share of GOOGL, META, NVDA and TSLA with an approximate five-year term, expected to price on May 15, 2026 and issue on May 20, 2026. The notes pay a Maximum Coupon Payment of $7.084 per $1,000 monthly (8.50% per annum) when each underlying is >= 100% of its Starting Value for certain observations, otherwise a Minimum Coupon Payment of $0.2084 per $1,000 monthly (0.25% per annum). Beginning with the May 17, 2027 observation, the notes are automatically callable monthly if call conditions are met; if not called, principal and the applicable coupon are payable at maturity on May 20, 2031. The public offering price is $1,000 per note with proceeds to the issuer of $960 per note after a potential underwriting discount of up to $40. All payments are subject to the credit risk of BofA Finance and the guarantor, Bank of America Corporation.