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

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BofA Finance LLC is offering Contingent Income Buffered Issuer Callable Yield Notes fully and unconditionally guaranteed by Bank of America Corporation (BAC) linked to the least performing of the Russell 2000® and the S&P 500®, expected to price on March 26, 2026 and issue on March 31, 2026.

The Notes have an approximately five-year term if not called, a contingent coupon of 7.00% per annum (monthly 0.5834%) payable when each Underlying is >= 80.00% of its Starting Value on an Observation Date, are callable monthly beginning April 1, 2027, and expose investors to 1:1 downside beyond a 15% buffer at maturity (up to 85.00% principal at risk). The public offering price is $1,000.00 per Note, with underwriting discount up to $37.50 and proceeds to the issuer of $962.50 per Note; the initial estimated value range at pricing is $910.00 to $960.00 per $1,000.00.

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The notes are senior unsecured Market-Linked One Look Notes issued by BofA Finance LLC and fully and unconditionally guaranteed by Bank of America Corporation, with a maturity of approximately 14 months (due May 2027). Payments at maturity depend on the SPDR S&P Biotech ETF (XBI): if the Ending Value is ≥ 90.00% of the Starting Value, holders receive a Step Up Payment equal to 11.00% to 17.00% of principal; if the Ending Value is below 90.00%, investors bear 1-to-1 downside exposure beyond a 10.00% buffer, leaving up to 90.00% of principal at risk. The public offering price is $10.00 per unit, the underwriting discount is $0.175 per unit, proceeds to the issuer are $9.825, and an additional hedging-related charge of $0.05 per unit is disclosed. The initial estimated value range on the pricing date is stated as between $9.23 and $9.89. All payments are subject to the credit risk of the issuer and guarantor and there is limited secondary market liquidity.

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BofA Finance LLC is offering Contingent Income Buffered Issuer Callable Yield Notes due April 3, 2031, fully guaranteed by Bank of America Corporation (BAC). The Notes are expected to price on March 31, 2026 and issue on April 6, 2026.

The Notes pay a contingent coupon of 9.00% per annum (0.75% per month) when the closing level of both the Russell 2000® and the S&P 500® on an Observation Date is >= 80.00% of its Starting Value. The Notes are callable monthly beginning April 5, 2027. At maturity, if the Least Performing Underlying has declined more than 15.00% from its Starting Value, you have 1:1 downside exposure beyond that 15% buffer (up to 85.00% principal at risk); otherwise you receive principal. Public offering price is $1,000.00 per Note (proceeds to issuer shown as $995.00 per $1,000), and the initial estimated value range at pricing is between $940.00 and $990.00 per $1,000.

All payments are subject to the credit risk of the Issuer and the Guarantor; the Notes will not be listed on an exchange.

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BofA Finance LLC priced $4,859,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the common stock of Palo Alto Networks, Inc. (PANW). The Notes priced on February 25, 2026, will issue on February 27, 2026 and mature on March 1, 2029 (approximately three years if not called).

The Notes pay quarterly contingent coupons with a Coupon Barrier of $86.90 (60.00% of the Starting Value $144.84) and are automatically callable beginning on the August 25, 2026 Call Observation Date if the Observation Value is at least the Call Value ($144.84). If not called and the Ending Value falls more than 40.00% below the Starting Value, principal is exposed 1:1; otherwise you receive principal at maturity. The initial estimated value was $961.10 per $1,000.00 note; public offering price was $1,000.00 per note.

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BofA Finance LLC offers digital return notes guaranteed by Bank of America Corporation linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500. The Notes are expected to price on March 31, 2026, issue on April 6, 2026, and mature on July 6, 2027 with an approximate 15-month term.

The public offering price is $1,000.00 per note and the Digital Payment is $1,120.00 per $1,000.00 principal (a 12.00% return) if each underlying finishes at or above 70.00% of its starting value. If the Least Performing Underlying falls more than 30.00%, investors suffer 1:1 downside with up to 100.00% of principal at risk. Payments are subject to the issuer and guarantor credit risk of BofA Finance and BAC.

