Koesterich Russell Jared
SEC insider (Form 3/4/5 filer). CIK 0001825197. Insider at BlackRock Capital Allocation Term Trust (BCAT) and 1 other issuer. 11 reported Form 4/5 transactions since Sep 2024; latest on Jan 30, 2026. Located in NEW YORK, NY.
Companies Koesterich Russell Jared has filed insider reports for
- BlackRock Capital Allocation Term Trust (BCAT)
- BlackRock ESG Capital Allocation Term Trust (ECAT)
Koesterich Russell Jared
CIK: 0001825197
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 (11 total)
- Jan 30, 2026BCAT
BlackRock Capital Allocation Term Trust
DispositionDirect5.6K shares at avg. $14.70$82K - Jan 30, 2026BCAT
BlackRock Capital Allocation Term Trust
ExerciseDirect5.6K shares- - Jan 30, 2026ECAT
BlackRock ESG Capital Allocation Term Trust
ExerciseDirect5.1K shares- - Jan 30, 2026ECAT
BlackRock ESG Capital Allocation Term Trust
DispositionDirect5.1K shares at avg. $15.44$79K - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
ExerciseDirect1.7K shares- - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
DispositionDirect1.7K shares at avg. $15.45$26K - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
AwardDirectPhantom Shares
8.2K shares at avg. $15.45- - Jan 31, 2025BCAT
BlackRock Capital Allocation Term Trust
AwardDirectPhantom Shares
1.7K shares- - Jan 31, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
AwardDirectPhantom Shares
7.6K shares- - Jan 31, 2025ECAT
BlackRock ESG Capital Allocation Term Trust
DispositionDirect1.6K shares at avg. $16.62$26K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jan 30, 2026 |  BCAT BlackRock Capital Allocation Term Trust | Disposition | 5,554 | $14.70 | $81,644 | Direct |
| Jan 30, 2026 | BCAT BlackRock Capital Allocation Term Trust | Exercise | 5,554 | - | $0 | Direct |
| Jan 30, 2026 |  ECAT BlackRock ESG Capital Allocation Term Trust | Exercise | 5,135 | - | $0 | Direct |
| Jan 30, 2026 | ECAT BlackRock ESG Capital Allocation Term Trust | Disposition | 5,135 | $15.44 | $79,278 | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Exercise | 1,713 | - | - | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Disposition | 1,713 | $15.45 | $26,473 | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Award Phantom Shares | 8,201 | $15.45 | - | Direct |
| Jan 31, 2025 | BCAT BlackRock Capital Allocation Term Trust | Award Phantom Shares | 1,713 | - | - | Direct |
| Jan 31, 2025 | ECAT BlackRock ESG Capital Allocation Term Trust | Award Phantom Shares | 7,623 | - | - | Direct |
| Jan 31, 2025 | ECAT BlackRock ESG Capital Allocation Term Trust | Disposition | 1,587 | $16.62 | $26,374 | Direct |
1-10 of 11 transactions