Welcome to our dedicated page for BANK OF AMERICA /DE/ SEC filings (Ticker: MER), 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 /DE/'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 /DE/'s regulatory disclosures and financial reporting.
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 391,072 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.
BAC filed a Rule 144 notice reporting proposed sales of Common Stock. The filing lists multiple planned transactions executed through Merrill Lynch and Bank of America as broker/compensation agent. Examples shown include 68,213 shares dated 03/01/2026 and 41,507 shares dated 02/15/2025.
Jeff Jacobs reported a proposed sale of 68,000 shares of Common Stock. The filing lists an $3,416,335.96 aggregate offering price and identifies the market as NYSE. The notice is dated 02/27/2026, with prior stock bonus lots shown on 02/15/2022, 02/15/2025, and 02/15/2026.
Bank of America Corporation files its annual report detailing a large, diversified financial institution operating through Consumer Banking, Global Wealth & Investment Management, Global Banking, Global Markets and All Other segments. The company serves consumers, businesses, institutions and governments in the U.S. and internationally.
As of June 30, 2025, non‑affiliate common stock held an aggregate market value of about $351.9 billion, and at February 24, 2026 there were 7.18 billion common shares outstanding. The workforce totaled about 213,000 employees in both 2024 and 2025, with women representing 50 percent of global employees and compensation and benefits of $42.3 billion in 2025.
The report emphasizes extensive regulation by U.S. and international authorities, FDIC‑insured deposits, capital and liquidity requirements, and resolution planning. Key risk factors span market volatility, interest rates, liquidity and funding, credit quality, housing, geopolitical developments, operational and cybersecurity threats, privacy and data rules, and evolving consumer and technology trends, including digital assets and AI.
Bank of America Corporation executive Bruce R. Thompson reported multiple equity award transactions. On February 15, 2026, he exercised and converted various restricted stock unit grants into common stock at a price of $0.00 per share, reflecting vesting of prior long‑term awards.
To cover tax withholding obligations tied to these vestings, shares of common stock were disposed of at $52.55 per share through transactions coded as tax‑withholding dispositions and certain dispositions to the issuer, rather than open‑market sales. Following these transactions, Thompson directly held 859,151 shares of Bank of America common stock and 40,000 shares of Preferred Stock, Series LL.
He also reported indirect holdings of 225,000 shares of common stock and 60,000 shares of Preferred Stock, Series NN, held by a trust. Each restricted stock unit or similar unit is described as economically equivalent to one share of Bank of America common stock, and the footnotes outline multi‑year vesting and post‑vesting holding schedules for the underlying awards.