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.
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 837.73 Performance Rights tied to the trust’s common stock. These rights were accrued under the BlackRock Deferred Compensation Plan and represent the cash value of an equivalent number of BTZ shares.
Each Performance Right is convertible into the cash value of one share of BlackRock Credit Allocation Income Trust and will be settled 100% in cash at the deferral period chosen by the director. Following this award, Harris holds a total of 18,160.67 Performance Rights reported in this filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Robert Glenn Hubbard received a grant of performance rights as part of deferred compensation. On this award date, he acquired 1,187.660 performance rights tied to the trust’s common stock, bringing his total reported performance rights holdings to 79,452.560.
The rights were accrued under the BlackRock Deferred Compensation Plan and are not an open-market purchase or sale. Each performance right represents the cash value of one BTZ share and will be settled 100% in cash at the deferral period chosen by Hubbard.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Carl Kester received a compensation grant of Performance Rights tied to the trust’s common shares. On this Form 4, he acquired 115 Performance Rights, each reflecting the cash value of one BTZ common share.
The award was accrued under the BlackRock Deferred Compensation Plan and will be settled 100% in cash at a deferral period he selected, rather than in stock. Following this grant, he holds a total of 33,119.73 Performance Rights, reinforcing that this filing reflects deferred, cash-settled compensation rather than an open‑market share purchase or sale.
Steinmetz Arthur Philip reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Arthur Philip Steinmetz received a grant of 1,189.230 Performance Rights on the trust, treated as a derivative award. Each right reflects the cash value of one common share of the trust.
The Performance Rights were accrued under the BlackRock Deferred Compensation Plan and have a reference value of $10.16 per right. They are to be settled 100% in cash at the deferral period chosen by Steinmetz, so there is no direct open-market share purchase or sale. Following this award, his reported Performance Rights balance is 12,108.230.
Holloman James Phillip reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director James Phillip Holloman reported receiving a grant of performance-based deferred compensation. On April 1, 2026, he was awarded 901.35 Performance Rights, each linked to the cash value of one share of BlackRock Credit Allocation Income Trust.
The Performance Rights were accrued under the BlackRock Deferred Compensation Plan and carry a stated reference value of $10.16 per right. They are to be settled 100% in cash at a future deferral period chosen by Holloman, rather than in actual shares. Following this grant, his reported Performance Rights balance increased to 19,412.62 units.
Flores Lorenzo reported acquisition or exercise transactions in this Form 4 filing.
BLACKROCK CREDIT ALLOCATION INCOME TRUST director Lorenzo Flores received a grant of 981.82 Performance Rights tied to the trust’s common stock value. These rights were accrued under the BlackRock Deferred Compensation Plan and are convertible into the cash value of 981.82 common shares.
The Performance Rights will be settled 100% in cash at a deferral period chosen by Flores, rather than in actual shares. Following this grant, his holdings in these Performance Rights increased to a total of 18,688.19, reflecting ongoing compensation rather than open-market trading activity.
BlackRock Credit Allocation Income Trust (BTZ) filed its Form N-CSR certified shareholder report for the period ended 12/31/2025. The report discloses the Trust’s managed distribution plan and a current monthly distribution of $0.083900 per common share. The distribution composition for the fiscal period shows $0.734984 net income and $0.271816 return of capital, totaling $1.006800 per share (Return of Capital ≈ 27). The Trust reported leverage of 34%, a closing market price of $10.83 and net asset value of $11.36 as of 12/31/2025, with market price change +3.54 and NAV change +0.80 versus prior year.
Hung Charley, a portfolio manager for BlackRock Credit Allocation Income Trust (BTZ), reported several compensation-related transactions on January 30, 2026. He received 3,984.0226 phantom shares, which are cash-settled units economically equivalent to common stock and vest over time.
On the same date, previously granted phantom shares were exercised into 1,263.3179 shares of common stock, which were then sold at $10.64 per share, leaving 0 common shares directly owned after the sale. Phantom share balances remain from multiple award years, each vesting in equal installments over three years.
BlackRock Credit Allocation Income Trust portfolio manager Garfin Mitchell reported several compensation-related equity movements. On January 30, 2026, he received 13,383.0174 phantom shares, each economically equivalent to one common share and payable in cash as they vest over three years.
On the same date, previously granted phantom shares were converted into 8,122.5232 common shares, then those 8,122.5232 common shares were sold at $10.64 per share, leaving him with no directly held common stock but ongoing phantom share awards that continue to vest in installments.