0001225208-12-008661.txt : 20120402 0001225208-12-008661.hdr.sgml : 20120402 20120402161629 ACCESSION NUMBER: 0001225208-12-008661 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120330 FILED AS OF DATE: 20120402 DATE AS OF CHANGE: 20120402 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Montag Thomas K. CENTRAL INDEX KEY: 0001442039 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-06523 FILM NUMBER: 12733450 MAIL ADDRESS: STREET 1: C/O MERRILL LYNCH & CO., INC. STREET 2: 4 WORLD FINANCIAL CENTER CITY: NEW YORK STATE: NY ZIP: 10038 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BANK OF AMERICA CORP /DE/ CENTRAL INDEX KEY: 0000070858 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] IRS NUMBER: 560906609 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: BANK OF AMERICA CORPORATE CENTER STREET 2: 100 N TRYON ST CITY: CHARLOTTE STATE: NC ZIP: 28255 BUSINESS PHONE: 7043868486 MAIL ADDRESS: STREET 1: BANK OF AMERICA CORPORATE CENTER STREET 2: 100 N TRYON ST CITY: CHARLOTTE STATE: NC ZIP: 28255 FORMER COMPANY: FORMER CONFORMED NAME: BANKAMERICA CORP/DE/ DATE OF NAME CHANGE: 19981022 FORMER COMPANY: FORMER CONFORMED NAME: NATIONSBANK CORP DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: NCNB CORP DATE OF NAME CHANGE: 19920107 4 1 doc4.xml X0305 4 2012-03-30 0000070858 BANK OF AMERICA CORP /DE/ BAC 0001442039 Montag Thomas K. 100 NORTH TRYON STREET CHARLOTTE NC 28255 1 Co-chief Operating Officer Common Stock 2012-03-30 4 M 0 16652.0000 0.0000 A 16652.0000 D Common Stock 2012-03-30 4 D 0 16652.0000 9.5700 D 0.0000 D Common Stock 7556.0000 I Family Trust Common Stock 19875.0000 I GRAT IV Common Stock 163080.0000 I GRAT V Common Stock 1342338.0000 I GRAT VI Stock Units 0.0000 2012-03-30 4 M 0 16652.0000 0.0000 D Common Stock 16652.0000 149892.0000 D Each Stock Unit is the economic equivalent of one share of Bank of America common stock. On March 16, 2012, 144,012 shares previously owned by the reporting person's GRAT II were distributed to the reporting person, 185,224 shares previously owned by the reporting person's GRAT III were distributed to the reporting person and 413,839 shares previously owned by the reporting person's GRAT V were distributed to the reporting person. Also on March 16, 2012, 1,342,338 shares were transferred from the reporting person to a new Grantor Retained Annuity Trust, GRAT VI. The Stock Units were awarded on November 30, 2009 and December 31, 2009 pursuant to a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vested upon grant and are payable solely in cash as follows: in 36 monthly installments beginning January 2011, provided that payments would be accelerated by twelve months upon repayment of our TARP financing. As a result of our repayment of all TARP financing in December 2009, the payment schedule was accelerated to 36 monthly installments beginning January 2010. Thomas K. Montag/Roger C. McClary POA 2012-04-02