STOCK TITAN

BANK OF AMERICA /DE/ (BAC) SEC Filings, Mar 27, 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 prices a contingent-income, buffered, auto-callable yield note program guaranteed by Bank of America Corporation linked to the S&P 500® Futures 35% Volatility Compass TCA 6% Decrement Index. The Notes have an approximately 5 year term if not called and contingent monthly coupons tied to index observation levels.

Per $1,000 principal, the public offering price is $1,000.00, underwriting discount up to $47.50, and proceeds to BofA Finance of $952.50. Notes are auto-callable beginning with the April 27, 2027 Call Observation Date if the Underlying is ≥ 85.00% of its Starting Value; coupon payments require the Underlying to be ≥ 75.00% of its Starting Value on Observation Dates. At maturity, investors face 1:1 downside beyond a 15% buffer, with up to 85% of principal at risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.55%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500® Futures 35% Volatility Compass TCA 6% Decrement Index with an approximate five-year term. The public offering price is $1,000.00 per Note; underwriting discount per Note may be up to $47.50, yielding proceeds to the issuer of $952.50 per Note. The Notes may pay monthly contingent coupons if the Underlying is at or above 80.00% of its Starting Value on Observation Dates, are automatically callable beginning with the April 27, 2027 Call Observation Date at a Call Value of 100.00%, and at maturity provide buffered downside protection for the first 15% decline but 1:1 exposure beyond that (up to 85.00% principal at risk). All payments are subject to issuer and guarantor credit risk and depend on the complex target-volatility, leveraged Underlying that deducts a 6.00% per annum decrement cost and transaction costs.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.55%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Auto-Callable Return Notes fully guaranteed by Bank of America Corporation, linked to the S&P 500 FC TCA 0.50% Decrement Index ER. The Notes are expected to price on March 30, 2026 and issue on April 2, 2026 with an approximate 7-year term.

The Notes are automatically callable beginning on March 31, 2027 if the Observation Value meets specified Call Values; scheduled Call Amounts range from $1,075 to $1,450 per $1,000 principal. At maturity, if the Ending Value is greater than or equal to 100% of the Starting Value, holders receive 100.00% upside to increases; if the Ending Value is below 100% of the Starting Value, holders receive the principal amount.

Initial estimated value is stated between $880 and $940 per $1,000; public offering price is $1,000 with an underwriting discount up to $42.50 and proceeds to issuer of $957.50 per note. Payments depend on issuer/guarantor credit and the complex mechanics, including a 0.50% annual carry cost and transaction costs embedded in the Index.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.55%
Tags
prospectus
Rhea-AI Summary

BofA Finance priced a preliminary offering of Contingent Income Issuer Callable Yield Notes linked to the S&P 500® Index, expected to price on April 6, 2026 and issue on April 9, 2026.

The Notes have an approximately three‑year term (maturing April 11, 2029) and offer a contingent coupon of 10.25% per annum ( 0.8542% per month) payable monthly provided the Index closes at or above 85.00% of its Starting Value on each Observation Date. The issuer may call the Notes quarterly beginning April 9, 2027. If the Ending Value is below 75.00% of the Starting Value at maturity, holders will have 1:1 downside exposure and could lose up to 100% of principal; otherwise holders receive principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
-
Rhea-AI Summary

Bank of America Corporation is offering Fixed Rate Callable Notes due April 22, 2031. The notes accrue interest at 5.00% per annum, payable semi‑annually beginning October 22, 2026, and are callable on scheduled Call Dates beginning April 22, 2027.

