person · Reporting owner
Broadbent William Stuart
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Technology & Private Equity Term TrustBIGZ · Entity 4932 | Portfolio Manager | January 31, 2023 | February 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BlackRock Technology & Private Equity Term Trust
Report date January 31, 2023 · Filed February 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,890 |
Ending reported balance
After 2023-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-31 · Exercise / conversion · Acquired 5,706.5624 · Balance 20,596.5624 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Row 2 · 2023-01-31 · Disposition to issuer · Disposed 5,706.5624 · Balance 14,890 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 6,384.3946 |
Reported balance
After 2023-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-31 · Grant · Acquired 6,384.3946 · Balance 6,384.3946 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F3: These phantom shares vest in equal installments on each of the first three anniversaries of the award. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 11,413.1248 |
Reported balance
After 2023-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-31 · Exercise / conversion · Disposed 5,706.5624 · Balance 11,413.1248 F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash.
F2: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date.
F3: These phantom shares vest in equal installments on each of the first three anniversaries of the award.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 31, 2023 Filed Feb 2, 2023 19:24 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | Exercise / conversionPhantom Shares · Derivative | 5,706.5624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003713 · doc4.xml · derivative · entry 4 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,413.1248 Underlying: Common Stock · 5,706.5624 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.exercise_price: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F1 · price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · price: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F1 · derivative.exercise_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.exercise_date: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F1 · derivative.expiration_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.expiration_date: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 19:24 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | GrantPhantom Shares · Derivative | 6,384.3946 | $9.58 | $61,162.50 |
DisclosureSEC source: 0000899243-23-003713 · doc4.xml · derivative · entry 3 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384.3946 Underlying: Common Stock · 6,384.3946 shares Expires not disclosed F1 · derivative.exercise_price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F3 · derivative.exercise_price: These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.exercise_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F3 · derivative.exercise_date: These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.expiration_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F3 · derivative.expiration_date: These phantom shares vest in equal installments on each of the first three anniversaries of the award. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 19:24 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | Disposition to issuerCommon Stock | 5,706.5624 | $9.58 | $54,668.87 |
DisclosureSEC source: 0000899243-23-003713 · doc4.xml · nonDerivative · entry 2 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,890 F1 · price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · price: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 19:24 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | Exercise / conversionCommon Stock | 5,706.5624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003713 · doc4.xml · nonDerivative · entry 1 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,596.5624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · price: As previously reported on a Form 4 dated February 2, 2022, the Reporting Person was granted phantom shares on January 31, 2022 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 12:16 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 5,000 | $12.48 | $62,396.00 |
DisclosureSEC source: 0000899243-22-007320 · doc4.xml · nonDerivative · entry 1 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,890 Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:32 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | GrantPhantom Shares · Derivative | 16,095.011 | $13.63 | $219,375.00 |
DisclosureSEC source: 0000899243-22-004287 · doc4.xml · derivative · entry 1 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,095.011 Underlying: Common Stock · 16,095.011 shares Expires not disclosed F1 · derivative.exercise_price: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.exercise_price: These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.exercise_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.exercise_date: These phantom shares vest in equal installments on each of the first three anniversaries of the award. F1 · derivative.expiration_date: A phantom share is the economic equivalent of one share of common stock and, subject to the applicable vesting requirements, becomes payable in cash. F2 · derivative.expiration_date: These phantom shares vest in equal installments on each of the first three anniversaries of the award. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 18:47 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 9,890 | $20.00 | $197,800.00 |
DisclosureSEC source: 0000899243-21-013829 · doc4.xml · nonDerivative · entry 1 Broadbent William Stuart · CIK 0001852623 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,890 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.