person · Reporting owner
Koesterich Russell Jared
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Capital Allocation Term TrustBCAT · Entity 4633 | Portfolio Manager | January 30, 2026 | February 03, 2026 |
| BlackRock ESG Capital Allocation Term TrustECAT · Entity 1326 | Portfolio Manager | January 30, 2026 | February 03, 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 Capital Allocation Term Trust
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,000 |
Ending reported balance
After 2026-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-30 · Exercise / conversion · Acquired 5,554.0398 · Balance 38,554.0398 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Row 2 · 2026-01-30 · Disposition to issuer · Disposed 5,554.0398 · Balance 33,000 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 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 | 6,828.0307 |
Reported balance
After 2026-01-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-30 · Exercise / conversion · Disposed 3,414.0154 · Balance 6,828.0307 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 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 | 2,140.0245 |
Reported balance
After 2026-01-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-30 · Exercise / conversion · Disposed 2,140.0245 · Balance 2,140.0245 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: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date.
F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date.
BlackRock ESG Capital Allocation Term Trust
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-30 · Exercise / conversion · Acquired 5,134.5632 · Balance 5,134.5632 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. Row 2 · 2026-01-30 · Disposition to issuer · Disposed 5,134.5632 · Balance 0 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date. F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 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 | 6,321.453 |
Reported balance
After 2026-01-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-30 · Exercise / conversion · Disposed 3,160.7265 · Balance 6,321.453 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 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 | 1,973.8367 |
Reported balance
After 2026-01-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-30 · Exercise / conversion · Disposed 1,973.8367 · Balance 1,973.8367 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: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 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 4, 2025, the Reporting Person was granted phantom shares on January 31, 2025 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date.
F3: As previously reported on a Form 4 dated February 2, 2024, the Reporting Person was granted phantom shares on January 31, 2024 payable in cash on vesting, which occurs in equal installments on each of the first three anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| March 23, 2021 Filed Mar 25, 2021 21:05 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $20.15 | $2,014.65 |
DisclosureSEC source: 0000899243-21-013489 · doc4.xml · nonDerivative · entry 3 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,175 Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:05 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 275 | $20.15 | $5,540.29 |
DisclosureSEC source: 0000899243-21-013489 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,075 Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:05 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $20.15 | $2,014.65 |
DisclosureSEC source: 0000899243-21-013489 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,800 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 23:14 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.42 | $4,083.90 |
DisclosureSEC source: 0000899243-21-013325 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,700 Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 21:49 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 2,000 | $21.90 | $43,800.00 |
DisclosureSEC source: 0000899243-21-009853 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,500 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:14 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,900 | $21.78 | $41,374.02 |
DisclosureSEC source: 0000899243-21-008902 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 19:14 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $21.62 | $2,161.75 |
DisclosureSEC source: 0000899243-21-008902 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,600 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:16 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,800 | $21.96 | $39,528.00 |
DisclosureSEC source: 0000899243-21-007411 · doc4.xml · nonDerivative · entry 3 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:16 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,100 | $21.95 | $24,142.47 |
DisclosureSEC source: 0000899243-21-007411 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 22:16 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $21.96 | $2,196.00 |
DisclosureSEC source: 0000899243-21-007411 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 02:22 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,500 | $21.87 | $32,805.00 |
DisclosureSEC source: 0000899243-21-001036 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.14 | $4,028.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 7 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.12 | $4,024.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 6 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.12 | $4,024.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 5 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,600 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 400 | $20.14 | $8,056.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 4 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $20.14 | $2,014.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 3 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $20.14 | $2,014.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 19:28 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 800 | $20.16 | $16,128.00 |
DisclosureSEC source: 0000899243-20-029493 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 16:15 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.48 | $4,096.00 |
DisclosureSEC source: 0000899243-20-028575 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 16:15 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,300 | $20.48 | $26,624.00 |
DisclosureSEC source: 0000899243-20-028575 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 14:06 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,500 | $20.20 | $30,300.00 |
DisclosureSEC source: 0000899243-20-027533 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| September 29, 2020 Filed Oct 1, 2020 19:13 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 1,400 | $20.12 | $28,168.00 |
DisclosureSEC source: 0000899243-20-026654 · doc4.xml · nonDerivative · entry 3 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| September 29, 2020 Filed Oct 1, 2020 19:13 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 400 | $20.12 | $8,047.60 |
DisclosureSEC source: 0000899243-20-026654 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Read SEC document |
| September 29, 2020 Filed Oct 1, 2020 19:13 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 200 | $20.11 | $4,022.00 |
DisclosureSEC source: 0000899243-20-026654 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 17:13 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 2,900 | $20.02 | $58,058.00 |
DisclosureSEC source: 0000899243-20-026452 · doc4.xml · nonDerivative · entry 2 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 17:13 UTC | BlackRock Capital Allocation Term Trust BCAT · Entity 4633 | PurchaseCommon Stock | 100 | $20.02 | $2,001.50 |
DisclosureSEC source: 0000899243-20-026452 · doc4.xml · nonDerivative · entry 1 Koesterich Russell Jared · CIK 0001825197 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 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.