BACRP (BACRP)

Insider Trading Filed: 2026-04-24

Key Insights

Director Pierre J.P. de Weck disposed of 1,096 shares of BAC common stock on 04/22/2026 at $53.12 per share to satisfy tax withholding obligations, a routine transaction type that doesn't signal conviction about the stock's direction.
The transaction reduced de Weck's beneficial ownership from approximately 101,418 shares to 100,322 shares, indicating the disposition was relatively modest in scale and driven by tax compliance rather than strategic selling.
This Form 4 filing represents a non-discretionary transaction (code 'F' for tax withholding), which typically carries minimal informational value regarding insider sentiment or confidence in Bank of America's future performance.

Insider Trading Filed: 2026-04-17

Key Insights

Brian T. Moynihan, the Chair and CEO of Bank of America Corp, has exercised 18,083 cash-settled restricted stock units and sold the equivalent number of shares at $54.32 per share.
Moynihan still holds a significant direct ownership of 2,699,612 shares of Bank of America common stock, along with an additional 3,613.619 shares in his 401(k) plan and 100,000 shares held in a trust.
The transaction is part of Moynihan's compensation plan, with the cash-settled units vesting and becoming payable over a 12-month period starting in March 2026.

Current Report Filed: 2026-04-15

Key Insights

Bank of America announced financial results for Q1 2026, reporting net income of $8.6 billion or $1.11 per share.
The company will hold an investor conference call and webcast to discuss the Q1 2026 financial results and provide additional information.
The filing includes details on Bank of America's various preferred stock offerings, including Series E, GG, HH, L, 1, 2, 4, 5, KK, LL, NN, PP, QQ, and SS.

Insider Trading Filed: 2026-04-06

Key Insights

Bank of America Corporation (BAC) indirectly holds 1,147 Variable Municipal Term Preferred Shares (VMTPS) of the Federated Hermes Premier Municipal Income Fund (FMN) through its subsidiary Banc of America Preferred Funding Corporation (BAPFC).
BAPFC redeemed 200 VMTPS shares on April 2, 2026, as indicated in the N-23C-2 filing by the Federated Hermes Premier Municipal Income Fund.
This transaction represents a reduction in BAC's indirect beneficial ownership of FMN's VMTPS, potentially signaling a shift in the company's investment strategy or portfolio composition.

Insider Trading Filed: 2026-04-06

Key Insights

Bank of America Corporation (BAC) and its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated acquired and sold 3,359 shares of Invesco Advantage Municipal Income Trust II (VKI) on April 2, 2026 at $8.68 per share.
The transactions indicate that BAC holds an indirect interest in VKI, likely as part of its investment portfolio or market-making activities.
Without conceding its status as a greater than 10% beneficial owner, BAC has stated that it will remit any potentially recoverable profit from these transactions to the issuer, VKI, in the event that the transactions are subject to Section 16(b) of the Securities Exchange Act.

Insider Trading Filed: 2026-03-27

Key Insights

Bank of America Corporation (BofA) held an indirect 10% ownership stake in Nuveen Missouri Quality Municipal Income Fund (NOM) through its wholly owned subsidiary Banc of America Preferred Funding Corporation (BAPFC).
BAPFC had 170 MuniFund Preferred Shares (MFP Shares) in NOM, which were redeemed by the fund on March 25, 2026.
The redemption of the MFP Shares indicates a potential change in BofA's investment strategy or position in NOM.

Insider Trading Filed: 2026-03-23

Key Insights

Bank of America Corporation and its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated reported non-derivative securities transactions, including the purchase and sale of 50 shares of Putnam Municipal Opportunities Trust (PMO) on March 19, 2026.
The transactions appear to be small in size and do not indicate any significant changes in the reporting persons' beneficial ownership of the issuer's securities.
The filing does not provide any additional details or context around the purpose or rationale for the reported transactions.

Insider Trading Filed: 2026-03-17

Key Insights

Bank of America Corporation has reported a transaction involving the purchase and sale of shares of PIMCO Municipal Income Fund II (PML) on March 13, 2026.
The transaction indicates that Bank of America Corporation, along with its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated, is a 10% owner of the issuer.
The reporting persons have disclosed that they may be subject to Section 16 of the Securities Exchange Act of 1934, and have stated that any potential profit from the reported transactions will be remitted to the issuer.

Insider Trading Filed: 2026-03-17

Key Insights

The reporting person, Brian T. Moynihan, Chair and CEO of Bank of America Corp, exercised 18,082 cash-settled restricted stock units on March 15, 2026.
Moynihan disposed of the 18,082 common shares acquired through the restricted stock unit exercise at $46.72 per share, indicating potential liquidity needs or portfolio diversification.
Moynihan still maintains a significant direct ownership of 2,699,612 common shares in Bank of America, as well as indirect holdings through a 401(k) plan and a trust, demonstrating his continued alignment with shareholders.

Insider Trading Filed: 2026-03-06

Key Insights

Monica C. Lozano, a director of Bank of America, acquired 387 shares of the company's common stock through a vesting event on February 4, 2026.
The transaction increased Lozano's beneficial ownership in Bank of America to 3,387 shares, all of which are held indirectly through a trust.
Insider transactions, such as this one, can provide insights into management's confidence in the company's prospects and long-term outlook.

