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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.

Rhea-AI Summary

BofA Finance LLC is offering $5,194,000 in Capped Enhanced Return Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 and the Russell 2000. The Notes priced on February 27, 2026 and will issue on March 4, 2026 for an approximately three-year term maturing on March 2, 2029.

The Notes pay no periodic interest. At maturity you receive 265.00% participation in increases of the Least Performing Underlying subject to a $1,600.00 per $1,000.00 cap (a 60.00% return). If any Underlying falls more than 30.00% from its Starting Value, you suffer 1:1 downside exposure to the Least Performing Underlying and could lose up to 100.00% of principal. The initial estimated value was $961.70 per $1,000.00; the public offering price was $1,000.00 per note, with proceeds to the issuer of $991.00 per note after up to a $9.00 underwriting discount.

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BofA Finance LLC priced $3,812,000 of Contingent Income Auto-Callable Yield Notes linked to the Class A common stock of Alphabet Inc.

The Notes priced on February 27, 2026 and will issue on March 4, 2026 with an approximate three-year term to maturity on March 2, 2029. The Notes pay a contingent coupon of 12.90% per annum ( 3.225% per quarter) when an Observation Value is at least 70.00% of the Starting Value. Beginning with the May 27, 2026 Call Observation Date the Notes are automatically callable if the Observation Value is at least 100.00% of the Starting Value; called Notes pay principal plus the applicable contingent coupon. If not called and the Ending Value is below a 70.00% threshold at maturity, holders have 1:1 downside exposure to the Underlying Stock and could lose up to 100% of principal. The initial estimated value on the pricing date was $974.90 per $1,000.00 principal amount; aggregate proceeds to the issuer before expenses were $3,735,760.00.

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BofA Finance LLC priced $512,000 of Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index. The Notes priced on February 27, 2026, issue on March 4, 2026, and mature on March 4, 2031 with an approximate five-year term. Payments depend on the Ending Value versus the Starting Value (Starting Value 556.98) and offer 150.00% upside participation if the Ending Value is greater than the Starting Value. A Threshold Value equal to 50.00% of the Starting Value (278.49) preserves principal only if the Ending Value is at or above that level; declines below the Threshold expose investors to 1:1 downside with up to 100.00% principal loss. The initial estimated value was $949.60 per $1,000.00; public offering price is $1,000.00 per note with an underwriting discount up to $40.00, yielding proceeds of $960.00 per note to the issuer. All payments are subject to the credit risk of BofA Finance and the unconditional guarantee of Bank of America Corporation.

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BofA Finance LLC is offering $651,000 in Contingent Income Issuer Callable Yield Notes fully and unconditionally guaranteed by Bank of America Corporation. The Notes priced on February 27, 2026 and will issue on March 4, 2026 with an approximate two‑year term to maturity on March 2, 2028, subject to monthly issuer calls beginning March 4, 2027.

The Notes pay a contingent monthly coupon of 0.6792% (8.15% per annum) when the closing level of each underlying—the Russell 2000® Index and the S&P 500® Index—is at or above 70.00% of its Starting Value on an Observation Date. If not called, holders receive principal at maturity only if the Least Performing Underlying is at or above its Threshold Value; otherwise holders incur 1:1 downside to the Least Performing Underlying subject to loss of up to 100.00% of principal. All payments are subject to the credit risk of the Issuer and the Guarantor.

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BofA Finance LLC priced a $227,000 offering of Dual Directional Buffered Notes linked to the S&P 500® Index due April 1, 2027. The Notes priced on February 27, 2026 and will issue on March 4, 2026.

The Notes reference a Starting Value of 6,878.88, an Upside Participation Rate of 200.00% subject to a Max Return of $1,100.00 per $1,000.00 principal (a 10.00% return). A Threshold Value equal to 90.00% of the Starting Value (6,190.99) provides limited positive return for modest declines; declines beyond the Threshold expose holders to 1:1 downside with up to 90.00% of principal at risk. The initial estimated value was $986.60 per $1,000.00, while the public offering price is $1,000.00.

