Every Form 4 that BlackRock Credit Allocation Income Trust (BTZ) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BTZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BTZ filings page.
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.
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.
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.
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.
BlackRock Credit Allocation Income Trust portfolio manager Jeffrey Cucunato reported several compensation-related transactions involving common stock and phantom shares of BTZ on January 30, 2026.
He acquired 10,433.1336 shares of common stock through the exercise of phantom shares and then disposed of the same 10,433.1336 shares at $10.64 per share, leaving no directly held common stock.
Cucunato was also awarded 15,809.2105 phantom shares, which are cash-settled units economically equivalent to common stock and vest in three equal annual installments. Additional phantom share units from grants made in 2023, 2024, and 2025 were partially converted into common stock or remain outstanding, all held directly as compensation-linked, non-voting economic interests.
BlackRock Credit Allocation Income Trust reported an insider equity-based compensation transaction. A director received 846.25 Performance Rights on 01/02/2026 under the BlackRock Deferred Compensation Plan. Each Performance Right is tied to the cash value of one share of BlackRock Credit Allocation Income Trust common stock and is to be settled entirely in cash at a deferral period chosen by the director.
Following this award, the reporting person beneficially owned 18,072.22 derivative securities on a direct basis. The Performance Rights were valued for this transaction using a derivative security price of $10.78.
BlackRock Credit Allocation Income Trust reported a director compensation transaction involving cash-settled Performance Rights. On 01/02/2026, the director acquired 796.47 Performance Rights at a derivative security price of $10.78 per right. Each Performance Right is convertible into the cash value of one share of BlackRock Credit Allocation Income Trust common stock and is 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 shares. Following this transaction, the director beneficially owned 17,286.42 derivative securities related to the trust on a direct basis.
BlackRock Credit Allocation Income Trust reported an insider compensation transaction involving derivative securities. A director received 108.08 Performance Rights on 01/02/2026, each linked to the cash value of one share of the trust’s common stock at settlement.
The filing notes these Performance Rights were accrued under the BlackRock Deferred Compensation Plan and will be settled 100% in cash at a deferral period chosen by the director. Following this grant, the director beneficially owns 32,221.94 Performance Rights on a direct basis.
BlackRock Credit Allocation Income Trust director reported a deferred compensation transaction involving derivative awards linked to the trust’s common shares. On 01/02/2026, the reporting person acquired 786.52 Performance Rights at a reference price of $10.78, bringing their total holdings to 16,912.09 Performance Rights held directly. Each Performance Right represents the cash value of one share of BlackRock Credit Allocation Income Trust and was accrued under the BlackRock Deferred Compensation Plan. These awards are designed to be settled 100% in cash at a future deferral period chosen by the reporting person, so they reference the trust’s common stock value without issuing actual shares.
BlackRock Credit Allocation Income Trust reported an insider compensation transaction involving its common stock. A director acquired 1,115.06 Performance Rights on 01/02/2026, coded as an acquisition. Each Performance Right was recorded at $10.78 and is tied to the cash value of one share of the trust.
After this grant, the director beneficially owned 76,408.64 Performance Rights, held directly. The rights were accrued under the BlackRock Deferred Compensation Plan, with each right convertible into the cash value of one share of BlackRock Credit Allocation Income Trust and to be settled 100% in cash at the deferral period chosen by the reporting person.
BlackRock Credit Allocation Income Trust reported a routine director compensation update. A director of the trust filed a Form 4 showing an award of 24.55 Performance Rights on 01/02/2026 under the BlackRock Deferred Compensation Plan. One Performance Right is tied to the cash value of one share of BlackRock Credit Allocation Income Trust and is to be settled 100% in cash at a deferral period chosen by the director, so no BTZ shares are issued directly from this award.
Following this transaction, the director beneficially owns 9,529.87 Performance Rights in total, held directly. The filing clarifies that these Performance Rights function as a cash-settled, share-value-based component of the director’s deferred compensation, rather than an outright grant of common shares.
