STOCK TITAN

BANK OF AMERICA /DE/ (BAC) SEC Filings, Aug 4, 2026

BAC NYSE

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.

Rhea-AI Summary

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering senior unsecured Trigger Callable Yield Notes linked to the least performing of the EURO STOXX 50 Index and the Russell 2000 Index, maturing around November 10, 2027. Each note has a $10 stated principal and pays fixed monthly coupons at an annual rate between 8.10% and 8.60% regardless of index performance, unless the notes are called.

Starting in November 2026, the issuer may redeem the notes monthly at its sole discretion, paying $10 plus the applicable coupon, after which no further payments occur. If not called, principal repayment at maturity is contingent on the least performing index finishing at or above its Downside Threshold of 70% of its Initial Value. If that index closes below its threshold, investors are fully exposed to downside and can lose up to 100% of principal, though the final coupon is still paid. Any payments depend on the credit of BofA Finance and BAC; the notes are not FDIC insured, will not be listed on an exchange, and may have limited or no liquidity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Auto-Callable Yield Notes linked to the Nasdaq-100 Index, fully and unconditionally guaranteed by Bank of America Corporation. The notes have an approximate 2-year term, from an expected issue date of August 12, 2026 to maturity on August 10, 2028, unless automatically called.

Investors receive a monthly contingent coupon of 0.6834% of principal (8.20% per annum) only if the index on each Observation Date is at or above 60% of its Starting Value. Beginning February 8, 2027, the notes are automatically called if the index is at or above its Starting Value, returning principal plus that month’s coupon. If not called and the index falls more than 40% from its Starting Value at maturity, principal is reduced 1:1 with the index decline, with up to 100% of principal at risk; otherwise principal is repaid, and a final coupon is paid if the index is at or above 60% of its Starting Value.

The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and are expected to have an initial estimated value of $930–$980 per $1,000 note, below the public offering price of $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due August 24, 2029, fully and unconditionally guaranteed by Bank of America Corporation. Each $1,000 note pays a contingent coupon of 12.15% per annum (1.0125% monthly) only if, on an Observation Date, the Nasdaq‑100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index are each at or above 70% of their Starting Value.

Beginning November 27, 2026, the issuer may redeem all notes monthly at $1,000 plus any due coupon. If the notes are not called and the least performing index ends below 70% of its Starting Value, principal is reduced 1:1 with index loss, up to 100% loss of principal; otherwise, investors receive full principal and any final coupon. The initial estimated value is $915–$965 per $1,000, below the $1,000 public offering price, reflecting dealer compensation, hedging costs and BAC’s internal funding rate. Payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on any exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is issuing $2,803,000 of Auto-Callable Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to an unequally weighted basket of five equity indices and one ETF. The basket assigns 40% to the EURO STOXX 50® Index, 20% each to the FTSE® 100 and Nikkei 225® indices, 7.5% each to the Swiss Market Index® and S&P®/ASX 200 Index, and 5% to the iShares® China Large-Cap ETF.

The notes price at $1,000 per note, with an initial estimated value of $958.80, have no periodic interest, and are not listed on any exchange. Beginning August 9, 2027, they are automatically callable annually at $1,115 then $1,230 per $1,000 if the basket meets the call threshold. If not called and the ending basket value is at or above the 100% Redemption Barrier, investors receive a fixed $1,345 per $1,000 at maturity; otherwise, they are exposed 1:1 to downside, with up to 100% of principal at risk. All payments depend on the credit of BofA Finance and BAC.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Trigger Autocallable Notes linked to the S&P 500 Index due August 10, 2028, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $10 stated principal amount, sold at 100% of principal, with minimum investment of 100 Notes ($1,000).

The Notes may be automatically called quarterly, beginning around August 16, 2027, if the S&P 500 closing level is at or above its Initial Value on an Observation Date. If called, investors receive $10 plus a Call Return based on a fixed Call Return Rate of between 8.50% and 9.10% per annum, with Call Returns rising over time; for example, by the final Observation Date the total Call Return ranges from 17.00% to 18.20%.

If not called, and on the Final Observation Date the index is below the Initial Value but at or above the Downside Threshold of 75% of the Initial Value, investors receive only the $10 principal. If the index closes below the Downside Threshold, repayment is reduced in proportion to the index loss, down to zero. The Notes pay no interest, do not provide dividends, are unsecured senior debt of BofA Finance, and all payments depend on the credit of BofA Finance and BAC.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes due August 19, 2031, fully and unconditionally guaranteed by Bank of America Corporation and linked to the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index ER. The notes have an approximately five-year term unless automatically called starting August 16, 2027 when the index is at least 90% of its Starting Value, in which case investors receive principal plus the applicable contingent coupon.

