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.
Bank of America’s BofA Finance is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Russell 2000 Index, S&P 500 Index and Utilities Select Sector SPDR ETF, with an approximately two‑year term if not called early.
The Notes pay a contingent coupon of 8.70% per annum (2.175% quarterly) only when each underlying stays at or above 60% of its starting value on the relevant observation date. Beginning August 13, 2026, BofA Finance may redeem the Notes quarterly at par plus any due coupon.
If the Notes are not called and any underlying falls more than 40% below its starting value at maturity, investors are exposed to 1:1 downside to the least performing index or ETF and can lose up to 100% of principal. The Notes are unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, will not be listed on an exchange, and have an initial estimated value of $940–$990 per $1,000, below the public offering price.
Bank of America Chair and CEO Brian T. Moynihan reported a charitable gift of 100,000 shares of common stock on February 4, 2026, coded as transaction type G at a price of $0 per share. After this gift, he directly beneficially owns 2,421,313 common shares.
He also reports indirect holdings of 3,583.484 common shares through a 401(k) plan and 100,000 common shares held by trust.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to Valero Energy common stock, maturing in February 2028.
The notes pay quarterly contingent coupons of $25.50 per $1,000 if Valero’s price on each observation date is at least 60% of its starting value, with a memory feature that can recoup missed coupons when the barrier is later met. Starting in August 2026, the notes auto-call quarterly at par plus the applicable coupon if Valero is at or above 100% of its starting value. If never called and Valero falls more than 40% below the starting value at maturity, principal is reduced 1-for-1 with the stock decline, up to total loss. Initial estimated value ranges from $921.50 to $971.50 per $1,000, below the $1,000 public price, and all payments depend on the credit of BofA Finance and BAC. The notes are not listed on any exchange and carry complex structure, market, credit and tax risks.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering 2‑year Leveraged Market‑Linked Step Up Notes linked to a basket of six international equity indices at $10 principal per unit. The basket assigns 40% weight to the EURO STOXX 50, 20% each to the FTSE 100 and Nikkei 225, 7.5% each to the Swiss Market Index and S&P/ASX 200, and 5% to the FTSE China 50.
If the basket is flat or higher at maturity, investors receive the greater of a fixed 16% step‑up return ($1.60 per unit) or a leveraged upside of 101%–121% of the basket’s gain. If the basket falls, losses are 1‑for‑1 down to total loss of principal. The notes pay no interest or dividends and carry full credit risk of BofA Finance and BAC. The initial estimated value is expected to range from $9.22 to $9.88 per unit, below the $10 public offering price, reflecting an underwriting discount of $0.20 and a hedging‑related charge of $0.05 per unit.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Auto-Callable Yield Notes linked to the Nasdaq-100, Russell 2000 and S&P 500 indices, with a principal amount of
The Notes pay a contingent coupon of 10.50% per annum (
If the Notes are not called and any index finishes below 70% of its Starting Value at maturity, investors are exposed to 1:1 downside in the worst-performing index and can lose up to 100% of principal. The public offering price is
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Market-Linked One Look Notes tied to the VanEck Gold Miners ETF (GDX) with a principal amount of $10 per unit and a maturity of about 14 months.
If GDX’s ending level is at or above 90% of its starting value, holders receive their $10 principal plus a fixed Step Up Payment between 15.00% and 21.00% of principal, set on the pricing date. If GDX finishes below 90% of its starting value, investors are exposed 1‑for‑1 to further downside and can lose up to 90% of principal.
The initial estimated value is expected between $9.22 and $9.88 per unit, below the $10 public offering price, reflecting BAC’s internal funding rate, an underwriting discount of $0.175 per unit and a $0.05 per unit hedging-related charge. The notes pay no interest, offer no dividends from GDX, and will not be listed, so liquidity will be limited and pricing will depend on market conditions and the issuers’ credit risk.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing 2-week senior notes linked to the 20-year U.S. Dollar SOFR ICE Swap Rate®, maturing February 24, 2026.
Each $1,000 note pays a fixed coupon of $248.565 at maturity, regardless of rate moves. Principal repayment depends on the 20Y SOFR Swap Rate on the calculation day. If the Ending Value is at or below the Strike, investors receive full principal plus the coupon. If the Ending Value exceeds the Strike, investors lose about 6.667% of principal per basis point above the Strike. At 15 basis points or more above the Strike, only the coupon is paid and principal is fully lost.
The notes are unsecured, unsubordinated obligations of BofA Finance, guaranteed on the same senior level by BAC. They are not bank deposits, are not FDIC insured, have no early redemption or holder put, and will not be listed on an exchange. Valuation, market liquidity, benchmark transition mechanics and broad credit, structural and tax risks are highlighted extensively.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering auto-callable return notes linked to the S&P 500® Futures Excess Return Index. The notes have an expected five-year term to February 2031 and make no periodic interest payments.
The notes may be automatically called on February 17, 2027, paying a call amount of $1,091.50 per $1,000 if the index is at or above its call value. If not called, at maturity investors receive principal plus 100% of any index gain when the ending level is at or above the starting level, or only principal otherwise.
The public offering price is $1,000 per note, with an underwriting discount up to $2.50 and a referral fee up to $5.00 per $1,000. The initial estimated value is expected between $946.70 and $986.70 per $1,000, reflecting internal funding and hedging costs. The notes are unsecured, subject to BofA Finance and BAC credit risk, and will not be listed on an exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the least performing of Shopify (SHOP), Amazon (AMZN) and Intel (INTC). The Notes are expected to price on February 9, 2026 and mature on February 14, 2029, unless automatically called.
The public offering price is $1,000 per Note, with an underwriting discount of $4 and proceeds to BofA Finance of $996 per $1,000. The initial estimated value is expected between $940 and $990 per $1,000. Monthly contingent coupons of $25.542 per $1,000 may be paid when each stock is at or above its Coupon Barrier, with a memory feature that can make up missed coupons later.
Starting Values were set on February 5, 2026 at $111.24 for SHOP, $222.69 for AMZN and $48.24 for INTC. Coupon Barriers are 70% of these levels and Threshold Values are 50%. From August 10, 2026, the Notes are automatically called if each stock is at or above 100% of its Starting Value, returning principal plus the applicable coupon. If held to maturity and the least performing stock finishes below its Threshold Value, principal is exposed 1:1 to that decline, up to a total loss. All payments depend on the credit of BofA Finance and Bank of America.
BofA Finance LLC is issuing $2,548,000 of Contingent Income Issuer Callable Yield Notes fully guaranteed by Bank of America Corporation. These roughly three-year notes, maturing February 8, 2029, are linked to the Nasdaq-100 Technology Sector Index, the Russell 2000 Index, and the VanEck Gold Miners ETF.
The notes pay a 21.20% per annum contingent coupon (1.7667% monthly, or $17.667 per $1,000) only if on each observation date all three underlyings stay at or above 70% of their starting values. If any underlying finishes below 60% of its starting value at maturity and the notes have not been called, investors are exposed to 1:1 downside in the worst performer and can lose their entire principal.
The issuer may redeem the notes monthly at par plus any due coupon starting May 7, 2026. The notes are unsecured, not listed on an exchange, and have an initial estimated value of $982.20 per $1,000, below the public offering price, reflecting fees, hedging costs and the issuer’s internal funding rate.