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BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 24, 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

Bank of America Corporation (BAC), through its subsidiary BofA Finance LLC, is offering market-linked notes whose return is tied to the MSCI EAFE® Index. Each note has a $1,000 face amount, pays no interest, and is unsecured debt of BofA Finance, fully and unconditionally guaranteed by BAC.

At maturity (expected 25–28 months after the trade date), investors receive: (1) enhanced upside at 160% of any positive index return, capped at a Maximum Settlement Amount between $1,264.32 and $1,310.88 per $1,000; (2) full principal repayment if the index has fallen by up to 15%; or (3) a leveraged loss if the index has declined more than 15%, using a buffer rate of about 117.647%. In the worst case, investors can lose their entire investment.

The notes will not be listed on any exchange, and the initial estimated value is expected to be $940–$990 per $1,000, below the public offering price of 100% of face amount, reflecting BAC’s internal funding rate and hedging-related charges. Secondary market liquidity is uncertain and any sale before maturity may occur at prices significantly below the face amount.

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Bank of America Corporation (BAC), via BofA Finance LLC, is offering Contingent Income (with Memory Feature) Issuer Callable Yield Notes linked to the worst performer of three ETFs: SPDR S&P Biotech (XBI), SPDR S&P Regional Banking (KRE) and iShares Russell 2000 (IWM). Each note has a $1,000 denomination and an expected term of about 3 years, maturing August 1, 2029, unless called early from February 1, 2027 onward.

Quarterly contingent coupons of $25.875 per $1,000 are paid only if on that observation date every ETF is at or above 60.00% of its starting value; missed coupons can be “caught up” later via the memory feature. If the notes are called, holders receive $1,000 plus the then-applicable contingent coupon. If held to maturity and the worst-performing ETF is at or above 60.00% of its starting value, investors receive principal plus any final contingent coupon; otherwise repayment is reduced 1:1 with the decline in the worst ETF, with up to 100% of principal at risk.

The public offering price is $1,000 per note, with an underwriting discount up to $18.50 (proceeds to issuer $981.50). The initial estimated value is expected between $925 and $975 per $1,000, below the public price. Payments depend on the credit of BofA Finance as issuer and BAC as guarantor, and the notes will not be listed on any exchange.

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Bank of America Corporation (BAC), through its subsidiary BofA Finance LLC, is offering $5.5 million of Contingent Income Issuer Callable Yield Notes linked to the least performing of the Russell 2000 Index and the S&P 500 Index, maturing January 26, 2028. The notes pay a contingent coupon of 9.60% per annum ($8 per $1,000 monthly) only if on each observation date both indices are at or above 65% of their Starting Values, and the issuer may redeem all notes monthly from October 26, 2026 at par plus any due coupon.

If the notes are not called and either index closes below its 65% Threshold Value on the valuation date, principal is reduced 1:1 with the decline of the least performing index, with up to 100% loss of principal; otherwise principal is repaid. The notes are unsecured obligations of BofA Finance, fully and unconditionally guaranteed by BAC, are not listed, and have an initial estimated value of $993.70 per $1,000, below the public offering price of $1,000 due to internal funding and hedging costs.

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Bank of America Corporation (BAC), through its subsidiary BofA Finance LLC, is issuing $2,975,000 of Contingent Income Issuer Callable Yield Notes due July 27, 2028, linked to the least performing of the Russell 2000 Index, the S&P 500 Index and the State Street Technology Select Sector SPDR ETF. The notes are fully and unconditionally guaranteed by BAC and are unsecured senior debt.

The notes offer a contingent coupon of 14.80% per annum (1.2334% monthly), paid only if on each monthly observation date all three underlyings are at or above 70% of their respective starting values (the coupon barriers). Starting values are RTY 2,959.938, SPX 7,498.96 and XLK $180.27, with barriers and threshold values set at 70% of each. Beginning October 27, 2026, BofA Finance may redeem the notes monthly at par plus any due coupon.

If the notes are not called and, at maturity, the least performing underlying is below its 70% threshold, principal is reduced 1-for-1 with that decline, with up to 100% of principal at risk; otherwise, investors receive par plus any final contingent coupon. The initial estimated value is $983.20 per $1,000, below the public offering price of $1,000, reflecting BAC’s internal funding rate, underwriting discounts and hedging-related charges. The notes will not be listed on any exchange, and all payments depend on the credit risk of BofA Finance and BAC.

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BANK OF AMERICA CORP (BAC), through subsidiary BofA Finance LLC, is offering $642,000 of Auto-Callable Notes linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by BAC.

The approximately 3-year Notes may be auto-called quarterly starting July 28, 2027 if each index is at or above its Call Value (100% of its Starting Value), paying fixed Call Amounts up to $1,474.375 per $1,000. If held to maturity and not called, investors receive $1,517.50 per $1,000 if all indices finish at or above their Redemption Barriers (100% of Starting Value), principal only if the least-performing index finishes between 70% and 100% of its Starting Value, and 1:1 downside exposure below 70%, with up to 100% loss of principal.