Monthly contingent coupons are paid only if the index is at least 75% of its Starting Value on the observation date; the coupon per $1,000 equals (8.542 × number of scheduled payment dates to that point) minus prior coupons. Principal is protected only down to a 15% decline; below the 85% Threshold Value, investors are exposed 1:1 to further index losses, with up to 85% of principal at risk. The initial estimated value is expected between $900 and $950 per $1,000, below the $1,000 public offering price, reflecting internal funding and hedging costs. The underlying index uses leveraged, target-volatility exposure to E‑Mini S&P 500 futures and embeds 6.00% per annum decrement and transaction costs, which can significantly weigh on performance. Payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on any exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $4,102,000 of Contingent Income Issuer Callable Yield Notes due August 5, 2031, linked to the least performing of the Russell 2000 Index and the S&P 500 Index.

The notes pay a 7.00% p.a. contingent coupon (1.75% per quarter) only if on each observation date both indices are at or above 55.00% of their respective starting values; otherwise no coupon is paid for that quarter. Beginning February 4, 2027, the issuer may redeem the notes quarterly at par plus any due coupon.

If not called, and the least performing index ends below its 55.00% threshold value, principal is exposed 1:1 to the index decline, with up to 100% loss of principal; otherwise investors receive par, plus a final contingent coupon if the 55.00% barrier is met. The initial estimated value is $968.40 per $1,000, below the public price, reflecting internal funding, fees and hedging costs. All payments are unsecured and subject to the credit risk of BofA Finance and BAC, and the notes will not be listed on any exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due February 25, 2028, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100® Technology Sector Index, the Russell 2000® Index and the S&P 500® Index and have an approximate 18‑month term if not called.

Investors may receive a 12.25% per annum contingent coupon (1.0209% monthly, $10.209 per $1,000) on each monthly Observation Date only if all three indices are at or above 70% of their Starting Values. Beginning November 27, 2026, the issuer may redeem the notes monthly at $1,000 plus any due coupon. If held to maturity and any index ends below its 70% Threshold Value, repayment of principal is reduced 1:1 with the decline of the Least Performing Underlying, with up to 100% of principal at risk; otherwise, principal is repaid and a final coupon may be paid.

The initial estimated value is expected to be $925–$975 per $1,000, below the public offering price of $1,000, reflecting BAC’s internal funding rate, underwriting discount and hedging costs. The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, and will not be listed on any securities exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Auto-Callable Return Notes linked to the S&P 500 FC TCA 0.50% Decrement Index ER, fully and unconditionally guaranteed by Bank of America Corporation. The Notes are expected to price on August 26, 2026, be issued on August 31, 2026 and mature on August 29, 2031, unless automatically called after about one year.

Each Note has a $1,000.00 public offering price, an underwriting discount up to $37.50, and proceeds to BofA Finance as low as $962.50 per Note. The Notes pay no periodic interest and will not be listed on any exchange. They are automatically called at a $1,138.00 Call Amount per $1,000 on the August 30, 2027 Call Observation Date if the index is at or above its Call Value (100% of the Starting Value.

If not called, at maturity investors receive the principal plus 100% upside of any index increase when the Ending Value is at or above the 100% Redemption Barrier; otherwise only principal is repaid. The index targets 11.50% annualized volatility, can lever exposure up to 175%, and is reduced by a 0.50% annual carry cost and a 0.01% transaction cost per leverage adjustment. The initial estimated value is expected between $880.00 and $950.00 per $1,000, below the offering price, and U.S. investors are taxed under contingent payment debt instrument rules with original issue discount based on a hypothetical 4.97% comparable yield.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is issuing $3,841,000 of Auto-Callable Enhanced Return Notes linked to the Nasdaq-100 Index, fully and unconditionally guaranteed by Bank of America Corporation. The notes price at $1,000 per denomination, with an initial estimated value of $984.60 per $1,000, reflecting internal funding and hedging costs.

The notes have an approximate 5-year term, maturing on August 5, 2031, and may be automatically called on August 4, 2027 if the index is at or above the Call Value of 28,274.20, paying a Call Amount of $1,140 per $1,000. If not called and the Ending Value is at or above the Starting Value, investors receive 150.00% of the index’s positive return.

If held to maturity and the index closes between 80% and 100% of the Starting Value, investors receive principal back. Below the Threshold Value of 22,619.36, the payoff has 1:1 downside exposure, with up to 100% principal at risk. The notes pay no interest, will not be listed on an exchange, and all payments are subject to the unsecured credit risk of BofA Finance and BAC.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.67%
Tags
prospectus

FAQ

How many BANK OF AMERICA /DE/ (BAC) SEC filings are available on StockTitan?

StockTitan tracks 5018 SEC filings for BANK OF AMERICA /DE/ (BAC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BANK OF AMERICA /DE/ (BAC)?

The most recent SEC filing for BANK OF AMERICA /DE/ (BAC) was filed on August 4, 2026.