Bank of America

Current directors and officers who also hold a role at another S&P 500 company.

• Arnold W. DonaldGEV · DirectorCRM · Director
• Lionel L. Nowell IIIECL · DirectorTXT · Director
• Maria MartinezMCK · DirectorTSN · Director
• Monica C. LozanoAAPL · DirectorTGT · Director
• Denise L. RamosRTX · Director
• Maria T. ZuberTXT · Director

Latest Schedule 13D/13G filing per holder. Holders that reported falling below 5% are not shown. Index funds usually report once a year.

No 5% holder filings parsed yet for this company.

Open-market purchases and sales reported on Form 4. Grants, option exercises and tax withholding are excluded.

Every 8-K with Item 5.02 (departure, election or appointment of directors and officers). The text is the first paragraph of the item.

1. Oct 21, 2026

   On October 21, 2026, the Board of Directors (the “Board”) of Bank of America Corporation (the “Corporation”) increased the size of the Board from 12 directors to 14 directors and appointed James Fitterling and William Thomas to serve on the Board, effective immediately. Mr. Fitterling was appointed to serve as a member of the Enterprise Risk Committee and the Compensation and Human Capital Committee, and Mr. Thomas was appointed to serve as a member of the Audit Committee and Corporate Governance Committee. Mr. Fitterling is Executive Chairman of the Board of Directors and former President and Chief Executive Officer of Dow Inc. and Mr. Thomas is the former Global Chairman and Chief Executive Officer of KPMG International Limited. For their service on the Board and its committees, Messrs.

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2. Nov 26, 2025

   On November 20, 2025, the Board of Directors (the “Board”) of Bank of America Corporation (the “Corporation”) designated certain members of management as “executive officers” of the Corporation, as that term is defined in Rule 3b-7 under the Securities Exchange Act of 1934, as amended. The Corporation’s executive officers are Brian T. Moynihan, Chair and Chief Executive Officer, and the following officers who report directly to Mr. Moynihan: • Dean C. Athanasia , Co-President • Alastair M. Borthwick , Executive Vice President and Chief Financial Officer • Sheri Bronstein , Chief People Officer • James P. DeMare , Co-President • Hari Gopalkrishnan , Chief Technology & Information Officer • Geoffrey S. Greener , Chief Risk Officer • Bernard A. Mensah , President, International • Lauren A.

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3. Sep 15, 2025

   On September 12, 2025, Bank of America Corporation (the “Corporation”) appointed Dean C. Athanasia, President, Regional Banking, and James P. DeMare, President, Global Markets, as Co-Presidents of the Corporation, and Alastair M. Borthwick as Executive Vice President of the Corporation, in addition to his current role as Chief Financial Officer, effective immediately. Mr. Athanasia (59) has served as the Corporation’s President, Regional Banking since October 2021, President, Retail and Preferred and Small Business Banking from January 2019 to October 2021, Co-Head - Consumer Banking from September 2014 to January 2019 and Preferred and Small Business Banking Executive from April 2011 to September 2014. Mr.

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4. Apr 24, 2025

   (e) On April 22, 2025, Bank of America Corporation (the “Corporation”) held its 2025 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, the Corporation’s shareholders approved the amendment and restatement of the Bank of America Corporation Equity Plan (“Plan”) to (i) increase the number of shares available for grant by 100 million; (ii) limit the value of shares granted to a non-employee director in a calendar year, together with any cash fees paid during the calendar year, to $1 million in total value, with certain donation and special service exceptions; and (iii) extend the expiration date of the Plan from April 24, 2033 to April 21, 2035. The Plan’s terms are otherwise substantially unchanged.

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5. Feb 28, 2025

   (b) Effective March 1, 2025, Rudolf A. Bless, will no longer serve as the Bank of America Corporation (the “Corporation”) Chief Accounting Officer. Mr. Bless will continue his employment with the Corporation to assist in Mr. Okpara’s transition. (c) On February 25, 2025, Johnbull Okpara (53) was appointed the Corporation’s Chief Accounting Officer, effective March 1, 2025. Mr. Okpara joined the Corporation as Incoming Chief Accounting Officer in November 2024. Prior to joining the Corporation, Mr. Okpara was the Chief Accounting Officer and Controller of Citigroup Inc. from November 2020 to September 2024. Prior to that, Mr. Okpara was the Managing Director, Global Head of Financial Planning and Analysis and Chief Financial Officer, Infrastructure Groups at Morgan Stanley. As the Corporation’s Chief Accounting Officer, Mr.

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6. Jan 29, 2025

   On January 29, 2025, the Board of Directors (the “Board”) of Bank of America Corporation (the “Corporation”) appointed Maria N. Martinez to serve on the Board and as a member of the Board’s Corporate Governance, ESG, and Sustainability Committee and its Enterprise Risk Committee, effective immediately. Ms. Martinez is the former executive vice president and chief operating officer of Cisco Systems, Inc. For her service on the Board and its committees, Ms. Martinez will receive compensation as a non-employee director in accordance with the Corporation’s non-employee director compensation program described under the caption “Director Compensation” in the Corporation’s definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on March 11, 2024. Under the non-employee director compensation program, Ms.

