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 has announced new Auto-Callable Enhanced Return Notes linked to the performance of three major indices: Nasdaq-100, Russell 2000, and S&P 500. The notes, priced at $1,000 per unit with a total offering of $2,775,000, will mature on June 28, 2029, unless called earlier.
Key features include:
- 4-year term with automatic call feature starting June 2026
- 150% upside participation if all indices perform above starting values
- Principal protection if worst-performing index doesn't decline more than 30%
- No periodic interest payments
- Initial estimated value of $945.50 per $1,000 note
The notes include automatic call provisions at $1,090 (Year 1), $1,180 (Year 2), and $1,270 (Year 3) if all indices meet threshold values. Investors face potential loss of up to 100% of principal if any index declines more than 30%. The notes are subject to Bank of America's credit risk and will not be listed on any securities exchange.
Bank of America has issued Contingent Income Auto-Callable Yield Notes linked to Uber Technologies stock, due June 30, 2027. The notes, priced at $1,000 per unit with total offering of $500,000, feature quarterly contingent coupon payments and automatic call provisions.
Key features include:
- 2-year term with quarterly coupon payments of $31.625 if Uber stock is ≥65% of starting value ($91.65)
- Memory feature allows recovery of previously missed payments
- Automatic call feature starting December 2025 if stock price ≥100% of starting value
- Principal at risk if stock declines >35% from starting value at maturity
- Initial estimated value of $971 per $1,000 principal amount
The notes carry credit risk from BofA Finance as issuer and Bank of America as guarantor. They are not FDIC insured, not bank guaranteed, and may lose value. The offering includes an underwriting discount of $23.50 per note.
Bank of America has announced Capped Buffered Enhanced Return Notes linked to the EURO STOXX 50 Index, due December 31, 2026. The notes, priced at $1,000 per unit with total offering of $320,000, will be issued on June 30, 2025.
Key features include:
- 18-month term with 110% upside participation rate, subject to max return of 18%
- 15% downside buffer - losses only occur if index declines more than 15%
- Maximum potential loss of 85% of principal
- Initial estimated value of $967.60 per $1,000 note
- No periodic interest payments
The notes carry credit risk from both BofA Finance (Issuer) and Bank of America (Guarantor). The offering includes an underwriting discount of $22.00 per note and an additional referral fee of up to $2.50. Notes are not FDIC insured and may lose value. Starting value of the index is set at 5,252.01.
Bank of America is offering Capped Buffered Enhanced Return Notes linked to the S&P 500 Index, with the following key terms:
- 18-month term (June 30, 2025 to December 31, 2026)
- Starting Value: 6,092.16
- Maximum Return: 14.00% ($1,140 per $1,000 principal)
- 110% upside participation rate above Starting Value
- 10% downside buffer; losses only begin below 90% of Starting Value
- Up to 90% of principal at risk
The notes offer enhanced returns up to a cap with partial downside protection. Initial estimated value is $972.30 per $1,000 principal, below the public offering price of $1,000. Total offering size is $1,314,000. Notes are subject to Bank of America's credit risk and will not be listed on any securities exchange. No periodic interest payments will be made.
Bank of America is offering Contingent Income Issuer Callable Yield Notes linked to the least performing of EURO STOXX 50 Index, S&P 500 Index, and iShares Russell 2000 ETF. Key terms include:
- Term: Approximately 3 years (due June 29, 2028)
- Contingent Coupon Rate: 9.30% per annum (2.325% quarterly) if all underlyings are ≥ 70% of starting value
- Early Call Feature: Callable quarterly starting January 2, 2026
- Principal Risk: 100% at risk if any underlying declines >30% at maturity
- Initial Offering: $1,000 per note with total offering of $289,000
The notes' initial estimated value is $975.90 per $1,000, below the offering price. All payments are subject to BofA Finance's credit risk as issuer and Bank of America's guarantee. The notes will not be listed on any securities exchange.
Bank of America has issued Contingent Income Buffered Callable Yield Notes linked to the performance of the Russell 2000 and S&P 500 indices, with the following key terms:
- Term: Approximately 2.75 years (due March 30, 2028)
- Monthly contingent coupon rate of 7.25% per annum (0.6042% monthly) if both indices are ≥ 85% of starting value
- Callable monthly by issuer starting December 31, 2025
- 85% downside buffer at maturity - losses only occur if worst-performing index declines >15%
- Initial offering price: $1,000 per note with total issuance of $200,000
The notes carry credit risk of BofA Finance as issuer and Bank of America as guarantor. Initial estimated value is $962.30 per $1,000 note, reflecting internal funding rates and hedging costs. The notes are not FDIC insured and may lose value.
Bank of America Corporation has filed a prospectus supplement for Dual Directional Buffered Notes linked to the S&P 500 Index. These structured notes, due December 31, 2026, offer unique investment characteristics:
- 17-month term with $1,000 minimum denomination
- 100% upside participation in S&P 500 gains, capped at 10% maximum return
- Positive returns if index declines up to 10% (absolute return feature)
- 1:1 downside exposure beyond 10% decline, with up to 90% principal at risk
Key features include no periodic interest payments, initial estimated value between $920-$970 per $1,000 principal amount, and public offering price of $1,000 with $22 underwriting discount. Notes are subject to BofA Finance's credit risk as issuer and Bank of America's guarantee. Securities are not FDIC insured and will not be exchange-listed. CUSIP: 09711HXG3.
Bank of America has announced Contingent Income Auto-Callable Yield Notes linked to the performance of three major indices: the Nasdaq-100 Technology Sector Index, Russell 2000 Index, and S&P 500 Index. The notes offer:
Key Features:
- Monthly contingent coupon payments of $8.542 per $1,000 (10.25% per annum) if all underlying indices are above their coupon barriers
- 3-year term with automatic monthly call feature starting December 30, 2025
- Coupon and Threshold Barrier set at 70% of starting value for each index
- Initial estimated value range: $915.70-$965.70 per note
Risk Considerations: No guaranteed principal protection, limited returns to coupon payments, subject to automatic call feature, and exposure to the worst-performing underlying index. Investment subject to BofA Finance's credit risk with BAC as guarantor.
Bank of America has announced Jump Securities with Auto-Callable Feature linked to Dow Inc. stock, due July 12, 2030. These principal-at-risk securities are issued by BofA Finance and guaranteed by Bank of America Corporation.
Key features include:
- Principal amount: $1,000 per security
- Early redemption feature if stock price meets/exceeds call threshold (100% of initial price)
- Potential early redemption payments offering approximately 23.40% return per annum
- At maturity: $2,170 payment if final stock price ≥ 80% of initial price; otherwise loss proportional to stock decline
- Estimated value between $900-$950 per $1,000 principal
Notable risks include potential loss of principal, limited upside potential, no interest payments, and early redemption risk. The securities will not be listed on any exchange and are subject to Bank of America's credit risk.
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