Bank of America SEC Filings

BofA Finance LLC offers Auto-Callable Enhanced Return Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 and the Russell 2000. The Notes are expected to price on March 10, 2026, issue on March 13, 2026, and mature on March 13, 2031, with an approximate five-year term if not called.

Beginning with the March 11, 2027 Call Observation Date the Notes are automatically callable if each underlying equals or exceeds its Call Value on a Call Observation Date; specified Call Amounts range from $1,161 to $1,483 per $1,000. If not called, the redemption at maturity pays 150.00% participation on increases in the Least Performing Underlying if its Ending Value is ≥100% of its Starting Value; conversely, a decline greater than 30% in any Underlying exposes holders to 1:1 downside with up to 100% principal loss. The initial estimated value range on the pricing date is $920.00 to $970.00 per $1,000, while the public offering price is $1,000.00 per Note (underwriting discount up to $5.00, proceeds to issuer $995.00).

Bank of America Co-President Dean C. Athanasia reported an open-market sale of 136,558 shares of common stock on March 3, 2026. The shares were sold at a weighted average price of $50.207 per share, with individual trades occurring between $50.19 and $50.23. After this transaction, Athanasia directly holds 558,541 Bank of America shares, indicating he retains a substantial equity stake in the company.

Merrill Lynch filed a Form 144 notice for proposed sales of Bank of America common stock (BAC) on the NYSE. The filing lists stock bonus lots dated 02/15/2022 (12,831 shares), 02/15/2025 (1,950), 02/15/2026 (24,731), and 03/01/2026 (10,488). The filing date shown is 03/05/2026.

Bank of America Corporation priced $55,000,000 aggregate principal amount of Fixed Rate Callable Notes due March 5, 2038. The notes accrue interest at a fixed 5.00% per annum, pay semiannually, and are callable by BAC on March 5 and September 5 of each year beginning March 5, 2027 at 100% of principal plus accrued interest. The notes were issued in minimum denominations of $1,000, are senior unsecured obligations, not listed on an exchange, and include an underwriting discount of 1.20% and a hedging-related charge of $7.57 per $1,000.

Bank of America Corporation (BAC) is offering Fixed Rate Callable Notes due March 23, 2038 under its Series P MTN program. The notes pay a fixed 5.05% annual interest rate, pay monthly, and are callable monthly beginning March 23, 2027. The issue date is March 23, 2026. The public offering price includes a 1.50% underwriting discount (proceeds to BAC: 98.50% of the public offering price) and may include a hedging-related charge of up to $15.00 per $1,000. The notes are senior, unsecured debt, will be delivered in book-entry form through DTC, and are not FDIC insured.

Bank of America Corporation (BAC) is offering Fixed Rate Callable Notes due March 19, 2029 with a fixed interest rate of 4.10% per annum. The notes are senior, unsecured obligations issued in minimum denominations of $1,000 and pay interest monthly beginning April 19, 2026.

The issuer may redeem all notes on any monthly Call Date beginning March 19, 2027, at 100% of principal plus accrued interest. Public offering price is 100.00% with an underwriting discount of 0.40% and proceeds to the issuer of 99.60%. The notes are not FDIC insured and involve issuer credit risk.

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes fully guaranteed by Bank of America Corporation, linked to the least performing of the EURO STOXX 50®, Global X Uranium ETF (URA) and VanEck Semiconductor ETF (SMH). The Notes are expected to price on March 20, 2026 and issue on March 25, 2026, with an approximate four-year term if not called.

The Notes pay a 20.50% per annum contingent coupon (equal to 5.125% per quarter) when each Underlying’s Observation Value is at or above 60.00% of its Starting Value. Beginning on March 25, 2027 they are callable quarterly at par plus any applicable contingent coupon. If, at maturity, the Least Performing Underlying is below 50.00% of its Starting Value, investors face 1:1 downside to declines, with up to 100.00% principal at risk. The cover page shows an initial estimated value range of $925.00 to $975.00 per $1,000.00, versus a public offering price of $1,000.00 per note.

BofA Finance LLC is offering Enhanced Return Notes fully guaranteed by Bank of America Corporation linked to the least performing of QQQ, XLK and SOXX.

The Notes have an approximate 5 year term, are expected to price on March 5, 2026 and issue on March 10, 2026. The public offering price is $1,000.00 per note, with an underwriting discount of $0.30 and proceeds to the issuer of $999.70 per $1,000 note. The Notes pay no periodic interest; at maturity (March 10, 2031) they provide 192.25% upside participation if the Least Performing Underlying ends above its Starting Value, and 1:1 downside exposure to declines (up to 100.00% principal loss). The initial estimated value range on the pricing date is $925.00 to $975.00 per $1,000. All payments are subject to the credit risk of the Issuer and Guarantor.

BofA Finance LLC offers Auto-Callable Enhanced Return Notes linked to Dell Technologies Class C common stock due March 22, 2029. The Notes are expected to price on March 17, 2026 and issue on March 20, 2026, have an approximately three-year term, and pay no periodic interest.

Key economic terms: an Upside Participation Rate of 150.00%, a Threshold Value of 50.00%, and a Call Observation Date of March 22, 2027 with a Call Amount of $1,300.00 per $1,000.00 principal. The initial estimated value range on the pricing date is $940.00 to $990.00 per $1,000.00, versus the public offering price of $1,000.00. All payments are subject to the credit risk of BofA Finance and its guarantor, Bank of America Corporation.