BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Lorenzo Flores, acquired 981.82 performance rights in BlackRock Credit Allocation Income Trust (BTZ) on April 1, 2026, which will be settled 100% in cash.
  • The performance rights were accrued under the BlackRock Deferred Compensation Plan, indicating the reporting person's long-term commitment to the company.
  • The reporting person holds a total of 18,688.19 performance rights in BTZ, representing a significant position in the company.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, James Phillip Holloman, is a director of BlackRock Credit Allocation Income Trust (BTZ) and has acquired 901.35 performance rights under the BlackRock Deferred Compensation Plan.
  • The performance rights are to be settled 100% in cash at the deferral period chosen by the reporting person.
  • The acquisition of the performance rights suggests the reporting person's ongoing involvement and commitment to the company.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, Arthur Philip Steinmetz, is a director of the issuer BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ).
  • Steinmetz has acquired 1,189.23 performance rights under the BlackRock Deferred Compensation Plan, which are to be settled 100% in cash.
  • The performance rights are convertible into the cash value of one share of BTZ, indicating Steinmetz has an interest in the fund's performance.
Insider Trading Filed: 2026-04-03

Key Insights

  • The reporting person, W. Carl Kester, acquired 115 performance rights under the BlackRock Deferred Compensation Plan on April 1, 2026.
  • The performance rights are to be settled 100% in cash at the deferral period chosen by the reporting person.
  • The reporting person currently holds 33,119.73 performance rights in the BlackRock Credit Allocation Income Trust.
Insider Trading Filed: 2026-04-03

Key Insights

  • Robert Glenn Hubbard, a director of BlackRock Credit Allocation Income Trust (BTZ), acquired 1,187.66 Performance Rights under the BlackRock Deferred Compensation Plan on April 1, 2026.
  • The Performance Rights are to be settled 100% in cash at the deferral period chosen by Hubbard, indicating his intention to hold the securities for the long term.
  • This insider transaction suggests Hubbard's confidence in the future performance of BTZ and his alignment with the interests of the fund's shareholders.
Insider Trading Filed: 2026-04-03

Key Insights

  • Stayce D. Harris, a director at BlackRock Credit Allocation Income Trust (BTZ), acquired 837.73 performance rights on April 1, 2026 under the BlackRock Deferred Compensation Plan.
  • The performance rights are to be settled 100% in cash at the deferral period chosen by the reporting person, indicating potential future cash inflow for the director.
  • This transaction suggests continued confidence and alignment of interests between the director and the fund, as the director increases their economic exposure to BTZ.
Insider Trading Filed: 2026-02-03

Key Insights

  • The reporting person, Jeffrey Cucunato, is a portfolio manager who has been granted phantom shares of the BlackRock Credit Allocation Income Trust (BTZ) that vest over 3 years.
  • On January 30, 2026, Cucunato exercised his phantom shares, acquiring 15,809.2105 shares of BTZ common stock and disposing of 15,809.2105 phantom shares.
  • The transaction price of $10.64 suggests Cucunato is taking some gains from his phantom share awards, which could indicate confidence in the trust's performance.
Insider Trading Filed: 2026-02-03

Key Insights

  • The reporting person, Mitchell Garfin, acquired a significant number of phantom shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ) through vesting events on January 30, 2026.
  • The reporting person also disposed of a large number of common shares of BTZ on the same date, potentially indicating a rebalancing of his portfolio.
  • The phantom shares held by the reporting person are payable in cash upon vesting, suggesting potential future cash inflows for the portfolio manager.
Insider Trading Filed: 2026-02-03

Key Insights

  • Charley Hung, a portfolio manager, acquired 1,263.3179 shares of BlackRock Credit Allocation Income Trust (BTZ) common stock on January 30, 2026 through the vesting of phantom shares granted in previous years.
  • Hung also disposed of the same 1,263.3179 shares on the same date at $10.64 per share, likely as part of a previously established 10b5-1 trading plan.
  • The reporting person continues to hold 3,984.0226 unvested phantom shares that will vest in equal installments over the next three years.
Insider Trading Filed: 2026-01-06

Key Insights

  • The filing indicates that Arthur Philip Steinmetz, a director of BlackRock Credit Allocation Income Trust (BTZ), has acquired 1,081.84 performance rights under the BlackRock Deferred Compensation Plan on January 2, 2026.
  • The performance rights are to be settled 100% in cash at a deferral period chosen by the reporting person, suggesting potential future cash-based compensation for the director.
  • The acquisition of these performance rights suggests ongoing alignment between the director and the company, which could be viewed positively by investors.
Insider Trading Filed: 2026-01-06

Key Insights

  • The filing indicates that Catherine A. Lynch, a director of BlackRock Credit Allocation Income Trust (BTZ), acquired 24.55 Performance Rights under the BlackRock Deferred Compensation Plan on January 2, 2026.
  • The Performance Rights are to be settled 100% in cash at the deferral period chosen by the reporting person, suggesting that this is part of Lynch's compensation arrangement with the company.
  • The acquisition of the Performance Rights does not indicate any direct buying or selling of BTZ shares by the director, but it signals their ongoing involvement and alignment with the company's interests.
Insider Trading Filed: 2026-01-06

Key Insights

  • The reporting person, Robert Glenn Hubbard, is a director of BlackRock Credit Allocation Income Trust (BTZ).
  • Hubbard acquired 1,115.06 performance rights under the BlackRock Deferred Compensation Plan on 01/02/2026, which will be settled 100% in cash.
  • The acquisition of these performance rights suggests Hubbard's continued involvement and confidence in the management of BTZ.
Insider Trading Filed: 2026-01-06

Key Insights

  • Stayce D. Harris, a director of BlackRock Credit Allocation Income Trust (BTZ), acquired 786.52 performance rights on January 2, 2026 under the BlackRock Deferred Compensation Plan.
  • The performance rights are to be settled 100% in cash at the deferral period chosen by the reporting person.
  • This transaction represents an increase in Harris' beneficial ownership of BTZ, indicating her continued involvement and confidence in the fund.
Insider Trading Filed: 2026-01-06

Key Insights

  • The reporting person, W. Carl Kester, acquired 108.08 Performance Rights under the BlackRock Deferred Compensation Plan on January 2, 2026.
  • The Performance Rights are to be settled 100% in cash at the deferral period chosen by the reporting person.
  • This insider transaction indicates that the reporting person, who is a director of the issuer BlackRock Credit Allocation Income Trust (BTZ), is participating in the company's deferred compensation plan.
Insider Trading Filed: 2026-01-06

Key Insights

  • The reporting person, Lorenzo Flores, acquired 796.47 performance rights in the BlackRock Credit Allocation Income Trust (BTZ) on January 2, 2026, which will be settled 100% in cash.
  • The performance rights were accrued under the BlackRock Deferred Compensation Plan, indicating Flores' continued involvement with the trust.
  • The acquisition of performance rights suggests Flores' ongoing commitment to and confidence in the BlackRock Credit Allocation Income Trust.
Insider Trading Filed: 2026-01-06

Key Insights

  • The reporting person, James Phillip Holloman, acquired 846.25 Performance Rights in the BlackRock Credit Allocation Income Trust (BTZ) on January 2, 2026 under the company's deferred compensation plan.
  • The Performance Rights are to be settled 100% in cash at the deferral period chosen by the reporting person.
  • As a director of the trust, this insider transaction provides insight into Holloman's confidence in the company's performance and his alignment with shareholder interests.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.