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.
Borthwick Alastair M reported acquisition or exercise transactions in this Form 4 filing.
Bank of America Executive Vice President and CFO Alastair M. Borthwick reported new equity awards tied to future Company performance and service. On February 13, 2026, he received 121,773 2026 Performance Restricted Stock Units, each representing a contingent right to one share of common stock.
These performance units relate to pre-set goals based on three-year average return on assets and three-year average growth in adjusted tangible book value from January 1, 2026 through December 31, 2028, and, to the extent earned, will be settled in shares on March 1, 2029. He was also granted 60,886 2026 Restricted Stock Units that are cash-settled and 60,887 2026 Restricted Stock Units that are share-settled, each vesting in four equal annual installments beginning February 15, 2027.
Following these awards, Borthwick directly beneficially owned 388,100 shares of Bank of America common stock and the reported derivative units as disclosed.
Bank of America (BAC) Co-President Dean C. Athanasia reported new equity awards tied to future performance and service. On February 13, 2026, he acquired 160,228 2026 Performance Restricted Stock Units, each representing a contingent right to one common share, with performance measured from January 1, 2026 through December 31, 2028 and settlement in shares on March 1, 2029, depending on goal attainment.
He also received two 2026 Restricted Stock Unit awards of 80,114 units each. One award is settled in cash and the other in shares, and both vest in four equal annual installments starting February 15, 2027. Following these awards, he directly holds 558,669 shares of common stock, separate from the derivative units.
MOYNIHAN BRIAN T reported acquisition or exercise transactions in this Form 4 filing.
Bank of America Corporation Chair and CEO Brian T. Moynihan reported new equity awards and updated his share holdings. On February 13, 2026, he received 216,994 2026 cash-settled restricted stock units, each economically equivalent to one common share and payable in cash in 12 monthly installments from March 2026 through February 2027.
He was also granted 361,656 2026 performance restricted stock units that may pay out between 0% and 150% of this target amount in shares on March 1, 2029, based on three-year return on assets and adjusted tangible book value growth from January 1, 2026 through December 31, 2028. In addition, he received 144,663 2026 restricted stock units that vest in four equal annual installments beginning February 15, 2027.
Following these awards, Moynihan beneficially owns 2,421,313 Bank of America common shares directly, plus 3,583.484 shares through a 401(k) plan and 100,000 shares held by a trust.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering preliminary Trigger Autocallable GEARS linked to an unequally weighted basket of five major equity indices: EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market Index and S&P/ASX 200.
The notes have a term of about five years, a Stated Principal Amount of $10 per note and a minimum investment of 100 notes. They feature an automatic call after roughly one year if the basket is at or above an autocall barrier set at 100% of the initial basket value, paying a fixed 13% call return.
If not called and the basket return is positive at maturity, investors receive principal plus leveraged upside via an Upside Gearing between 1.60 and 1.80. If the basket is flat or down but stays at or above 75% of its initial value, principal is repaid; below that 75% downside threshold, losses match the basket’s decline and can reach 100% of principal.
The basket is heavily weighted to the EURO STOXX 50 (40%), followed by the Nikkei 225 (25%), FTSE 100 (17.5%), Swiss Market Index (10%) and S&P/ASX 200 (7.5%). The notes pay no coupons or dividends, will not be listed, may have limited liquidity, and all payments are subject to the credit risk of BofA Finance and BAC. The initial estimated value is expected to be between $9.15 and $9.65 per $10, below the $10 public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Buffered Digital Return Notes linked to the Nasdaq-100, Russell 2000 and S&P 500 indices, maturing around August 20, 2027.
The notes provide an approximately 18‑month investment with no periodic interest and no stock ownership. For each $1,000 of principal, investors receive a fixed digital payment of $1,096 at maturity (a 9.60% total return) if the worst‑performing index finishes at or above 70% of its starting level.
If any index falls more than 30% from its starting level, principal is exposed 1:1 to further declines in the worst index, with up to 70% loss of principal. The notes are unsecured obligations subject to the credit risk of BofA Finance and Bank of America, will not be listed on an exchange and have an initial estimated value between $940 and $990 per $1,000, below the $1,000 public offering price, reflecting internal funding, fees and hedging costs.
