Overview
- TickerBTX on NYSE2
- HeadquartersWilmington, United States2
- Incorporated inMD3
- Business addressBellevue Parkway, Wilmington, De 198083
- Legal formTrust2
- Kind of organizationFund2
- LEI549300G3XFQ7175KM7232
- StatusActive2
- LEI statusIssued and current2
- Registered addressc/o THE CORPORATION TRUST INCORPORATED; 2405 YORK ROAD; SUITE 201, 21093 Lutherville, United States2
- Registered withBusiness Services (Maryland Department of Assessments and Taxation), B211755342
Corporate structure
BlackRock Technology & Private Equity Term Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of BlackRock Technology & Private Equity Term Trust
- Morgan Stanley Filed SCHEDULE 13G on BlackRock Technology & Private Equity Term Trust, latest May 11, 2026
- Saba Capital Management, L.P. Filed SCHEDULE 13D/A on BlackRock Technology & Private Equity Term Trust, latest Jul 11, 2025 (26 filings since Mar 16, 2023)
- BlackRock Technology & Private Equity Term Trust Wilmington, Delaware, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led BlackRock Technology & Private Equity Term Trust, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerJohn Perlowski Nov 10, 2022 to Nov 10, 20224
- PresidentJohn Perlowski Nov 10, 2022 to Nov 10, 20224
- Chief financial officerTrent Walker Mar 25, 2021 to Mar 25, 20215
Board members and other officers (22)
- Vice PresidentStephen Thomas Minar May 16, 2025 to now6
- Chief Compliance OfficerAaron David Wasserman Jul 6, 2023 to Jul 6, 20237
- Chief Compliance OfficerCharles Park Mar 25, 2021 to now8
- SecretaryJaney Ahn Mar 25, 2021 to Mar 25, 20219
- TreasurerJay M. Fife Mar 25, 2021 to Mar 25, 202110
- OfficerJohn Perlowski Mar 25, 2021 to Mar 25, 202111
- Vice PresidentJonathan Diorio Mar 25, 2021 to Feb 9, 202212
- Board memberFrancis C. Mahoney Sep 17, 2026 to now13
- Board memberArthur Philip Steinmetz Sep 14, 2023 to Sep 14, 202314
- Board memberCarl W. Kester Mar 25, 2021 to Mar 25, 202115
- Board memberCynthia Egan Mar 25, 2021 to Mar 25, 202116
- Board memberFrank Fabozzi Mar 25, 2021 to Mar 25, 202117
- Board memberJohn Perlowski Mar 25, 2021 to Nov 10, 202211
- Board memberKaren P. Robards Mar 25, 2021 to Mar 29, 202118
- Board memberRichard Cavanagh Mar 25, 2021 to Mar 25, 202119
- Board memberRobert Glenn Hubbard Mar 25, 2021 to Mar 25, 202120
- Board memberRobert W. Fairbairn Mar 25, 2021 to now21
- Board memberCatherine A. Lynch May 12, 2021 to May 12, 202122
- Board memberMichael J. Castellano May 12, 2021 to May 12, 202123
- Board memberJames Phillip Holloman Jun 21, 2021 to Jun 21, 202124
- Board memberStayce Harris Jun 21, 2021 to Jun 21, 202125
- Board memberLorenzo Flores Aug 9, 2021 to Aug 9, 202126
Former names
Timeline
Filings
347 filings to the SEC since October 2021: 149 insider forms, 27 large holders, 171 other. The latest 20:
- Oct 8, 2026N-CEN/A EDGAR
- Sep 17, 20263 EDGAR
- Sep 3, 2026N-CSRS BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST EDGAR
- Aug 28, 2026N-PX EDGAR
- Aug 25, 2026NPORT-P EDGAR
- Aug 5, 20263 EDGAR
- May 28, 2026NPORT-P EDGAR
- May 11, 2026SCHEDULE 13G EDGAR
