Thong M Nguyen
CIK 1618734 · View on SEC EDGAR ↗
Insider
First SEC filing: Sept. 15, 2014 · Latest: March 3, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 100 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 1, 2026 | BAC | M | 99,917 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 1, 2026 | BAC | F | 55,165 | $49.83 | $2,748,872 | 363,827 Indirect | -13.17% | Disposed | 25.3% (price as of 2026-08-21) |
| March 1, 2026 | BAC | M | 99,917 | — | — | 418,992 Indirect | +31.31% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 8,411 | — | — | 25,236 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 8,411 | — | — | 25,236 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 11,846 | — | — | 23,692 Direct | -33.33% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 11,846 | — | — | 23,692 Direct | -33.33% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 24,979 | — | — | 24,980 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 75,000 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 20,271 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | D | 8,411 | $52.55 | $441,998 | 319,075 Indirect | -2.57% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 8,411 | — | — | 327,486 Indirect | +2.64% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | F | 4,175 | $52.55 | $219,396 | 319,075 Indirect | -1.29% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 8,411 | — | — | 323,250 Indirect | +2.67% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | D | 11,846 | $52.55 | $622,507 | 314,839 Indirect | -3.63% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 11,846 | — | — | 326,685 Indirect | +3.76% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | F | 5,865 | $52.55 | $308,206 | 314,839 Indirect | -1.83% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 11,846 | — | — | 320,704 Indirect | +3.84% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | F | 12,335 | $52.55 | $648,204 | 308,858 Indirect | -3.84% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 24,979 | — | — | 321,193 Indirect | +8.43% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | F | 37,057 | $52.55 | $1,947,345 | 296,214 Indirect | -11.12% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 75,000 | — | — | 333,271 Indirect | +29.04% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | F | 10,016 | $52.55 | $526,341 | 258,271 Indirect | -3.73% | Disposed | 18.8% (price as of 2026-08-21) |
| Feb. 15, 2026 | BAC | M | 20,271 | — | — | 268,287 Indirect | +8.17% | Acquired | (price as of 2026-08-21) |
| Feb. 13, 2026 | BAC | A | 32,046 | — | — | 32,046 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 13, 2026 | BAC | A | 32,045 | — | — | 32,045 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 13, 2026 | BAC | A | 64,091 | — | — | 64,091 Direct | — | Acquired | (price as of 2026-08-21) |
| July 23, 2025 | BAC | G | 248,016 | — | — | 248,016 Indirect | — | Acquired | (price as of 2026-08-21) |
| July 23, 2025 | BAC | G | 248,016 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| May 23, 2025 | BAC | G | 215,000 | — | — | 215,000 Indirect | — | Acquired | (price as of 2026-08-21) |
| May 23, 2025 | BAC | G | 215,000 | — | — | 248,016 Direct | -46.43% | Disposed | (price as of 2026-08-21) |
| March 1, 2025 | BAC | M | 81,082 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 1, 2025 | BAC | F | 44,712 | $46.10 | $2,061,223 | 463,016 Direct | -8.81% | Disposed | 35.5% (price as of 2026-08-21) |
