BlackRock Capital Allocation Term Trust

BCAT US09260U1097

BlackRock Capital Allocation Trust is a non-diversified, closed-end management investment company. The investment objective is to provide total return and income through a combination of current income, current gains and long-term capital appreciation.

Annual Performance ¹

2021	2022	2023	2024	2025
-4%	-23%	18%	16%	0%

Annual Insiders Turnover, USD ²

¹ annual and historical performance metrics are recalculated on a daily basis;
² represents the total value of insider transactions (both buying and selling);

Insider Activity

Person	Price	Shares	Total	Published	Completed
Koesterich Russell Jared	15.45 USD	1,713 Sold	26,473 USD	31/01/2025	31/01/2025
Berkowitz Randy William	15.45 USD	2,377 Sold	36,718 USD	31/01/2025	31/01/2025
Harris Stayce D.	16.04 USD	60 Bought	962 USD	28/10/2024	28/10/2024
Clayton David William	15.31 USD	7,473 Sold	114,415 USD	31/01/2024	31/01/2024

Integrated EOD Stock Data and Insider Transactions Chart

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The visibility of insider buy and sell transactions on this chart should not be the sole factor in your decision to buy or sell a particular stock. Always consider the following dynamic reports for a broader understanding of stock market activities:

• Insider Transaction Amount Distribution
• Insider Trading Seasonality
• Delta Correlation Analysis

 

Historical Performance

1M	3M	6M	1Y	3Y	5Y	All Time
-6%	-3%	8%	20%	0%	0%	11%

Last	52W Low	52W High	All-Time Low	All-Time High	β
14.91	12.93	15.29	9.59	15.29

Company Insiders

Person / Entity	Transactions	Turnover, USD	Average, USD	First	Last
Clayton David William	1	114,415.37	114,415.37	31/01/2024	31/01/2024
Berkowitz Randy William	1	36,718.49	36,718.49	31/01/2025	31/01/2025
Koesterich Russell Jared	1	26,473.33	26,473.33	31/01/2025	31/01/2025
Harris Stayce D.	1	962.40	962.40	28/10/2024	28/10/2024

Insiders marked in yellow represent long-term insiders. These are individuals who have engaged in transactions for over 3 years and have conducted at least 10 transactions or reached a cumulative turnover of $1M USD. When examining transaction clusters, we prioritize those conducted by long-term insiders for analysis.

Connected Companies ³

Name	ISIN	Ticker
BLACKROCK FLOATING RATE INCOME TRUST	US0919411043	BGT
BLACKROCK MUNICIPAL INCOME QUALITY TRUST	US0924791041	BYM
BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC.	US09247D1054	BKN
BLACKROCK INCOME TRUST, INC.	US09247F2092	BKT
BLACKROCK UTILITIES, INFRASTRUCTURE & POWER OPPORTUNITIES TRUST	US09248D1046	BUI
BLACKROCK CA MUNICIPAL INC TR	US09248E1029	BFZ
BLACKROCK MUNICIPAL INCOME TRUST	US09248F1093	BFK
BLACKROCK TAXABLE MUNICIPAL BOND TRUST	US09248X1000	BBN
BLACKROCK CORE BOND TRUST	US09249E1010	BHK
BLACKROCK MUNICIPAL INCOME TRUST II	US09249N1019	BLE
BLACKROCK LONG-TERM MUNICIPAL ADVANTAGE TRUST	US09250B1035	BTA
BLACKROCK MUNIYIELD QUALITY FUND III, INC.	US09254E1038	MYI
BLACKROCK MUNIYIELD QUALITY FUND, INC.	US09254F1003	MQY
BLACKROCK MUNIASSETS FUND, INC.	US09254J1025	MUA
BLACKROCK CORPORATE HIGH YIELD FUND, INC.	US09255P1075	HYT
BLACKROCK DEBT STRATEGIES FUND, INC.	US09255R2022	DSU
BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST	US09257P1057	BTT
BLACKROCK MULTI-SECTOR INCOME TRUST	US09258A1079	BIT
BLACKROCK SCIENCE AND TECHNOLOGY TRUST	US09258G1040	BST
BlackRock ESG Capital Allocation Term Trust	US09262F1003	ECAT

³ the firms where the current insiders have executed transactions.

Stock Advanced Metrics

Delta Correlation	subscribe 🔒
Upper Bound of Standardized Transaction Amount (ubsta), USD 4	subscribe 🔒

⁴ represents the maximum expected transaction amount for a company's insiders, calculated based on historical data. It provides insight into the typical range of insider transaction amounts and helps in identifying unusually large transactions.

⁵ a proprietary metric reflecting the consistency of insider trading behavior within a company. A higher discipline index suggests more regular and predictable insider transactions.