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

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

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

BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $343K
32,984 sh × $10.39
Exec Jul 30 2025
Filed Jul 31 2025 · 5:30 PM ET PEOSALE ADAMS NATURAL RESOURCES FUND, INC. View filing → $1.6M
73,610 sh across 2 lots
Exec Jul 24 2025
Filed Jul 28 2025 · 5:30 PM ET BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $773K
74,081 sh across 2 lots
Exec Jul 24 2025
Filed Jul 28 2025 · 5:30 PM ET BFZSALE BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST View filing → $1.1M
107,686 sh across 2 lots
Exec Jul 22 2025
Filed Jul 24 2025 · 5:30 PM ET PEOSALE ADAMS NATURAL RESOURCES FUND, INC. View filing → $673K
30,867 sh across 2 lots
Exec Jul 22 2025
Filed Jul 24 2025 · 5:30 PM ET NQPSALE NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND View filing → $329K
30,436 sh × $10.82
Exec Jul 21 2025
Filed Jul 22 2025 · 5:30 PM ET PEOSALE ADAMS NATURAL RESOURCES FUND, INC. View filing → $313K
14,464 sh × $21.65
Exec Jul 21 2025
Filed Jul 22 2025 · 5:30 PM ET PEOSALE ADAMS NATURAL RESOURCES FUND, INC. View filing → $321K
14,733 sh × $21.80
Exec Jul 16 2025
Filed Jul 17 2025 · 5:30 PM ET More filings →