Welcome to our dedicated page for Bank of America SEC filings (Ticker: BAC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bank of America Corporation (BAC) SEC filings page provides access to the company’s official disclosures filed with the U.S. Securities and Exchange Commission. As a large financial institution with common stock and multiple series of preferred stock and related depositary shares listed on the New York Stock Exchange, Bank of America files a wide range of documents that detail its financial condition, capital structure, and material corporate events.
Among the most closely watched filings are the company’s periodic reports and earnings-related Form 8-Ks, which announce quarterly and annual results, summarize net income and other key metrics, and reference accompanying press releases, presentation materials, and supplemental financial information. These filings also describe investor conference calls and webcasts where management discusses performance and other matters related to the corporation.
Bank of America’s filings further outline its registered securities, including common stock under the BAC ticker and numerous preferred stock series and hybrid income term securities, each with its own trading symbol. Other 8-Ks address topics such as changes in accounting methods for certain equity investments, the issuance of new preferred stock series and related depositary shares, and authorizations of common stock repurchase programs and dividends.
On this page, users can review Bank of America’s SEC filings as they are made available from EDGAR. AI-powered tools can assist by summarizing lengthy documents, highlighting important sections in 10-K and 10-Q reports, and making it easier to understand disclosures about capital, preferred stock terms, and other regulatory information that shapes the BAC investment profile.
BofA Finance LLC, guaranteed by Bank of America Corporation, is offering unsecured notes linked to the S&P 500® Index. The notes pay no interest and mature in about 16–18 months.
At maturity, investors receive $1,000 plus 160% of any index gain, capped at an expected $1,145.92–$1,171.52 per $1,000 face amount. If the index is flat or down by up to 10%, investors receive $1,000. If the index falls more than 10%, principal is reduced on a leveraged basis beyond that 10% buffer, and investors can lose some or all of their investment.
The notes are sold at 100% of face amount with no underwriting discount, have an initial estimated value between $965.40 and $995.40 per $1,000, will not be listed on an exchange, and carry the credit risk of both BofA Finance and BAC.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the worst performer of the Dow Jones Industrial Average and S&P 500 Index, maturing in August 2027.
The Notes pay a 6.50% per annum contingent coupon (about $5.417 per $1,000 monthly) only when both indices are at or above 60% of their starting levels on each observation date. Starting in May 2026, the issuer can redeem the Notes monthly at par plus any due coupon, which can cut off future income.
If the Notes are not called and either index finishes more than 40% below its starting level, principal loss is 1:1 with the decline of the worst index, up to a total loss of the $1,000 principal. The initial estimated value is disclosed as $940–$990 per $1,000, below the $1,000 public offering price, reflecting internal funding and hedging costs. The Notes are unsecured, subject to the credit risk of BofA Finance and BAC, and will not be listed on an exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering two-year Autocallable Contingent Coupon (with Memory) Barrier Notes linked to the worst-performing of the SPDR Dow Jones Industrial Average ETF (DIA) and the SPDR S&P 500 ETF Trust (SPY). Each note has a $10 principal amount and pays quarterly contingent coupons of between $0.150 and $0.175 per unit (about 6.00%–7.00% per annum) when the worst-performing ETF is at or above 70% of its starting value. The notes can be automatically called quarterly, beginning about six months after pricing, if the worst performer is at or above 100% of its starting value, returning principal plus the coupon then due. If not called, investors receive principal plus the final coupon at maturity only if the worst performer finishes at or above 70% of its starting value; otherwise they have 1-to-1 downside exposure with up to 100% of principal at risk. The initial estimated value is expected to be between $9.30 and $9.80 per unit, below the $10.00 public offering price, and the notes are subject to the credit risk of BofA Finance and BAC and have limited expected secondary market liquidity.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering auto-callable senior notes linked to the common stock of Snowflake Inc. (SNOW), with an expected term of about two years and no periodic interest payments.
The notes may be automatically called quarterly starting in February 2027 for preset call amounts if Snowflake’s share price meets or exceeds a call level. If not called and if the ending share value is at or above 70% of the starting value on the February 2028 valuation date, holders receive at least $1,535 per $1,000 principal. If Snowflake falls by more than 30% from the starting value, repayment is reduced one-for-one with the stock decline, up to a total loss of principal.