- Mar 13, 2026N-CEN EDGAR
- Mar 5, 2026N-CSR BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST EDGAR
- Feb 24, 2026NPORT-P EDGAR
- Feb 3, 20264 EDGAR
- Feb 3, 20264 EDGAR
- Dec 22, 20254 EDGAR
- Nov 26, 2025NPORT-P EDGAR
- Sep 4, 2025N-CSRS BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST EDGAR
- Aug 28, 2025N-PX EDGAR
- Aug 26, 2025NPORT-P EDGAR
- Jul 11, 2025SCHEDULE 13D/A EDGAR
- Jul 10, 20254 PRIMARY DOCUMENT EDGAR
The 347 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
207 open-market trades by officers, directors and large owners since October 2021: 204 buys and 3 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Dec 19, 2025 | Fairbairn Robert WDirector | Sale | 1 | $6.55 | $5 | Form 4 |
| Dec 18, 2025 | Fairbairn Robert WDirector | Sale | 21,936 | $6.52 | $143.0K | Form 4 |
| Jan 7, 2025 | Weinstein Boaz10% owner | Buy | 59,630 | $7.69 | $458.6K | Form 4 |
| Jan 6, 2025 | Saba Capital Management, L.P.10% owner | Buy | 282,123 | $7.72 | $2.2M | Form 4 |
| Jan 3, 2025 | Weinstein Boaz10% owner | Buy | 70,899 | $7.57 | $536.7K | Form 4 |
| Jan 2, 2025 | Weinstein Boaz10% owner | Buy | 106,617 | $7.46 | $795.4K | Form 4 |
| Dec 31, 2024 | Saba Capital Management, L.P.10% owner | Buy | 108,299 | $7.49 | $811.2K | Form 4 |
| Dec 30, 2024 | Saba Capital Management, L.P.10% owner | Buy | 279,479 | $7.45 | $2.1M | Form 4 |
| Dec 27, 2024 | Saba Capital Management, L.P.10% owner | Buy | 152,393 | $7.52 | $1.1M | Form 4 |
| Dec 26, 2024 | Saba Capital Management, L.P.10% owner | Buy | 69,719 | $7.65 | $533.4K | Form 4 |
| Dec 16, 2024 | Weinstein Boaz10% owner | Buy | 350,000 | $7.91 | $2.8M | Form 4 |
| Dec 13, 2024 | Weinstein Boaz10% owner | Buy | 233,126 | $7.90 | $1.8M | Form 4 |
| Dec 12, 2024 | Weinstein Boaz10% owner | Buy | 355,173 | $7.87 | $2.8M | Form 4 |
| Dec 5, 2024 | Weinstein Boaz10% owner | Buy | 159,167 | $8.07 | $1.3M | Form 4 |
| Dec 4, 2024 | Saba Capital Management, L.P.10% owner | Buy | 185,716 | $8.07 | $1.5M | Form 4 |
| Dec 3, 2024 | Saba Capital Management, L.P.10% owner | Buy | 25,438 | $7.97 | $202.7K | Form 4 |
| Dec 2, 2024 | Saba Capital Management, L.P.10% owner | Buy | 94,924 | $7.98 | $757.5K | Form 4 |
| Nov 26, 2024 | Saba Capital Management, L.P.10% owner | Buy | 15,801 | $8.01 | $126.6K | Form 4 |
| Nov 25, 2024 | Weinstein Boaz10% owner | Buy | 266,732 | $7.96 | $2.1M | Form 4 |
| Nov 22, 2024 | Saba Capital Management, L.P.10% owner | Buy | 68,422 | $7.86 | $537.8K | Form 4 |
All 207 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Morgan StanleySCHEDULE 13G, 1 filing May 11, 202627
- Saba Capital Management, L.P.SCHEDULE 13D/A, 26 filings Mar 16, 2023 to Jul 11, 202528
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Morgan Stanley | 10,650,939 | $96.2M | 0.0% | +606,791 |
| Lazard Asset Management LLC | 4,381,111 | $39.6M | 0.1% | +1,016,636 |
| Saba Capital Management, L.P. | 3,116,387 | $28.1M | 0.9% | +2,352,190 |
| Rivernorth Capital Management, LLC | 2,737,496 | $24.7M | 1.2% | +167,458 |
| Invesco Ltd. | 1,835,080 | $16.6M | 0.0% | +56,911 |