| March 1, 2025 | BAC | M | 81,082 | — | — | 507,728 Direct | +19.00% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 11,845 | — | — | 35,538 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 11,845 | — | — | 35,538 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 24,979 | — | — | 49,959 Direct | -33.33% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 75,000 | — | — | 75,000 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 20,270 | — | — | 20,271 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 23,823 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | D | 11,845 | $46.96 | $556,241 | 426,646 Direct | -2.70% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 11,845 | — | — | 438,491 Direct | +2.78% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | F | 5,837 | $46.96 | $274,106 | 426,646 Direct | -1.35% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 11,845 | — | — | 432,483 Direct | +2.82% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | F | 12,277 | $46.96 | $576,528 | 420,638 Direct | -2.84% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 24,979 | — | — | 432,915 Direct | +6.12% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | F | 36,922 | $46.96 | $1,733,857 | 407,936 Direct | -8.30% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 75,000 | — | — | 444,858 Direct | +20.28% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | F | 9,979 | $46.96 | $468,614 | 369,858 Direct | -2.63% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 20,270 | — | — | 379,837 Direct | +5.64% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | F | 11,693 | $46.96 | $549,103 | 359,567 Direct | -3.15% | Disposed | 33.0% (price as of 2026-08-21) |
| Feb. 15, 2025 | BAC | M | 23,823 | — | — | 371,260 Direct | +6.86% | Acquired | (price as of 2026-08-21) |
| Feb. 14, 2025 | BAC | A | 33,647 | — | — | 33,647 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 14, 2025 | BAC | A | 33,647 | — | — | 33,647 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 14, 2025 | BAC | A | 67,294 | — | — | 67,294 Direct | — | Acquired | (price as of 2026-08-21) |
| Jan. 24, 2025 | BAC | G | 215,000 | — | — | 215,000 Indirect | — | Acquired | (price as of 2026-08-21) |
| Jan. 24, 2025 | BAC | G | 215,000 | — | — | 347,437 Direct | -38.23% | Disposed | (price as of 2026-08-21) |
| Aug. 29, 2024 | BAC | G | 22,000 | — | — | 562,437 Direct | -3.76% | Disposed | (price as of 2026-08-21) |
| March 1, 2024 | BAC | M | 95,290 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 1, 2024 | BAC | F | 52,391 | $34.35 | $1,799,631 | 584,437 Direct | -8.23% | Disposed | 81.8% (price as of 2026-08-21) |
| March 1, 2024 | BAC | M | 95,290 | — | — | 636,828 Direct | +17.60% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 24,979 | — | — | 74,938 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 20,271 | — | — | 40,541 Direct | -33.33% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 23,822 | — | — | 23,823 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | F | 12,219 | $34.07 | $416,301 | 541,538 Direct | -2.21% | Disposed | 83.3% (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 24,979 | — | — | 553,757 Direct | +4.72% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | F | 9,955 | $34.07 | $339,167 | 528,778 Direct | -1.85% | Disposed | 83.3% (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 20,271 | — | — | 538,733 Direct | +3.91% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | F | 11,653 | $34.07 | $397,018 | 518,462 Direct | -2.20% | Disposed | 83.3% (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | M | 23,822 | — | — | 530,115 Direct | +4.71% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | A | 47,383 | — | — | 47,383 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | A | 47,383 | — | — | 47,383 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2024 | BAC | A | 94,766 | — | — | 94,766 Direct | — | Acquired | (price as of 2026-08-21) |
| March 1, 2023 | BAC | M | 85,205 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 1, 2023 | BAC | F | 40,783 | $34.14 | $1,392,332 | 506,293 Direct | -7.45% | Disposed | 82.9% (price as of 2026-08-21) |
| March 1, 2023 | BAC | M | 85,205 | — | — | 547,076 Direct | +18.45% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 20,270 | — | — | 60,812 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 23,823 | — | — | 47,645 Direct | -33.33% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 31,912 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | F | 9,768 | $35.56 | $347,350 | 461,871 Direct | -2.07% | Disposed | 75.6% (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 20,270 | — | — | 471,639 Direct | +4.49% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | F | 11,391 | $35.56 | $405,064 | 451,369 Direct | -2.46% | Disposed | 75.6% (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 23,823 | — | — | 462,760 Direct | +5.43% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | F | 15,283 | $35.56 | $543,463 | 438,937 Direct | -3.36% | Disposed | 75.6% (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | M | 31,912 | — | — | 454,220 Direct | +7.56% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | A | 99,917 | — | — | 99,917 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2023 | BAC | A | 99,917 | — | — | 99,917 Direct | — | Acquired | (price as of 2026-08-21) |
| Feb. 7, 2023 | BAC | G | 10,000 | — | — | 422,308 Direct | -2.31% | Disposed | (price as of 2026-08-21) |
| March 1, 2022 | BAC | M | 110,691 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| March 1, 2022 | BAC | F | 59,682 | $42.47 | $2,534,695 | 432,308 Direct | -12.13% | Disposed | 47.0% (price as of 2026-08-21) |
| March 1, 2022 | BAC | M | 110,691 | — | — | 491,990 Direct | +29.03% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 23,822 | — | — | 71,468 Direct | -25.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 31,912 | — | — | 31,912 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 38,435 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | F | 11,301 | $47.79 | $540,075 | 381,299 Direct | -2.88% | Disposed | 30.7% (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 23,822 | — | — | 392,600 Direct | +6.46% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | F | 15,234 | $47.79 | $728,033 | 368,778 Direct | -3.97% | Disposed | 30.7% (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 31,912 | — | — | 384,012 Direct | +9.06% | Acquired | (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | F | 18,341 | $47.79 | $876,516 | 352,100 Direct | -4.95% | Disposed | 30.7% (price as of 2026-08-21) |
| Feb. 15, 2022 | BAC | M | 38,435 | — | — | 370,441 Direct | +11.58% | Acquired | (price as of 2026-08-21) |
Showing latest 100 of 203 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 1, 2026 | BAC | 2023 Performance Restricted Stock Units | Common Stock (99,917) | — | — | 99,917 | Disposed |
| Feb. 15, 2026 | BAC | 2025 Restricted Stock Units | Common Stock (8,411) | — | Feb. 15, 2029 | 8,411 | Disposed |
| Feb. 15, 2026 | BAC | 2025 Restricted Stock Units | Common Stock (8,411) | — | Feb. 15, 2029 | 8,411 | Disposed |
| Feb. 15, 2026 | BAC | 2024 Restricted Stock Units | Common Stock (11,846) | — | Feb. 15, 2028 | 11,846 | Disposed |
| Feb. 15, 2026 | BAC | 2024 Restricted Stock Units | Common Stock (11,846) | — | Feb. 15, 2028 | 11,846 | Disposed |
| Feb. 15, 2026 | BAC | 2023 Restricted Stock Units | Common Stock (24,979) | — | Feb. 15, 2027 | 24,979 | Disposed |
| Feb. 15, 2026 | BAC | Restricted Stock Units | Common Stock (75,000) | — | Feb. 15, 2026 | 75,000 | Disposed |
| Feb. 15, 2026 | BAC | 2022 Restricted Stock Units | Common Stock (20,271) | — | Feb. 15, 2026 | 20,271 | Disposed |
| Feb. 13, 2026 | BAC | 2026 Restricted Stock Units | Common Stock (32,046) | — | Feb. 15, 2030 | 32,046 | Acquired |
| Feb. 13, 2026 | BAC | 2026 Restricted Stock Units | Common Stock (32,045) | — | Feb. 15, 2030 | 32,045 | Acquired |
| Feb. 13, 2026 | BAC | 2026 Performance Restricted Stock Units | Common Stock (64,091) | — | — | 64,091 | Acquired |
| March 1, 2025 | BAC | 2022 Performance Restricted Stock Units | Common Stock (81,082) | — | — | 81,082 | Disposed |
| Feb. 15, 2025 | BAC | 2024 Restricted Stock Units | Common Stock (11,845) | — | Feb. 15, 2028 | 11,845 | Disposed |
| Feb. 15, 2025 | BAC | 2024 Restricted Stock Units | Common Stock (11,845) | — | Feb. 15, 2028 | 11,845 | Disposed |
| Feb. 15, 2025 | BAC | 2023 Restricted Stock Units | Common Stock (24,979) | — | Feb. 15, 2027 | 24,979 | Disposed |
| Feb. 15, 2025 | BAC | Restricted Stock Units | Common Stock (75,000) | — | Feb. 15, 2026 | 75,000 | Disposed |
| Feb. 15, 2025 | BAC | 2022 Restricted Stock Units | Common Stock (20,270) | — | Feb. 15, 2026 | 20,270 | Disposed |
| Feb. 15, 2025 | BAC | 2021 Restricted Stock Units | Common Stock (23,823) | — | Feb. 15, 2025 | 23,823 | Disposed |
| Feb. 14, 2025 | BAC | 2025 Restricted Stock Units | Common Stock (33,647) | — | Feb. 15, 2029 | 33,647 | Acquired |
| Feb. 14, 2025 | BAC | 2025 Restricted Stock Units | Common Stock (33,647) | — | Feb. 15, 2029 | 33,647 | Acquired |
| Feb. 14, 2025 | BAC | 2025 Performance Restricted Stock Units | Common Stock (67,294) | — | — | 67,294 | Acquired |
| March 1, 2024 | BAC | 2021 Performance Restricted Stock Units | Common Stock (95,290) | — | — | 95,290 | Disposed |
| Feb. 15, 2024 | BAC | 2023 Restricted Stock Units | Common Stock (24,979) | — | Feb. 15, 2027 | 24,979 | Disposed |
| Feb. 15, 2024 | BAC | 2022 Restricted Stock Units | Common Stock (20,271) | — | Feb. 15, 2026 | 20,271 | Disposed |
| Feb. 15, 2024 | BAC | 2021 Restricted Stock Units | Common Stock (23,822) | — | Feb. 15, 2025 | 23,822 | Disposed |
| Feb. 15, 2024 | BAC | 2024 Restricted Stock Units | Common Stock (47,383) | — | Feb. 15, 2028 | 47,383 | Acquired |
| Feb. 15, 2024 | BAC | 2024 Restricted Stock Units | Common Stock (47,383) | — | Feb. 15, 2028 | 47,383 | Acquired |
| Feb. 15, 2024 | BAC | 2024 Performance Restricted Stock Units | Common Stock (94,766) | — | — | 94,766 | Acquired |
| March 1, 2023 | BAC | 2020 Performance Restricted Stock Units | Common Stock (85,205) | — | — | 85,205 | Disposed |
| Feb. 15, 2023 | BAC | 2022 Restricted Stock Units | Common Stock (20,270) | — | Feb. 15, 2026 | 20,270 | Disposed |
| Feb. 15, 2023 | BAC | 2021 Restricted Stock Units | Common Stock (23,823) | — | Feb. 15, 2025 | 23,823 | Disposed |
| Feb. 15, 2023 | BAC | 2020 Restricted Stock Units | Common Stock (31,912) | — | Feb. 15, 2023 | 31,912 | Disposed |
| Feb. 15, 2023 | BAC | 2023 Restricted Stock Units | Common Stock (99,917) | — | Feb. 15, 2027 | 99,917 | Acquired |
| Feb. 15, 2023 | BAC | 2023 Performance Restricted Stock Units | Common Stock (99,917) | — | — | 99,917 | Acquired |
| March 1, 2022 | BAC | 2019 Performance Restricted Stock Units | Common Stock (110,691) | — | — | 110,691 | Disposed |
| Feb. 15, 2022 | BAC | 2021 Restricted Stock Units | Common Stock (23,822) | — | Feb. 15, 2025 | 23,822 | Disposed |
| Feb. 15, 2022 | BAC | 2020 Restricted Stock Units | Common Stock (31,912) | — | Feb. 15, 2023 | 31,912 | Disposed |
| Feb. 15, 2022 | BAC | 2019 Restricted Stock Units | Common Stock (38,435) | — | Feb. 15, 2022 | 38,435 | Disposed |
| Feb. 15, 2022 | BAC | Restricted Stock Units | Common Stock (150,000) | — | Feb. 15, 2026 | 150,000 | Acquired |
| Feb. 15, 2022 | BAC | 2022 Restricted Stock Units | Common Stock (81,082) | — | Feb. 15, 2026 | 81,082 | Acquired |
| Feb. 15, 2022 | BAC | 2022 Performance Restricted Stock Units | Common Stock (81,082) | — | — | 81,082 | Acquired |
| March 1, 2021 | BAC | 2016 Performance Restricted Stock Units | Common Stock (21,523) | — | — | 21,523 | Disposed |
| March 1, 2021 | BAC | 2018 Performance Restricted Stock Units | Common Stock (81,941) | — | — | 81,941 | Disposed |
| Feb. 15, 2021 | BAC | 2020 Restricted Stock Units | Common Stock (31,912) | — | Feb. 15, 2023 | 31,912 | Disposed |
| Feb. 15, 2021 | BAC | 2019 Restricted Stock Units | Common Stock (38,435) | — | Feb. 15, 2022 | 38,435 | Disposed |
| Feb. 15, 2021 | BAC | 2018 Restricted Stock Units | Common Stock (27,314) | — | Feb. 15, 2021 | 27,314 | Disposed |
| Feb. 12, 2021 | BAC | 2021 Restricted Stock Units | Common Stock (95,290) | — | Feb. 15, 2025 | 95,290 | Acquired |
| Feb. 12, 2021 | BAC | 2021 Performance Restricted Stock Units | Common Stock (95,290) | — | — | 95,290 | Acquired |
| March 1, 2020 | BAC | 2015 Performance Restricted Stock Units | Common Stock (1,166) | — | — | 1,166 | Disposed |
| March 1, 2020 | BAC | 2017 Performance Restricted Stock Units | Common Stock (92,100) | — | — | 92,100 | Disposed |
| Feb. 15, 2020 | BAC | 2019 Restricted Stock Units | Common Stock (38,434) | — | Feb. 15, 2022 | 38,434 | Disposed |
| Feb. 15, 2020 | BAC | 2018 Restricted Stock Units | Common Stock (27,314) | — | Feb. 15, 2021 | 27,314 | Disposed |
| Feb. 15, 2020 | BAC | 2017 Restricted Stock Units | Common Stock (30,700) | — | Feb. 15, 2020 | 30,700 | Disposed |
| Feb. 14, 2020 | BAC | 2020 Restricted Stock Units | Common Stock (95,736) | — | Feb. 15, 2023 | 95,736 | Acquired |
| Feb. 14, 2020 | BAC | 2020 Performance Restricted Stock Units | Common Stock (95,736) | — | — | 95,736 | Acquired |
| March 1, 2019 | BAC | 2016 Performance Restricted Stock Units | Common Stock (21,523) | — | — | 21,523 | Acquired |
| March 1, 2019 | BAC | 2016 Performance Restricted Stock Units | Common Stock (134,524) | — | — | 134,524 | Disposed |
| Feb. 15, 2019 | BAC | 2018 Restricted Stock Units | Common Stock (27,313) | — | Feb. 15, 2021 | 27,313 | Disposed |
| Feb. 15, 2019 | BAC | 2017 Restricted Stock Units | Common Stock (30,700) | — | Feb. 15, 2020 | 30,700 | Disposed |
| Feb. 15, 2019 | BAC | 2016 Restricted Stock Units | Common Stock (44,842) | — | Feb. 15, 2019 | 44,842 | Disposed |
| Feb. 15, 2019 | BAC | 2019 Restricted Stock Units | Common Stock (115,304) | — | Feb. 15, 2022 | 115,304 | Acquired |
| Feb. 15, 2019 | BAC | 2019 Performance Restricted Stock Units | Common Stock (115,304) | — | — | 115,304 | Acquired |
| March 1, 2018 | BAC | 2015 Performance Restricted Stock Units | Common Stock (1,166) | — | — | 1,166 | Acquired |
| March 1, 2018 | BAC | 2015 Performance Restricted Stock Units | Common Stock (58,334) | — | — | 58,334 | Disposed |
| Feb. 15, 2018 | BAC | 2016 Restricted Stock Units | Common Stock (44,841) | — | Feb. 15, 2019 | 44,841 | Disposed |
| Feb. 15, 2018 | BAC | 2017 Restricted Stock Units | Common Stock (30,700) | — | Feb. 15, 2020 | 30,700 | Disposed |
| Feb. 15, 2018 | BAC | 2018 Performance Restricted Stock Units | Common Stock (81,941) | — | — | 81,941 | Acquired |
| Feb. 15, 2018 | BAC | 2018 Restricted Stock Units | Common Stock (81,941) | — | Feb. 15, 2021 | 81,941 | Acquired |
| Feb. 13, 2018 | BAC | 2015 Restricted Stock Units | Common Stock (19,445) | — | Feb. 13, 2018 | 19,445 | Disposed |
| Feb. 15, 2017 | BAC | 2017 Restricted Stock Units | Common Stock (92,100) | — | Feb. 15, 2020 | 92,100 | Acquired |
| Feb. 15, 2017 | BAC | 2017 Performance Restricted Stock Units | Common Stock (92,100) | — | — | 92,100 | Acquired |
| Feb. 15, 2017 | BAC | 2016 Restricted Stock Units | Common Stock (44,841) | — | Feb. 15, 2019 | 44,841 | Disposed |
| Feb. 14, 2017 | BAC | 2014 Restricted Stock Units | Common Stock (27,044) | — | Feb. 14, 2017 | 27,044 | Disposed |
| Feb. 13, 2017 | BAC | 2015 Restricted Stock Units | Common Stock (19,445) | — | Feb. 13, 2018 | 19,445 | Disposed |
| Feb. 15, 2016 | BAC | 2013 Restricted Stock Units | Common Stock (33,529) | — | Feb. 15, 2016 | 33,529 | Disposed |
| Feb. 14, 2016 | BAC | 2014 Restricted Stock Units | Common Stock (27,043) | — | Feb. 14, 2017 | 27,043 | Disposed |
| Feb. 13, 2016 | BAC | 2015 Restricted Stock Units | Common Stock (19,444) | — | Feb. 13, 2018 | 19,444 | Disposed |
| Feb. 12, 2016 | BAC | 2016 Restricted Stock Units | Common Stock (134,524) | — | Feb. 15, 2019 | 134,524 | Acquired |
| Feb. 12, 2016 | BAC | 2016 Performance Restricted Stock Units | Common Stock (134,524) | — | — | 134,524 | Acquired |
| Feb. 15, 2015 | BAC | 2013 Restricted Stock Units | Common Stock (33,529) | — | Feb. 15, 2016 | 33,529 | Disposed |
| Feb. 15, 2015 | BAC | 2012 Restricted Stock Units | Common Stock (24,424) | — | Feb. 15, 2015 | 24,424 | Disposed |
| Feb. 14, 2015 | BAC | 2014 Restricted Stock Units | Common Stock (27,043) | — | Feb. 14, 2017 | 27,043 | Disposed |
| Feb. 13, 2015 | BAC | 2015 Restricted Stock Units | Common Stock (58,334) | — | Feb. 13, 2018 | 58,334 | Acquired |
| Feb. 13, 2015 | BAC | 2015 Performance Restricted Stock Units | Common Stock (58,334) | — | — | 58,334 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 9 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Sept. 15, 2014 | BAC | Common Stock | 7,520 | Direct |
| Sept. 15, 2014 | BAC | Common Stock | 275 | Indirect |
| Sept. 15, 2014 | BAC | 2012 Restricted Stock Units→ Common Stock (24,424) | 24,424 | Direct |
| Sept. 15, 2014 | BAC | 2013 Restricted Stock Units→ Common Stock (67,058) | 67,058 | Direct |
| Sept. 15, 2014 | BAC | 2014 Restricted Stock Units→ Common Stock (81,130) | 81,130 | Direct |
| Sept. 15, 2014 | BAC | Option, Right to Buy→ Common Stock (10,535) | 10,535 | Direct |
| Sept. 15, 2014 | BAC | Option, Right to Buy→ Common Stock (33,600) | 33,600 | Direct |
| Sept. 15, 2014 | BAC | Option, Right to Buy→ Common Stock (37,800) | 37,800 | Direct |
| Sept. 15, 2014 | BAC | Option, Right to Buy→ Common Stock (35,000) | 35,000 | Direct |