Form 4: BlackRock Ltd Duration Income Trust: Portfolio Manager Holl Thomas Reports Transactions in Common Stock and Phantom Shares

Sentiment:

SEC Form 4 Filing


Portfolio Manager Holl Thomas reports acquisition and disposal of common stock and phantom shares in BlackRock Ltd Duration Income Trust on January 31, 2025.

Summary

  • On January 31, 2025, Holl Thomas, a Portfolio Manager at BlackRock Ltd Duration Income Trust, engaged in transactions involving common stock and phantom shares.
  • Thomas acquired 4,104.3166 shares of common stock.
  • Thomas disposed of 4,104.3166 shares of common stock at a price of $8.98 per share.
  • Thomas acquired 4,768.931 phantom shares.
  • Thomas disposed of 2,190.5622 phantom shares.
  • Thomas disposed of 1,913.7544 phantom shares.
  • Following these transactions, Thomas directly owns 0 shares of common stock and varying amounts of phantom shares from different grants.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, reporting transactions without expressing any positive or negative sentiment.

Industry Context

This filing is a routine disclosure of transactions by a company insider, as required by the SEC. It provides transparency into the trading activities of key personnel.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the insider trading activity, but the overall impact is likely minimal.

Key Dates

DateDescription
02/02/2023Date of previously reported Form 4 regarding phantom shares granted on January 31, 2023.
02/02/2024Date of previously reported Form 4 regarding phantom shares granted on January 31, 2024.
01/31/2025Date of the reported transactions involving common stock and phantom shares.
02/04/2025Date of signature of the Form 4 filing.

Keywords

Form 4, BlackRock Ltd Duration Income Trust, Holl Thomas, Portfolio Manager, Common Stock, Phantom Shares, Beneficial Ownership, Transaction

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