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BANK OF AMERICA CORP /DE/ (BACRP) SEC Filings, Jul 16-21, 2026

BACRP OTC
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BofA Finance LLC is offering Contingent Income Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of the Nasdaq-100® Index, the Russell 2000® Index and the S&P 500® Index. The notes are expected to price on July 21, 2026, issue on July 24, 2026 and mature on January 26, 2028, an approximate 18‑month term unless called earlier.

Investors may receive a 13.50% per annum contingent coupon (1.125% per month, $11.25 per $1,000) on each monthly observation date only if each index is at or above 70% of its Starting Value (the Coupon Barrier). Beginning October 26, 2026, the issuer may redeem the notes monthly at par plus any due coupon, ending all future payments. If held to maturity and the least performing index is below its 70% Threshold Value, principal is reduced 1:1 with that decline, with up to 100% of principal at risk; otherwise, principal is repaid and a final coupon may be paid. The notes are unsecured obligations of BofA Finance, guaranteed by BAC, will not be listed on any exchange, and all payments depend on the credit of both entities. The initial estimated value is expected to be $935–$985 per $1,000, below the $1,000 public offering price.

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BofA Finance LLC is offering Contingent Income Buffered (with Memory Feature) Issuer Callable Yield Notes linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 Index and the iShares Russell 1000 Growth ETF, due January 25, 2029, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $1,000 public offering price, with an underwriting discount of $2 and proceeds to BofA Finance of $998 per Note.

The Notes have an approximate 2.5‑year term and pay monthly contingent coupons with a memory feature: on any Observation Date where each underlying is at or above its applicable Coupon Barrier, the coupon per $1,000 equals $8.334 multiplied by the number of past Contingent Payment Dates minus prior coupons paid. Coupon Barriers step from 85% to 80% to 75% of each Starting Value; the Threshold Value for each underlying is 75% of its Starting Value.

Beginning October 27, 2026, the issuer may redeem the Notes quarterly at $1,000 plus any due coupon. If not called, and the least performing underlying ends at or above its Threshold Value, investors receive par plus any final contingent coupon. If it ends below the Threshold Value, repayment is reduced on a 1.33333% loss for each 1% decline beyond a 25% buffer, with up to 100% of principal at risk. The initial estimated value is expected between $945 and $995 per $1,000, the Notes are unsecured, subject to the credit risk of BofA Finance and BAC, and will not be listed on any exchange.

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BofA Finance LLC is offering Contingent Income Auto-Callable Yield Notes due July 3, 2028, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Dow Jones Industrial Average, the Russell 2000 Index and the VanEck Semiconductor ETF.

Investors may receive a 20.50% per annum contingent coupon (1.7084% monthly, or $17.084 per $1,000) only when, on an Observation Date, each underlying is at or above 70% of its Starting Value. Beginning January 28, 2027, the notes are automatically called if on any Call Observation Date each underlying is at or above 100% of its Starting Value, paying $1,000 plus the contingent coupon.

If the notes are not called and the least performing underlying finishes below 60% of its Starting Value, principal is exposed 1:1 to that decline, up to a total loss of investment; otherwise, $1,000 is repaid and a final coupon may be paid if all underlyings are at or above their coupon barriers. The notes are unsecured obligations subject to the credit risk of BofA Finance and BAC, are not listed on any exchange, and have an initial estimated value of $910–$960 per $1,000, below the $1,000 public offering price.

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BofA Finance LLC is offering Contingent Income Auto-Callable Yield Notes due August 2, 2029, linked to the least performing of three ETFs: the Energy Select Sector SPDR (XLE), the Utilities Select Sector SPDR (XLU) and the VanEck Semiconductor ETF (SMH). The Notes pay a contingent coupon of 18.50% per annum, or $15.417 per $1,000 each month, but only if on a given Observation Date every Underlying is at or above 70% of its Starting Value.

Beginning January 28, 2027, the Notes are automatically called if on any Call Observation Date all three ETFs are at or above 100% of their Starting Values, returning principal plus that month’s coupon. If not called, and at maturity the least performing ETF is at or above 50% of its Starting Value, investors receive principal back (and the final coupon if the 70% barrier is met). If the least performing ETF is below 50% at maturity, repayment is reduced 1:1 with its decline, up to a total loss of principal. The Notes are senior unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, sold at $1,000 per Note with initial estimated value between $910 and $960, and will not be listed on any exchange.

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Bank of America Corporation Chair and CEO Brian T. Moynihan reported transactions dated July 15, 2026 involving 18,083 common shares and an equal number of cash-settled restricted stock unit equivalents. He disposed of 18,083 common shares to the issuer at $61.5900 per share and acquired 18,083 common share equivalents through a derivative exercise linked to 2026 cash-settled restricted stock units, each economically equivalent to one share and payable solely in cash. Following these entries, he held 2,699,612 common shares directly, plus 100,000 shares indirectly via a trust and 3623.132 share equivalents in a 401(k) plan, and had 126,580 cash-settled restricted stock units outstanding.

