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 offering Contingent Income Auto-Callable Yield Notes linked to the S&P 500® Futures 40% Volatility Compass TCA 6% Decrement Index ER, fully and unconditionally guaranteed by Bank of America Corporation. The notes have an approximate 6-year term, expected to be issued on August 12, 2032, with a $1,000 minimum denomination.
Investors may receive a contingent coupon of 21.60% per annum (1.80% per month), paid only if on each monthly Observation Date the index is at or above 70.00% of its Starting Value. Beginning February 8, 2027, the notes are automatically callable monthly at par plus the coupon if the index is at or above 100.00% of its Starting Value on a Call Observation Date.
If the notes are not called and the Ending Value is at least 50.00% of the Starting Value, principal is repaid at maturity (plus a final coupon if the 70.00% barrier is met). If the Ending Value falls below 50.00%, repayment is reduced 1:1 with the index decline and investors can lose up to 100.00% of principal. The initial estimated value is expected to be $900.00–$950.00 per $1,000.00, below the $1,000.00 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 offering unsecured Enhanced Return Notes linked to the S&P 500 FC TCA 0.50% Decrement Index ER, maturing on June 1, 2029, with an approximate 2.75‑year term.
The Notes pay no interest and are principal-protected at maturity. If the index Ending Value exceeds its Starting Value, holders receive 113.00% of the index’s positive return; otherwise they receive only the $1,000 principal per note. The initial estimated value is expected between $880.00 and $950.00 per $1,000, below the public offering price, reflecting internal funding, hedging costs and underwriting discount.
The underlying index is a leveraged, risk‑controlled excess‑return version of the S&P 500 Total Return Index, targeting 11.50% annualized volatility, with leverage up to 175% and ongoing carry and transaction costs (including a 0.50% per‑annum carry cost and 0.01% rebalancing fee) that steadily reduce index levels. The Notes are not listed and all payments depend on the credit of BofA Finance and BAC.
BofA Finance LLC is offering Contingent Income Auto-Callable Yield Notes due August 17, 2029, fully and unconditionally guaranteed by Bank of America Corporation and linked to the least performing of the Nikkei 225 Index, Russell 2000 Index and S&P 500 Index.
The Notes pay a contingent coupon of at least 12.50% per annum (at least $31.25 per $1,000 quarterly) only if on each Observation Date every index is at or above 75.00% of its Starting Value100.00% of its Starting Value, returning principal plus the applicable coupon.
If not called, and the least performing index finishes below 75.00% of its Starting Value, investors are exposed to 1:1 downside to that index with up to 100% principal at risk; otherwise principal is returned and a final coupon may be paid. The public offering price is $1,000.00 per Note, with an underwriting discount up to $20.00 and issuer proceeds of $980.00 per $1,000.00. The initial estimated value is expected between $925.00 and $975.00 per $1,000.00, reflecting BAC’s internal funding rate 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 $315,000 of Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the least performing of Meta Platforms, Inc. Class A common stock and CrowdStrike Holdings, Inc. Class A common stock. The notes, fully and unconditionally guaranteed by Bank of America Corporation, have a denomination of $1,000, price on July 31, 2026, issue on August 5, 2026, and mature on August 3, 2029, unless automatically called earlier.
Monthly contingent coupons are paid only if on the relevant observation date each stock is at or above its 60% coupon barrier, using a memory formula of $18.542 per period per $1,000 minus prior coupons. Beginning February 1, 2027, the notes auto-call monthly at par plus the applicable coupon if each stock is at or above 95% of its starting value. If not called, and either stock finishes below its 60% threshold, principal is reduced 1:1 with the decline in the least performing stock, up to a 100% loss of principal; otherwise, principal is repaid and a final contingent coupon may be paid. All payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on any exchange. The initial estimated value is $979.60 per $1,000, below the public offering price due to internal funding and hedging costs.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $7,000 of Digital Return Notes maturing on February 3, 2028, linked to the least performing of the Nasdaq‑100 Index, Russell 2000 Index and S&P 500 Index. The term is approximately 18 months, from an issue date of August 5, 2026.
For each $1,000 note, if the Ending Value of every index is at least 70% of its Starting Value, investors receive a fixed Digital Payment of $1,165, a 16.50% return. If any index falls more than 30% below its Starting Value, the Redemption Amount is reduced on a 1:1 basis with the decline of the least performing index, and investors can lose up to 100% of principal.
