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 issuing $894,000 of 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 price at $1,000 per note with a maturity on August 2, 2033, unless automatically called.
The notes pay no periodic interest. From August 2, 2027 onward, they are automatically called if the index meets or exceeds specified Call Values, paying Call Amounts of $1,110, $1,220 or $1,330 per $1,000 at early call dates. If not called and the Ending Value is at or above the Redemption Barrier of 490.26 (100% of the Starting Value), investors receive full upside participation; otherwise, they receive only principal back.
Any payment is subject to the credit risk of BofA Finance and BAC. The initial estimated value is $934.70 per $1,000, below the public offering price, reflecting internal funding rates, underwriting discounts and hedging costs. The underlying index uses leverage, a volatility target of 11.50%, and ongoing carry and transaction costs that can materially reduce performance.
BofA Finance LLC is offering Dual Directional Buffered Notes linked to the S&P 500 Index, fully and unconditionally guaranteed by Bank of America Corporation. The notes are expected to price on August 31, 2026, issue on September 3, 2026, and mature on September 6, 2028, giving an approximate 2‑year term.
At maturity, if the S&P 500 ending level is at or above its starting level, investors receive 100% of the index’s gain, capped at a Max Return of 22.85% (maximum redemption of $1,228.50 per $1,000). If the index is below the starting level but at or above 85% of it (the Threshold Value), investors receive the absolute value of the index’s decline, up to 15%. If the index finishes below 85% of its starting level, principal is exposed 1:1 to further declines and up to 85% of principal is at risk.
The notes pay no periodic interest, will not be listed on any exchange, and all payments are subject to the credit risk of BofA Finance and BAC. The public offering price is $1,000 per note, with an initial estimated value between $930 and $980 per $1,000. An affiliate may pay a referral fee of up to $8 per $1,000 in principal to other broker‑dealers.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $150,000 of Contingent Income Auto-Callable Yield Notes due August 2, 2029, linked to the least performing of the XLE, XLU and SMH ETFs. The notes pay a 16.50% per annum contingent coupon (1.375% monthly, or $13.75 per $1,000) only if on each observation date every underlying is at or above 70% of its Starting Value; otherwise no coupon is paid for that month.
Beginning January 28, 2027, the notes are automatically called if all underlyings are at or above 100% of their Starting Values, returning principal plus the applicable coupon. If not called, and at maturity the least performing underlying is at or above 50% of its Starting Value, investors receive principal (plus the final coupon if the 70% barrier is met). If the least performing underlying finishes below 50%, repayment is reduced 1:1 with its decline, up to a 100% loss of principal. The notes are unsecured obligations subject to the credit risk of BofA Finance and BAC, will not be listed, and had an initial estimated value of $954.60 per $1,000, below the public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index. The Notes are expected to price on August 26, 2026 and mature on August 30, 2029, unless called earlier.
The Notes pay a contingent coupon of 10.00% per annum (0.8334% per month, $8.334 per $1,000) on monthly Observation Dates when each index is at or above 70.00% of its Starting Value. Beginning March 3, 2027, BofA Finance may redeem the Notes monthly at par plus any due coupon. If held to maturity and the least performing index is below its 70.00% Threshold Value, principal is exposed 1:1 to that decline, up to a total loss of investment; otherwise, investors receive principal plus any final contingent coupon. The initial estimated value is $880–$930 per $1,000, below the $1,000 public offering price. Payments depend on the credit of BofA Finance and BAC, and the Notes will not be listed on any exchange.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $951,000 of Buffered Auto-Callable Notes linked to the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index ER, maturing July 31, 2031. The Notes are issued in $1,000 denominations, priced at $1,000 with an initial estimated value of $913.70.
The Notes pay no interest and are automatically callable monthly from August 2, 2027 at pre-set Call Amounts (starting at $1,114.504 per $1,000). If not called and the Ending Value is at least 90% of the Starting Value of 1,051.68, investors receive a fixed $1,572.52 per $1,000. If the Ending Value is between 85% and 90%, principal is returned. Below 85%, losses are 1:1 beyond the 15% buffer, with up to 85% of principal at risk.
The Underlying uses a leveraged, target-volatility futures strategy with a 6.00% per annum decrement cost and transaction costs each rebalancing window, which continually drag on index performance. The Notes are unsecured obligations subject to the credit risk of BofA Finance and BAC and will not be listed on any securities exchange.