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BofA Finance LLC is offering Auto-Callable Notes in $1,000 denominations, fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, and scheduled to mature on August 5, 2030.

The notes may be automatically called semi-annually from August 4, 2027, paying preset call amounts between $1,137.50 and $1,481.25 per $1,000. If not called, and each index finishes at or above its starting level, holders receive $1,550 per $1,000. If the worst index ends below its starting level but at or above 70% of its Starting Value, principal is returned; below that level, losses match the decline of the worst index, up to total loss of principal. The notes pay no periodic interest, are unsecured obligations of BofA Finance with BAC as guarantor, are not exchange-listed, and have an initial estimated value between $910.20 and $960.20 per $1,000, below the public offering price.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $2,000,000 principal amount of Medium-Term Notes, Series A, called Market Linked Securities due July 19, 2029. These callable notes pay a 13.40% per annum Contingent Coupon (3.35% quarterly) only if, on every eligible trading day in a quarter, the worst-performing of the S&P 500, Russell 2000 and Nasdaq-100 stays at or above 70% of its starting level.

The notes are callable quarterly from about three months after issuance at the issuer’s option, returning principal plus any due coupon. If not called, principal is fully repaid at maturity only if the worst index is at or above 60% of its starting level; otherwise, repayment equals $1,000 times that index’s performance, so investors can lose more than 40% and up to all principal. There is no upside participation in index gains or dividends. The initial estimated value is $993.30 per $1,000 note, below the $1,000 offering price, and all payments depend on the credit of BofA Finance and Bank of America. The securities will not be listed, and the issuer describes them as complex and riskier than conventional debt or simpler index-linked products.

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BofA Finance LLC is offering $1,166,000 principal amount of Market Linked Securities, fully and unconditionally guaranteed by Bank of America Corporation, linked to the lowest performing of Alphabet Class A, Meta Class A and Deere common stock and maturing on July 19, 2029.

The notes pay a quarterly 21.00% per annum Contingent Coupon only if, on each Calculation Day, the lowest-performing stock is at or above its Coupon Barrier, set at 70.00% of its Starting Price, with a memory feature for missed coupons. From October 2026 to April 2029, the notes are auto-called if that stock is at or above its Starting Price, returning principal plus due and unpaid coupons.

If not called, investors receive $1,000 per note at maturity only if the weakest stock is at or above its Threshold Price, also 70.00% of its Starting Price; otherwise the payoff equals $1,000 times its Performance Factor, so losses can exceed 30% and reach all principal. There is no upside participation or dividends, the notes will not be listed, and the initial estimated value is $974.00 per note versus the $1,000.00 public offering price, with all payments subject to the credit risk of BofA Finance and BAC.

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BofA Finance LLC is offering market-linked, auto-callable notes linked to the S&P 500® Index, in $1,000 denominations, fully and unconditionally guaranteed by Bank of America Corporation. These senior unsecured Securities pay no periodic interest and are not listed on any securities exchange.

The notes may be automatically called if the S&P 500 closing level on a Call Date (from August 2, 2027 through July 29, 2030) is at or above the Starting Value, paying principal plus a fixed Call Premium of at least 7.65%, rising to at least 30.60% on the final Call Date (at least $1,076.50 to $1,306.00 per Security). If never called, principal is protected only by a 10.00% downside buffer; below that, holders have 1‑to‑1 downside exposure and may lose up to 90.00% of principal.

The public offering price is $1,000.00 per Security, with an underwriting discount of $25.75 and issuer proceeds of $974.25 before expenses. The initial estimated value on the pricing date is expected between $914.25 and $964.25 per Security, reflecting structuring and hedging costs. All payments depend on the credit risk of BofA Finance and BAC, and the Securities involve complex features and substantial market, liquidity, valuation, conflict-of-interest and tax risks.

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BofA Finance LLC is offering $6,301,800 of Capped Buffer GEARS linked to the S&P 500 Equal Weight Index, due July 18, 2028, in $10 notes fully and unconditionally guaranteed by Bank of America Corporation.

The notes provide 2.00x leveraged upside on any positive index return, capped at a Maximum Gain of 19.70%, so the maximum payment at maturity is $11.97 per note. If the index return is zero or negative but the final level is at or above the Downside Threshold of 7,765.82, which is 90% of the Initial Value of 8,628.69, investors receive only the $10 principal.

If the final level falls below the threshold, repayment is reduced 1% for each percentage point decline beyond the 10% Buffer, up to a 90% loss of principal. The notes pay no interest, do not provide dividends from index constituents, are not listed, and may have limited liquidity. The initial estimated value is $9.745 per $10, reflecting dealer compensation and hedging costs, and all payments are subject to the credit risk of BofA Finance and BAC.

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FAQ

How many BANK OF AMERICA /DE/ (BACRP) SEC filings are available on StockTitan?

StockTitan tracks 402 SEC filings for BANK OF AMERICA /DE/ (BACRP), 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/ (BACRP)?

The most recent SEC filing for BANK OF AMERICA /DE/ (BACRP) was filed on July 21, 2026.