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 Chair and CEO Brian T. Moynihan reported equity award activity tied to his 2023 performance restricted stock units. On March 1, 2026, 395,504 performance RSUs were exercised and converted into the same number of shares of common stock at a stated price of $0.00 per share, reflecting settlement of previously granted awards after performance goals were met.
To cover tax withholding obligations related to this vesting, 193,328 shares of common stock were disposed of back to the issuer at $49.83 per share, described as a payment of tax liability by delivering securities. After these transactions, Moynihan directly owned 2,699,612 shares of common stock. He also indirectly held 3,583.484 shares through a 401(k) plan and 100,000 shares held by a trust.
BofA Finance is offering Variable Income Auto-Callable Yield Notes due March 31, 2031 linked to the least performing of META, AMD, AVGO and TSLA.
The notes have an approximate 5 year term, expected to price on March 26, 2026 and issue on March 31, 2026. Coupon mechanics: a 9.00% per annum Maximum Coupon (paid monthly as $7.50 per $1,000) if all Underlying Stocks are >= 80% of their Starting Value on an Observation Date; otherwise a Minimum Coupon of $0.2084 per $1,000 (equal to 0.25% per annum) applies. Beginning with the March 29, 2027 Observation Date the notes are automatically callable monthly if each Underlying Stock is >= its Call Value (generally 95% of Starting Value). The public offering price is $1,000 per note with an underwriting discount up to $37.50, proceeds to BofA Finance of $962.50 per $1,000; initial estimated value range: $910–$960 per $1,000 as of pricing. All payments are subject to the credit risk of BofA Finance and Bank of America Corporation (Guarantor).
BofA Finance LLC priced and will issue $412,000 in Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index. The Notes priced on February 27, 2026, will issue on March 4, 2026, and mature on March 4, 2031 (approximately a five-year term).
The Notes provide 205.00% upside participation if the Ending Value exceeds the Starting Value (Starting Value: 556.98). If the Underlying falls more than 30.00% from the Starting Value (Threshold Value 389.89), holders suffer 1:1 downside exposure and could lose up to 100.00% of principal. Payments are subject to the credit risk of BofA Finance and guaranty of Bank of America Corporation. The initial estimated value was $989.20 per $1,000.00; public offering price was $1,000.00 per $1,000.00 with underwriting discount per note of $11.25.
BofA Finance LLC priced a $3,000,000 offering of Contingent Income Buffered Issuer Callable Yield Notes linked to the least performing of the Russell 2000®, the S&P 500® and the iShares® MSCI ACWI ETF. The Notes priced on February 27, 2026, will issue on March 4, 2026, and mature on December 2, 2026, unless called earlier.
The notes have an approximate nine‑month term, a contingent monthly coupon of 1.0542% (12.65% per annum) payable only if each underlying is at or above 87.00% of its starting value on observation dates, are callable monthly beginning April 1, 2026, and expose principal to loss if the least performing underlying falls more than 13% from its starting value.
BofA Finance LLC priced $1,004,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes. The Notes, fully and unconditionally guaranteed by Bank of America Corporation, are linked to the least performing of ASML, JetBlue (JBLU) and NXP (NXPI), priced on February 27, 2026, to issue on March 4, 2026 and mature on March 2, 2029 (approximately a three-year term).
The Notes pay monthly contingent coupons with a memory feature when each Underlying Stock’s Observation Value is >= 50.00% of its Starting Value; they are automatically callable monthly beginning March 4, 2027 if each Underlying Stock is >= 100.00% of its Starting Value. If not called, investors face 1:1 downside exposure at maturity to the Least Performing Underlying Stock (up to 100.00% principal at risk). The initial estimated value was $975.20 per $1,000.00 principal amount.
BofA Finance LLC priced $468,000 of Enhanced Return Notes linked to the least performing of the Dow Jones Industrial Average and the S&P 500 on February 27, 2026, to issue on March 4, 2026 with an approximately three-year term.
The notes pay no periodic interest. At maturity you receive 119.00% participation in upside if the Least Performing Underlying ends above its Starting Value; if the Least Performing Underlying falls below its Threshold Value (set at 70.00% of the Starting Value), you suffer 1:1 downside with up to 100.00% principal loss. The initial estimated value was $971.00 per $1,000.00; the public offering price is $1,000.00 per note with an underwriting discount of $8.75 per note.
BofA Finance LLC priced $5,050,000 of Buffered Digital Return Notes on February 27, 2026 that will issue on March 4, 2026 and mature on June 2, 2027 (approximately a 15-month term).
Payments depend on the least performing of the Nasdaq-100, Russell 2000 and S&P 500. If each Underlying ends at or above 75% of its starting value, holders receive a $1,111.50 digital payment per $1,000 principal. If any Underlying falls more than 25%, holders are exposed on a leveraged basis to losses in the least performing index, with up to 100% of principal at risk. Payments are subject to the credit risk of BofA Finance and Bank of America Corporation.
BofA Finance LLC priced $1,761,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation. The Notes priced on February 27, 2026, will issue on March 4, 2026, and mature on March 4, 2031 (approximately a five-year term if not called). Payments depend on the least performing of XLE, KRE and SMH. Monthly contingent coupons may pay when each Underlying is at or above 70.00% of its Starting Value; automatic monthly calls begin on March 1, 2027 if all Underlyings are at or above 100.00% of their Starting Values. The initial estimated value was $950.40 per $1,000 principal; public offering price is $1,000 per Note with an underwriting discount of $40.25, yielding proceeds to the issuer of $959.75 per Note. All payments are subject to the credit risk of the Issuer and the Guarantor.
BofA Finance LLC priced $3,937,000 of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500®. The Notes priced on February 27, 2026, will issue on March 4, 2026 and mature on December 3, 2030 (approximately 4.75 year term if not called).
The Notes pay a contingent coupon of 9.50% per annum ( 0.7917% per month) payable monthly only if, on each Observation Date, the closing level of each Underlying is >= 75.00% of its Starting Value. Beginning September 1, 2026 the issuer may call the Notes monthly for principal plus any applicable contingent coupon. At maturity, if the Ending Value of the Least Performing Underlying is below its Threshold Value (60% of its Starting Value), holders suffer 1:1 downside exposure and may lose up to 100.00% of principal; otherwise holders receive principal and any final contingent coupon. The initial estimated value was $975.30 per $1,000 principal amount.
BofA Finance LLC priced $5,158,000 of Auto-Callable Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index. The Notes priced on February 27, 2026, will issue on March 4, 2026, and mature on January 30, 2031 with an approximate five-year term if not called.
The Notes pay no periodic interest and are automatically callable beginning with the March 2, 2027 Call Observation Date if the Observation Value is at or above the Call Value. If not called, holders receive 200.00% upside participation if the Ending Value is at least 100% of the Starting Value; conversely, holders suffer 1:1 downside below a 60.00% Threshold 40.00% decline exposes principal). Payments are subject to the credit risk of BofA Finance (issuer) and Bank of America Corporation (guarantor).