Welcome to our dedicated page for Bank Of America SEC filings (Ticker: BACRP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Bank Of America's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Bank Of America's regulatory disclosures and financial reporting.
Bank of America Corporation Form 144 notice lists proposed transfers of common stock by an affiliated holder. The excerpt shows two stock bonus entries including 50,335 shares dated 02/15/2026 and 33,497 shares dated 03/01/2026.
Bank of America executive Bruce R. Thompson reported equity award activity involving performance-based restricted stock units and common stock. He exercised 2023 Performance Restricted Stock Units covering 87,428 units, which converted into the same number of Bank of America common shares at a price of $0.00 per share.
To cover tax withholding on this vesting, 42,518 common shares were disposed of to the issuer at $49.83 per share, characterized as a tax-withholding disposition rather than an open-market sale. After these transactions, he directly held 904,061 common shares
He also directly held 40,000 shares of Preferred Stock, Series LL, and indirectly, through a trust, 60,000 shares of Preferred Stock, Series NN and 225,000 common shares. A footnote explains that the 2023 performance units were earned at 100% of target based on three-year performance goals and were fully settled in shares on March 1, 2026.
Bank of America vice chair Thong M. Nguyen exercised 99,917 2023 Performance Restricted Stock Units, which converted into an equal number of common shares. The common shares are held indirectly by a trust. To cover tax withholding, 55,165 common shares were delivered back to the issuer at $49.83 per share, a non‑market tax-withholding disposition rather than an open-market sale. Following these transactions, the trust’s indirect holdings reported were 363,827 common shares, with additional indirect holdings reported through other plans and trusts.
Bank of America (BAC) Global General Counsel Lauren A. Mogensen exercised 47,877 2023 Performance Restricted Stock Units into 47,877 shares of common stock on March 1, 2026, following achievement of the award’s performance goals for the 2023–2025 period.
To cover related tax withholding, 23,199 common shares were disposed to the issuer at $49.83 per share. After these transactions, Mogensen directly owned 575,925 shares of Bank of America common stock.
Bank of America executive Bernard A. Mensah, President, International, reported several equity compensation events on March 1, 2026. He exercised or converted derivative awards, including 1,432 vested phantom stock units, 17,521 2023 performance restricted stock units, and 17,521 vested restricted stock units, all at a stated price of $0.00 per share as they settled into common stock. Following these transactions, his directly held common stock position was 264,184 shares. The filing also shows a disposition of 1,432 common shares to the issuer at $49.83 per share, reflecting shares delivered back to Bank of America rather than an open-market sale.
Bank of America Co-President James P. DeMare exercised 2023 performance-based restricted stock units that fully vested at target and converted into 149,876 shares of common stock on March 1, 2026. These units were granted in February 2023 and tied to three-year return on assets and adjusted tangible book value goals through December 31, 2025.
The earned shares were delivered into a revocable trust, which now holds 473,954 common shares after the conversions. To cover tax withholding obligations on this settlement, the trust disposed of 82,882 common shares at $49.83 per share, returning those shares to the issuer rather than through an open-market sale.
Bank of America Chief People Officer Sheri B. Bronstein exercised 39,551 2023 Performance Restricted Stock Units, converting them into 39,551 shares of common stock after performance goals were fully achieved for the 2023–2025 period. To cover tax withholding obligations, 20,231 common shares were automatically disposed of at $49.83 per share. Following these transactions, she directly holds 395,690 shares of Bank of America common stock.
Bank of America Executive Vice President & CFO Alastair M. Borthwick reported multiple equity transactions involving company stock. On March 1, 2026, he exercised 79,101 2023 Performance Restricted Stock Units, receiving the same number of common shares at a price of $0.00 per share.
In connection with this vesting, 43,743 shares of common stock were disposed of at $49.83 per share to satisfy tax withholding obligations, and earlier, on February 27, 2026, 32,000 shares were transferred as a bona fide charitable gift. He also sold 68,000 shares in an open-market transaction at $50.24 per share and reported direct ownership of 327,843 shares after these transactions.
The performance units granted on February 15, 2023 were tied to three-year average return on assets and three-year average growth in adjusted tangible book value from January 1, 2023 through December 31, 2025. The company achieved 100% of the target, and all earned units were settled in shares, with no units remaining outstanding.
Bank of America Co-President Dean C. Athanasia exercised 107,411 2023 Performance Restricted Stock Units into common stock on March 1, 2026, at no exercise price. To cover tax withholding, 52,137 common shares were delivered back to the company at $49.83 per share, leaving 695,099 common shares directly owned. The units were granted in February 2023 and were earned at 100% of target based on three-year performance goals, with all earned units settled in shares and none remaining outstanding.
Bank of America Chair and CEO Brian T. Moynihan reported equity award activity tied to his 2023 performance restricted stock units. On March 1, 2026, 395,504 performance RSUs were exercised and converted into the same number of shares of common stock at a stated price of $0.00 per share, reflecting settlement of previously granted awards after performance goals were met.
To cover tax withholding obligations related to this vesting, 193,328 shares of common stock were disposed of back to the issuer at $49.83 per share, described as a payment of tax liability by delivering securities. After these transactions, Moynihan directly owned 2,699,612 shares of common stock. He also indirectly held 3,583.484 shares through a 401(k) plan and 100,000 shares held by a trust.