Welcome to our dedicated page for BlackRock Tech and Private Equity Term SEC filings (Ticker: BTX), 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.
The SEC filings page for BlackRock Technology and Private Equity Term Trust (BTX) provides access to the Fund’s official regulatory documents, which explain how this closed-end term trust pursues its objective of total return and income. As a registered investment company, BTX files reports and statements with the U.S. Securities and Exchange Commission that describe its investment policies, portfolio holdings, risks, fees and governance.
Through this page, investors can review the Fund’s periodic reports, such as annual and semi-annual shareholder reports, which BlackRock notes are accessible on the SEC’s website. These filings discuss performance in relation to net asset value, distribution activity and other factors that affect the Fund. They also elaborate on the managed distribution plan under which BTX distributes all available investment income, and, when necessary, long-term capital gains and/or return of capital to maintain a level distribution.
Regulatory documents related to capital actions, including the tender offer to repurchase up to 50% of BTX’s outstanding common shares, are also filed with the SEC. The Fund has stated that the offer to purchase its common shares was made only pursuant to an Offer to Purchase, a related Letter of Transmittal and other documents filed as exhibits to a tender offer statement on Schedule TO. These filings set out the tender offer terms, pricing based on a percentage of net asset value and the procedures for shareholders who choose to tender their shares.
On Stock Titan, BTX’s SEC filings are paired with AI-powered summaries that highlight key points from lengthy documents, helping readers understand distribution policies, return-of-capital disclosures, performance discussions and details of tender offers. Real-time updates from EDGAR ensure that new filings, including materials related to distributions and capital management, appear promptly so investors can review the latest official information.
BTX submitted an N-CEN annual report with administrative and operational disclosures for a registered investment company. The filing states a monthly average value of portfolio securities on loan of $10,353,865.55 and net income from securities lending of $107,265. The excerpt lists aggregate brokerage commissions of $1,517,702.69 for the reporting period and shows principal transactions including a counterparty with a total value of purchases and sales of $2,610,915,011.75.
BlackRock Technology and Private Equity Term Trust (BTX) filed its certified shareholder report for the period ending December 31, 2025, including unaudited supplemental information and distribution detail.
The report shows BTX’s total cumulative distribution for the fiscal period was $0.901470 per common share, attributed 100% to return of capital. The Trust’s current fixed monthly distribution per share is $0.052500, as stated under its managed distribution plan.
BlackRock Technology & Private Equity Term Trust reported that portfolio manager Steven Reid Menge received an equity-linked award of 4,136.9427 phantom shares on January 30, 2026.
Each phantom share is the economic equivalent of one share of common stock at a reference price of $7.85 and becomes payable in cash, subject to vesting conditions. The phantom shares vest in three equal installments on each of the first three anniversaries of the award, and all reported derivative holdings are listed as directly owned following this grant.
BlackRock Technology & Private Equity Term Trust reported that portfolio manager Tony Kim received a grant of 29,270.828 phantom shares on January 30, 2026. The filing shows a reference price of $7.85 per phantom share and indicates the position is held directly.
Each phantom share is the economic equivalent of one share of common stock and, subject to vesting requirements, will be payable in cash. These phantom shares vest in equal installments on each of the first three anniversaries of the award, giving Kim a time-based, cash-settled incentive tied to the trust’s common stock value.
BlackRock Technology & Private Equity Term Trust reported share sales by one of its directors. On 12/18/2025, the director sold 21,936 shares of common stock at a price of $6.52 per share. A further sale on 12/19/2025 is recorded at a price of $6.55 per share. After these transactions, the director reported owning 0 shares of the trust’s common stock.
Key take-away: A Schedule 4 filing shows that Saba Capital Management, L.P. and its founder Boaz Weinstein – previously 10 % owners of BlackRock Technology & Private Equity Term Trust (ticker BTX) – tendered 60,675,395 common shares to the issuer on 07/09/2025 under the fund’s tender-offer programme (transaction code J).
The shares were disposed of at a stated price of $7.49 per share. After the transaction, the reporting parties list 0 shares beneficially owned, signalling a complete exit from their prior position. Because the sellers had been classified as 10 % beneficial owners, the move materially changes BTX’s ownership structure and removes an activist-oriented shareholder from the register.
Section 16 requires prompt disclosure when insiders or 10 % holders change their stakes. Investors may interpret the filing as (1) confirmation that the tender offer successfully repurchased a large block and (2) a potential shift in future governance dynamics, given Saba’s historic involvement in closed-end fund activism. No derivative positions were reported in Table II.