Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock 2022 Global Income Opportunity TrustBGIO · Entity 136498 | Vice President | April 09, 2020 | April 14, 2020 |
| BlackRock 2037 Municipal Target Term TrustBMN · Entity 6470 | Vice President | January 26, 2023 | October 01, 2024 |
| BlackRock Alpha Strategies FundN/A · Entity 26151 | Vice President | March 22, 2021 | March 22, 2021 |
| BlackRock Capital Allocation Term TrustBCAT · Entity 4633 | Vice President | September 24, 2020 | September 24, 2020 |
| BlackRock ESG Capital Allocation Term TrustECAT · Entity 1326 | Vice President | February 08, 2022 | February 10, 2022 |
| BlackRock HPS Credit Strategies FundN/A · Entity 28548 | Vice President | February 28, 2019 | February 28, 2019 |
| BlackRock Health Sciences Term TrustBMEZ · Entity 4922 | Vice President | January 28, 2020 | January 28, 2020 |
| BlackRock Multi-Sector Opportunities TrustMSO · Entity 93903 | Vice President | February 22, 2018 | February 22, 2018 |
| BlackRock Multi-Sector Opportunities Trust IIN/A · Entity 108254 | Vice President | November 07, 2018 | November 07, 2018 |
| BlackRock Private Investments FundN/A · Entity 28628 | Vice President | February 10, 2021 | February 11, 2021 |
| BlackRock Science & Technology Term TrustBSTZ · Entity 4460 | Vice President | March 08, 2021 | March 10, 2021 |
| BlackRock Technology & Private Equity Term TrustBIGZ · Entity 4932 | Vice President | September 28, 2021 | February 09, 2022 |
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 2022 Global Income Opportunity Trust
Report date April 09, 2020 · Filed April 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2020-04-09 transaction · row 1
1 source rowRow 1 · 2020-04-09 · Purchase · Acquired 5,000 · Balance 5,000 |
BlackRock 2037 Municipal Target Term Trust
Report date January 26, 2023 · Filed October 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 500 |
Reported balance
After 2023-01-26 transaction · row 1
1 source rowRow 1 · 2023-01-26 · Purchase · Acquired 500 · Balance 500 |
BlackRock Alpha Strategies Fund
Report date March 22, 2021 · Filed March 22, 2021
This filing explicitly reported no securities owned.
BlackRock Capital Allocation Term Trust
Report date September 24, 2020 · Filed September 24, 2020
This filing explicitly reported no securities owned.
BlackRock ESG Capital Allocation Term Trust
Report date February 08, 2022 · Filed February 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2022-02-08 transaction · row 1
1 source rowRow 1 · 2022-02-08 · Purchase · Acquired 3,000 · Balance 3,000 |
BlackRock HPS Credit Strategies Fund
Report date February 28, 2019 · Filed February 28, 2019
This filing explicitly reported no securities owned.
BlackRock Health Sciences Term Trust
Report date January 28, 2020 · Filed January 28, 2020
This filing explicitly reported no securities owned.
BlackRock Multi-Sector Opportunities Trust
Report date February 22, 2018 · Filed February 22, 2018
This filing explicitly reported no securities owned.
BlackRock Multi-Sector Opportunities Trust II
Report date November 07, 2018 · Filed November 07, 2018
This filing explicitly reported no securities owned.
BlackRock Private Investments Fund
Report date February 10, 2021 · Filed February 11, 2021
This filing explicitly reported no securities owned.
BlackRock Science & Technology Term Trust
Report date March 08, 2021 · Filed March 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2021-03-08 transaction · row 1
1 source rowRow 1 · 2021-03-08 · Purchase · Acquired 1,000 · Balance 3,000 |
BlackRock Technology & Private Equity Term Trust
Report date September 28, 2021 · Filed February 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Ending reported balance
After 2021-09-28 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2021-09-28 · Purchase · Acquired 200 · Balance 200 Row 2 · 2021-09-28 · Purchase · Acquired 5,000 · Balance 5,200 Row 3 · 2021-09-28 · Purchase · Acquired 1,200 · Balance 6,400 Row 4 · 2021-09-28 · Purchase · Acquired 1,200 · Balance 7,600 Row 5 · 2021-09-28 · Purchase · Acquired 200 · Balance 7,800 Row 6 · 2021-09-28 · Purchase · Acquired 2,200 · Balance 10,000 |
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 26, 2023 Filed Oct 1, 2024 17:20 UTC | BlackRock 2037 Municipal Target Term Trust BMN · Entity 6470 | PurchaseCommon Stock | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0000950170-24-110949 · ownership.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 20:12 UTC | BlackRock ESG Capital Allocation Term Trust ECAT · Entity 1326 | PurchaseCommon Stock | 3,000 | $17.10 | $51,300.00 |
DisclosureSEC source: 0000899243-22-005588 · doc4.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 2,200 | $18.22 | $40,084.00 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 6 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 200 | $18.22 | $3,643.40 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 5 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 1,200 | $18.23 | $21,876.00 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 4 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 1,200 | $18.24 | $21,888.00 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 3 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 5,000 | $18.23 | $91,150.00 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 2 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 Read SEC document |
| September 28, 2021 Filed Feb 9, 2022 22:10 UTC | BlackRock Technology & Private Equity Term Trust BIGZ · Entity 4932 | PurchaseCommon Stock | 200 | $18.25 | $3,650.00 |
DisclosureSEC source: 0000899243-22-005454 · doc4.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 17:00 UTC | BlackRock Science & Technology Term Trust BSTZ · Entity 4460 | PurchaseCommon Stock | 1,000 | $33.39 | $33,390.00 |
DisclosureSEC source: 0000899243-21-010990 · doc4.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| April 09, 2020 Filed Apr 14, 2020 11:48 UTC | BlackRock 2022 Global Income Opportunity Trust BGIO · Entity 136498 | PurchaseCommon Stock | 5,000 | $7.30 | $36,499.00 |
DisclosureSEC source: 0000899243-20-010709 · doc4.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 11:06 UTC | BlackRock Science & Technology Term Trust BSTZ · Entity 4460 | PurchaseCommon Stock | 2,000 | $20.80 | $41,600.00 |
DisclosureSEC source: 0000899243-20-005866 · doc4.xml · nonDerivative · entry 1 Diorio Jonathan · CIK 0001653264 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.