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Boaz Weinstein

10% owner

Boaz Weinstein (10% owner) filed 253 Form 4 reports in the past 24 months (107 purchases, 146 sales, 5 filed past the two-business-day deadline), most often in BlackRock Capital Allocation Term Trust (BCAT). Across 30 priced purchase filings, the average 21-session return was +3.7% from execution and +2.7% from disclosure (delay-adjusted; derived). The largest single filing was $20.2M of PDX (731,721 sh × $27.60, as filed), executed Jan 13 2025.

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Return, ttmiAverage return per filing, trailing twelve months
+3.7%
avg across 30 priced filings
Delay-adjustediThe same average, entered at disclosure dates
+2.7%
same 30 filings, from disclosure
Filings, ttm
253
107 buys · 146 sells · 5 late
Median delay
2d
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$187.0M
shares × price, as filed
Last traded
Sep 10 2025
Filed Sep 11 2025

Median ADV $11.1M across their filed names

72% of their measured filings could not be priced (delisted or unquoted names). The returns above cover only what still trades.

Open performance
Volume by month
$23.5M$11.7M$0Oct 2024Apr 2025Oct 2025Apr 2026Oct 2024 · buys $3.6MOct 2024 · sells $12.0MNov 2024 · buys $16.5MNov 2024 · sells $13.7MDec 2024 · buys $15.4MDec 2024 · sells $15.1MJan 2025 · buys $23.5MJan 2025 · sells $6.6MFeb 2025 · buys $2.6MFeb 2025 · sells $12.7MMar 2025 · buys $2.1MMar 2025 · sells $13.9MApr 2025 · buys $5.3MApr 2025 · sells $1.5MMay 2025 · buys $2.8MMay 2025 · sells $17.8MJun 2025 · buys $1.1MJun 2025 · sells $855KJul 2025 · sells $7.0MAug 2025 · sells $2.2MSep 2025 · sells $10.6M
Buys $72.9M Sells $114.1M

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Financial Services 10 filings Not on file 240 filings

Sector per market data · by filing · past 24 months

Most traded names
BCAT BlackRock Capital Allocation Term Trust BCAT · 0 buys · 29 sells 29 filings NXJ NXJ NXJ · 0 buys · 23 sells 23 filings EVM EVM EVM · 19 buys · 0 sells 19 filings BFZ BFZ BFZ · 0 buys · 18 sells 18 filings BIGZ BIGZ BIGZ · 16 buys · 0 sells 16 filings
Recent filings
HQLSALE abrdn Life Sciences Investors View filing → $198K
14,083 sh × $14.04
Exec Sep 2 2025
Filed Sep 4 2025 · 5:30 PM ET
HQLSALE abrdn Life Sciences Investors View filing → $330K
23,723 sh × $13.89
Exec Aug 29 2025
Filed Sep 2 2025 · 5:30 PM ET
BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $188K
18,180 sh × $10.36
Exec Aug 25 2025
Filed Aug 26 2025 · 5:30 PM ET
BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $532K
51,242 sh × $10.38
Exec Aug 19 2025
Filed Aug 21 2025 · 5:30 PM ET
BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $674K
63,847 sh across 2 lots
Exec Aug 14 2025
Filed Aug 18 2025 · 5:30 PM ET
PDXSALE PIMCO Dynamic Income Strategy Fund View filing → $144K
5,901 sh × $24.43
Exec Aug 13 2025
Filed Aug 14 2025 · 5:30 PM ET
NQPSALE NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND View filing → $322K
29,283 sh × $10.98
Exec Aug 8 2025
Filed Aug 11 2025 · 5:30 PM ET
BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $321K
30,440 sh × $10.56
Exec Aug 4 2025
Filed Aug 5 2025 · 5:30 PM ET
More filings →