The Notes pay no interest, are unsecured obligations of BofA Finance with BAC as guarantor, and will not be listed on any exchange. The initial estimated value is $983.40 per $1,000, below the public offering price of $1,000, reflecting BAC’s internal funding rate, dealer compensation and hedging-related charges.

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Bank of America Corporation (BAC), through its subsidiary BofA Finance LLC, is offering senior unsecured market-linked notes under its shelf registration, linked to the lowest performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices and fully and unconditionally guaranteed by BAC.

Each $1,000 Security pays no interest and may be auto‑called quarterly starting August 4, 2027. If on a Call Date the lowest performing index is at or above its starting level, investors receive $1,000 plus a fixed Call Premium (at least 15.050% on the first Call Date, increasing to at least 45.150% if first called on July 30, 2029), and the note terminates.

If never called, at maturity on August 2, 2029 investors receive: (i) $1,000 if the lowest performing index is below its starting level but at or above its Threshold Value (75% of starting), or (ii) $1,000 multiplied by that index’s performance factor if it is below the Threshold, exposing investors to losses greater than 25% and up to 100% of principal. The initial estimated value is expected to be $915–$965 per $1,000, below the public offering price, reflecting hedging costs, selling concessions and BAC’s internal funding rate. All payments are subject to the credit risk of BofA Finance and BAC, and the Securities will not be listed on any exchange.

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Bank of America Corp (BAC), as guarantor for BofA Finance LLC, is offering auto-callable senior unsecured notes linked to the Nasdaq‑100 Index (NDX) and the S&P 500 Index (SPX), maturing on August 16, 2029, under its existing shelf registration.

The notes are issued at $1,000 per note with no periodic interest, an approximate 3‑year term, and are automatically callable semi‑annually starting August 17, 2027 if both indices are at or above their call values, paying preset call amounts up to $1,278.75 per $1,000.

If not called, holders receive $1,334.50 per $1,000 at maturity if both indices are at or above their starting levels; principal is returned if the least-performing index is between 70% and 100% of its starting level, and losses are 1:1 below 70%, with up to 100% of principal at risk. The initial estimated value is $900–$950 per $1,000, below the public offering price.

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Bank of America Corporation (BAC), via BofA Finance LLC, is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the least-performing of META, ANET, NVDA and QCOM, maturing on August 2, 2029 unless auto-called starting July 30, 2027.

The Notes pay monthly contingent coupons of $14.709 per $1,000 when the closing price of each underlying is at least 60% of its starting value; unpaid coupons can be “made up” later if this condition is subsequently met. The notes are automatically called if, on a Call Observation Date, each stock is at or above 100% of its starting value, returning principal plus the applicable coupon.

If not called, and all underlyings are below their starting values and the least-performing is below 60% of its starting value at maturity, investors are exposed 1:1 to that stock’s loss, with up to 100% of principal at risk. The initial estimated value is $829.20–$899.20 per $1,000 Note, below the public offering price of $1,000, reflecting BAC’s internal funding rate, underwriting discounts and hedging costs. Payments depend on the credit of BofA Finance and BAC, and the Notes will not be listed on any exchange.

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Bank of America Corporation (BAC) is fully and unconditionally guaranteeing a $2,919,000 issuance of BofA Finance LLC Enhanced Return Notes linked to the least performing of the S&P 500 Equal Weight Index, the S&P 500 Index and the iShares S&P 500 Growth ETF.

The notes have an approximate 4‑year term, pricing on July 23, 2026, issuing July 28, 2026 and maturing July 26, 2030. They offer 154.50% upside participation if the ending value of each underlying exceeds 100% of its starting value, based on the least performing underlying. Principal is protected only if the least performing underlying stays at or above 70% of its starting value; below that, investors have 1:1 downside exposure and can lose up to 100% of principal. There are no periodic interest payments, the notes will not be listed on any exchange, and all payments are subject to the credit risk of BofA Finance as issuer and BAC as guarantor. The initial estimated value is $968 per $1,000 note, below the public offering price.

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Bank of America Corporation (BAC), via its subsidiary BofA Finance LLC, is issuing $6,162,000 of Market Linked Auto-Callable Principal at Risk Securities maturing July 26, 2029, fully and unconditionally guaranteed by BAC. These notes are linked to the lowest performing of the Russell 2000, S&P 500 and Nasdaq‑100 indices.

The notes pay no interest and may be automatically called if, on any call date in 2027, 2028 or on the July 23, 2029 final calculation day, the lowest performing index is at or above its starting level. If called, investors receive $1,000 plus a fixed call premium of 15.300%, 30.600% or 45.900% of principal, depending on the call date.

If not called, at maturity investors receive $1,000 per note if the lowest performing index is at or above 75% of its starting level. If it finishes below 75%, repayment is $1,000 multiplied by that index’s performance factor, exposing investors to losses greater than 25% and up to a total loss of principal. The initial estimated value is $964.70 per $1,000, below the $1,000 offering price, reflecting dealer discounts, hedging costs and BAC’s internal funding rate. All payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on any exchange.

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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 July 24, 2026.