Berkowitz Randy William
SEC insider (Form 3/4/5 filer). CIK 0002028740. Insider at BlackRock ESG Capital Allocation Term Trust (ECAT) and 1 other issuer. 8 reported Form 4/5 transactions since Sep 2024; latest on Jan 30, 2026. Located in NEW YORK, NY.
Companies Berkowitz Randy William has filed insider reports for
- BlackRock ESG Capital Allocation Term Trust (ECAT)
- BlackRock Capital Allocation Term Trust (BCAT)
Berkowitz Randy William
CIK: 0002028740
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (8 total)
- Jan 30, 2026ECAT
BlackRock ESG Capital Allocation Term Trust
ExerciseDirect659 shares- - Jan 30, 2026ECAT
BlackRock ESG Capital Allocation Term Trust
DispositionDirect659 shares at avg. $15.44$10K - Jan 30, 2026BCAT
BlackRock Capital Allocation Term Trust
DispositionDirect3.7K shares at avg. $14.70$54K - Jan 30, 2026BCAT
BlackRock Capital Allocation Term Trust
ExerciseDirect3.7K shares- - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
AwardDirectPhantom Shares
1.7K shares at avg. $15.45- - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
ExerciseDirect2.4K shares- - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
DispositionDirect2.4K shares at avg. $15.45$37K - Jan 31, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
AwardDirectPhantom Shares
1.6K shares at avg. $16.62-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jan 30, 2026 |  ECAT BlackRock ESG Capital Allocation Term Trust | Exercise | 659 | - | $0 | Direct |
| Jan 30, 2026 | ECAT BlackRock ESG Capital Allocation Term Trust | Disposition | 659 | $15.44 | $10,180 | Direct |
| Jan 30, 2026 |  BCAT BlackRock Capital Allocation Term Trust | Disposition | 3,680 | $14.70 | $54,102 | Direct |
| Jan 30, 2026 | BCAT BlackRock Capital Allocation Term Trust | Exercise | 3,680 | - | $0 | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Award Phantom Shares | 1,711 | $15.45 | - | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Exercise | 2,377 | - | - | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Disposition | 2,377 | $15.45 | $36,718 | Direct |
| Jan 31, 2025 | ECAT BlackRock ESG Capital Allocation Term Trust | Award Phantom Shares | 1,590 | $16.62 | - | Direct |
1-8 of 8 transactions