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BofA Finance LLC is offering 390,000 units of Autocallable Contingent Coupon (with Memory) Barrier Notes linked to the worst-performing common stock of Advanced Micro Devices, Broadcom and Costco. The notes have a $10 principal amount per unit, a Pricing Date of February 25, 2026, expected settlement on March 4, 2026, and a scheduled maturity of March 3, 2028 if not previously called.

The notes pay a contingent quarterly coupon (with memory) equal to $0.51875 per unit per coupon date (approximately 20.75% per annum) when the Observation Value of the worst-performing underlying is at or above its Coupon Barrier. The notes are automatically callable if the worst-performing underlying is at or above its Call Value on a Call Observation Date. At maturity, if the worst-performing underlying is below its Threshold Value (50% of its Starting Value), holders are exposed 1-for-1 to declines, with up to 100.00% of principal at risk. Payments are subject to the credit risk of BofA Finance and the guarantee of Bank of America Corporation. The initial estimated value on the pricing date was $9.83 per unit and the public offering price was $10.00 per unit (aggregate offering $3,900,000).

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BofA Finance LLC is offering $3,197,000 of Contingent Income Issuer Callable Yield Notes fully guaranteed by Bank of America Corporation, linked to the least performing of KBE, IGV and IWM. The Notes priced on February 25, 2026 and issue on March 2, 2026 with an approximately three-year term to maturity on March 1, 2029, unless called.

The Notes pay a contingent quarterly coupon equal to 3.1125% per quarter (12.45% per annum) if each Underlying’s Observation Value is at least 65.00% of its Starting Value. Beginning August 28, 2026, the Issuer may call the Notes quarterly. If the Least Performing Underlying falls more than 40.00% from its Starting Value at maturity, holders suffer 1:1 downside exposure (up to 100.00% principal loss); otherwise principal is returned. The initial estimated value was $965.40 per $1,000 principal; public offering price is $1,000 per note.

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BofA Finance LLC is offering Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index due March 4, 2031. The Notes are expected to price on February 27, 2026 and issue on March 4, 2026. The Notes provide 205.50% upside participation if the Ending Value exceeds the Starting Value and protect principal only if the Underlying does not decline more than 30.00% (Threshold Value $391.69 per $1,000 reference, i.e., 70.00% of the Starting Value). The Starting Value was 559.55 (Strike Date February 26, 2026), and the initial estimated value range on the pricing date is $935–$985 per $1,000. The public offering price is $1,000 (proceeds to issuer approximately $994 after underwriting discount up to $6). All payments are subject to the credit risk of BofA Finance LLC (issuer) and Bank of America Corporation (guarantor).

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BofA Finance LLC prices preliminary offering of Auto-Callable Notes fully guaranteed by Bank of America Corporation. The Notes are linked to the least performing of the Russell 2000® and the S&P 500®, have an approximate 5-year term, price on March 5, 2026, issue on March 10, 2026, and mature on March 10, 2031.

The Notes are automatically callable beginning with the March 10, 2027 Call Observation Date on a quarterly schedule; Call Amounts range from $1,080 to $1,380 per $1,000. If not called, holders receive $1,400 per $1,000 at maturity only if the Ending Value of the Least Performing Underlying is at least 82.00% of its Starting Value; otherwise investors have 1:1 downside exposure and may lose up to 100% of principal. The initial estimated value range on the pricing date is $937.50 to $987.50 per $1,000. There are no periodic interest payments and all payments are subject to issuer and guarantor credit risk.

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Bank of America Corporation (BAC) is issuing $285,000,000 of Fixed Rate Callable Notes due December 3, 2029. The notes accrue interest at 4.25% per annum, pay interest monthly beginning on April 2, 2026, and are callable monthly beginning on March 2, 2027.

The notes will be issued on March 2, 2026 at a public offering price of 100.00% with an underwriting discount of 0.375%, producing proceeds to BAC of 99.625% (listed as $283,931,250) before expenses. A hedging-related charge of $0.20 per $1,000 is included in the economic terms. The notes are senior unsecured obligations and will be delivered in book-entry form through DTC.

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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 February 27, 2026.