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 is issuing $1,012,000 of Contingent Income Issuer Callable Yield Notes due May 5, 2031, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq‑100 Index, Russell 2000 Index and S&P 500 Index and have an approximate 4.75‑year term if not called.
Investors may receive a contingent coupon of 10.50% per annum (0.875% monthly) when on an observation date each index is at or above 70% of its starting level. Beginning August 5, 2027, the issuer may redeem the notes monthly at par plus any applicable coupon. If the notes are not called and the worst‑performing index finishes below 70% of its starting value, principal is exposed to 1:1 downside to that index, with up to 100% loss of principal possible. The initial estimated value is $984.40 per $1,000, below the public offering price, and all payments are subject to the credit risk of BofA Finance and BAC.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $10,086,000 of Contingent Income Auto-Callable Yield Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500. The notes price at $1,000 per note, with an initial estimated value of $971.20, reflecting internal funding and hedging costs.
The notes have an approximate 3-year term, maturing on August 3, 2029, and pay a contingent coupon of 8.70% per annum (0.725% monthly, $7.25 per $1,000) only if on each Observation Date all three indices are at least 70% of their Starting Values. Beginning February 1, 2027, the notes are automatically called if on any Call Observation Date all indices are at or above 100% of their Starting Values, returning principal plus that month’s coupon.
If not called, and at maturity any index has fallen more than 30% from its Starting Value (ending below its Threshold Value, equal to 70% of start), investors are exposed to 1:1 downside to the least-performing index, up to a total loss of principal. All payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on an exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $280,000 of Capped Buffered Enhanced Return Notes linked to the Russell 2000 Index, priced at $1,000 per note and maturing on February 3, 2028, an approximate 18‑month term. The notes provide 125.00% upside participation in index gains with a maximum redemption of $1,270 per $1,000 note, a 27.00% cap.
Principal is protected only by a 10% buffer: if the index ending level is below 90% of the starting level (Threshold Value 2,638.205 vs. Starting Value 2,931.339), investors lose 1% of principal for each 1% decline beyond the buffer, with up to 90% of principal at risk. The notes pay no interest, are unsecured senior obligations of BofA Finance, fully and unconditionally guaranteed by BAC, and will not be listed on any exchange.
The initial estimated value is $988.20 per $1,000 note, below the public offering price due to BAC’s internal funding rate, underwriting discounts of up to $2.50 per $1,000 and hedging and referral fees. Secondary market liquidity is uncertain, and returns depend on both Russell 2000 performance and the issuer’s and guarantor’s credit.
BofA Finance LLC is offering Market-Linked One Look Notes with Enhanced Buffer linked to the common stock of Vistra Corp., fully and unconditionally guaranteed by Bank of America Corporation. Each note has a $10.00 principal amount per unit and a term of approximately 14 months, with all payments made at maturity and subject to the credit risk of both BofA Finance and BAC.
If the Ending Value of Vistra’s stock is at least 85% of the Starting Value, investors receive the principal plus a fixed Step Up Payment between 21.00% and 27.00% of principal, to be set on the pricing date. If the Ending Value is below 85% of the Starting Value, repayment is reduced on a 1-to-1 basis for declines beyond this 15% buffer, exposing up to 85% of principal to loss. There are no periodic interest payments and no dividends or other stockholder rights.
The initial estimated value is expected to be between $9.22 and $9.87 per unit, below the $10 public offering price, reflecting BAC’s internal funding rate, an underwriting discount of $0.175 per unit and a hedging-related charge of $0.05 per unit. The notes will not be listed on any exchange, and a trading market is not expected to develop, so liquidity will be limited.
BofA Finance LLC is issuing $412,000 of Capped Buffered Enhanced Return Notes linked to the Nasdaq-100® Index, fully and unconditionally guaranteed by Bank of America Corporation, with a public offering price of $1,000 per note and an initial estimated value of $989.10 per $1,000.
The notes run for approximately 18 months, pricing on July 31, 2026 and maturing on February 3, 2028, with returns based on the index level on a single valuation date. Investors receive 125.00% upside participation in index gains, capped at a Max Return of 28.00% (maximum redemption $1,280 per $1,000). A 10% downside buffer applies; if the index falls more than 10% below the Starting Value of 28,274.20 (Threshold Value 25,446.78), principal is reduced 1:1 beyond the buffer, with up to 90% of principal at risk.