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BofA Finance LLC priced a $1,896,000 offering of Contingent Income Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation. The Notes are linked to the least performing of the Russell 2000® Index and the S&P 500® Index, mature on June 2, 2027, and are callable monthly beginning September 1, 2026.

The Notes pay a contingent monthly coupon equal to 0.7917% per month (9.50% per annum) when each underlying is at or above its 75.00% coupon barrier on an Observation Date. If not called and the Ending Value of the least performing underlying is below its 75.00% threshold, holders face 1:1 downside to the least performing underlying at maturity. The public offering price is $1,000.00 per note and the initial estimated value on the pricing date was $977.20 per $1,000.00 principal amount.

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BofA Finance LLC priced a preliminary offering of Contingent Income Buffered (with Memory Feature) Issuer Callable Yield Notes linked to the least performing of the VanEck® Gold Miners ETF (GDX) and the VanEck® Junior Gold Miners ETF (GDXJ).

The Notes are expected to price on March 3, 2026, issue on March 6, 2026, and mature on March 8, 2028 (approximately a two‑year term if not called). Contingent monthly coupons accrue only if each Underlying’s Observation Value is ≥ 75.00% of its Starting Value; the Notes are callable monthly beginning December 8, 2026. If, at maturity, the Least Performing Underlying has fallen more than 25.00% from its Starting Value, holders face leveraged exposure to losses beyond that threshold and may lose up to 100% of principal; otherwise holders receive principal. The cover shows an initial estimated value range of $940.00 to $990.00 per $1,000.00, and a public offering price of $1,000.00. CUSIP: 09711NWJ5.

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BofA Finance LLC priced $1,881,000 Enhanced Return Notes fully guaranteed by Bank of America Corporation linked to the S&P 500® Futures Excess Return Index.

The Notes priced on February 27, 2026, issue date March 4, 2026, and mature on March 4, 2031 (approximately a five-year term). The Starting Value of the Underlying was 559.55 determined on the Strike Date February 26, 2026. At maturity the Notes provide 205.50% upside participation if the Ending Value exceeds the Starting Value; if the Ending Value falls below the Threshold Value of 391.69 (70.00% of the Starting Value) holders are exposed 1:1 to declines, with up to 100% principal loss. Payments are unsecured obligations of BofA Finance and guaranteed by BAC; there are no periodic interest payments and the Notes will not be exchange-listed.

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BofA Finance LLC offers Capped Buffered Return Notes fully guaranteed by Bank of America Corporation linked to the least performing of the Russell 2000® Index and the S&P 500® Index. The Notes have an approximate 13 month term, are expected to price on March 19, 2026, issue on March 24, 2026, and mature on April 22, 2027.

At maturity, payment depends on the Least Performing Underlying: if its Ending Value is above its Starting Value you receive upside exposure capped at a $1,140.00 redemption per $1,000.00 principal (14.00% Max Return); if the Least Performing Underlying falls below its Threshold Value (85% of Starting Value) you face 1:1 downside beyond a 15.00% buffer and could lose up to 85.00% of principal. Payments are unsecured and subject to the credit risk of BofA Finance and BAC, and the Notes will not be listed on an exchange.

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BofA Finance LLC is offering $800,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the common stock of Amazon.com, Inc. The Notes were priced on February 27, 2026, will issue on March 3, 2026, and mature on March 2, 2029. The Starting Value of the Underlying Stock is $207.92 (determined on the Strike Date February 26, 2026), the Coupon Barrier and Threshold Value are $155.94 (which is 75.00% of the Starting Value), and the Call Value is $207.92 (100.00% of the Starting Value). Beginning with the August 27, 2026 Call Observation Date the Notes are automatically callable quarterly if the Observation Value is at or above the Call Value; an automatic call pays principal plus the applicable Contingent Coupon Payment. Contingent coupons accrue under a memory formula using a per-period factor of $30.75 per $1,000 in principal; the initial estimated value as of pricing was $967.60 per $1,000 and the public offering price is $1,000.00 per Note. All payments are subject to the credit risk of BofA Finance (Issuer) and Bank of America Corporation (Guarantor).

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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.