Randy William Berkowitz - Insider Trading & Ownership

Entity: Individual
Location: 60 State Street, Boston, MA
Summary: The estimated net worth of Randy William Berkowitz is at least $99.9K dollars as of February 4, 2025. Randy William Berkowitz is the Portfolio Manager of BlackRock Capital Allocation Term Trust and owns shares of BlackRock Capital Allocation Term Trust (BCAT) stock worth about $73.4K. Randy William Berkowitz is the Portfolio Manager of BlackRock ESG Capital Allocation Term Trust and owns shares of BlackRock ESG Capital Allocation Term Trust (ECAT) stock worth about $26.4K.
All Insider Reports: All Insider Reports

Ownership of Randy William Berkowitz

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
BCAT	BlackRock Capital Allocation Term Trust	Portfolio Manager	$73.4K			Jan 31, 2025
ECAT	BlackRock ESG Capital Allocation Term Trust	Portfolio Manager	$26.4K			Jan 31, 2025

Showing 1 to 2 of 2 entries

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership
BCAT	BlackRock Capital Allocation Term Trust	Common Stock	Disposed to Issuer	-100%	-$36.7K	15.45	-2.38K	0	1/31/2025	Direct
BCAT	BlackRock Capital Allocation Term Trust	Common Stock	Options Exercise		$0		+2.38K	2.38K	1/31/2025	Direct
BCAT	BlackRock Capital Allocation Term Trust	Phantom Shares	Options Exercise	-33.3%	$0		-2.38K	4.75K	1/31/2025	Direct
BCAT	BlackRock Capital Allocation Term Trust	Phantom Shares	Award		$26.4K	15.45	+1.71K	1.71K	1/31/2025	Direct
ECAT	BlackRock ESG Capital Allocation Term Trust	Phantom Shares	Award		$26.4K	16.62	+1.59K	1.59K	1/31/2025	Direct

Showing 1 to 5 of 5 entries

* An asterisk sign (*) next to the price indicates that the price is likely invalid.