The public offering price is $1,000 per note, including an underwriting discount of up to $18.50, while the initial estimated value is expected between $921.50 and $971.50 per $1,000. The notes will not be listed on any exchange and all payments depend on the credit of BofA Finance and Bank of America.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Fixed Income Issuer Callable Yield Notes linked to the least-performing of the Nasdaq-100 Index and S&P 500 Index. The notes pay an 8.00% annual fixed coupon (0.6667% monthly) over an approximate 12‑month term and are callable monthly beginning May 21, 2026 at par plus the coupon. If not called and either index falls more than 30% from its starting level, repayment of principal is reduced 1:1 with the decline in the worst index, putting up to 100% of principal at risk, although the final coupon is still paid. The notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and have an initial estimated value between $930 and $980 per $1,000, below the $1,000 public offering price.
Bank of America Corporation is offering senior unsecured Capped Floating Rate Notes linked to Compounded SOFR, maturing on February 11, 2036. The notes are issued at 100% of principal, in minimum denominations of $1,000 and integral multiples of $1,000.
The notes pay quarterly interest at a floating rate equal to Compounded SOFR plus 1.22% per annum, subject to a minimum rate of 0.00% and a maximum rate of 6.50%. Interest is determined in arrears each period using a rate cut-off convention.
The notes are senior unsecured obligations of BAC, are not bank deposits and are not insured by the FDIC or any government agency, so all payments depend on BAC’s creditworthiness. There is no issuer call or holder put feature and no exchange listing is expected.
Liquidity for investors will depend on any secondary market, which may be limited, with BofA Securities potentially acting as a market-maker but without any obligation to do so. The documents highlight risks including potentially low or zero interest, market value volatility, and conflicts of interest because an affiliate acts as calculation agent and may engage in hedging and trading activities. For U.S. holders, the notes are expected to be treated as variable rate debt instruments for federal income tax purposes.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Capped Buffer GEARS notes linked to the iShares Expanded Tech‑Software Sector ETF (IGV) maturing on February 10, 2028. Each note has a $10 stated principal amount and no periodic interest payments.
At maturity, if the ETF has risen, investors receive principal plus 2x the ETF gain, capped at a Maximum Gain between 28.20% and 30.20%. If the ETF is flat or down but no worse than 10%, principal is repaid. If it falls more than 10%, losses match the decline beyond this 10% buffer, up to a 90% loss of principal.
The notes are senior unsecured debt of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation. Investors forgo IGV dividends, face limited or no liquidity, and the initial estimated value per $10 note is expected to be between $9.20 and $9.70, below the $10 public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering fixed income yield notes linked to the least performing of Amazon.com, Inc. common stock and the S&P 500 Index, maturing on June 9, 2028.
The notes pay a fixed coupon of 8.20% per annum, or $6.834 per $1,000 monthly, regardless of underlying performance. At maturity, investors receive full principal only if the ending level of the least performing underlying is at or above 55% of its starting value
The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, with an initial estimated value between $930 and $980 per $1,000, below the public offering price of $1,000. They will not be listed on any exchange and embed significant market, credit, liquidity and tax complexity risks.
BofA Finance LLC, guaranteed by Bank of America Corporation, is offering approximately 5-year Contingent Income Auto-Callable Yield Notes linked to the least performing of Affirm, Palantir and Tesla stock. The notes pay a contingent coupon of 8.35% per annum (0.6959% per month) when, on an Observation Date, each stock is at or above 75% of its starting value; otherwise only a 0.25% annual coupon applies.
Beginning with the February 25, 2027 Observation Date, the notes are automatically called if each stock is at or above 100% of its starting value, returning principal plus the applicable coupon. If never called, investors receive principal at maturity on February 28, 2031 plus the applicable final coupon.
The initial estimated value is expected between $910 and $960 per $1,000 note, below the $1,000 public offering price. Payments depend on issuer and guarantor credit, the performance of the three stocks, and the notes will not be listed on any securities exchange.
BofA Finance LLC is offering Contingent Income Auto-Callable Securities due February 19, 2027, linked to the Class A common stock of Meta Platforms, Inc., fully and unconditionally guaranteed by Bank of America Corporation.
The notes pay a contingent quarterly coupon of at least $27.875 per $1,000 (at least 11.15% per annum) only if Meta’s price on a determination date is at or above 70% of the initial share price. If Meta is at or above the initial share price on any of the first three determination dates, the notes are automatically redeemed early at par plus the applicable coupon and any previously unpaid coupons.
At maturity, if not called and Meta’s final price is at or above the 70% downside threshold, investors receive par plus the final and any unpaid coupons. If the final price is below the downside threshold, repayment is reduced 1-for-1 with Meta’s decline from the initial level, potentially to zero, meaning investors can lose their entire principal. The estimated value on the pricing date is between $922.50 and $972.50 per $1,000, below the $1,000 issue price, reflecting internal funding and hedging costs.