| Advisors Asset Management, Inc. | 810,188 | $7.3M | 0.1% | +94,250 |
| Raymond James Financial Inc | 778,442 | $7.0M | 0.0% | −36,733 |
| Atlas Wealth LLC | 646,261 | $5.8M | 0.8% | New |
| Z3 Capital Partners, LLC | 628,692 | $5.7M | 1.2% | +78,133 |
| UBS Group AG | 600,373 | $5.4M | 0.0% | +19,159 |
| Thomas J. Herzfeld Advisors, Inc. | 515,402 | $4.7M | 1.4% | +234,649 |
| Quantedge Capital Pte Ltd | 513,279 | $4.6M | 3.5% | −673,900 |
| Rockefeller Capital Management L.P. | 473,264 | $4.3M | 0.0% | +144,678 |
| Bank Of America Corp /de/ | 439,767 | $4.0M | 0.0% | −8,232 |
| NewEdge Advisors, LLC | 414,875 | $3.7M | 0.0% | +221,371 |
| Blue Bell Private Wealth Management, LLC | 374,103 | $3.4M | 0.4% | +68,020 |
| Royal Bank Of Canada | 358,183 | $3.2M | 0.0% | −14,287 |
| Ameriprise Financial Inc | 335,618 | $3.0M | 0.0% | −111,165 |
| Oppenheimer & Co Inc | 223,321 | $2.0M | 0.0% | +5,939 |
| Senvest Management, LLC | 200,000 | $1.8M | 0.1% | New |
| Jane Street Group, LLC | 174,363 | $1.6M | 0.0% | +59,288 |
| Quantinno Capital Management LP | 145,093 | $1.3M | 0.0% | −13,075 |
| LPL Financial LLC | 138,908 | $1.3M | 0.0% | +53,323 |
| Steward Partners Investment Advisory, LLC | 132,839 | $1.2M | 0.0% | +106,442 |
| Osaic Holdings, Inc. | 116,770 | $1.1M | 0.0% | +47,154 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How BlackRock Technology & Private Equity Term Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARBlackRock Technology & Private Equity Term Trust1
- CIK0001836057
- Incorporated inMaryland1
- Fiscal year endsDecember 311
- Business addressBellevue Parkway, Wilmington, DE 198081
- Phone800 882 00521
- On EDGAR sinceDec 21, 20201
- Filings410 in all: 4 (148), DFAN14A (55), DEFA14A (45), 3 (33), SC 13D/A (23), NPORT-P (22), CORRESP (6), N-CSRS (6)1
All 37 form types
N-PX (6), SC TO-I/A (6), 40-17G (5), N-CEN (5), N-CSR (5), SC TO-C (5), DEF 14A (4), DEFC14A (4), PREC14A (4), SC TO-I (3), 4/A (2), DEFR14A (2), N-2/A (2), PRRN14A (2), SCHEDULE 13D/A (2), UPLOAD (2), 40-17G/A (1), 424B1 (1), 8-A12B (1), CERT (1), DFRN14A (1), EFFECT (1), N-2 (1), N-8A (1), N-CEN/A (1), PRE 14A (1), PRER14A (1), SC 13D (1), SCHEDULE 13G (1)
- Latest filingsProxy statement (DEF 14A) Jun 2, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6SEC EDGARStephen Thomas Minar, Vice President
- 7
- 8
- 9SEC EDGARJaney Ahn, Secretary
- 10SEC EDGARJay M. Fife, Treasurer
- 11SEC EDGARJohn Perlowski, Officer
- 12SEC EDGARJonathan Diorio, Vice President
- 13SEC EDGARFrancis C. Mahoney, Board member
- 14
- 15SEC EDGARCarl W. Kester, Board member
- 16SEC EDGARCynthia Egan, Board member
- 17SEC EDGARFrank Fabozzi, Board member
- 18SEC EDGARKaren P. Robards, Board member
- 19SEC EDGARRichard Cavanagh, Board member
- 20SEC EDGARRobert Glenn Hubbard, Board member
- 21SEC EDGARRobert W. Fairbairn, Board member
- 22SEC EDGARCatherine A. Lynch, Board member
- 23SEC EDGARMichael J. Castellano, Board member
- 24SEC EDGARJames Phillip Holloman, Board member
- 25SEC EDGARStayce Harris, Board member
- 26SEC EDGARLorenzo Flores, Board member
- 27
- 28