Welcome to our dedicated page for BLACKROCK CREDIT ALLOCATION INCOME TRUST SEC filings (Ticker: BTZ), 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 CREDIT ALLOCATION INCOME TRUST'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 CREDIT ALLOCATION INCOME TRUST's regulatory disclosures and financial reporting.
BLACKROCK CREDIT ALLOCATION INCOME TRUST reports the status of officer Charles Park, who serves as its Chief Compliance Officer.
The statement reports no securities holdings or transactions for him. Remarks note he previously held the CCO role from June 6, 2014 to June 30, 2023 and was reappointed effective August 1, 2026.
Steinmetz Arthur Philip reported acquisition or exercise transactions in this Form 4 filing.
BlackRock Credit Allocation Income Trust director Arthur Philip Steinmetz was granted 49.9700 Performance Rights on August 3, 2026 at $10.0000 per right under the BlackRock Deferred Compensation Plan. Each right tracks the cash value of one BTZ share and will be settled 100% in cash at a chosen deferral date, bringing his total Performance Rights holdings to 13,650.3800.
KESTER W CARL reported acquisition or exercise transactions in this Form 4 filing.
BlackRock Credit Allocation Income Trust director Carl Kester received a grant of 11.33 Performance Rights tied to its common stock at a reference value of $10.00 per right. These rights accrue under a deferred compensation plan, are settled 100% in cash, and raise his balance to 34,337.77 rights.
Bank of America Corporation, together with certain wholly owned subsidiaries, reports beneficial ownership of common shares of BlackRock Credit Allocation Income Trust. The group reports beneficial ownership of 4,799,384 common shares, representing 5.1% of the outstanding common stock of the trust.
All 4,799,384 shares are reported with shared dispositive power, while 44,574 of those shares carry shared voting power; no shares are held with sole voting or sole dispositive power. The ownership percentage is based on 93,324,457 shares outstanding as of May 26, 2026, as referenced from an issuer proxy statement.
The reporting is made by Bank of America Corporation on behalf of itself and its wholly owned subsidiaries Bank of America N.A., BofA Securities, Inc., and Merrill Lynch Pierce Fenner & Smith, Inc., reflecting their status as a parent holding company and affiliated bank and broker-dealer entities.
Flores Lorenzo reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Lorenzo Flores received a grant of 960.9600 Performance Rights linked to the trust’s common stock. Each Performance Right represents the cash value of one BTZ share and was valued at $10.2200 per underlying share on the grant date.
The Performance Rights were accrued under the BlackRock Deferred Compensation Plan and will be settled 100% in cash at a future deferral date chosen by Flores, rather than in actual BTZ shares. After this award, Flores holds a total of 20,110.7900 Performance Rights tied to BTZ common stock.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Arthur Philip Steinmetz reported a compensation grant of cash-settled performance rights. On this Form 4, he acquired 1,079.58 Performance Rights, each tied to the value of one BTZ common share at a reference price of $10.22 per right.
The Performance Rights were accrued under the BlackRock Deferred Compensation Plan and will be settled 100% in cash at a future deferral date chosen by Steinmetz, rather than in stock. Following this grant, his reported balance in these Performance Rights is 13,486.91 units.
Harris Stayce D. reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Stayce D. Harris received a grant of 834.2400 Performance Rights tied to the trust’s common stock. These Performance Rights were accrued under the BlackRock Deferred Compensation Plan and increase the director’s holdings in this award type to 19443.5200 Performance Rights.
Each Performance Right is convertible into the cash value of one share of BlackRock Credit Allocation Income Trust and is to be settled 100% in cash at the deferral period chosen by the director. This is a compensation-related, cash-settled derivative award rather than an open-market stock purchase or sale.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Kester W. Carl received a grant of cash-settled Performance Rights as part of deferred compensation. The award covers 102.14 Performance Rights, each linked to the cash value of one share of the trust’s common stock. Following this grant, Carl holds 34,039.99 Performance Rights in total. These rights have a conversion price of $0.00 and will be settled 100% in cash at the deferral period he selected, so they do not represent a direct purchase or sale of BTZ shares.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Robert Glenn Hubbard reported a grant of performance-based deferred compensation. He acquired 1,182.720 Performance Rights on July 1, 2026, each tied to the cash value of one share of the trust. These rights were accrued under the BlackRock Deferred Compensation Plan and are to be settled 100% in cash at a deferral period he chose, rather than delivering actual shares. Following this grant, his reported Performance Rights balance rose to 82,597.930 units.
Holloman James Phillip reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director James Phillip Holloman received a new compensation award in the form of Performance Rights. On the reported date, he was granted 897.6 Performance Rights under the BlackRock Deferred Compensation Plan, each tied to the cash value of one common share of the trust. These rights are to be settled entirely in cash at a future deferral period chosen by Holloman, rather than in actual shares. Following this grant, his balance in this type of award stands at 20,789.75 Performance Rights.