| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
2 companies
Koesterich Russell Jared is a Portfolio Manager at BCAT, with reported holdings spanning 2 companies. Recent filings cover 58 purchases and 0 sales. Those positions are worth an estimated $485K at current prices.
Our model assigns Koesterich Russell Jared a below-average insider score of 44/100, based on 9 past trades. Over a 12-month horizon, 0.0% of those trades were profitable, with an average 12-month return of -20.8%.
Koesterich Russell Jared's largest disclosed position is in BCAT as Portfolio Manager, worth about $485K. Net of sales, the recent Form 4 record there shows accumulation of 33,000 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 22, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 2,000 | $19.66 | $39,329.46 | +6.5% | -4.0% | -23.5% | |
| Sep 28, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 2,000 | $19.68 | $39,360.00 | +6.9% | -2.4% | -24.6% | |
| Sep 22, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 3,000 | $20.36 | $61,080.00 | +11.5% | -7.7% | -25.9% | |
| Sep 17, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 2,000 | $20.88 | $41,760.00 | +8.3% | -8.8% | -25.5% | |
| Jun 3, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 1,500 | $21.52 | $32,274.00 | +6.7% | +4.6% | -21.1% | |
| May 25, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 300 | $20.52 | $6,155.49 | +1.4% | +5.5% | -20.9% | |
| Apr 29, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 2,000 | $21.51 | $43,024.00 | +9.9% | +5.8% | -21.0% | |
| Mar 23, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 1,500 | $20.14 | $30,211.09 | +8.0% | +8.1% | -12.5% | |
| Mar 22, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 200 | $20.42 | $4,083.90 | +1.1% | +8.1% | -12.2% | |
| Mar 2, 2021 | BCAT Blackrock Capital Allocation Term Trust | Portfolio Manager | Buy | 2,000 | $21.90 | $43,800.00 | +12.1% | - | - |