STOCK TITAN

BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 9, 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 is offering fixed rate callable notes due July 30, 2046 with a stated interest rate of 6.00% per annum. The notes are senior, unsecured obligations, issued in minimum denominations of $1,000, with an issue date of July 30, 2026. The offering price is 100.00% of principal per note, the underwriting discount is 2.00%, and proceeds to the issuer are 98.00% of principal per note. The issuer may redeem all of the notes on each annual Call Date beginning July 30, 2027; redemptions will be for 100% of principal plus accrued interest. The notes will be delivered in book-entry form through DTC and will not be listed on any exchange.

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

BofA Finance LLC priced $250,000 of Auto-Callable Enhanced Return Notes linked to the least performing of Eli Lilly (LLY), Merck (MRK) and the State Street Health Care Select Sector SPDR ETF (XLV).

The Notes price date was July 7, 2026, issue date July 9, 2026 and maturity date July 12, 2029. They have a roughly three-year term if not called and were offered in minimum denominations of $1,000. The public offering price was $1,000 per note, with total proceeds to the issuer of $249,375.

Payments depend on the Least Performing Underlying: automatic call on the Call Observation Date pays the stated Call Amount (Call Observation Date July 13, 2027; Call Amount $1,537.50 per $1,000). If not called, upside participation is 200.00% for an Ending Value >= Starting Value; a >30% decline in any Underlying exposes holders to 1:1 downside with up to 100.00% principal loss. 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 is offering Contingent Income Issuer Callable Yield Notes due June 21, 2028, fully guaranteed by Bank of America Corporation. The approximately 23-month notes are linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® indices, carry a contingent coupon of 8.60% per annum ( $7.167 per $1,000 monthly) payable only when each underlying is >= 70.00% of its starting value on an Observation Date, and are callable monthly beginning October 20, 2026. At maturity, if the least performing underlying is below its Threshold Value 55.00%, investors suffer 1:1 downside to the Least Performing Underlying. Public offering price is $1,000 per note with underwriting discount $18.25 and proceeds to issuer $981.75. All payments depend on the credit of the Issuer and Guarantor.

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

BofA Finance LLC is offering Auto-Callable Enhanced Return Notes linked to the common stock of Qualcomm Incorporated. The Notes are non‑interest bearing, have an approximate 3-year term, and carry a public offering price of $1,000.00 per Note with an underwriting discount of $12.50, leaving proceeds to BofA Finance of $987.50 per $1,000.00.

Payments depend on the Underlying Stock (QCOM). The Notes are automatically callable on July 21, 2027 for a Call Amount of $1,625.00 per $1,000 if the Observation Value is at or above 100.00% of the Starting Value; otherwise maturity outcomes include 125.00% upside participation above 100% or 1:1 downside below a 70.00% Threshold.

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 due July 20, 2029, fully guaranteed by Bank of America Corporation, 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 July 17, 2026 and issue on July 22, 2026, have an approximate three-year term if not called, and pay a contingent coupon of 12.50% per annum (3.125% per quarter; $31.25 per $1,000) when each underlying on an Observation Date is >= 70.00% of its Starting Value. The Notes are callable quarterly beginning January 22, 2027. At maturity, if the Least Performing Underlying is below its Threshold Value of 60.00% of Starting Value, holders are exposed 1:1 to declines (up to 100% loss); otherwise principal is returned. Public offering price is $1,000 per Note; initial estimated value range on the pricing date is $940.00–$990.00 per $1,000.

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

BofA Finance LLC is offering Autocallable Notes linked to the Russell 2000® Index due July 18, 2029, fully and unconditionally guaranteed by Bank of America Corporation. The notes have a $10.00 Stated Principal Amount per note, a minimum investment of $1,000 (100 Notes), and an automatic call feature tied to annual Observation Dates beginning approximately one year after issuance.

The fixed Call Return Rate is 13.30% per annum; Call Prices per $10 are $11.33 (first Observation Date), $12.66 (second), and $13.99 (final). If the notes are not called, payment at maturity equals $10.00 × (1 + Underlying Return), exposing holders to full downside market risk (up to 100% loss). The public offering price is $10.00 per note, underwriting discount $0.20, and proceeds to issuer $9.80 per note; the initial estimated value range is $9.20–$9.70.

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

BofA Finance LLC is offering Autocallable Notes linked to the S&P 500® Index due July 18, 2029, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $10.00 stated principal amount and a minimum purchase of 100 Notes. The Notes carry an automatic call feature: if the Current Underlying Level is >= the Initial Value on any annual Observation Date, the issuer will pay a Call Price equal to $10.00 plus an applicable Call Return based on a fixed Call Return Rate of 10.35% per annum. If not called, payment at maturity equals $10.00 × (1 + Underlying Return) and may be zero, so investors can lose up to 100% of principal. Public offering price is $10.00 per Note; underwriter discount is $0.20 and proceeds to issuer are $9.80 per Note. Initial estimated value on the Trade Date is expected between $9.20 and $9.70 per $10 stated principal amount. Observation Dates, Call Returns and Call Prices are set annually and include Call Prices of $11.035, $12.070 and $13.105 per $10 if called on successive Observation Dates.

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

BofA Finance LLC priced preliminary Auto-Callable Notes linked to the iShares® Silver Trust, fully and unconditionally guaranteed by Bank of America Corporation. The Notes have an approximate three-year term if not called, are expected to price on July 16, 2026 and issue on July 21, 2026, and pay no periodic interest. The public offering price is $1,000.00 per $1,000 principal; the underwriting discount is $2.50, yielding proceeds to BofA Finance of $997.50 per $1,000.

If not called, the Notes pay $1,915.00 per $1,000 at maturity when the Ending Value of the Underlying is greater than or equal to the Starting Value; otherwise investors have 1:1 downside exposure to declines in the Underlying with up to 100.00% principal at risk. Annual automatic call observations begin July 16, 2027; Call Amounts shown include $1,305.00 (July 16, 2027) and $1,610.00 (July 17, 2028). The initial estimated value range on the pricing date is provided as $918.60 to $988.60 per $1,000.

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 due July 19, 2029, fully guaranteed by Bank of America Corporation. The Notes are linked to the least performing of the Dow Jones Industrial Average and the S&P 500 and have an approximate three-year term if not called.

The Notes pay a contingent coupon of 7.50% per annum (0.625% monthly, $6.25 per $1,000) on each monthly Contingent Payment Date if both Underlyings are >= 70.00% of their Starting Values. Beginning July 20, 2027 the issuer may call the Notes monthly, paying principal plus any applicable contingent coupon. If not called, at maturity holders receive $1,000 per $1,000 unless the Ending Value of the Least Performing Underlying is below 70.00% of its Starting Value, in which case holders incur 1:1 downside exposure and may lose up to 100% of principal.

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 S&P 500® Index, due June 29, 2028, with an approximate 23-month term if not called. The notes carry a contingent monthly coupon of 0.6875% (annualized 8.25%) payable when the Underlying on an Observation Date is ≥ 80.00% of its Starting Value. Beginning January 28, 2027, the issuer may call the notes monthly at principal plus any then-payable contingent coupon. At maturity, if the Ending Value is 70.00% of the Starting Value, holders suffer 1:1 downside (up to 100% loss); otherwise holders receive principal. Public offering price is $1,000.00 per note, underwriting discount up to $6.75, proceeds to issuer $993.25 per note, and initial estimated value on pricing is between $932.30 and $982.30 per $1,000 principal. All payments are subject to the credit risk of BofA Finance and Bank of America Corporation (guarantor).

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 9, 2026.