Jonathan Diorio - Net Worth and Insider Trading
Jonathan Diorio Net Worth
The estimated net worth of Jonathan Diorio is at least $186,880 dollars as of 2024-04-27. Jonathan Diorio is the Vice President of BlackRock Innovation & Growth Tr and owns about 10,000 shares of BlackRock Innovation & Growth Tr (BIGZ) stock worth over $72,300. Jonathan Diorio is the Vice President of BlackRock Science and Technology Trust II and owns about 3,000 shares of BlackRock Science and Technology Trust II (BSTZ) stock worth over $52,860. Jonathan Diorio is also the Vice President of BlackRock ESG Capital Allocation Trust and owns about 3,000 shares of BlackRock ESG Capital Allocation Trust (ECAT) stock worth over $48,570. Besides these, Jonathan Diorio also holds BlackRock 2022 Global Income Opportunity (BGIO) . Details can be seen in Jonathan Diorio's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jonathan Diorio has not made any transactions after 2022-02-08 and currently still holds the listed stock(s).
Transaction Summary of Jonathan Diorio
Jonathan Diorio Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jonathan Diorio owns 79 companies in total, including BlackRock Capital Allocation Trust (BCAT) , BlackRock 2022 Global Income Opportunity (BGIO) , and BlackRock Science and Technology Trust II (BSTZ) among others .
Click here to see the complete history of Jonathan Diorio’s form 4 insider trades.
Insider Ownership Summary of Jonathan Diorio
Jonathan Diorio Latest Holdings Summary
Jonathan Diorio currently owns a total of 4 stocks. Among these stocks, Jonathan Diorio owns 10,000 shares of BlackRock Innovation & Growth Tr (BIGZ) as of September 28, 2021, with a value of $72,300 and a weighting of 38.69%. Jonathan Diorio owns 3,000 shares of BlackRock Science and Technology Trust II (BSTZ) as of March 8, 2021, with a value of $52,860 and a weighting of 28.29%. Jonathan Diorio also owns 3,000 shares of BlackRock ESG Capital Allocation Trust (ECAT) as of February 8, 2022, with a value of $48,570 and a weighting of 25.99%. The other 1 stocks BlackRock 2022 Global Income Opportunity (BGIO) have a combined weighting of 7.04% among all his current holdings.
Latest Holdings of Jonathan Diorio
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BIGZ | BlackRock Innovation & Growth Tr | 2021-09-28 | 10,000 | 7.23 | 72,300 |
BSTZ | BlackRock Science and Technology Trust II | 2021-03-08 | 3,000 | 17.62 | 52,860 |
ECAT | BlackRock ESG Capital Allocation Trust | 2022-02-08 | 3,000 | 16.19 | 48,570 |
BGIO | BlackRock 2022 Global Income Opportunity | 2020-04-09 | 5,000 | 2.63 | 13,150 |
Holding Weightings of Jonathan Diorio
Jonathan Diorio Form 4 Trading Tracker
According to the SEC Form 4 filings, Jonathan Diorio has made a total of 1 transactions in BlackRock Innovation & Growth Tr (BIGZ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in BlackRock Innovation & Growth Tr is the acquisition of 10,000 shares on September 28, 2021, which cost Jonathan Diorio around $182,300.
According to the SEC Form 4 filings, Jonathan Diorio has made a total of 2 transactions in BlackRock Science and Technology Trust II (BSTZ) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in BlackRock Science and Technology Trust II is the acquisition of 1,000 shares on March 8, 2021, which cost Jonathan Diorio around $33,390.
According to the SEC Form 4 filings, Jonathan Diorio has made a total of 1 transactions in BlackRock ESG Capital Allocation Trust (ECAT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in BlackRock ESG Capital Allocation Trust is the acquisition of 3,000 shares on February 8, 2022, which cost Jonathan Diorio around $51,300.
More details on Jonathan Diorio's insider transactions can be found in the Insider Trading History of Jonathan Diorio table.Insider Trading History of Jonathan Diorio
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Jonathan Diorio Trading Performance
GuruFocus tracks the stock performance after each of Jonathan Diorio's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jonathan Diorio is 3.27%. GuruFocus also compares Jonathan Diorio's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jonathan Diorio within 3 months outperforms 2 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jonathan Diorio's insider trading performs compared to the benchmark.
Performance of Jonathan Diorio
Average Return
17.86%
Outperforming Transactions
50%
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | -3.66 | 3.27 | 13.69 | 17.86 | -4.25 | -11.17 |
Relative Return to S&P 500(%) | 1.25 | 1.67 | 3.52 | 0.4 | -11.79 | -19.88 |
Jonathan Diorio Ownership Network
Ownership Network List of Jonathan Diorio
Ownership Network Relation of Jonathan Diorio
Jonathan Diorio Owned Company Details
What does BlackRock Capital Allocation Trust do?
Who are the key executives at BlackRock Capital Allocation Trust?
Jonathan Diorio is the Vice President of BlackRock Capital Allocation Trust. Other key executives at BlackRock Capital Allocation Trust include 10 percent owner Saba Capital Management, L.p. , 10 percent owner Boaz Weinstein , and other: Portfolio Manager Richard M Rieder .
BlackRock Capital Allocation Trust (BCAT) Insider Trades Summary
Over the past 18 months, Jonathan Diorio made no insider transaction in BlackRock Capital Allocation Trust (BCAT). Other recent insider transactions involving BlackRock Capital Allocation Trust (BCAT) include a net purchase of 5,225,891 shares made by Saba Capital Management, L.p. , and a net purchase of 9,948 shares made by Richard M Rieder .
In summary, during the past 3 months, insiders sold 0 shares of BlackRock Capital Allocation Trust (BCAT) in total and bought 1,865,628 shares, with a net purchase of 1,865,628 shares. During the past 18 months, 19,052 shares of BlackRock Capital Allocation Trust (BCAT) were sold and 5,254,891 shares were bought by its insiders, resulting in a net purchase of 5,235,839 shares.
BlackRock Capital Allocation Trust (BCAT)'s detailed insider trading history can be found in Insider Trading Tracker table.
BlackRock Capital Allocation Trust Insider Transactions
Jonathan Diorio Mailing Address
Above is the net worth, insider trading, and ownership report for Jonathan Diorio. You might contact Jonathan Diorio via mailing address: 55 East 52nd Street, New York Ny 10055.