The notes pay no periodic interest, are not listed on any exchange, and all payments are subject to the credit risk of BofA Finance and Bank of America. The public offering price is $1,000 per note, with an initial estimated value of $984.10 due to internal funding and hedging costs, and underwriting discounts of up to $10 per $1,000.
BofA Finance LLC is offering $517,000 of Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by Bank of America Corporation, with a term of approximately five years maturing on August 5, 2031.
The notes provide 210.00% upside participation in index gains above the Starting Value of 598.42, and return principal if the Ending Value is at or above the Threshold Value of 418.89 (70.00% of the Starting Value). If the index closes below this Threshold, principal is exposed 1:1 to losses, with up to 100% of invested principal at risk. The notes pay no interest, are unsecured senior debt subject to the credit risk of BofA Finance and BAC, will not be listed on any exchange, and have an initial estimated value of $948.10 per $1,000, below the public offering price due to internal funding, underwriting, referral fees and hedging costs.
BofA Finance LLC is issuing $1,083,000 of Fixed Income Issuer Callable Yield Notes due August 5, 2027, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices.
Investors receive a fixed coupon of 12.10% per year ($10.084 per $1,000) paid monthly while the notes are outstanding. Beginning February 4, 2027, BofA Finance may redeem all notes monthly at $1,000 plus the coupon.
If not called, principal repayment depends on performance and a 30% knock-in barrier observed throughout the term. A knock-in and a final level below the starting level of the least performing index expose principal 1:1 to that index’s decline, with up to 100% loss of principal possible; otherwise, principal is repaid in full. The initial estimated value is $986.30 per $1,000, below the 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 on any exchange.
BofA Finance LLC is offering $1,334,000 of Contingent Income Auto-Callable Yield Notes linked to the common stock of Dollar General Corporation, fully and unconditionally guaranteed by Bank of America Corporation. The Notes price at $1,000 per Note, with BofA Finance receiving $980 in proceeds per Note before expenses and an initial estimated value of $968.70 per $1,000, reflecting dealer discounts and hedging costs.
The Notes have an approximate 3-year term, maturing on August 1, 2029, and are automatically callable quarterly beginning October 28, 2026 if Dollar General’s stock is at or above its Call Value of $127.05 (100% of the Starting Value). Investors may receive a quarterly Contingent Coupon of $43.00 per $1,000 (4.30% per quarter, 17.20% per annum) only when the stock’s Observation Value is at least the Coupon Barrier of $88.94 (70% of the Starting Value.
If the Notes are not called and Dollar General’s Ending Value is at or above the Threshold Value of $88.94, holders receive principal back (plus any final contingent coupon). If the Ending Value is below the Threshold, repayment is reduced 1:1 with the stock’s decline from the Starting Value, with up to 100% of principal at risk. 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, fully guaranteed by Bank of America Corporation, is offering $718,000 of Auto-Callable Enhanced Return Notes linked to the Nasdaq-100 Index, due August 5, 2031. The notes are issued at $1,000 per note, with dealer proceeds of $980 before expenses.
The notes have an automatic call on August 4, 2027 if the index is at or above the Starting Value of 28,274.20, paying a Call Amount of $1,111.50 per $1,000. If not called and held to maturity, investors receive 150% of any index gains when the Ending Value is at or above the Starting Value, full principal back if the index ends between 80% and 100% of the Starting Value, and 1:1 downside exposure below 80%, up to total loss of principal.
The notes pay no periodic interest, are unsecured senior obligations of BofA Finance with a full and unconditional BAC guarantee, and will not be listed on any exchange. The initial estimated value is $968.30 per $1,000, below the public offering price, reflecting BAC’s internal funding rate, underwriting discounts, referral fees and hedging-related charges.
BofA Finance LLC is issuing $1,883,000 of Contingent Income Issuer Callable Yield Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by Bank of America Corporation, with an approximate 3‑year term to August 3, 2029.
The notes pay a contingent coupon of 8.20% per annum (4.10% semi‑annually) only if, on each observation date, the S&P 500 closing level is at or above 70.00% of the starting level of 7,489.72 (barrier and threshold 5,242.80). Beginning February 4, 2027, BofA Finance may redeem all notes semi‑annually at par plus any due coupon. If the notes are not called and the index has fallen more than 30% at maturity, repayment is reduced 1:1 with index losses, up to a full principal loss; if it is at or above the threshold, principal is repaid and a final coupon is paid if the barrier is met.
The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and carry full issuer and guarantor credit risk. The initial estimated value is $985.90 per $1,000, below the public offering price, reflecting internal funding rates, referral fees and hedging‑related charges.