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BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 10, 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

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing market-linked medium-term notes due April 18, 2030, tied to the worst performer of the S&P 500, Russell 2000 and Nasdaq-100 indices. Each $1,000 Security pays a contingent quarterly coupon at a rate of at least 12.05% per annum only if the lowest-performing index stays at or above 70% of its Starting Value on every eligible trading day in the quarter.

The notes are callable quarterly by the issuer starting about three months after issuance at par plus any due coupon. If not redeemed, principal is repaid in full at maturity only if the worst index on the Final Calculation Day is at or above 60% of its Starting Value; below this Threshold Value, repayment falls in proportion to the index decline, so investors can lose more than 40% and up to all principal. Investors do not participate in any index upside or dividends, face daily “worst-of” exposure, no exchange listing, and are subject to the senior unsecured credit risk of BofA Finance and BAC. The initial estimated value is expected between $924.25 and $974.25 per $1,000 Security, below the public offering price.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering auto-callable senior unsecured notes linked to the least performing of the Nasdaq-100 Index, Russell 2000 Index and S&P 500 Index. Each note has a $1,000 denomination, approximate 5-year term, and no periodic interest.

The notes are automatically callable quarterly starting on July 28, 2027 if each index is at or above its Call Value (100% of its Starting Value), paying the applicable fixed Call Amount (for example $1,119.60 on the first Call Payment Date). If never called and at maturity each index is at or above its Redemption Barrier (100% of Starting Value), investors receive a fixed $1,598.00 per $1,000 principal. If the least performing index is between its Threshold Value of 70% and below 100%, principal is repaid; below 70%, repayment is reduced 1:1 with that index’s decline, up to total loss.

The initial estimated value is expected between $900.60 and $950.60 per $1,000, below the public offering price due to internal funding and hedging costs. Underwriting discount may be up to $32.50 per note, and the notes will not be listed on any exchange. All payments depend on the credit risk of BofA Finance and BAC.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering senior unsecured market-linked notes whose payoff depends on a weighted basket of five 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, are not listed, and have a term of about 21–24 months. The initial basket level is 100; if the final basket level rises, investors receive leveraged upside at a 180% participation rate, but returns are capped at a maximum settlement amount expected between $1,253.08 and $1,297.72 per $1,000 face amount. A 15% buffer protects principal if the basket decline is up to 15%; below an 85% buffer level, losses are leveraged by a buffer rate of approximately 117.647%, and investors can lose some or all principal. Initial estimated value is expected between $957.30 and $987.30 per $1,000, reflecting dealer funding and hedging costs. Payments depend on the credit of BofA Finance and BAC, and the notes are not bank deposits or FDIC insured.

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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 Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index. Each note has a $1,000 denomination, an approximate 3.5‑year term, and pays a contingent coupon of 10.55% per annum ($8.792 per month per $1,000) when, on a monthly observation date, each index is at or above 65% of its starting level. Beginning on October 26, 2026, the issuer may redeem the notes monthly at par plus any due coupon. If not called and the least performing index is below its 65% threshold at maturity, principal is reduced 1:1 with the index decline, up to a total loss; otherwise, investors receive principal plus any final contingent coupon. The public offering price is $1,000 per note, with an underwriting discount up to $7 and issuer proceeds as low as $993 per note; the initial estimated value is expected between $935 and $985, and all payments are subject to the credit risk of BofA Finance and BAC.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Series A market-linked notes due July 19, 2029 that are auto-callable and tied to the lowest-performing of Alphabet Class A, Meta Class A, and Deere common stock. Each Security has a $1,000 principal amount and pays a quarterly Contingent Coupon only if, on the relevant Calculation Day, the lowest-performing stock is at or above 70% of its Starting Price; missed coupons have a memory and may be paid later if the condition is met. The Contingent Coupon Rate will be at least 21.00% per annum. From October 2026 through April 2029, the notes are automatically called at par plus the applicable coupon (including unpaid coupons) if the lowest-performing stock is at or above its Starting Price. If not called, investors receive par at maturity only if the lowest-performing stock is at or above its 70% Threshold Price; otherwise repayment is reduced in line with that stock’s decline, with losses potentially up to 100% of principal. The initial estimated value is expected between $916.75 and $966.75 per $1,000, and the notes are unsecured, unsubordinated obligations not listed on any exchange.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the Class A common stock of Affirm Holdings, Inc. The Notes have an approximate three-year term, pricing on July 15, 2026 and maturing on July 19, 2029, unless automatically called earlier.

