Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Science & Technology Term TrustBSTZ · Entity 4460 | Portfolio Manager | February 05, 2026 | February 09, 2026 |
| BlackRock Science & Technology TrustBST · Entity 9012 | Portfolio Manager | February 05, 2026 | February 09, 2026 |
| BlackRock Technology & Private Equity Term TrustBTX · Entity 4932 | Portfolio Manager | January 30, 2026 | February 04, 2026 |
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 Science & Technology Term Trust
Report date February 05, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 251,554.3651 |
Reported balance
After 2026-02-05 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-05 · Purchase · Acquired 41,525 · Balance 251,554.3651 |
| Common StockSEC Table I · non-derivative | Direct | 210,029.3651 |
Reported balance
After 2026-02-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-05 · Purchase · Acquired 300 · Balance 210,029.3651 |
BlackRock Science & Technology Trust
Report date February 05, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,159 |
Reported balance
After 2026-02-05 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-05 · Purchase · Acquired 1,200 · Balance 81,159 |
| Common StockSEC Table I · non-derivative | Direct | 79,959 |
Reported balance
After 2026-02-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-05 · Purchase · Acquired 22,445 · Balance 79,959 |
BlackRock Technology & Private Equity Term Trust
Report date January 30, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 29,270.828 |
Reported balance
After 2026-01-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 29,270.828 · Balance 29,270.828 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: These phantom shares vest in equal installments on each of the first three anniversaries of the award. |
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: 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, 2018 Filed Feb 2, 2018 17:20 UTC | BlackRock Science & Technology Trust BST · Entity 9012 | Exercise / conversionPhantom Shares · Derivative | 336.62 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007042 · doc4.xml · derivative · entry 4 Kim Tony · CIK 0001623517 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673.21 Underlying: Common Stock · 336.62 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2018 Filed Feb 2, 2018 17:20 UTC | BlackRock Science & Technology Trust BST · Entity 9012 | GrantPhantom Shares · Derivative | 1,088.06 | $29.64 | $32,250.10 |
DisclosureSEC source: 0001209191-18-007042 · doc4.xml · derivative · entry 3 Kim Tony · CIK 0001623517 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088.06 Underlying: Common Stock · 1,088.06 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, 2018 Filed Feb 2, 2018 17:20 UTC | BlackRock Science & Technology Trust BST · Entity 9012 | Disposition to issuerCommon Stock | 336.62 | $29.64 | $9,977.42 |
DisclosureSEC source: 0001209191-18-007042 · doc4.xml · nonDerivative · entry 2 Kim Tony · CIK 0001623517 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2018 Filed Feb 2, 2018 17:20 UTC | BlackRock Science & Technology Trust BST · Entity 9012 | Exercise / conversionCommon Stock | 336.62 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-007042 · doc4.xml · nonDerivative · entry 1 Kim Tony · CIK 0001623517 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336.62 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, 2017, the Reporting Person was granted phantom shares on January 31, 2017 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, 2017 Filed Feb 2, 2017 13:44 UTC | BlackRock Science & Technology Trust BST · Entity 9012 | GrantPhantom Shares · Derivative | 955 | $19.11 | $18,250.05 |
DisclosureSEC source: 0001209191-17-006978 · doc4.xml · derivative · entry 1 Kim Tony · CIK 0001623517 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 955 Underlying: Common Stock · 955 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. 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. 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. These phantom shares vest in equal installments on each of the first three anniversaries of the award. 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.