The notes pay no periodic interest, will not be listed on any exchange, and all payments depend on the credit of BofA Finance and BAC. The structure embeds underwriting discounts, referral fees and hedging-related charges, which contribute to the initial estimated value being below the public offering price, and the complex payoff, tax treatment and market risks are highlighted extensively in the risk discussions.
BofA Finance LLC is issuing $233,000 of Auto-Callable Enhanced Return Notes linked to the least performing of the Nasdaq-100 Index, Russell 2000 Index and S&P 500 Index, fully and unconditionally guaranteed by Bank of America Corporation. The Notes price at $1,000 per Note, have an approximate 4‑year term to August 5, 2030, and pay no interest.
Beginning August 5, 2027, the Notes are automatically called at preset Call Amounts (starting at $1,165 per $1,000) if each index is at or above its applicable Call Value. If not called, at maturity investors receive 150% of any gain in the least performing index if all are at or above their Starting Values; full principal if the least performing is between 70% and 100% of its Starting Value; and 1:1 downside exposure below 70%, up to total loss of principal. All payments are subject to the credit risk of BofA Finance and BAC, the Notes will not be listed, and the initial estimated value is $983.70 per $1,000, below the public offering price.
BofA Finance LLC is issuing $1,850,000 of Auto-Callable Enhanced Return Notes due August 3, 2029, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100 Index, Russell 2000 Index, and S&P 500 Index.
The notes may be automatically called on August 5, 2027 at a Call Amount of $1,222.50 per $1,000 if each index is at or above its Starting Value. If held to maturity and all three Ending Values are at least their Starting Values, investors receive 150% of the gain of the least performing index. If the least performing index is between 70% and 100% of its Starting Value, principal is returned. Below 70%, losses match the decline of the least performing index, with up to 100% of principal at risk.
The public offering price is $1,000 per note, including an underwriting discount up to $2.50 and a referral fee up to $8.00 per $1,000. The initial estimated value is $985.90 per $1,000. The notes pay no interest, are unsecured, subject to the credit risk of BofA Finance and BAC, and will not be listed on an exchange.
BofA Finance LLC is issuing $1,319,000 of Auto-Callable Enhanced Return Notes due August 5, 2031, fully and unconditionally guaranteed by Bank of America Corporation. The Notes are linked to the least performing of the Nasdaq‑100 Index, the Russell 2000 Index and the Utilities Select Sector SPDR ETF.
The Notes may be automatically called quarterly beginning August 5, 2027 if each underlying meets its Call Value, paying Call Amounts up to $1,345.625 per $1,000. If not called and each ending value is at least its Starting Value, investors receive 150.00% of the positive return of the least performing underlying.
If any underlying falls more than 40% below its Starting Value at maturity, principal is exposed to full 1:1 downside, with up to 100% of principal at risk; between 60% and 100% of Starting Value, principal is returned. The Notes pay no interest, are unsecured, not listed, and carry the credit risk of BofA Finance and BAC. The initial estimated value is $991.80 per $1,000, below the public offering price.
BofA Finance LLC is offering Autocallable Leveraged Index Return Notes linked to the S&P SmallCap 600 Index, fully and unconditionally guaranteed by Bank of America Corporation. Each note has a $10 principal amount per unit and a term of approximately three years if not called.
The notes may be automatically called about one year after pricing if the Index level is at or above the Starting Value; in that case investors receive the Call Amount of [$10.950–$11.05] per unit, which includes a Call Premium of [9.50%–10.50%]. If not called, at maturity investors receive 150% of any positive Index return, but incur 1-to-1 downside exposure to Index declines with up to 100% loss of principal below the Threshold Value set at 100.00% of the Starting Value.
The initial estimated value is expected between $9.23 and $9.88 per unit, below the $10 public offering price, reflecting BAC’s internal funding rate, an underwriting discount of $0.20 per unit and a $0.05 per unit hedging-related charge. There are no periodic interest payments, no dividends from index constituents, and limited or no secondary market liquidity; all payments are subject to the credit risk of BofA Finance and BAC.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $2,109,000 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 price at $1,000 each, with an initial estimated value of $983.20 per $1,000.
The notes have an approximate 18‑month term to February 3, 2028 and pay a contingent coupon of 11.25% per annum (0.9375% monthly) only if, on each monthly observation date, all three indices are at least 70% of their starting levels. Beginning November 5, 2026, the issuer may redeem the notes monthly at par plus any eligible coupon. If the notes are not called and any index ends below 70% of its starting value, principal is exposed 1:1 to the decline of the worst index, up to a total loss of investment. All payments are subject to the credit risk of BofA Finance and Bank of America.