STOCK TITAN

BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 9-10, 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 Contingent Income Issuer Callable Yield Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, with per-note denominations of $1,000.00.

The notes have an approximate 5-year term from July 2026 to July 2031, pay a contingent coupon of 8.45% per annum (0.7042% per month or $7.042 per $1,000.00) only when all three indexes are at or above 70.00% of their starting levels on monthly observation dates, and are callable monthly at the issuer’s option starting July 29, 2027 at par plus any due coupon.

If the notes are not called and any index finishes below 65.00% of its starting level at maturity, principal is reduced 1:1 with the decline in the least performing index, up to a total loss of invested principal; otherwise investors receive par plus any final contingent coupon. The initial estimated value is expected between $900.00 and $950.00 per $1,000.00, below the $1,000.00 public offering price, and all payments are subject to the credit risk of BofA Finance and BAC. The notes will not be listed on any securities exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.71%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due July 19, 2029, fully guaranteed by Bank of America Corporation. The Notes link to the least performing of the Russell 2000 Index (RTY), the State Street Utilities Select Sector SPDR ETF (XLU) and the VanEck Semiconductor ETF (SMH) and have an approximate three-year term if not called.

The Notes pay a contingent monthly coupon equal to 17.00% per annum (1.4167% per month) when each Underlying's Observation Value is at or above a 60.00% Coupon Barrier. Beginning October 20, 2026 the Issuer may call the Notes monthly at par plus any applicable contingent coupon. At maturity, if the Least Performing Underlying's Ending Value is below its 50.00% Threshold Value, holders face 1:1 downside to that Underlying (up to 100% principal loss).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.71%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due January 22, 2030, fully guaranteed by Bank of America Corporation, linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® Indices. The Notes are expected to price on July 16, 2026 and issue on July 21, 2026, have an approximate 3.5 year term if not called, and pay a contingent coupon of 10.90% per annum (2.725% per quarter) when each underlying is at or above a 75.00% coupon barrier on an Observation Date. The Notes are callable quarterly beginning July 21, 2027. At maturity, if the Ending Value of the least performing underlying is below its 60.00% threshold, investors suffer 1:1 principal downside to that least performing underlying; otherwise principal is returned. All payments are subject to issuer and guarantor credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.71%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is offering Callable Contingent Income Securities due July 20, 2028, fully guaranteed by Bank of America Corporation. The notes pay a contingent quarterly coupon only if the S&P 500 (SPX), Russell 2000 (RTY) and NASDAQ-100 (NDX) each close on every index business day during an observation period at or above 60% of their respective initial index values (the coupon barrier level). Beginning October 22, 2026, the issuer may redeem all notes on quarterly redemption dates for the stated principal plus any contingent coupon then due. At maturity, if any final index value is below its 60% downside threshold, principal is reduced 1:1 by the worst-performing index and could be less than $600 or zero. The stated principal amount is $1,000 per security; the pricing date is July 17, 2026 and original issue date is July 22, 2026. Estimated value range on pricing date: $920.00–$970.00 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.71%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC offers Buffered Auto-Callable Notes fully and unconditionally guaranteed by Bank of America Corporation. The Notes are linked to the least performing common stock of Autodesk, Inc., Broadcom Inc. and The Boeing Company and have a public offering price of $1,000.00 per Note. Expected pricing date is July 17, 2026 with issue date July 22, 2026 and maturity on July 20, 2029. The Notes are automatically callable beginning on October 19, 2026 on scheduled Call Observation Dates for specified Call Amounts; if not called, the Notes provide a 40% buffer (Threshold Value = 60% of Starting Value) above which principal is returned, but expose holders on a leveraged basis to declines beyond that buffer, with up to 100% principal loss if the Least Performing Underlying falls below the Threshold Value.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.71%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC priced $401,000 of Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to NVIDIA Corporation stock on July 7, 2026 and will issue on July 9, 2026. Each Note has a $1,000 principal amount; the public offering price is $1,000 per Note and the initial estimated value on the pricing date was $992.00 per $1,000.

The Notes have an approximately 13-month term to maturity on August 12, 2027, pay monthly contingent coupons tied to NVDA observation dates when the Observation Value is at or above 75.00% of the Starting Value, are automatically callable beginning with the January 7, 2027 Call Observation Date if NVDA is at or above 100.00% of the Starting Value, and provide a 25% downside buffer (subject to 1:1 loss beyond a 25% decline).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.63%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes linked to the Nasdaq-100® Index due June 29, 2028. The Notes are expected to price on July 24, 2026 and issue on July 29, 2026, with an approximate 23-month term if not called.

The Notes pay a contingent coupon of 11.60% per annum (equal to $9.667 per $1,000 monthly) when the Underlying’s closing level on an Observation Date is at least 80.00% of its Starting Value. Beginning January 28, 2027, BofA Finance may call the Notes monthly at the principal plus any then-payable contingent coupon. If not called and the Ending Value is below 70.00% of the Starting Value, holders suffer 1:1 downside to the Underlying at maturity; otherwise, principal is repaid. All payments are subject to the credit risk of BofA Finance and are unconditionally guaranteed by Bank of America Corporation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.63%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC offers Contingent Income Issuer Callable Yield Notes fully guaranteed by Bank of America Corporation with a public offering price of $1,000.00 per note. The Notes have an approximately five-year term maturing on July 18, 2031, are callable monthly beginning January 21, 2027, and pay a contingent monthly coupon equal to 0.9084% (10.90% per annum) when each underlying is at or above 75.00% of its starting value. If the Least Performing Underlying finishes below 65.00% of its starting value at maturity, holders incur 1:1 downside exposure (up to 100.00% principal loss). The initial estimated value range at pricing is stated as $940.00 to $990.00 per $1,000 principal; proceeds to the issuer are $995.00 per $1,000 after an underwriting discount up to $5.00.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.63%
Tags
prospectus
-
Rhea-AI Summary

BofA Finance LLC priced a primary offering of Contingent Income (with Memory Feature) Issuer Callable Yield Notes, linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500. The Notes are offered at a $1,000.00 public offering price per note with underwriting discount of $7.50, resulting in proceeds to BofA Finance of $992.50 per $1,000.00 note. The initial estimated value range on the pricing date is shown as $915.50 to $965.50 per $1,000.00. Pricing date is July 16, 2026, expected issue date July 21, 2026, and maturity/valuation on or about July 19, 2029. Coupons are contingent monthly when each underlying is at or above a 70.00% barrier; notes are callable monthly beginning January 22, 2027. All payments are subject to the credit risk of BofA Finance and Bank of America Corporation.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.63%
Tags
prospectus
Rhea-AI Summary

BofA Finance LLC offers Contingent Income Issuer Callable Yield Notes due July 19, 2029, fully guaranteed by Bank of America Corporation, linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 and Russell 2000.

Key economic terms: expected pricing on July 15, 2026, issue on July 20, 2026, approximate three-year term, contingent coupon 8.30% per annum (0.6917% per month), monthly observation and monthly call schedule, Coupon Barrier/Threshold 50.00%, initial estimated value range $940.00–$990.00 per $1,000, public offering price $1,000 (proceeds to issuer $997.50

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.63%
Tags
prospectus

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.