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BlackRock Limited Duration Inc SEC Filings

BLW NYSE

Welcome to our dedicated page for BlackRock Duration SEC filings (Ticker: BLW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on BlackRock Duration's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into BlackRock Duration's regulatory disclosures and financial reporting.

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BlackRock Limited Duration Income Trust (BLW) furnished a certified shareholder report covering the period ended 12/31/2025, included with companion reports for DSU, FRA, BKT and BIT. The report details each fund’s managed distribution plan, distribution composition and Fund-level results and portfolio summaries.

The filing shows BLW’s monthly distribution of $0.113200 (annualized $1.358400), a closing market price of $13.74, NAV $13.90, and disclosed leverage of 35% as of 12/31/2025. The report also includes distribution composition tables for the group and portfolio composition, credit quality and performance metrics for each fund.

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MacLellan Scott, a portfolio manager of BlackRock Ltd Duration Income Trust, reported compensation and related transactions on January 30, 2026. He was granted 844.3641 phantom shares at $13.74, which are cash-settled awards that vest in three equal annual installments.

On the same date, previously granted phantom shares from 2023, 2024, and 2025 awards were converted into 493.5163 common shares and immediately sold at $13.74 per share, leaving him with no directly held common stock and an ongoing phantom share balance tied to future vesting.

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BlackRock Ltd Duration Income Trust portfolio manager Garfin Mitchell reported a grant, vesting, and sale of compensation-linked securities tied to BLW common shares. On January 30, 2026, Mitchell received 10,363.5593 phantom shares at $13.74 each, which are cash-settled units economically equivalent to common stock and vest in three equal annual installments.

That same day, previously granted phantom shares vested and were converted into 4,604.1287 BLW common shares, which were then sold at $13.74 per share, leaving Mitchell with no directly held common stock. After these transactions, Mitchell held 5,398.4064 phantom shares, which remain subject to their original vesting schedules.

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BlackRock Limited Duration Income Trust portfolio manager Akiva Dickstein reported a mix of phantom share awards, vesting, and stock sales. On January 30, 2026, he received 3,848.2533 new cash-settled phantom shares, each economically equivalent to one common share, referenced to a $13.74 price.

That same day, previously granted phantom shares from 2023, 2024, and 2025 vested in part and were settled, resulting in the acquisition of 3,944.4576 common shares and the simultaneous sale of all 3,944.4576 shares at $13.74 per share. Following these transactions, Dickstein reported holding no common stock directly, while maintaining remaining phantom share balances that continue to vest in equal installments over three years from each grant date.

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BlackRock Ltd Duration Income Trust portfolio manager David Delbos reported a series of transactions on common stock tied to previously granted phantom shares. On January 30, 2026, 3,587.2284 phantom shares were converted into the same number of common shares, then all 3,587.2284 common shares were sold at $13.74 per share, leaving him with no directly owned common stock afterward. The phantom shares were granted on January 31, 2023 and represent the economic equivalent of common stock, payable in cash upon vesting in three equal annual installments.

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BlackRock Limited Duration Income Trust director reported a new grant of cash-settled incentive units linked to the trust’s common shares. On 01/02/2026, the insider acquired 674.49 Performance Rights at a derivative price of $13.71 per right. Each Performance Right is tied to the cash value of one share of BlackRock Limited Duration Income Trust and was accrued under the BlackRock Deferred Compensation Plan.

The Performance Rights will be settled 100% in cash at the deferral period chosen by the reporting person, rather than in actual fund shares. After this transaction, the director beneficially owns 14,577.18 Performance Rights, all held in direct form.

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BlackRock Limited Duration Income Trust reported that one of its directors acquired new deferred compensation awards tied to the trust’s common shares. On 01/02/2026, the director received 634.82 Performance Rights under the BlackRock Deferred Compensation Plan. Each Performance Right is convertible into the cash value of one share of BlackRock Limited Duration Income Trust and will be settled 100% in cash at a deferral period chosen by the director.

Following this transaction, the director beneficially owned 13,942.71 derivative securities directly, with the filing showing a price of $13.71 per Performance Right. These awards are structured as cash-settled, share-value–linked compensation rather than direct share ownership.

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BlackRock Limited Duration Income Trust reported a director-level compensation change involving deferred performance rights linked to its common shares. On 01/02/2026, the director acquired 861.06 performance rights at a derivative price of $13.71 each. Each performance right represents the cash value of one share of BlackRock Limited Duration Income Trust and will be settled 100% in cash at a deferral period chosen by the director. After this transaction, the director beneficially owned 8,280.62 performance rights on a direct basis.

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BlackRock Limited Duration Income Trust reported a routine director compensation change. On 01/02/2026, a director of the trust accrued 626.88 Performance Rights under the BlackRock Deferred Compensation Plan at a reference price of $13.71 per right. Each Performance Right represents the cash value of one share of BlackRock Limited Duration Income Trust common stock, but will be settled entirely in cash at a future deferral date chosen by the director rather than in actual shares. Following this accrual, the director beneficially owns 13,654.08 derivative securities linked to the trust’s common stock, reflecting deferred, cash-settled compensation rather than an immediate stock purchase or sale.

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FAQ

What is the current stock price of BlackRock Duration (BLW)?

The current stock price of BlackRock Duration (BLW) is $13.08 as of March 16, 2026.

What is the market cap of BlackRock Duration (BLW)?

The market cap of BlackRock Duration (BLW) is approximately 511.2M.

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BLW Stock Data

511.22M
38.81M
Asset Management
Financial Services
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