BlackRock Credit Allocation Income Trust (BTZ) reported a director transaction involving deferred compensation. On 01/02/2026, the reporting person acquired 1,081.84 Performance Rights linked to the trust’s common stock under the BlackRock Deferred Compensation Plan. Each Performance Right represents the cash value of one share of BlackRock Credit Allocation Income Trust and is to be settled 100% in cash at a future deferral date chosen by the director.
Following this transaction, the director held 10,660.03 derivative securities on a direct basis. These instruments provide cash-based exposure to the trust’s common stock, rather than additional share issuance, and are part of the director’s non-derivative and derivative beneficial ownership reporting obligations.
Arthur Philip Steinmetz, a director of BlackRock Credit Allocation Income Trust (BTZ), reported a transaction dated 10/01/2025 on Form 4. The filing shows the acquisition of 1,054.3 performance rights accrued under the BlackRock Deferred Compensation Plan; each right is convertible into the cash value of one share of the trust. The performance rights are to be settled 100% in cash at the deferral period chosen by the reporting person. The entry lists a price of $11.03 and indicates 9,362.16 shares/units beneficially owned following the transaction. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 10/03/2025. The filing contains no other transactions, amendments, or additional compensation details.
Catherine A. Lynch, a Director of BlackRock Credit Allocation Income Trust (BTZ), reported on Form 4 that she acquired 21.6 Performance Rights on 10/01/2025 under the BlackRock Deferred Compensation Plan. Each Performance Right is convertible into the cash value of one share of the issuer and the awards are to be settled 100% in cash at the deferral period selected by the reporting person. The filing shows a per‑unit monetary reference of $11.03 and is signed by an attorney‑in‑fact on 10/03/2025. The report indicates these are non‑derivative/derivative compensation awards accrued as part of director compensation rather than open‑market purchases or sales.
Robert Glenn Hubbard, a director of BlackRock Credit Allocation Income Trust (BTZ), reported an acquisition on 10/01/2025 of 969.78 performance rights under the BlackRock Deferred Compensation Plan. Each performance right is convertible into the cash value of one BTZ share and, per the filer, the awards are to be settled 100% in cash at the deferral date chosen by the reporting person. The filing lists 73,595.4 as the number of underlying common shares equivalent reported after the transaction and shows a per-right price reference of $11.03. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
BlackRock Credit Allocation Income Trust (BTZ) director Stayce D. Harris reported acquiring 766.12 performance rights on 10/01/2025. The filing shows each Performance Right is convertible into the cash value of one share and the rights are to be settled 100% in cash at the deferral date chosen by the reporting person. The reported price associated with the derivative entry is $11.03 and following the transaction the reporting person beneficially owns 15,761.88 shares (direct). The Performance Rights were accrued under the BlackRock Deferred Compensation Plan and are intended to satisfy internal compensation deferral rules.
James Phillip Holloman, a director of BlackRock Credit Allocation Income Trust (BTZ), reported a non-derivative change and a derivative grant on 10/01/2025. He received 824.31 Performance Rights under the BlackRock Deferred Compensation Plan; each right converts into the cash value of one share of BTZ and the award is to be settled 100% in cash at the chosen deferral date. The filing shows a price of $11.03 and indicates beneficial ownership of 16,837.46 shares following the transaction. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
BlackRock Credit Allocation Income Trust (BTZ) reported a director transaction on a Form 4. On 10/01/2025, the reporting person acquired 445.55 Performance Rights (Transaction Code: A). The filing lists a $11.03 price for the derivative security and shows 31,389.57 derivative securities beneficially owned following the transaction, held directly.
The Performance Rights were accrued under the BlackRock Deferred Compensation Plan. Each right represents the cash value of one BTZ share and is to be settled 100% in cash at the deferral period chosen by the reporting person.
Flores Lorenzo, a director of BlackRock Credit Allocation Income Trust (BTZ), reported a grant of 659.45 Performance Rights on 10/01/2025. The filing states each Performance Right is convertible into the cash value of one share of BTZ and will be settled 100% in cash at the deferral date chosen by the reporting person under the BlackRock Deferred Compensation Plan. The report shows the reporting person currently beneficially owns 16,118.04 shares (direct).