Form 4: BlackRock Energy & Resources Trust: Portfolio Manager Bishop Reports Transactions in Phantom Shares

Sentiment:

SEC Form 4 Filing


Alastair Bishop, a Portfolio Manager at BlackRock Energy & Resources Trust, reports transactions involving phantom shares, including acquisitions and disposals, on January 31, 2025.

Summary

  • On January 31, 2025, Alastair Bishop, a Portfolio Manager at BlackRock Energy & Resources Trust, engaged in transactions involving the company's common stock and phantom shares.
  • Bishop acquired 6,037.558 shares of common stock.
  • Bishop disposed of 6,037.558 shares of common stock at a price of $13.19.
  • Bishop acquired 3,980.2881 phantom shares.
  • Bishop disposed of 1,618.0867 phantom shares related to a grant from January 31, 2024.
  • Bishop disposed of 1,757.9498 phantom shares related to a grant from January 31, 2023.
  • Bishop disposed of 2,661.5215 phantom shares related to a grant from January 31, 2022.
  • The phantom shares vest in equal installments over three years from the grant date and are payable in cash.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing detailing transactions by a company insider; it doesn't inherently convey positive or negative sentiment.

Industry Context

Form 4 filings are a routine part of regulatory compliance for individuals with significant holdings or positions in publicly traded companies, providing transparency into their transactions.

Stakeholder Impact

  • The transactions have a minimal direct impact on stakeholders, as they primarily reflect the vesting and payout of previously granted compensation.

Key Dates

DateDescription
January 31, 2022Date of phantom share grant, vesting in equal installments over three years.
February 2, 2022Date of Form 4 filing reporting phantom share grant on January 31, 2022.
January 31, 2023Date of phantom share grant, vesting in equal installments over three years.
February 2, 2023Date of Form 4 filing reporting phantom share grant on January 31, 2023.
January 31, 2024Date of phantom share grant, vesting in equal installments over three years.
February 2, 2024Date of Form 4 filing reporting phantom share grant on January 31, 2024.
January 31, 2025Date of transactions involving common stock and phantom shares.
February 4, 2025Date of Form 4 filing.

Keywords

Form 4, BlackRock Energy & Resources Trust, Alastair Bishop, phantom shares, insider trading, BGR, Portfolio Manager

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