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 $5,567,000 of market-linked, principal-at-risk notes tied to the lowest performer among the Russell 2000, S&P 500 and EURO STOXX 50 indices. The notes pay no interest and may be automatically called on quarterly Call Dates if the lowest-performing index is at or above its starting level, returning principal plus a fixed Call Premium that grows from about 14.20% on the first Call Date up to 42.60% by the final Call Date.
If the notes are not called, at maturity investors receive full principal only if the lowest-performing index is at or above its 75% Threshold Value. If it finishes below that threshold, repayment is reduced one-for-one with the index loss, leading to losses greater than 25% and potentially a total loss of principal. The initial estimated value is $957.40 per $1,000 note, below the public offering price, and all payments depend on the credit of BofA Finance and BAC. The securities are not listed on an exchange and may have limited or no secondary market liquidity.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering approximately 3-year Auto-Callable Enhanced Return Notes linked to the least performing of Palantir (PLTR), Apple (AAPL) and NVIDIA (NVDA) common stock. The public offering price is $1,000 per Note, with an initial estimated value of about $990.80, reflecting internal funding and hedging costs.
The Notes can be automatically called on November 23, 2026 if each stock is at or above 80% of its starting value, paying a Call Amount of $1,520.50 per $1,000 Note and ending the investment. If held to maturity and not called, investors get enhanced upside at a 250% participation rate based on the least performing stock, but principal is only protected if that stock finishes at or above its Redemption Barrier of 100% of its Starting Value and stays above a Threshold Value of 60%. Below the Threshold, repayment falls proportionately and can reach zero.
The Notes pay no dividends, depend on the credit risk of BofA Finance and BAC, may have limited or no secondary market, and are not intended for EEA or UK retail investors. Extensive U.S. tax disclosure highlights uncertain and potentially complex tax treatment.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $4,570,000 of callable contingent income securities due November 26, 2027 linked to the worst performer of the S&P 500, Russell 2000 and EURO STOXX 50 indices. The notes can pay a contingent quarterly coupon of $22.50 per $1,000 (9.00% per annum) only if, on every index business day in a quarter, each index stays at or above 65% of its initial level; a single breach by any index cancels that quarter’s coupon.
Beginning February 26, 2026, the issuer may redeem all notes quarterly at the $1,000 stated principal amount plus any coupon due for that period. At maturity, if any index has fallen below 65% of its initial level, investors are fully exposed 1‑for‑1 to the decline of the worst index and can lose most or all of principal. The notes are unsecured senior obligations with an initial estimated value of $966.30 per $1,000, reflecting internal funding and hedging costs, and are subject to the credit risk of both BofA Finance and BAC.
Bank of America Corporation, through BofA Finance, is offering 3-year Contingent Income Issuer Callable Yield Notes linked to the least performing of XLV, KRE and IWM. The Notes pay a contingent coupon of $25.00 per $1,000.00 (2.50% quarterly, 10.00% per annum) on each quarterly Observation Date only if the closing value of every ETF is at or above its Coupon Barrier, set at 65.00% of its respective Starting Value.
The Notes are callable at the Issuer’s option on specified Call Payment Dates at $1,000.00 per Note plus any due contingent coupon. If not called, principal repayment at maturity depends on the worst-performing ETF: if its Ending Value is at or above its 60.00% Threshold Value, investors receive $1,000.00 plus any final contingent coupon; if it is below, repayment is reduced one-for-one with the ETF’s loss and can fall to zero.
The public offering price is $1,000.00 per Note, with an underwriting discount of $18.50 and proceeds to BofA Finance of $981.50 per Note. The initial estimated value is $962.60 per $1,000.00, reflecting internal funding rates, dealer compensation and hedging costs. All payments are subject to the credit risk of BofA Finance as Issuer and BAC as Guarantor.
Bank of America’s BofA Finance is offering approximately 3.5‑year market‑linked Return Notes tied to the S&P 500 FC TCA 0.50% Decrement Index ER, a complex, risk‑controlled excess‑return version of the S&P 500 Total Return Index. The index uses leverage or de‑leverage to target 11.50% annualized volatility and applies borrowing costs, a 0.50% annual carry cost and transaction costs on each intraday adjustment, all of which drag on performance.
The Notes provide full principal repayment at maturity and upside exposure to any positive index return, as illustrated by hypothetical payouts where gains in the Index translate one‑for‑one into gains on the Notes, but losses do not reduce principal. The initial estimated value is $948.60 per $1,000 face amount, below the public offering price, reflecting BAC’s internal funding rate, underwriting discounts and hedging‑related charges. Payments depend entirely on the credit of BofA Finance and its parent guarantee.