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7. Apr 26, 2024

   (e) On April 24, 2024, Bank of America Corporation (the “Corporation”) held its 2024 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, the Corporation’s shareholders approved the amendment and restatement of the Bank of America Corporation Equity Plan (“Plan”) to increase the number of shares available for grant by 100 million. The Plan’s terms are otherwise substantially unchanged. A description of the material terms and conditions of the Plan, as amended and restated, appears on pages 90-96 of the Corporation’s definitive proxy statement for the Annual Meeting filed with the Securities and Exchange Commission on March 11, 2024. That description, a copy of which is filed as Exhibit 99.1 hereto and is incorporated into this

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8. Apr 28, 2023

   (e) On April 25, 2023, Bank of America Corporation (the “Corporation”) held its 2023 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, the Corporation’s shareholders approved the amendment and restatement of the Bank of America Corporation Equity Plan (“Plan”) to, among other things, (i) increase the number of shares available for grant by 75 million; (ii) extend the expiration date of the Plan from April 19, 2031 to April 24, 2033; (iii) allow shares withheld to cover tax withholding requirements for awards of restricted stock and restricted stock units to again be available for granting future awards; and (iv) clarify that dividends and dividend equivalents credited with respect to awards cannot become payable unless and until the related award vests. The Plan’s terms are otherwise substantially unchanged.

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9. Sep 14, 2022

   On September 14, 2022, the board of directors (the “Board”) of Bank of America Corporation (the “Corporation”) appointed Mr. José (Joe) E. Almeida to serve on the Board effective immediately, and also appointed Mr. Almeida to serve on the Board’s Audit Committee and Compensation and Human Capital Committee. Mr. Almeida is the chairman, president and chief executive officer of Baxter International Inc. Mr. Almeida will receive compensation as a non-employee director in accordance with the Corporation’s non-employee director compensation program described under the caption “Director Compensation” in the Corporation’s definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on March 7, 2022. Under the non-employee director compensation program, Mr.

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10. Feb 25, 2022

    (b) On February 22, 2022, Susan S. Bies, a member of the board of directors (the "Board") of Bank of America Corporation (the "Corporation"), informed the Corporation that she would not stand for re-election as a member of the Board at the Corporation's 2022 annual meeting of shareholders. Ms. Bies's decision not to stand for re-election to the Board one year ahead of reaching the Board's retirement age of 75, was not a result of any disagreement with the Corporation.

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11. Oct 20, 2021

    (b) (c) On September 14, 2021, Bank of America Corporation (the "Corporation") filed a Current Report on Form 8-K to disclose the announcement that Paul M. Donofrio will cease to be the Corporation's Chief Financial Officer and Alastair M. Borthwick will become the Corporation’s Chief Financial Officer effective in the fourth quarter of 2021. On October 20, 2021, the Corporation's Board of Directors (the "Board") appointed Mr. Borthwick as the Corporation's Chief Financial Officer, effective as of November 1, 2021. Mr. Donofrio will cease to be the Corporation’s Chief Financial Officer effective as of the same date.

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12. Sep 14, 2021

    (b) On September 10, 2021, Bank of America Corporation (the “Corporation”) announced that Paul M. Donofrio, the Corporation’s Chief Financial Officer and a named executive officer in the Corporation’s 2021 Proxy Statement, will become vice chair of the Corporation in the fourth quarter of 2021 and will cease to be the Corporation’s Chief Financial Officer. (c) On September 10, 2021, the Corporation announced that Alastair Borthwick will become the Corporation’s Chief Financial Officer effective in the fourth quarter of 2021. Mr. Borthwick (age 53) has served as the Corporation’s president of Global Commercial Banking since 2012. For servic e as the Corporation’s Chief Financial Officer, Mr. Borthwick will receive an annual base salary of $1,000,000. Subject to individual performance and the Corporation’s financial performance, as Chief Financial Officer Mr.

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13. Aug 26, 2021

    (b) On August 26, 2021, Bank of America Corporation (the “Corporation”) announced the retirements of Anne Finucane, the Corporation’s Vice Chairman, and Thomas Montag, the Corporation’s Chief Operating Officer and president of Global Banking and Markets, and a named executive officer in the Corporation’s 2021 Proxy Statement. Ms. Finucane and Mr. Montag will remain in their roles until the end of 2021. A copy of the news release announcing these retirements is attached hereto as Exhibit 99.1, and is incorporated herein by reference.

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14. Apr 22, 2021

    (e) On April 20, 2021, Bank of America Corporation (the “Corporation”) held its 2021 Annual Meeting of Shareholders (the “Annual Meeting”). At the Annual Meeting, the Corporation’s shareholders approved the amendment and restatement of the Bank of America Corporation Key Employee Equity Plan (“Plan”) to, among other things, (i) change the Plan name to the “Bank of America Corporation Equity Plan,” (ii) increase the number of shares of the Corporation’s common stock available for awards under the Plan by 115 million, (iii) update Plan provisions to reflect changes to Section 162(m) of the Internal Revenue Code of 1986 and (iv) extend the expiration date of the Plan from April 23, 2029 to April 19, 2031. The Plan’s terms are otherwise substantially unchanged.

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15. Jul 25, 2019

    On July 25, 2019, the board of directors (the “Board”) of Bank of America Corporation (the “Corporation”) appointed Ms. Denise L. Ramos to serve on the Board effective immediately, and also appointed Ms. Ramos to serve on the Board’s Audit Committee and Compensation and Benefits Committee. Ms. Ramos is the former chief executive officer, president and director of ITT Inc. and serves on the boards of directors of Phillips 66 and United Technologies Corporation. Ms. Ramos will receive compensation as a non-employee director in accordance with the Corporation’s non-employee director compensation program described under the caption “Director Compensation” in the Corporation’s definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on March 13, 2019. Under the non-employee director compensation program, Ms.

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Proxy statements (DEF 14A): 2026 · 2025 · 2024 · 2023 · 2022 · 2021

From the company's 10-K XBRL data (SEC companyfacts).

People who stopped filing as an insider of this company. “Last filing” is the last Form 3/4/5, an upper bound on when they left.