STOCK TITAN

BANK OF AMERICA /DE/ (BAC) SEC Filings, Mar 31, 2026

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

BofA Finance LLC offers Auto-Callable Notes due May 2, 2031 linked to the least performing of the Nasdaq-100® and Russell 2000® indices, with payments subject to the issuer's and guarantor's credit risk.

The notes have an approximate five-year term, annual call observation dates starting April 29, 2027, specified Call Amounts up to $1,420.00 per $1,000 if called, and a maximum Redemption Amount of $1,525.00 if the Least Performing Underlying is at or above its Redemption Barrier at maturity. If the Least Performing Underlying falls below its Threshold Value of 60.00% of its Starting Value, holders face 1:1 downside exposure and may lose up to 100.00% of principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due March 25, 2027, fully and unconditionally guaranteed by Bank of America Corporation. The notes (approximately an 11-month term) are linked to the least performing of the Nasdaq-100, the Russell 2000 and the S&P 500, carry a contingent coupon of 10.90% per annum (monthly 0.9084% or $9.084 per $1,000), a coupon/threshold barrier of 70.00%, and are callable monthly beginning July 23, 2026. If not called and the least performing underlying closes below the 70% threshold at maturity, holders suffer 1:1 downside to the least performing underlying (up to 100% loss); otherwise holders receive principal. The initial estimated value range at pricing is $920–$980 per $1,000; public offering price is $1,000 with proceeds to issuer of $984.50 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC priced a contingent income issuer callable yield note offering fully guaranteed by Bank of America Corporation (BAC) linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 and the XLK ETF. The Notes have an approximate 3 year term, expected pricing on April 16, 2026, issue on April 21, 2026 and maturity on April 19, 2029. They pay a contingent coupon of 13.00% per annum (1.0834% monthly) when each underlying is >= 70.00% of its starting value on observation dates, are callable monthly starting October 21, 2026, and expose investors to 1:1 downside on the least performing underlying below a 60.00% threshold at maturity. Public offering price is $1,000.00 per note; initial estimated value range was $940.00–$990.00 per $1,000.00.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
Rhea-AI Summary

The issuer, BofA Finance LLC, is offering Contingent Income Issuer Callable Yield Notes due March 30, 2028, fully and unconditionally guaranteed by Bank of America Corporation. The ~23-month notes are linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® indices and pay a contingent coupon of 10.40% per annum (0.8667% per month) when each underlying is at or above 70.00% of its starting value on observation dates. The issuer may call the notes monthly beginning July 30, 2026; if not called, principal is at risk 1:1 to declines below the 70.00% threshold for the least performing underlying. Initial estimated value at pricing is shown between $910.00 and $970.00 per $1,000 principal; public offering price is $1,000 with underwriting discount of $21.75 per note.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes, fully guaranteed by Bank of America Corporation, linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index. The Notes are expected to price on April 27, 2026, issue on April 30, 2026, and mature on March 30, 2028, giving an approximate 23‑month term if not called.

The Notes pay a contingent coupon of 11.40% per annum (0.95% per month) — $9.50 per $1,000 — payable monthly only if each Underlying’s closing level on an Observation Date is at least 70.00% of its Starting Value. The issuer may call the Notes monthly beginning July 30, 2026; if called you receive principal plus the applicable contingent coupon. If not called and the Ending Value of the Least Performing Underlying is below 70% of its Starting Value at maturity, you suffer 1:1 downside on that Underlying (up to 100% principal loss). The initial estimated value range on the cover is $910.00–$970.00 per $1,000, below the public offering price of $1,000.00. All payments depend on the creditworthiness of BofA Finance and BAC.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Auto-Callable Enhanced Return Notes linked to the least performing of the Russell 2000® and the S&P 500®, with an expected pricing date of April 29, 2026 and issue date of May 4, 2026. The notes have approximately a five-year term to maturity on May 2, 2031, are payable only in cash, bear no periodic interest, and are fully and unconditionally guaranteed by Bank of America Corporation (BAC). The notes are automatically callable on specified observation dates; if not called, they pay 200.00% upside on the Least Performing Underlying if that Underlying ends at or above its Starting Value, return principal if the Least Performing Underlying ends between 70.00% and 100.00% of its Starting Value, and expose holders to 1:1 downside below 70.00% (up to 100% principal loss). The public offering price is listed at $1,000.00 per note and the initial estimated value range on the pricing date is $886.70 to $936.70 per $1,000.00 principal amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is offering Auto-Callable Notes linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500, with an approximate five-year term and payments dependent on index performance and issuer/guarantor credit.

