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BANK OF AMERICA /DE/ (BAC) SEC Filings, Mar 23-24, 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 is offering Trigger Autocallable GEARS linked to the common stock of Amazon.com, Inc. (AMZN) due March 29, 2029, fully guaranteed by Bank of America Corporation. The Notes pay no coupons and may be automatically called on the Observation Date April 5, 2027 for a $12.025 Call Price per $10.00 Stated Principal Amount (a 20.25% Call Return). If not called, payment at maturity depends on AMZN performance: positive returns are multiplied by an Upside Gearing between 1.30 and 1.50; downside protection applies only if the Final Value is at or above the Downside Threshold of 75% of the Initial Value. Public offering price is $10.00 per Note; minimum investment is 100 Notes; initial estimated value range is $9.15–$9.65 per $10.

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BofA Finance LLC is offering $3,775,000 of Contingent Income Buffered Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation.

The Notes priced on March 20, 2026 and will issue on March 25, 2026 with an approximate four-year term if not called. They pay a contingent monthly coupon of 0.9459% (11.35% per annum) when each underlying (INDU, RTY, SPX) is >=80% of its starting value on an Observation Date. Beginning March 25, 2027, the issuer may call the Notes quarterly for principal plus any applicable contingent coupon. At maturity, if the Least Performing Underlying is below its 80% Threshold Value, investors face leveraged downside exposure (loss of 1.25% of principal per 1% decline below the threshold, up to 100% loss); otherwise principal is returned and a final contingent coupon may be paid.

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BofA Finance LLC is offering Trigger Autocallable Notes linked to the Nasdaq-100® Index due April 1, 2031, fully and unconditionally guaranteed by Bank of America Corporation. The Notes have a $10.00 stated principal amount per Note and a minimum investment of 100 Notes.

The Call Return Rate will be set on the Trade Date and is indicated as between 9.00% and 10.00% per annum; Observation Dates are quarterly beginning approximately twelve months after issuance. The Downside Threshold is 75% of the Initial Value. If not called and the Final Observation Level is below the Downside Threshold, repayment at maturity is reduced pro rata, potentially to zero, exposing holders to a 100% loss. All payments are subject to the credit risk of BofA Finance and BAC; the Notes will not be listed and may have limited liquidity.

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BofA Finance LLC is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes fully guaranteed by Bank of America Corporation linked to the common stock of Synopsys, Inc. The Notes are expected to price on March 27, 2026 and issue on March 31, 2026 with an approximate three-year term.

Quarterly contingent coupons may be paid when the Observation Value is ≥ 50.00% of the Starting Value using a cumulative memory formula (example single-period coupon = $30.125 per $1,000). Beginning with the September 28, 2026 Call Observation Date the Notes are automatically callable if the Observation Value is ≥ 100.00% of the Starting Value, in which case holders receive principal plus the applicable contingent coupon. If not called and the Ending Value is below 50.00% of the Starting Value, holders have 1:1 downside exposure (up to 100% principal loss).

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BofA Finance LLC is offering $617,000 in Capped Buffered Return Notes fully guaranteed by Bank of America Corporation. The Notes priced on March 19, 2026, issue on March 24, 2026, and mature on April 22, 2027 (approximately 13 months).

Payments are linked to the least performing of the Russell 2000® (RTY) and the S&P 500® (SPX). Investors receive up to a 14.00% capped upside per $1,000 (Redemption Amount up to $1,140.00) if the Least Performing Underlying finishes above its Starting Value; a 15.00% buffer applies before downside exposure, and losses can reach up to 85.00% of principal if the Least Performing Underlying finishes below its Threshold Value. The initial estimated value was $957.50 per $1,000 and the public offering price per note is $1,000.00.

