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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on BlackRock Tech and Private Equity Term'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 Tech and Private Equity Term's regulatory disclosures and financial reporting.
BlackRock Technology & Private Equity Term Trust Schedule 13G reports beneficial ownership by Morgan Stanley and Parametric Portfolio Associates LLC of 6,199,221 common shares, representing 5.3% of the class (CUSIP 09260Q108). The filing attributes shared voting power of 779,668 and shared dispositive power of 6,199,221. Signatures from authorized signatories are dated 05/11/2026. The filing states the holdings reflect certain Morgan Stanley reporting units per Release No. 34-39538.
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.