Randy William Berkowitz

Insider Reports History

Entity
Individual
Location
60 State Street, Boston, MA
Signature
/s/ Gladys Chang as Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Randy William Berkowitz:

Stock Role Class Num Shares Value Price $ Report Date Ownership
BlackRock Capital Allocation Term Trust Portfolio Manager Phantom Shares 4.75K $73.4K $15.45 Jan 31, 2025 Direct
BlackRock ESG Capital Allocation Term Trust Portfolio Manager Phantom Shares 1.59K $26.4K $16.62 Jan 31, 2025 Direct
BlackRock Capital Allocation Term Trust Portfolio Manager Common Stock 0 $0 $15.45 Jan 31, 2025 Direct

Insider Reports Filed by Randy William Berkowitz

Symbol Company Period Transactions Value $ Form Type Date Filed Role
BCAT BlackRock Capital Allocation Term Trust Jan 31, 2025 4 -$10.3K 4 Feb 4, 2025 Portfolio Manager
ECAT BlackRock ESG Capital Allocation Term Trust Jan 31, 2025 1 $26.4K 4 Feb 4, 2025 Portfolio Manager
ECAT BlackRock ESG Capital Allocation Term Trust Jun 30, 2024 0 $0 3 Jul 3, 2024 Portfolio Manager
BCAT BlackRock Capital Allocation Term Trust Jun 30, 2024 0 $0 3 Jul 3, 2024 Portfolio Manager