The public offering price is listed as $1,000.00 per $1,000 note, with an underwriting discount up to $25.00 and proceeds to the issuer of $975.00 per note. The notes may be automatically called annually beginning April 29, 2027 for specified Call Amounts up to $1,380.00 per $1,000; if not called, maturity outcomes range from a maximum Redemption Amount of $1,475.00 per $1,000 to full principal loss if the least performing underlying falls below the Threshold Value. All payments are subject to the credit risk of BofA Finance and Bank of America Corporation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC priced $1,548,000 of Buffered Auto-Callable Notes linked to the least performing of Class C common stock of Dell Technologies, and the common stocks of Advanced Micro Devices and Broadcom. The Notes were priced on March 27, 2026, issue date April 1, 2026, with maturity on April 2, 2029 (Valuation Date March 27, 2029).

The Notes have an embedded monthly automatic call feature beginning on April 1, 2027, a 40.00% buffer (Threshold Value = 60% of Starting Value) and expose holders to leveraged loss beyond that buffer up to 100% of principal if the least performing underlying falls below its Threshold Value. The initial estimated value was $973.20 per $1,000, while the public offering price is $1,000 per $1,000. Payments are unsecured obligations of BofA Finance and fully guaranteed by Bank of America Corporation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Digital Return Notes linked to the least performing of the Russell 2000® Index and the S&P 500®, due November 3, 2027, with an approximate 18‑month term.

The notes are expected to price on April 29, 2026 and issue on May 4, 2026. If the Ending Value of each Underlying is at least 80.00% of its Starting Value, the notes will pay a $1,167.50 digital payment per $1,000.00 principal. If the Ending Value of the Least Performing Underlying is below 80.00%, noteholders are exposed 1:1 to losses in that Underlying, with up to 100.00% of principal at risk. The preliminary initial estimated value range on the pricing date is $904.40 to $954.40 per $1,000.00, while the public offering price is $1,000.00 per note (underwriting discount up to $15.00, proceeds to issuer $985.00 per note). All payments are subject to the credit risk of BofA Finance LLC and its guarantor, Bank of America Corporation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC priced a preliminary offering of Auto-Callable Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index, expected to price on April 6, 2026, issue on April 9, 2026, and mature on April 10, 2031.

The Notes have a ~5 year term if not called, a public offering price of $1,000.00 per Note, underwriting discount of $2.50, and proceeds to the issuer of $997.50 per Note. The initial estimated value on the pricing date is given as a range between $920.00 and $980.00 per $1,000.

Key economic terms: Upside Participation Rate of 200.00%; Call Value/Redemption Barrier at 100.00%; Threshold Value at 70.00%. If not called and Ending Value ≥ Starting Value you receive 200% of upside; if Ending Value < 70% you suffer 1:1 downside to principal. Payments are subject to the credit risk of BofA Finance (issuer) and Bank of America Corporation (guarantor).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
prospectus

FAQ

How many BANK OF AMERICA /DE/ (BAC) SEC filings are available on StockTitan?

StockTitan tracks 5018 SEC filings for BANK OF AMERICA /DE/ (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 /DE/ (BAC)?

The most recent SEC filing for BANK OF AMERICA /DE/ (BAC) was filed on March 31, 2026.