The notes are senior, unsecured obligations and will be issued at a public offering price of 100.00% with an underwriting discount of 0.50% (proceeds to BAC of 99.50%). A hedging‑related charge of up to $7.50 per $1,000 may apply. Delivery is expected in book‑entry form through DTC on or about April 22, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC priced preliminary Enhanced Return Notes due April 1, 2031, fully guaranteed by Bank of America Corporation. The Notes are linked to the least performing of QQQ (QQQ), XLK (Technology Select Sector SPDR® ETF) and SOXX (iShares® Semiconductor ETF). The Notes have an approximate five-year term, an Upside Participation Rate of 179.75%, a Downside Participation Rate of ~133.33333% and a Minimum Redemption Amount of $0.00 per $1,000. Starting Values were set on March 26, 2026; pricing date is March 27, 2026 and expected issue date is April 1, 2026. Payments depend on the Ending Value of the Least Performing Underlying and on the credit risk of BofA Finance and BAC. No periodic interest; notes are not listed.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is offering principal-at-risk, market-linked notes linked to the iShares® 20+ Year Treasury Bond ETF (TLT). The notes do not bear interest and have an initial underlier level of $86.84 (strike date March 25, 2026). If the final underlier level on the determination date (expected February 1, 2028) is ≥ 90.00% of the initial level, holders receive a fixed Threshold Settlement Amount of $1,154.00 per $1,000 face amount. If the final level is below that threshold, losses are leveraged by an approximate 111.111% Buffer Rate (you may lose some or all principal). The notes mature on the stated maturity date (expected February 3, 2028), are unsecured, guaranteed by Bank of America Corporation, and expose holders to issuer and guarantor credit risk. The initial estimated value range at pricing was $946.30 to $976.30 per $1,000, and the public offering price is 100.00% of face amount (underwriting discount [percent]1.37%, net proceeds [percent]98.63%).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Trigger Autocallable Contingent Yield Notes linked to Meta Platforms, Inc. Class A common stock due March 29, 2029. The offering totals $7,638,000 at a $10.00 stated principal amount per Note with a quarterly 9.00% annual contingent coupon (i.e., $0.225 per quarter per $10 Note) payable only if the stock meets the quarterly Coupon Barrier (50% of the Initial Value). Notes are automatically callable beginning on the first observation date on or after June 25, 2026 if the Underlying Stock closes at or above the Initial Value. At maturity you receive the stated principal if the Final Value is at or above the Downside Threshold (50% of Initial Value); if below, you suffer a loss proportionate to the stock decline, up to a total loss. Payments depend on the issuer/guarantor creditworthiness and there is no dividend participation or listing.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Auto-Callable Return Notes fully and unconditionally guaranteed by Bank of America Corporation linked to the S&P 500 FC TCA 0.50% Decrement Index ER. The notes have an approximately 7 year term if not called, are expected to price on April 27, 2026, issue on April 30, 2026 and mature on May 2, 2033. The public offering price is $1,000.00 per note (underwriting discount up to $45.00, proceeds to issuer $955.00 per note), and the issuer’s initial estimated value is expected to range between $870.00 and $960.00 per $1,000.00 principal amount as of the pricing date.

Payments depend on the performance of the specified index, include potential automatic calls beginning with the May 3, 2027 Call Observation Date (call amounts of $1,100, $1,200, $1,300 on stated call dates), do not pay periodic interest, and are subject to the credit risk of the Issuer and the Guarantor. The notes will not be listed on an exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes fully guaranteed by Bank of America Corporation. The notes are offered at $1,000.00 per note with an underwriting discount of $47.50 and proceeds to the issuer of $952.50 per note. The notes are expected to price on April 27, 2026, issue on April 30, 2026, and mature on May 1, 2031 (approximately a five-year term if not called).

Monthly contingent coupons may be paid when the Underlying’s Observation Value is ≥ 75.00% of its Starting Value; the notes are automatically callable beginning with the April 27, 2027 Call Observation Date if the Underlying is ≥ 90.00% of its Starting Value. At maturity, if the Ending Value is below an 85.00% Threshold, investors face 1:1 downside beyond a 15% buffer and could lose up to 85.00% of principal. The initial estimated value range is between $850 and $900 per $1,000 principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.63%
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 27, 2026.