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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

BofA Finance LLC priced market-linked, auto-callable medium-term notes guaranteed by Bank of America Corporation. The Securities are linked to the S&P 500® Index, have a Pricing Date of July 15, 2026, Issue Date July 17, 2026 and a scheduled Maturity Date of July 19, 2028.

The Securities pay no interest, may be automatically called on specified Call Dates for a fixed Call Premium (ranging from at least 4.250% to 17.000% of principal), and if not called expose holders to downside below a Threshold Value equal to 80.00% of the Starting Value. Public offering price is $1,000.00 per Security with underwriting discount $17.75 and proceeds to BofA Finance of $982.25 per Security.

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BofA Finance LLC (guaranteed by Bank of America Corporation) is offering market-linked, auto-callable medium-term notes linked to the lowest performing of the Russell 2000®, S&P 500® and EURO STOXX 50® with a $1,000 principal per Security and a scheduled maturity of August 2, 2029.

The Securities pay no interest, are subject to automatic call on specified Call Dates for a fixed Call Premium (at least 14.700% on the first Call Date up to at least 44.100% on the Final Calculation Day), and if not called their maturity payment depends on the Lowest Performing Underlying versus a Threshold Value equal to 75% of the Starting Value. Public offering price is $1,000.00 per Security; proceeds to issuer before expenses are $974.25 per Security; initial estimated value range is $914.25–$964.25 as of the Pricing Date.

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BofA Finance LLC is offering Contingent Income (with Memory Feature) Yield Notes linked to the least performing of Broadcom Inc. (AVGO), CVS Health Corporation (CVS) and Capital One Financial Corporation (COF). The Notes have an approximate three-year term, are expected to price on July 29, 2026, issue on July 31, 2026 and mature on August 1, 2029. Contingent monthly coupons may be paid when each Underlying Stock’s Observation Value is >= 50.00% of its Starting Value; the illustrative per-period accrual equals $13.4583 per $1,000 principal (actual coupon set at pricing). At maturity you receive principal if the Least Performing Underlying Stock’s Ending Value >= 50.00% of its Starting Value; otherwise you suffer 1:1 downside to the Least Performing Underlying Stock (up to 100% loss). Initial estimated value at pricing is stated as $945.00–$995.00 per $1,000.

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Rhea-AI Summary

BofA Finance LLC priced callable, market-linked Medium-Term Notes due July 19, 2029, fully and unconditionally guaranteed by Bank of America Corporation. The Securities pay quarterly Contingent Coupon Payments at a Contingent Coupon Rate to be set on the Pricing Date and at least 13.40% per annum, are linked to the lowest performing of the S&P 500, Russell 2000 and Nasdaq-100, and are redeemable at issuer option beginning approximately three months after issuance.

The Securities repay principal at maturity only if the Lowest Performing Underlying on the Final Calculation Day is at or above its Threshold Value (equal to 60% of its Starting Value); otherwise the Maturity Payment equals $1,000 × the Performance Factor of that Underlying, producing losses that can exceed 40%.

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BofA Finance LLC priced contingent-income issuer callable yield notes, guaranteed by Bank of America Corporation, linked to the least performing of the DJIA, Nasdaq-100 and Russell 2000. The notes are expected to price on July 15, 2026, issue on July 20, 2026, and mature on June 21, 2027, an approximate 11-month term unless called.

The notes pay a contingent coupon of 12.00% per annum (1.00% per month / $10.00 per $1,000) on each monthly observation date if each underlying is >= 70.00% of its starting value. Beginning October 20, 2026 they are callable monthly. Principal is at risk 1:1 to declines of the least performing underlying below the 70.00% threshold at maturity. Initial estimated value range on pricing date is $940.00–$990.00 per $1,000. CUSIP 09712CK36.

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BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes due August 3, 2029, fully and unconditionally guaranteed by Bank of America Corporation (BAC). The Notes have an approximate three-year term, are linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices, and pay a contingent monthly coupon of 0.7209% (annualized 8.65%) when each underlying's observation level is at or above 50.00% of its starting value.

If not called, at maturity holders receive principal unless the least performing underlying is below its 50.00% threshold, in which case investors bear 1:1 downside exposure to the least performing underlying and could lose up to 100% of principal. The public offering price is $1,000.00 per note; initial estimated value range at pricing is approximately $920.20–$970.20 per $1,000 principal.

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BofA Finance LLC priced a $3,344,000 offering of Contingent Income Issuer Callable Yield Notes, guaranteed by Bank of America Corporation, linked to the least performing of the EURO STOXX 50®, Russell 2000® and S&P 500®. The Notes priced on July 7, 2026, will issue on July 9, 2026, and mature on July 11, 2028 unless called earlier.

The Notes pay a contingent monthly coupon of 0.9875% (11.85% per annum) when each underlying is at or above 70% of its Starting Value on an Observation Date. They are callable monthly beginning October 9, 2026. At maturity, if the Ending Value of the Least Performing Underlying is below its 70% Threshold Value, investors face 1:1 downside to the Least Performing Underlying (up to 100% principal loss); otherwise, they receive principal plus any final contingent coupon.

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BofA Finance LLC is offering Auto-Callable Notes fully and unconditionally guaranteed by Bank of America Corporation linked to the least performing of XLF, TLT and SLV. The Notes are expected to price on July 17, 2026 and issue on July 22, 2026, with an approximate five-year term and no periodic interest.

The Notes are automatically callable beginning with the July 19, 2027 Call Observation Date if each Underlying’s Observation Value meets the applicable Call Value; representative Call Amounts range from $1,152.00 to $1,722.00 per $1,000.00. If not called, redemption at maturity depends on the Least Performing Underlying: a payment of $1,760.00 per $1,000.00 occurs if the Ending Value is ≥ 75.00% of Starting Value; full principal ($1,000.00) if Ending Value ≥ 60.00%; otherwise investors face 1:1 downside with up to 100.00% principal loss.

All payments are subject to credit risk of the Issuer and Guarantor. The public offering price is $1,000.00 per Note and the initial estimated value on the pricing date is estimated between $910.00 and $970.00 per $1,000.00. The Notes will not be listed on any exchange.

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BofA Finance LLC offers Callable Contingent Income Securities due July 20, 2028, fully guaranteed by Bank of America Corporation. Each security has a stated principal amount of $1,000 and an issue price of $1,000 per security. The securities pay a contingent quarterly coupon only if the S&P 500, Russell 2000 and NASDAQ-100 each close at or above 70% of their respective initial index values on every index business day during an observation period. Beginning October 22, 2026, the issuer may redeem all securities on quarterly redemption dates for the stated principal amount plus any contingent coupon due. At maturity, if the final index value of any underlying index is below its 70% downside threshold, payment will be the stated principal amount multiplied by the index performance factor of the worst performing index and could be less than $700 or zero.

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BofA Finance LLC priced Contingent Income (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500® Futures 35% Volatility Compass TCA 6% Decrement Index on July 7, 2026 and will issue on July 9, 2026. The offering totals $1,275,000 (in $1,000 denominations) with an initial estimated value of $956.10 per $1,000 and a public offering price of $1,000 per note.

The notes have an approximately five-year term, are monthly contingent-coupon instruments with a cumulative "memory" formula (period coupon building at $11.25 multiples), and are automatically callable beginning January 7, 2027 if the Underlying equals or exceeds 100% of its Starting Value. At maturity, if the Ending Value is below 50% of the Starting Value, investors face 1:1 downside exposure and may lose up to 100% of principal. All payments are subject to the credit risk of BofA Finance (issuer) and Bank of America Corporation (guarantor).

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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 9, 2026.