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BANK OF AMERICA /DE/ (BAC) SEC Filings, Dec 22-29, 2025

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, fully guaranteed by Bank of America Corporation, is issuing approximately $196,000 of Contingent Income Buffered Issuer Callable Yield Notes linked to the least performing of the Russell 2000 Index and the S&P 500 Index. The notes have an approximate 2.75-year term and pay a 7.00% per annum contingent coupon (0.5834% monthly) only when both indexes are at or above 85% of their starting levels on the monthly observation dates.

Starting in June 2026, BofA Finance may redeem the notes monthly at par plus any due coupon. If the notes are not called and either index falls more than 15% at maturity, principal is reduced 1:1 beyond that buffer, with up to 85% of principal at risk. The initial estimated value is $961.90 per $1,000 versus the $1,000 public offering price, and the notes are unsecured, unlisted obligations subject to the credit risk of BofA Finance and Bank of America.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $1,083,000 of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. The notes run for approximately 4.75 years, pay a 7.25% per annum contingent coupon (0.6042% per month, or $6.042 per $1,000) only when each index is at or above 75% of its starting level on monthly observation dates, and are callable monthly by the issuer starting December 28, 2026 at par plus any eligible coupon. If the notes are not called and any index finishes below 60% of its starting level at maturity, investors are exposed to 1:1 downside to the least performing index and can lose up to their entire principal; otherwise, principal is repaid and a final contingent coupon may be paid. The initial estimated value is $955.70 per $1,000, below the public offering price, and the notes will not be listed on any exchange.

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BofA Finance LLC, guaranteed by Bank of America Corporation, is offering unsecured market-linked notes tied to the S&P 500® Index. Each note has a $1,000 face amount, with $10,269,000 offered in aggregate, and an initial estimated value of $992.40 per $1,000. The notes pay no interest and are not listed on any exchange.

At maturity on June 23, 2027, if the S&P 500 final level is at least 90% of the initial level of 6,878.49, holders receive a fixed Threshold Settlement Amount of $1,128.90 per $1,000. If the index falls by more than 10%, principal is reduced on a leveraged basis using a buffer rate of approximately 111.111%, and holders can lose some or all of their investment. The notes carry the credit risk of BofA Finance and BAC, may have limited or no secondary market, and the public offering price exceeds the initial estimated value due to internal funding and hedging-related charges.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100® Index, Russell 2000® Index and S&P 500® Index. The notes have an approximate 4.75‑year term, price at $1,000 per note, with underwriting discount of $9 and proceeds to the issuer of $991 per note before expenses. The initial estimated value is expected between $920 and $970 per $1,000.

The notes pay a contingent coupon of at least 9.00% per year (at least $7.50 per $1,000 monthly) only if on each observation date all three indices are at or above 70% of their starting levels. Beginning July 9, 2026, the issuer may redeem the notes monthly at par plus any due coupon, capping future income. If held to maturity and the least performing index has fallen more than 30%, investors are exposed 1:1 to that decline and can lose up to their entire principal; if all are at or above 70% of their starting levels, principal is repaid and the final coupon is paid. All payments depend on the credit of BofA Finance and Bank of America, and the notes will not be listed on any exchange.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Dual Directional Buffered Notes linked to the S&P 500® Futures Excess Return Index, with an approximate 2.5‑year term, expected to mature on July 7, 2028. Each Note has a public offering price of $1,000.00, while the initial estimated value is expected to range from $930.00 to $980.00 per $1,000.00, reflecting structuring and distribution costs.

At maturity, if the index ends at or above its starting level, investors receive 125.00% of the index’s gain. If the index declines but stays at or above 85% of its starting value, investors earn a positive return equal to the absolute value of that decline, up to 15%. If the index falls below 85% of its starting value, investors are exposed 1:1 to further losses and can lose up to 85% of principal. The Notes pay no periodic interest, are unsecured senior obligations subject to the credit risk of BofA Finance and BAC, and are not listed on any securities exchange.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the worst performer of the Nasdaq‑100, Russell 2000 and S&P 500 indices, maturing on July 9, 2027. The Notes pay a contingent coupon of at least 7.75% per year, credited monthly only if each index is at or above 70% of its starting level on the observation date, and can be called monthly at the issuer’s option from April 9, 2026 at par plus any due coupon.

