| 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
Kim Tony is a Portfolio Manager at BSTZ, with reported holdings spanning 2 companies. Recent filings cover 31 purchases and 3 sales. Those positions are worth an estimated $7.7M at current prices.
Our model assigns Kim Tony a below-average insider score of 48/100, based on 8 past trades. Over a 12-month horizon, 37.5% of those trades were profitable, with an average 12-month return of -5.3%.
Kim Tony's largest disclosed position is in BSTZ as Portfolio Manager, worth about $4.6M. Net of sales, the recent Form 4 record there shows accumulation of 180,742 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 5, 2026 | BST Blackrock Science And Technology Trust | Portfolio Manager | Buy | 23,645 | $38.90 | $919,754.50 | +42.0% | +15.1% | - | |
| Feb 5, 2026 | BSTZ Blackrock Science And Technology Term Trust | Portfolio Manager | Buy | 41,825 | $22.00 | $920,138.00 | +24.9% | +28.5% | - | |
| Jan 23, 2026 | BST Blackrock Science And Technology Trust | Portfolio Manager | Buy | 16,000 | $40.70 | $651,200.00 | +38.5% | +1.2% | - | |
| Mar 13, 2025 | BSTZ Blackrock Science & Technology Term Trust | Portfolio Manager | Buy | 27,000 | $18.57 | $501,390.00 | +16.2% | +6.7% | +15.4% | |
| Feb 20, 2025 | BST Blackrock Science & Technology Trust | Portfolio Manager | Buy | 10,264 | $38.78 | $398,037.92 | +32.8% | -8.6% | +3.5% | |
| Feb 14, 2025 | BST Blackrock Science & Technology Trust | Portfolio Manager | Buy | 24,000 | $38.81 | $931,387.20 | +331.0% | -6.8% | +1.9% | |
| Sep 19, 2023 | BST Blackrock Science & Technology Trust | Portfolio Manager | Sell | 6,000 | $31.69 | $190,147.20 | -45.3% | +7.5% | +8.4% | |
| Sep 19, 2023 | BSTZ Blackrock Science & Technology Term Trust | Portfolio Manager | Sell | 22,676 | $16.67 | $377,999.85 | -13.0% | +2.3% | +12.5% | |
| Aug 21, 2023 | BST Blackrock Science & Technology Trust | Portfolio Manager | Sell | 3,500 | $32.14 | $112,490.00 | -20.9% | +6.1% | +9.6% | |
| Feb 2, 2022 | BST Blackrock Science & Technology Trust | Portfolio Manager | Buy | 16,750 | $46.45 | $778,104.50 | New | -15.4% | -20.9% |