BofA Finance, guaranteed by Bank of America Corporation, is offering approximately 3-year Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100 Technology Sector Index (NDXT), the Russell 2000 Index (RTY) and the S&P 500 Index (SPX). The public offering price is $1,000 per Note, with proceeds to BofA Finance of $993 per Note after a $7 underwriting discount, and an initial estimated value of $964.20.
Investors may receive a contingent coupon of $7.917 per $1,000 (0.7917% monthly, 9.50% per annum) on scheduled monthly dates, but only if on each Observation Date all three indices are at or above their respective Coupon Barriers, set at 70% of starting levels. The issuer can redeem the Notes early on specified Call Payment Dates at $1,000 per Note plus any due coupon when all Underlyings meet the Coupon Barrier.
If the Notes are not called, principal repayment at maturity depends on the performance of the Least Performing Underlying. If its Ending Value is at or above 60% of its Starting Value (the Threshold Value), investors receive $1,000 plus any final contingent coupon. If it is below 60%, repayment falls in line with the index loss and can be less than 60% of principal, down to zero, meaning investors could lose their entire investment. All payments are subject to the credit risk of BofA Finance and BAC, and the structure embeds complex market, valuation, tax and regulatory risks.
Bank of America Corporation, via BofA Finance LLC, is offering $4,391,000 of Contingent Income Auto-Callable Securities due November 27, 2028 linked to Roblox Corporation Class A common stock. Each $1,000 security may pay a contingent quarterly coupon of $52.00 (5.20% per quarter, 20.80% per annum) for any determination date on which Roblox’s adjusted closing price is at or above 60% of the initial share price of $89.25, a downside threshold of $53.55.
If on any of the first eleven determination dates the adjusted closing price is at or above the initial share price, the notes are automatically redeemed for $1,000 plus the applicable coupon. If held to maturity and the final share price is at or above the downside threshold, investors receive $1,000 plus the final coupon; if it is below the threshold, repayment is reduced in line with Roblox’s share decline and can fall to zero, so principal is fully at risk.
The securities do not participate in any stock price appreciation and are unsecured senior debt of BofA Finance, fully and unconditionally guaranteed by BAC, with all payments subject to their credit risk. The estimated value on the pricing date is $949.80 per $1,000, reflecting internal funding rates, commissions and hedging-related charges.
BofA Finance, guaranteed by Bank of America Corporation, is offering $6,000,000 of auto-callable notes linked to the least performing of the Russell 2000®, S&P 500® and S&P Midcap 400® indices. The notes run for about five years, with potential automatic calls starting on May 21, 2026 if all three indices are at or above their call levels, paying scheduled call amounts from $1,050 to $1,475 per $1,000 of principal.
If not called and at maturity the worst-performing index is at or above its redemption barrier (100% of its starting level), holders receive $1,500 per $1,000, a 50% return; if it is between 75% and 100%, principal is returned; below 75%, repayment falls in line with the index loss and investors can lose their entire investment. The initial estimated value is $958.10 per $1,000, below the public offering price of $1,000, reflecting internal funding and hedging costs. Payments depend on the credit risk of BofA Finance and BAC and do not include any dividends from the indices.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $14,000,000 of Jump Securities with an auto-call feature linked to the worst performing of the EURO STOXX 50®, S&P 500® and NASDAQ-100® indices, maturing on November 26, 2031. Each security has a stated principal amount of $1,000 and does not pay coupons or guarantee principal repayment.
After an initial one-year non-call period, the notes are automatically redeemed on quarterly dates if each index closes at or above its initial level, paying an increasing cash amount that corresponds to about 11.40% per year (for example, $1,114.00 on the first call date, rising to $1,655.50 by the 20th). If held to maturity and all three indices are at or above their initial levels, investors receive $1,684.00 per $1,000 note; if any index is below its initial level but all stay at or above 80% of initial (the downside thresholds), investors receive only the $1,000 principal.
If the notes are not called and any index finishes below its 80% downside threshold, the maturity payment is $1,000 multiplied by the performance of the worst index, so investors can lose more than 20% of principal and up to their entire investment. The estimated initial value is $946.30 per $1,000 note, reflecting internal funding and fees, and all payments are subject to the unsecured credit risk of BofA Finance and BAC.
BofA Finance, guaranteed by Bank of America Corporation, is offering approximately 18‑month Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq‑100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index. The initial estimated value per $1,000 of principal is expected to be between $939.30 and $979.30, below the public offering price, reflecting internal funding and hedging costs.
Investors may receive monthly contingent coupons of $10.00 per $1,000.00 (a rate of 1.00% per month, or 12.00% per annum) only if each index is at or above 70.00% of its starting level on the observation date. The issuer can redeem the notes early on designated dates at $1,000 plus any applicable coupon if barrier conditions are met. If held to maturity and the least performing index finishes below its 70.00% threshold, repayment of principal is reduced in line with the index loss, and investors can lose up to all of their investment. All payments depend on the credit risk of BofA Finance and BAC.