If held to maturity and the least‑performing index has fallen more than 30% from its starting level, investors are exposed to 1:1 downside and can lose up to their entire principal; otherwise they receive full principal back plus any final coupon. The public offering price is $1,000 per Note, with an underwriting discount of $22 and proceeds to BofA Finance of $978 per $1,000 before expenses, while the initial estimated value is expected between $920 and $970 per $1,000. The Notes are unsecured obligations subject to the credit risk of BofA Finance and Bank of America, will not be listed on any exchange, and involve complex market, liquidity and tax risks highlighted in extensive risk disclosures.

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Bank of America’s BofA Finance is issuing 724,810 Autocallable Strategic Accelerated Redemption Securities linked to the Russell 1000 Value Index, at a public offering price of $10 per unit, for total proceeds before expenses of $7,103,138. The notes are senior unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, and may be automatically called on scheduled observation dates if the index is at or above its starting level of 2,060.183.

If called, investors receive $10 plus a fixed call premium that increases over time, up to $14.014 per unit on the final observation date. If the notes are never called and the index is at or above the 85% threshold at maturity, principal is returned; if the index finishes below that threshold, losses track the index decline beyond 15%, with up to 85% of principal at risk. The initial estimated value is $9.718 per unit, below the $10 offering price, reflecting internal funding rates, a $0.20 underwriting discount and a $0.05 per-unit hedging-related charge.

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Bank of America’s BofA Finance unit is offering Contingent Income Issuer Callable Yield Notes linked to the Nasdaq-100, Russell 2000 and S&P 500 indices. The notes have an expected term of about 4.75 years, pay a contingent coupon at a rate of 7.15% per annum (0.5959% per month) and are fully and unconditionally guaranteed by Bank of America Corporation.

Monthly coupons of $5.959 per $1,000 are paid only if, on each observation date, all three indices are at or above 70% of their starting levels. Beginning January 11, 2027, BofA Finance can redeem the notes monthly at $1,000 per note plus any due coupon. If the notes are not called and any index finishes below 70% of its starting value at maturity, investors are exposed to 1:1 downside in the worst-performing index and can lose up to all of their principal.

The notes are unsecured, subject to the credit risk of BofA Finance and Bank of America, will not be listed on any exchange, and have an initial estimated value expected between $900 and $950 per $1,000, below the public offering price.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® Indexes, maturing July 9, 2027. The notes target an at least 10.00% per annum contingent coupon (about $8.334 per $1,000 monthly) only when, on an observation date, each index is at or above 70% of its starting level.

The issuer can redeem the notes monthly beginning April 9, 2026 at $1,000 plus any due coupon, which can cut off future income. If the notes are not called and any index finishes below 70% of its starting value, repayment is reduced 1:1 with the decline in the worst index, up to a total loss of principal; otherwise, investors receive principal back plus any final coupon. The public offering price is $1,000 per note, with an underwriting discount up to $7 and proceeds to the issuer as low as $993, while the initial estimated value is expected between $930 and $980 per $1,000. Payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on an exchange.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the Nasdaq-100, Russell 2000 and S&P 500 indexes, maturing January 11, 2028. The notes pay a contingent coupon of at least 7.75% per year, or at least $6.459 per $1,000 monthly, but only if each index is at or above 70% of its starting level on the relevant observation date.

Beginning July 9, 2026, the issuer may call the notes monthly at $1,000 per note plus any due coupon, which would stop future payments. If the notes are not called and any index falls more than 30% below its starting value at maturity, investors incur 1:1 downside exposure to the weakest index and can lose up to their entire principal. The public offering price is $1,000 per note, with underwriting discounts up to $26 and initial estimated value between $920 and $970 per $1,000, and the notes will not be listed on any exchange.

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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 December 29, 2025.