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BlackRock Credit Allocation Income Trust (BTZ)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.
Bank of America Corporation filed a Schedule 13G reporting beneficial ownership of 4,904,167 shares of BlackRock Credit Allocation Income Trust (BTZ) common stock, representing 5.3% of the class as of 09/30/2025.
The filing shows no sole or shared voting power (0) and shared dispositive power over 4,904,167 shares, with no sole dispositive power. The reporting person is classified as HC (parent holding company). Subsidiaries identified include Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
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).