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.
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® Technology Sector Index, Russell 2000® Index and S&P 500® Index, maturing on August 16, 2029.
The Notes pay a 10.60% per annum contingent coupon (0.8834% monthly, $8.834 per $1,000) only if on each monthly Observation Date all three indices are at or above 70% of their Starting Values. Beginning August 17, 2027, the issuer may redeem the Notes monthly at $1,000 plus any due coupon, limiting future income.
If not called and the least performing index ends below 60% of its Starting Value, principal is exposed 1:1 to that decline, with up to 100% loss of principal; otherwise investors receive full principal and any final coupon. The initial estimated value is $935–$985 per $1,000, below the public offering price, reflecting internal funding and hedging costs. Payments depend on the credit of BofA Finance and BAC, and the Notes will not be listed on any exchange.
BofA Finance LLC is offering S&P 500®-linked auto-callable notes due September 6, 2029, fully and unconditionally guaranteed by Bank of America Corporation. Each note has a $1,000 denomination, no periodic interest, and will not be listed on an exchange.
Beginning September 8, 2027, the notes may be automatically called annually if the S&P 500® closing level is at or above the Starting Value, paying at least $1,085 or $1,170 per $1,000 for the first two call dates. If never called and the index Ending Value is at or above the Redemption Barrier (100% of the Starting Value), investors receive at least $1,255 at maturity per $1,000. If the index finishes below the Redemption Barrier, principal is exposed 1:1 to downside, with up to 100% loss possible.
The public offering price is $1,000 per note, including up to a $22.50 underwriting discount, for issuer proceeds as low as $977.50 per $1,000. The initial estimated value is expected between $915 and $965, reflecting BAC’s internal funding rate and hedging costs, and any payment depends on the credit of BofA Finance and BAC.
BofA Finance LLC is offering Autocallable Contingent Coupon (with Memory) Barrier Notes with a 10% buffer, linked to the worst-performing of Meta (META), Apple (AAPL) and Marvell (MRVL), fully and unconditionally guaranteed by Bank of America Corporation.
Each note has a $10 principal amount per unit$0.60–$0.65 per unit (about 24.00%–26.00% per annum) are paid only if the worst-performing stock is at or above 50% of its Starting Value on the observation date, with a “memory” feature that can make up missed coupons when conditions are later met.
The notes are automatically called if the worst-performing stock is at or above 100% of its Starting Value on designated call dates, returning principal plus the due coupon. If not called and at maturity the worst-performing stock is at or above its 50% Threshold Value, investors receive principal plus the final coupon. If it is below that level, investors have 1-to-1 downside exposure beyond a 10% buffer, with up to 90% of principal at risk. Initial estimated value is $9.275–$9.775 per unit, below the $10 public offering price, reflecting internal funding and hedging costs. All payments depend on the credit of BofA Finance and BAC, and the notes will not be listed, so liquidity may be limited.
BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due September 6, 2029, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index.
Investors may receive a 12.20% per annum contingent coupon (1.0167% monthly, or $10.167 per $1,000) on each observation date only if all three indices are at or above 70% of their Starting Value. Beginning March 4, 2027, the issuer may redeem the notes monthly at par plus any due coupon, capping further income.
If the notes are not called and any underlying finishes below its 70% Threshold Value, principal is exposed to downside on a 1:1 basis to the decline of the Least Performing Underlying, up to total loss. The initial estimated value is between $903.90 and $953.90 per $1,000, below the public offering price, reflecting dealer compensation, hedging costs and BAC’s internal funding rate. The notes are unsecured obligations subject to the credit risk of BofA Finance and BAC and will not be listed on any exchange.
Bank of America Corporation, via BofA Finance LLC, is offering auto-callable structured notes linked to the least performing of the Russell 2000 Index, Utilities Select Sector SPDR ETF (XLU), and VanEck Semiconductor ETF (SMH), maturing August 10, 2029. Each note has a $1,000 principal amount, no periodic interest, and is unsecured and unsubordinated, fully and unconditionally guaranteed by BAC.
The notes may be automatically called semi-annually starting August 12, 2027 if on a Call Observation Date the value of each underlying is at or above 100% of its Starting Value, paying the applicable Call Amount (from $1,271.00 to $1,677.50 per $1,000). If not called and at maturity the least-performing underlying is at or above its Redemption Barrier of 100% of its Starting Value, investors receive a fixed $1,813.00 per $1,000. If the least-performing underlying finishes between 60% and 100% of its Starting Value, investors receive principal back only. Below 60%, repayment is reduced 1:1 with the decline, with up to 100% loss of principal.
The public offering price is $1,000 per note, including an underwriting discount of up to $31.25 and a possible referral fee of up to $6.25. The initial estimated value is expected between $890.00 and $940.00 per $1,000, reflecting BAC’s internal funding rate, fees, and hedging costs. The notes will not be listed on any exchange and secondary liquidity is uncertain.
BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the S&P 500® Equal Weight Index and the S&P 500® Index, fully and unconditionally guaranteed by Bank of America Corporation, maturing on August 10, 2029.
The Notes pay a monthly contingent coupon of 0.5917% (7.10% per annum) only if on each Observation Date both indices are at or above 60.00% of their Starting Values. Beginning November 13, 2026, BofA Finance may redeem the Notes monthly at $1,000 per Note plus any due coupon.
If not called and either index ends below its 60.00% Threshold Value, principal is exposed 1:1 to the decline in the least performing index, with up to 100% loss of principal. Minimum denomination is $1,000; the public offering price is $1,000 per Note, with proceeds to BofA Finance of $995 before expenses. The initial estimated value is between $935 and $985 per $1,000, reflecting internal funding and hedging costs. Payments depend on the credit risk of BofA Finance and BAC; the Notes will not be listed on any securities exchange.
BofA Finance LLC is offering Contingent Income Auto-Callable Securities due August 17, 2029, linked to Eli Lilly and Company common stock, fully and unconditionally guaranteed by Bank of America Corporation. These are senior unsecured, principal-at-risk structured notes issued under the Medium-Term Notes, Series A program.
Investors may receive a contingent quarterly coupon of at least $26.25 per $1,000 (at least 10.50% per annum) for each quarterly determination date on which the stock is at or above 60% of the initial share price (the downside threshold. If on any of the first eleven determination dates the stock is at or above the initial share price, the notes are automatically redeemed for $1,000 plus the applicable coupon and any previously unpaid coupons. If held to maturity and the final share price is below the downside threshold, repayment of principal is reduced 1-for-1 with the stock’s decline, potentially to zero. Investors do not participate in any stock upside, and all payments are subject to the credit risk of BofA Finance and BAC. The initial estimated value is disclosed as below the $1,000 issue price, reflecting internal funding rates, commissions, and hedging costs.
BofA Finance LLC is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes due August 15, 2028, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $1,000 denomination and is linked to the least performing of the EURO STOXX 50® Index and the State Street® Energy Select Sector SPDR® ETF.
The Notes pay quarterly contingent coupons only if on an Observation Date the value of each underlying is at least 70% of its Starting Value. The per-period coupon is determined by a memory formula using $22.375 per prior Contingent Payment Date and may be skipped if barriers are breached, with potential catch-up later. Beginning February 10, 2027, the Notes are automatically callable quarterly at par plus the applicable coupon if each underlying is at or above 100% of its Starting Value.
If not called and the least performing underlying finishes at or above its 70% Threshold Value, investors receive principal back plus any final coupon. If it finishes below that level, repayment is reduced 1:1 with the decline, exposing up to 100% of principal to loss. The initial estimated value is expected between $920 and $970 per $1,000, below the public offering price of $1,000, reflecting internal funding and hedging costs. All payments depend on the credit risk of BofA Finance and BAC, and the Notes will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $500,000 of Medium-Term Notes, Series A, in $1,000 denominations as market-linked, principal-at-risk securities tied to the lowest performing of Alibaba Group ADS and Toast, Inc. Class A common stock.
The notes pay no interest and return cash only at maturity on August 13, 2027. If the lowest-performing stock’s ending price is at or above its 70% Threshold Price, investors receive principal plus a Contingent Fixed Return of 34.50% (a total of $1,345 per $1,000 note), regardless of how high the stock has risen. If it falls more than 30% from its Starting Price, investors are fully exposed to downside, losing 1% of principal for each 1% decline and potentially losing their entire investment.
The initial estimated value is $937.60 per $1,000 note, below the public offering price, reflecting dealer compensation, hedging costs and the issuer’s internal funding rate. The notes are unsecured senior obligations of BofA Finance, fully and unconditionally guaranteed by BAC, subject to both entities’ credit risk, and will not be listed on any securities exchange.
BofA Finance LLC is issuing $4,607,000 of Medium-Term Notes, Series A, principal at risk securities linked to the S&P 500 Index, fully and unconditionally guaranteed by Bank of America Corporation. The notes pay no interest, are not listed, and may be automatically called on specified Call Dates if the index closing level is at or above the Starting Value of 7,736.52. In that case, investors receive $1,000 principal plus a fixed Call Premium that increases over time, based on a simple return of about 8.70% per annum (up to 17.40% on the final Call Date).
If the notes are not called, the Maturity Payment Amount depends on the index level on August 4, 2028. Principal is fully returned only if the Ending Value is at least the Threshold Value of 6,189.216 (80% of the Starting Value). If the Ending Value is below the Threshold Value, repayment is reduced 1% for every 1% index decline from the Starting Value, with investors potentially losing more than 20% and up to all principal. The initial estimated value is $977.10 per $1,000 note, below the public offering price, reflecting dealer compensation and hedging costs. All payments are subject to the credit risk of BofA Finance and BAC.