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BANK OF AMERICA /DE/ (BAC) SEC Filings, Mar 3, 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.

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BofA Finance LLC offers Callable Contingent Income Securities due March 22, 2028, with payments linked to the worst performing of the S&P 500® Equal Weight Index, the Nikkei 225 Index and the Russell 2000® Index.

The securities have a $1,000 stated principal amount per security, pay a contingent quarterly coupon of at least $33.00 per security (at least 3.30% per quarter / 13.20% per annum) only if each underlying index on an observation date is at or above 75% of its initial index value, are callable by the issuer beginning on June 22, 2026, and mature on March 22, 2028.

If any underlying index is below 75% of its initial value on the final observation date, payment at maturity will be reduced 1:1 based on the worst performing index and could be less than $750 or zero; investors bear principal and credit risk of BofA Finance and Bank of America Corporation.

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BofA Finance LLC priced $1,280,000 of Auto-Callable Notes linked to a basket of five indices and one ETF. The Notes priced on February 27, 2026, will issue on March 4, 2026, and have an approximate three-year term if not called. They are fully and unconditionally guaranteed by Bank of America Corporation.

The Notes are automatically callable beginning with the March 8, 2027 Call Observation Date if the Basket’s Observation Value meets or exceeds the Call Value, with stated Call Amounts of $1,101 and $1,202 on the listed observation dates. If not called, maturity payoff is $1,303 per $1,000 principal if the Ending Value is at least the Starting Value (100); otherwise holders face 1:1 downside exposure to the Basket with up to 100% principal at risk.

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BofA Finance LLC priced $228,000 of Digital Return Notes due September 1, 2027, linked to the least performing of the Russell 2000 and the S&P 500. The Notes priced on February 27, 2026, will issue on March 4, 2026, and have an approximate 18 month term.

If on the Valuation Date the Ending Value of each Underlying is >= 80% of its Starting Value, the Notes pay a fixed $1,162.50 per $1,000 principal (a 16.25% digital payment). If the Least Performing Underlying falls below its 80% Threshold, repayment is 1:1 downside, with up to 100% principal loss. The initial estimated value at pricing was $977.90 per $1,000. All payments are subject to the credit risk of the Issuer and Guarantor.

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BofA Finance LLC priced a $103,000 offering of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100®, the Russell 2000® and the State Street® Utilities Select Sector SPDR® ETF.

The Notes priced on February 27, 2026, issue on March 4, 2026, and mature on March 2, 2029. They carry a contingent monthly coupon of 0.875% (annualized 10.50%) payable only if, on each Observation Date, every Underlying is at least 70.00% of its Starting Value. Beginning September 1, 2026, the issuer may call the Notes monthly for the principal plus any applicable contingent coupon.

If the Notes are not called, investors face 1:1 downside exposure at maturity to declines in the Least Performing Underlying below its Threshold Value (losses up to 100.00% of principal). The initial estimated value was $975.90 per $1,000.00 principal; the public offering price is $1,000.00 per Note with an underwriting discount of $8.75 per Note.

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BofA Finance LLC priced a $520,000 offering of 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 priced on February 27, 2026, will issue on March 4, 2026, and mature on March 2, 2029. They carry a contingent coupon of 10.50% per annum ( 0.875% per month) payable monthly if each Underlying is at or above 70.00% of its Starting Value on an Observation Date. Beginning September 1, 2026, the issuer may call the Notes monthly. The initial estimated value was $975.60 per $1,000.00 principal amount.

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BofA Finance LLC priced a primary offering of $40,000 in Contingent Income Issuer Callable Yield Notes, due March 2, 2029, to be issued on March 4, 2026. The Notes pay a 10.00% contingent coupon (0.8334% monthly) if each underlying index is at or above 70.00% of its starting value on observation dates, are callable monthly beginning June 1, 2026, and are linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® Indices. Principal is at risk 1:1 for declines below the threshold at maturity. All payments are subject to the credit risk of BofA Finance LLC and Bank of America Corporation.

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BofA Finance LLC is offering $95,000 in Contingent Income Issuer Callable Yield Notes fully guaranteed by Bank of America Corporation. The Notes priced on February 27, 2026, will issue on March 4, 2026, and have an approximate three-year term maturing on March 2, 2029, unless called earlier.

The Notes pay a contingent monthly coupon of $8.959 per $1,000 (a 0.8959% monthly rate or 10.75% per annum) only if each underlying index closes at or above 70.00% of its starting value on the Observation Dates. If not called and the Least Performing Underlying finishes below its Threshold Value, holders have 1:1 downside exposure and could lose up to 100.00% of principal.

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BofA Finance priced a $4,094,000 offering of Contingent Income (with Memory Feature) Issuer Callable Yield Notes, linked to the least performing of META, GOOG and AMZN. The Notes priced on February 27, 2026 and will issue on March 4, 2026 with a scheduled maturity of March 2, 2029 (approximately three years).

The Notes pay monthly contingent coupons only if each Underlying Stock’s Observation Value is at least 60.00% of its Starting Value, are callable monthly beginning September 1, 2026, and expose holders to 1:1 downside on the least performing stock if it falls more than 40.00% from its Starting Value. The initial estimated value was $987.70 per $1,000.00 note and the public offering price is $1,000.00 per note.

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BofA Finance LLC issues $4,193,000 of PLUS linked to the Russell 2000® Index due June 3, 2027. Each PLUS has a $1,000 stated principal amount, an issue price of $1,000, and an initial estimated value of $968 on the pricing date.

At maturity, if the Russell 2000® final index value is above the initial index value of 2,632.361, holders receive $1,000 plus 300.00% of the index percent increase, subject to a maximum payment of $1,207.30 per PLUS. If the index is flat or down, payments decline on a 1:1 basis and could be zero. Payments are senior unsecured obligations of BofA Finance and are fully and unconditionally guaranteed by Bank of America Corporation. The valuation date is May 28, 2027.

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BofA Finance LLC priced $1,200,000 of Contingent Income Auto‑Callable Yield Notes linked to the least performing of the Class A common stock of Roku, Inc., the Class A common stock of CrowdStrike Holdings, Inc., and the common stock of NVIDIA Corporation. The Notes were priced on February 27, 2026 and will issue on March 4, 2026 with an approximate three‑year term to a March 2, 2029 maturity.

Key economic terms: a contingent coupon of 28.50% per annum (equal to 2.375% per month) payable monthly if each underlying’s Observation Value is at least 60.00% of its Starting Value; automatic monthly calls begin on the August 27, 2026 Call Observation Date if each underlying is at or above its Call Value (100% of Starting Value); principal is exposed 1:1 to declines below the 50.00% Threshold for the Least Performing Underlying Stock at maturity. The public offering price is $1,000.00 per Note (total $1,200,000.00), with an initial estimated value of $977.60 per $1,000.00 principal amount and an underwriting discount up to $35.00 per Note.

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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 3, 2026.