BofA Finance LLC is issuing $76,000 of Buffered Auto-Callable Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to the S&P 500® Futures 35% Volatility Compass TCA 6% Decrement Index ER. The Notes price at $1,000 per Note, have an approximate 5‑year term to July 31, 2031, and make no periodic interest payments. They are not listed on any exchange and any payment depends on the credit of BofA Finance and BAC.
Beginning August 2, 2027, the Notes are automatically callable monthly at preset Call Amounts if the index level is at or above the Call Value of 1,051.68. If never called and the Ending Value is at or above the Redemption Barrier (100% of the Starting Value), investors receive $1,920.04 per $1,000 at maturity. If the Ending Value is between 85% and 100% of the Starting Value, holders receive principal only; below 85%, principal is exposed 1:1 to further declines with up to 85% of principal at risk. The initial estimated value is $913.40 per $1,000, below the offering price, reflecting internal funding and hedging costs, as well as a 6.00% per annum decrement and transaction costs embedded in the underlying index.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $99,000 of Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index ER, maturing on July 3, 2029, unless called earlier.
The notes pay monthly contingent coupons only if the index is at or above 80% of its 1,051.68 Starting Value, with a memory feature based on $8.125 per period. From January 28, 2027, the notes are auto-called if the index is at or above 100% of the Starting Value, returning principal plus the due coupon.
If not called and the index falls more than 20%, investors are exposed 1:1 to further declines, with up to 80% of principal at risk; otherwise principal is repaid. The underlying index uses leveraged E‑Mini S&P 500 futures with a 35% target volatility and a 6.00% per annum decrement cost, which continually drags performance. The initial estimated value is $932.70 per $1,000 note, below the public offering price, and the notes are unsecured, unlisted obligations subject to the credit risk of BofA Finance and BAC.
BofA Finance LLC is offering $938,000 of Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by Bank of America Corporation. The notes price at $1,000 per note, have an approximate 5-year term, price on July 28, 2026, issue on July 31, 2026, and mature on July 31, 2031. The Starting Value of the index is 594.12.
At maturity, if the Ending Value of the index is above the Starting Value, holders receive principal plus 122.00% of the index’s positive return; otherwise they receive only principal, with no periodic interest. The initial estimated value is $943.60 per $1,000 note, below the public offering price due to internal funding and hedging costs. The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, not listed on any exchange, treated as contingent payment debt instruments for U.S. tax purposes, and subject to extensive structure, market, credit, liquidity and tax risks detailed in the risk factors.
BofA Finance LLC is offering $674,000 of Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index ER, fully and unconditionally guaranteed by Bank of America Corporation, maturing on July 31, 2031 unless called earlier.
The Notes pay monthly contingent coupons using a memory formula: each payment per $1,000 equals $8.125 multiplied by the number of elapsed Contingent Payment Dates minus prior coupons, but only if the index is at or above the Coupon Barrier of 75% of the Starting Value (788.76). Starting July 28, 2027, the Notes are automatically called if the index is at or above the Call Value of 90% of the Starting Value (946.51), returning principal plus the applicable coupon.
If not called, principal is protected only down to the Threshold Value of 85% of the Starting Value (893.93). Below this level at maturity, investors have 1:1 downside exposure beyond a 15% decline, with up to 85% of principal at risk. The initial estimated value is $922 per $1,000, below the public offering price, reflecting internal funding and hedging costs. The underlying index uses leveraged futures exposure, a 35% target volatility strategy and a 6.00% per annum decrement cost, and the Notes are unsecured obligations subject to the credit risk of BofA Finance and BAC with no exchange listing.
BofA Finance LLC is offering $14,730,000 of Trigger Autocallable Notes linked to the S&P 500 Index, due July 31, 2031, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $10 Stated Principal Amount, with a minimum investment of $1,000.
The Notes may be automatically called on annual Observation Dates if the S&P 500 closing level is at or above the Initial Value of 7,428.78, paying the Stated Principal plus a Call Return based on a fixed 8.60% per annum Call Return Rate; by the final Observation Date the Call Price reaches $14.30 per $10. If not called, principal is repaid at maturity only if the index on the Final Observation Date is at or above the Downside Threshold of 5,571.59 (75% of the Initial Value). Below this level, repayment is reduced in line with the index decline, up to a 100% loss of principal.
The Notes pay no interest or dividends and have no listed market. Any payment depends on the creditworthiness of BofA Finance and BAC. The public offering price is $10.00 per Note, including a $0.25 underwriting discount; the initial estimated value is $9.689 per $10 Stated Principal Amount, reflecting structuring and hedging costs.