Investors receive monthly contingent coupons only if AFRM’s Observation Value is at least 60.00% of the Starting Value; missed coupons can be partially recovered later via the memory feature. Beginning January 15, 2027, the Notes are automatically called if AFRM is at least 100.00% of the Starting Value, paying principal plus the applicable coupon. If held to maturity and AFRM has fallen more than 50.00% from the Starting Value, principal is exposed 1:1 to downside, up to a total loss. The per-note public offering price is $1,000.00, while the initial estimated value is expected between $900.00 and $950.00, reflecting BAC’s internal funding rate, underwriting discounts and hedging costs. All payments depend on the credit risk of BofA Finance and BAC.

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Bank of America is offering Fixed Rate Callable Notes, due October 21, 2027 under its Series P MTN prospectus supplement. The notes accrue interest at 4.60% per annum, pay interest monthly beginning August 21, 2026, and have a minimum denomination of $1,000. The public offering price is 100.00% with an underwriting discount of 0.05%, leaving proceeds to BAC of 99.95%. Issue Date is July 21, 2026; maturity is October 21, 2027. The issuer may redeem all notes on monthly Call Dates beginning January 21, 2027, with notice provided at least five business days but not more than 60 calendar days before the Call Date. Notes are senior unsecured, unlisted, delivered in book-entry form through DTC.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering senior unsecured market-linked notes called Autocallable Strategic Accelerated Redemption Securities tied to the S&P 500 Index. Each unit has a $10 principal amount, public offering price of $10.00, underwriting discount of $0.20, and proceeds to the issuer of $9.80 per unit, with modest concessions for large household purchases.

The notes can be automatically called after roughly one to six years if the Index closes at or above its Starting Value on an Observation Date, paying fixed Call Amounts such as [$10.65–$10.75] on the first date up to [$13.90–$14.50] on the final date. If never called and the Index ending level is at least 85% of the Starting Value, investors receive principal back; below that Threshold Value, they are exposed 1-to-1 to further declines, with up to 85% of principal at risk. The initial estimated value is expected between $9.22 and $9.88 per unit, reflecting BAC’s internal funding rate, an underwriting discount and a $0.05 per-unit hedging-related charge. The notes pay no interest, do not provide dividends, are not FDIC-insured, will not be listed on any exchange, and all payments depend on the credit of BofA Finance and BAC.

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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, with an approximate three-year term to July 26, 2029.

The Notes pay a contingent coupon of 12.25% per annum (1.0209% monthly) only if, on each Observation Date, every index is at or above 70% of its Starting ValueJanuary 27, 2027, the issuer may redeem the Notes monthly at par plus any due coupon. If not called, and the least performing index is at or above 60% of its Starting Value on the Valuation Date, investors receive principal (and a final coupon if the 70% barrier is met); if it is below 60%, repayment is reduced 1:1 with the decline, up to a complete loss of principal.

The Notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed, and have an initial estimated value between $940.00 and $990.00 per $1,000, below the public offering price, reflecting internal funding rates, underwriting discounts, referral fees and hedging-related charges discussed in the risk disclosures.

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Bank of America’s BofA Finance unit 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, maturing on July 19, 2029. Each $1,000 Note pays a contingent coupon of 11.20% per year (0.9334% monthly, $9.334 per $1,000) only if on each observation date all three indices are at or above 65% of their starting levels.

The issuer may call the Notes monthly starting January 22, 2027 at $1,000 plus any due coupon, ending further payments. If held to maturity and the least performing index is at or above 60% of its starting level, investors receive principal back (and the final coupon if the 65% barrier is met); otherwise they are exposed 1:1 to the decline of the worst index, with up to 100% loss of principal. The Notes are unsecured obligations of BofA Finance, fully guaranteed by Bank of America Corporation, are not exchange-listed, and have an initial estimated value between $935 and $985 per $1,000, below the $1,000 public offering price, reflecting fees, hedging costs and BAC’s internal funding rate.

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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 10, 2026.