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Insider Information:   Schlosstein Ralph
Relationship:   Co-CEO/Co-Chairman, Di...
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   16    
Direct Shares   843,008    

Indirect Shares

  200,001      
Direct Value   $513,363,929    

Indirect Value

  $154,406,203      
Total Shares   1,043,009      
Total Value   $667,770,132      


Blackrock Municipal 2020 Term Trust
 $1,462 Blackrock Limited Duration Income Trust
 $1,376 Blackrock Preferred Opportunity Trust
 $0 Blackrock Dividend Achievers Trust
 $0 BlackRock Dividend Income Trust
 $0 Blackrock Global Floating Rate Income Trust
 $1,300 Blackrock Global Energy & Resources Trust
 $1,330 Blackrock Health Sciences Trust
 $3,989 Blackrock High Income Shares
 $0 Blackrock Global Opportunities Equity Trust
 $1,038 Blackrock Enhanced Dividend Achievers Trust
 $825 BlackRock Inc A
 $464,711,106 BlackRock Real Asset Equity Trust
 $0 Blackrock Preferred & Equity Advantage Trust
 $1,059 Blackrock Long-Term Municipal Advantage Trust
 $1,002 Evercore Partners Inc.
 $48,639,442 Blackrock Municipal 2020 Term Trust
 $1,462 Blackrock Limited Duration Income Trust
 $1,376 Blackrock Preferred Opportunity Trust
 $0 Blackrock Dividend Achievers Trust
 $0 BlackRock Dividend Income Trust
 $0 Blackrock Global Floating Rate Income Trust
 $1,300 Blackrock Global Energy & Resources Trust
 $1,330 Blackrock Health Sciences Trust
 $3,989 Blackrock High Income Shares
 $0 Blackrock Global Opportunities Equity Trust
 $1,038 Blackrock Enhanced Dividend Achievers Trust
 $825 BlackRock Inc A
 $464,711,106 BlackRock Real Asset Equity Trust
 $0 Blackrock Preferred & Equity Advantage Trust
 $1,059 Blackrock Long-Term Municipal Advantage Trust
 $1,002 Evercore Partners Inc.
 $48,639,442
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    11    

     Stock price went up :

    0   
    6    
     Stock price went down :
    0   
    5    
   
     Gain/Loss Ratio :
   0.0   
   1.2   
     Percentage Gain/Loss :
     0.0%
 117.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Blackrock Municipal 2020 Term Tr... BKK President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Limited Duration Incom... BLW President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Preferred Opportunity ... BPP President of the Inves... 2003-12-03 100 2003-12-03 0    Premium*  
            Blackrock Dividend Achievers Trust BDV President of the Inves... 2004-01-28 100 2004-01-28 0    Premium*  
            BlackRock Dividend Income Trust BQY President of the Inv. ... 2004-06-22 100 2004-06-22 0    Premium*  
            Blackrock Global Floating Rate I... BGT President of Invest. A... 2004-10-29 100 2004-10-29 0    Premium*  
            Blackrock Global Energy & Resour... BGR President of the Inv. ... 2005-02-17 100 2005-02-17 0    Premium*  
            Blackrock Health Sciences Trust BME Director 2005-04-22 100 2005-04-22 0    Premium*  
            Blackrock High Income Shares HIS President of the Inv. ... 2005-06-20 100 2005-06-20 0    Premium*  
            Blackrock Global Opportunities E... BOE President of the Inv. ... 2005-06-20 100 2005-06-20 0    Premium*  
            Blackrock Enhanced Dividend Achi... BDJ Chairman, Director 2006-01-12 100 2006-01-12 0    Premium*  
            BlackRock Inc A BLK President, Director 2007-02-14 601,934 2007-02-14 200,000    Premium*  
            BlackRock Real Asset Equity Trust BCF Director 2007-01-17 100 2007-01-17 0    Premium*  
            Blackrock Preferred & Equity Adv... BTZ Director 2007-01-17 100 2007-01-17 0    Premium*  
            Blackrock Long-Term Municipal Ad... BTA Director 2007-01-17 100 2007-01-17 0    Premium*  
            Evercore Partners Inc. EVR Co-CEO/Co-Chairman, Di... 2022-02-15 239,674 2022-02-04 1    Premium*  
* Premium Members only  