Insider Trading Filed: 2026-03-06

Key Insights

James P. DeMare, the Co-President of Bank of America Corp, sold 83,832 shares of the company's common stock on March 4, 2026 at $50 per share.
Following the reported transaction, DeMare's indirect beneficial ownership of Bank of America Corp shares decreased to 307,240 shares.
This insider sale could signal a potential bearish sentiment or the Co-President's desire to diversify his portfolio.

Insider Trading Filed: 2026-03-06

Key Insights

Sheri B. Bronstein, the Chief People Officer of Bank of America, has sold 60,000 shares of common stock at a weighted average price of $49.91 per share.
This transaction reduces Bronstein's direct beneficial ownership in Bank of America to 335,690 shares, indicating a significant reduction in her personal stake in the company.
Insider selling can be a signal of the executive's confidence in the company's future performance or a personal financial decision, and should be considered in the broader context of the company's outlook and other insider transactions.

Insider Trading Filed: 2026-03-05

Key Insights

The reporting person, Dean C. Athanasia, who is the Co-President of Bank of America Corp, sold 136,558 shares of the company's common stock on March 3, 2026 at a weighted average price of $50.207 per share.
The reporting person's beneficial ownership of Bank of America Corp common stock decreased from 695,099 shares to 558,541 shares following the reported transaction.
The sale of shares by a high-level executive could signal a potential shift in the company's outlook or strategy, which investors should monitor closely.

Insider Trading Filed: 2026-02-27

Key Insights

Bank of America Corporation and its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated have reported changes in their beneficial ownership of Nuveen Municipal Credit Income Fund (NZF) shares.
The reporting persons have made open market purchases and sales of NZF shares on February 25, 2026, suggesting potential investment activity or portfolio adjustments.
The filing indicates that the reporting persons may hold a 10% or greater ownership stake in the Nuveen Municipal Credit Income Fund, which could trigger additional reporting requirements under Section 16 of the Securities Exchange Act.

Insider Trading Filed: 2026-02-25

Key Insights

Bank of America Corporation disposed of 810 Remarketable Variable Rate MuniFund Term Preferred Shares of PIMCO California Municipal Income Fund, which were held by its subsidiary Banc of America Preferred Funding Corporation.
The shares were redeemed by the issuer on February 23, 2026, at the redemption price of the liquidation preference and accumulated but unpaid dividends.
This transaction represents a reduction in Bank of America's indirect ownership stake in PIMCO California Municipal Income Fund.

Insider Trading Filed: 2026-02-25

Key Insights

Bank of America Corporation (BAC) indirectly owned 910 Remarketable Variable Rate MuniFund Term Preferred Shares (RVMTP Shares) of PIMCO New York Municipal Income Fund II (PNI) through its wholly-owned subsidiary Banc of America Preferred Funding Corporation (BAPFC).
BAPFC redeemed 260 of the RVMTP Shares held on February 23, 2026, as disclosed in the Notice of Intention to Redeem Securities filed by PNI.
This transaction represents a reduction in BAC's indirect ownership interest in PNI, which could impact the company's exposure and portfolio allocation.

Annual Report Filed: 2026-02-25

Key Insights

The company's total assets and liabilities increased year-over-year, indicating potential business expansion.
The company reported higher trading gains and other operating income, suggesting improved performance in its capital markets activities.
The company's other comprehensive income, including changes in available-for-sale securities, foreign currency translation, and financial liability fair value adjustments, showed mixed results.

Insider Trading Filed: 2026-02-19

Key Insights

Bank of America Corporation (BAC) and its subsidiary Merrill Lynch, Pierce, Fenner & Smith Incorporated have filed a Form 4 reporting a transaction in Nuveen Municipal Credit Opportunities Fund (NMCO) shares.
BAC purchased 1,400 shares of NMCO at $10.745 per share and then sold 1,400 shares at $10.7401 per share on the same day, indicating possible market-making or trading activity.
The filing indicates that BAC and Merrill Lynch together may hold a beneficial ownership position of more than 10% in NMCO, though they disclaim beneficial ownership beyond their pecuniary interest.

Insider Trading Filed: 2026-02-13

Key Insights

Bruce R. Thompson, the Vice Chair and Head of Enterprise Credit at Bank of America, has acquired a significant number of the company's securities, including 749,780 shares of common stock and 40,000 shares of preferred stock, as well as indirect holdings in the company through a trust.
Thompson has also been granted 108,955 performance-based restricted stock units, 54,477 time-based restricted stock units, and an additional 54,478 time-based restricted stock units, all of which are subject to vesting conditions.
The substantial insider buying and equity-based compensation awards suggest Thompson's confidence in the company's future performance and his alignment with shareholder interests.

Current Report Filed: 2026-02-13

Key Insights

Bank of America reported strong financial performance in 2025, with 13% growth in net income and 19% growth in diluted earnings per share.
The company's revenue grew 7% in 2025, driven by record net interest income and solid performance in its markets-facing businesses.
Bank of America demonstrated disciplined expense management, generating 250 bps of operating leverage and improving its efficiency ratio by 147 bps to 62%.

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Important Information