Bank of America Corporation via BofA Finance LLC is offering Capped GEARS notes linked to an unequally weighted basket of five international equity indices, maturing on April 29, 2027. Each note has a $10 stated principal amount, with a minimum investment of $1,000.
The basket weights are 40% EURO STOXX 50, 25% Nikkei 225, 17.5% FTSE 100, 10% Swiss Market Index and 7.5% S&P/ASX 200. If the basket return is positive, investors receive principal plus three times the basket return, capped at a maximum gain between 17.75% and 19.75%. If the basket return is zero, only principal is repaid.
If the basket return is negative, repayment falls dollar-for-dollar with the decline, up to a 100% loss of principal. The notes pay no coupons, do not pass through dividends, are unsecured senior obligations of BofA Finance fully and unconditionally guaranteed by BAC, and will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering 163,200 Autocallable Leveraged Index Return Notes linked to the MSCI Emerging Markets Index at $10 per unit, for a total public offering of $1,632,000. The notes have a term of about three years if not called and pay no periodic interest.
The notes are automatically called at $11.24 per unit (a 12.40% return over principal) if the Index level on the Call Observation Date, about one year after pricing, is at or above its Starting Value of 1,564.48. If not called, at maturity investors get 150% of any Index gain. If the Index is flat or down but no more than 20.00%, principal is returned; if it falls by more than 20.00%, losses match the Index decline, 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, so liquidity may be limited. The initial estimated value is $9.759 per unit, below the $10.00 offering price, reflecting BAC’s internal funding rate, underwriting discounts and hedging costs; proceeds to BofA Finance before expenses are $1,603,440.
Bank of America’s affiliate BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 Technology Sector Index and the Russell 2000 Index, fully and unconditionally guaranteed by Bank of America Corporation.
The Notes have an approximate two-year term, pay a contingent coupon of 12.30% per year (1.025% per month) only if on each monthly observation date every index is at or above 70% of its starting level, and are callable monthly at the issuer’s option beginning August 27, 2026 at par plus any due coupon. If held to maturity and any index has fallen by more than 30% from its start, investors are exposed to 1:1 downside to the worst-performing index and can lose up to their entire principal; otherwise principal is repaid and a final contingent coupon may be paid. The Notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and are expected to have an initial estimated value between $940 and $990 per $1,000, below the $1,000 public offering price.
Bank of America Corporation reported that its board approved 2025 total compensation of $41 million for Chair and CEO Brian T. Moynihan, up from $35 million for 2024, reflecting strong company performance. Net income rose 13% to $30.5 billion, and diluted EPS increased 19% to $3.81. Revenue grew 7% to $113.1 billion, including record net interest income, higher sales and trading, a 7% increase in investment banking fees and a 12% rise in asset management fees. Return on assets improved to 0.89% and return on average common shareholders’ equity to 10.6%. The stock gained 25% in 2025 after a 31% rise in 2024, and market capitalization increased 19%.
Moynihan’s base salary remains $1.5 million with no cash bonus; the board granted $39.5 million in equity incentives split among cash-settled RSUs, stock-settled RSUs, and performance RSUs. Performance RSUs must be re-earned based on 2026–2028 results, with 100% payout tied to a 10.5% three-year average adjusted tangible book value growth and 90 bps three-year average ROA, and up to 150% payout at 12.5% growth and 110 bps ROA.
Bank of America’s BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering market-linked notes tied to a weighted basket of five global equity indices: EURO STOXX 50® (40%), TOPIX® (25%), FTSE® 100 (17%), Swiss Market Index (11%) and S&P®/ASX 200 (7%).
The notes pay no interest and are not listed on any exchange. At maturity, investors receive $1,000 plus a leveraged basket return at a 300% upside participation rate, capped at a maximum settlement amount expected between $1,311.70 and $1,366.60 per $1,000 face amount. If the basket falls, losses are one-for-one with the basket return and investors may lose their entire principal.
The initial estimated value is expected between $955.20 and $985.20 per $1,000, reflecting BAC’s internal funding rate and hedging costs. The notes are unsecured obligations, expose holders to the credit risk of both BofA Finance and BAC, and include detailed provisions for market disruption events and calculation of the final basket level.