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BofA Finance LLC priced $5,887,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation. The Notes, linked to the least performing of the Russell 2000 Index, the XLU ETF and the SMH ETF, priced on March 19, 2026 and will issue on March 24, 2026. They have an approximate 4.25 year term and are automatically callable beginning with the March 19, 2027 Call Observation Date if each Underlying equals or exceeds its Call Value. Quarterly contingent coupons are payable when each Underlying is at or above 70.00% of its Starting Value, with a memory-style calculation; principal is at risk 1:1 for declines of the Least Performing Underlying beyond 40.00% at maturity. All payments are subject to the credit risk of the Issuer and Guarantor. The public offering price was $1,000.00 per note and the initial estimated value on the pricing date was $943.20 per $1,000.00.

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BofA Finance LLC priced $2,501,000 of Fixed Income Yield Notes due March 23, 2028, fully and unconditionally guaranteed by Bank of America Corporation. The Notes pay a monthly fixed coupon of 9.50% per annum and are linked to the least performing of Verizon Communications Inc. common stock and the S&P 500® Index. The Notes were priced on March 19, 2026, issue date March 24, 2026, and have an approximate two‑year term. Starting Values (Strike Date March 18, 2026) were VZ $49.59 and SPX 6,624.70, with Threshold Values at 65% (VZ $32.23; SPX 4,306.06). If the Ending Value of the Least Performing Underlying is below its Threshold Value at maturity, investors suffer 1:1 downside to that Underlying (up to 100% principal loss); otherwise they receive principal plus the final coupon. The initial estimated value at pricing was $989.70 per $1,000 principal; public offering price is $1,000 per Note (underwriting discount up to $4.00). All payments are subject to the credit risk of the Issuer and Guarantor.

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BofA Finance LLC is offering $16,600,000 of Trigger Autocallable Notes linked to the S&P 500®, fully and unconditionally guaranteed by Bank of America Corporation. The Notes trade on March 19, 2026, issue on March 24, 2026 and mature on March 24, 2031. They pay no interest; instead an annual fixed Call Return Rate of 9.15% applies and the Notes will be automatically called on the first annual Observation Date on which the Current Underlying Level is at or above the Initial Value. The Initial Value is 6,606.49 with a Downside Threshold of 4,954.87 (75% of Initial Value). Public offering price is $10.00 per Note; underwriting discount is $0.25 per Note, and proceeds to BofA Finance before expenses total $16,185,000.00. The initial estimated value was $9.643 per $10 Stated Principal Amount. Holders face full downside exposure at maturity if the Final Observation Date level is below the Downside Threshold, and repayment is subject to issuer and guarantor credit risk.

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BofA Finance LLC is issuing 134,941 market-linked notes (principal $10.00 per unit) for a public offering price of $1,349,410.00, due May 28, 2027. The notes are fully and unconditionally guaranteed by Bank of America Corporation (BAC) and provide a Step Up Payment of $1.55 per unit (15.50%) if the SPDR® S&P® Biotech ETF (XBI) Ending Value is equal to or above the Threshold Value.

The Starting Value is $122.33 with a Threshold Value of $110.10 (90% of the Starting Value). If the Ending Value is below the Threshold Value, investors incur 1-to-1 downside beyond a 10.00% buffer, with up to 90% of principal at risk. The Calculation Day is May 21, 2027; maturity is May 28, 2027. The initial estimated value on the pricing date was $9.688 per unit, reflecting underwriting and a $0.05 hedging-related charge.

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BofA Finance LLC is offering 1,095,683 units of Accelerated Return Notes® linked to the Global X Uranium ETF, with a principal amount of $10.00 per unit and a public offering price of $10,956,830.00. The notes are fully and unconditionally guaranteed by Bank of America Corporation and mature on May 28, 2027.

The notes provide a 300% participation rate in positive performance of the Underlying Fund up to a Capped Value of $16.78 per unit (a 67.80% return over principal). If the Ending Value is below the Starting Value ($48.27), investors face a one-to-one downside and may lose up to 100% of principal. Payments occur only at maturity and are subject to the credit risk of BofA Finance and BAC. The initial estimated value on the pricing date was $9.539 per unit, below the public offering price.

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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 24, 2026.