Records found :    150         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
EVR Evercore Partners Inc. President and CEO   •       •      –    2019-02-12 4 A $0.00 $0 D/D 47,169 129,702 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2020-02-11 4 A $0.00 $0 D/D 31,464 138,914 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2020-03-09 4 A $0.00 $0 I/I 100,000 100,000 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2020-03-09 4 A $0.00 $0 D/D 449,000 587,914 0 -
EVR Evercore Partners Inc. Co-CEO/Co-Chairman   •       •      –    2021-02-17 4 A $0.00 $0 D/D 36,210 605,275 0 -
EVR Evercore Partners Inc. Co-CEO/Co-Chairman   •       •      –    2021-05-12 4 D $0.00 $0 D/D (500) 454,775 0 -
EVR Evercore Partners Inc. Co-CEO/Co-Chairman   •       •      –    2022-02-15 4 A $0.00 $0 D/D 42,898 239,674 0 -
HIS Blackrock High Income Sha... President of the Inv. Adviser   –       •      –    2005-06-20 4 B $2.80 $280 D/D 100 100 2.31 -
BDJ Blackrock Enhanced Divide... officerTitle   •       •      –    2006-01-12 4 B $13.57 $1,357 D/D 100 100 2.73 -
BCF BlackRock Real Asset Equi... Director   –       •      –    2007-01-17 4 B $14.38 $1,438 D/D 100 100 2.31 -
BKK Blackrock Municipal 2020 ... President of the Invest. Adv.   –       •      –    2003-12-03 4 B $14.70 $1,470 D/D 100 100 2.31 -
BTA Blackrock Long-Term Munic... Director   –       •      –    2007-01-17 4 B $14.81 $1,481 D/D 100 100 2.31 -
BQY BlackRock Dividend Income... President of the Inv. Adviser   –       •      –    2004-06-22 4 B $15.01 $1,501 D/D 100 100 2.31 -
BDV Blackrock Dividend Achiev... President of the Invest. Adv.   –       •      –    2004-01-28 4 B $15.06 $1,506 D/D 100 100 2.31 -
BLW Blackrock Limited Duratio... President of the Invest. Adv.   –       •      –    2003-12-03 4 B $18.74 $1,874 D/D 100 100 2.31 -
BGT Blackrock Global Floating... President of Invest. Adv.   –       •      –    2004-10-29 4 B $18.93 $1,893 D/D 100 100 2.31 -
BPP Blackrock Preferred Oppor... President of the Invest. Adv.   –       •      –    2003-12-03 4 B $24.61 $2,461 D/D 100 100 2.31 -
BOE Blackrock Global Opportun... President of the Inv. Adviser   –       •      –    2005-06-20 4 B $25.01 $2,501 D/D 100 100 2.31 -
BTZ Blackrock Preferred & Equ... Director   –       •      –    2007-01-17 4 B $25.01 $2,501 D/D 100 100 2.31 -
BME Blackrock Health Sciences... Director   –       •      –    2005-04-22 4 B $25.05 $2,505 D/D 100 100 2.31 -
BGR Blackrock Global Energy &... President of the Inv. Adviser.   –       •      –    2005-02-17 4 B $25.18 $2,518 D/D 100 100 2.31 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2012-02-20 4 D $28.73 $89,638 D/D (3,120) 1,094,745 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2011-02-04 4 D $34.83 $163,190 D/D (4,686) 983,405 0 -
BLK BlackRock Inc A President   •       •      –    2007-02-14 4 S $172.54 $172,607 D/D (1,000) 600,935 0 -
EVR Evercore Partners Inc. President and CEO   •       •      –    2016-02-16 4 D $45.50 $199,700 D/D (4,389) 555,650 0 -

  150  Records found
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  Page 3 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed