Latest filingSep 03, 2026Most recent Form 4
NONE
BlackRock Monticello Debt Real Estate Investment Trust
FinancialsReal Estate Investment Trusts
Insider activity for last month from 08/03 to 09/03. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.
Total buying$710M7 buys
Total selling$4.03M2 sells
Net open-market+$706M10 insiders
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale counts Buys Sells
Transaction codes
By Form 4 transaction code in selected period12transactions
- P · Open-market buys · dominant7 · 58%
- A · Grants / awards2 · 17%
- S · Open-market sells2 · 17%
- D · Issuer dispositions1 · 8%
Activity by reported role
A joint filing can contribute to multiple roles12transactions
- Director · dominant5 · 42%
- 10% owner2 · 17%
- Chief executive officer1 · 8%
- CGP1 · 8%
- SVP1 · 8%
- TRES1 · 8%
- VP1 · 8%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (7)Aug 2026Sep 2026
Reported Holdings After
Separated by insider, security, and ownership typeHarvey Ellen DLimited Liability Company Interests · Direct
1,039,239.62Sep 01, 2026
Invesco Advisers, Inc.Class E Common Stock, $0.01 par value · Direct
182,047.458Sep 01, 2026
Invesco Ltd.Class E Common Stock, $0.01 par value · Direct
182,047.458Sep 01, 2026
Staloch AlisonCommon Shares · Direct
4,149.903Aug 26, 2026
Wieland JamesCommon Shares · Direct
213,315.2551Aug 27, 2026
Patel ViralClass I Limited Partnership Units · Indirect · By LLC
151,273.598Aug 28, 2026
Bankers Life & Casualty CoClass I Shares · Direct
5,967,859.035Aug 28, 2026
Orourke MaureenGlobal Alternative Markets 1 Limited Partnership Class Units · Direct
0Aug 31, 2026
These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.
Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells redAug 03 → Sep 03
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Top insiders
By absolute net value across the selected period- BC+$5.0M
- SY+$100.0k
- OM-$40.3k
- HD+$0
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
NONE transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| NONE | Spence John Yogi | VP | buy | 10.3k | $10.0M | P | — | — | 09/03 | 09/01 |
| NONE | HARVEY ELLEN D | DIR | buy | 0 | $0 | P | — | — | 09/03 | 09/01 |
| NONE | HARVEY ELLEN D | DIR | buy | 0 | $0 | P | — | — | 09/03 | 09/01 |
| NONE | HARVEY ELLEN D | DIR | buy | 0 | $0 | P | — | — | 09/03 | 09/01 |
| NONE | OROURKE MAUREEN | CGP | sale | 41 | -$4.03M | S | — | 09/02 | 08/31 | |
| NONE | BANKERS LIFE & CASUALTY CO | 10% | buy | 493k | $500M | P | — | 08/31 | 08/28 |
BlackRock Monticello Debt Real Estate Investment Trust Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at BlackRock Monticello Debt Real Estate Investment Trust?
Spence John Yogi, HARVEY ELLEN D, Vayntrub Erik A., Invesco Advisers, Inc., Invesco Ltd., OROURKE MAUREEN, BANKERS LIFE & CASUALTY CO, Patel Viral, Wieland James, Staloch Alison.
When was the latest reported open-market purchase?
Spence John Yogi reported a buy on Sep 01, 2026 valued at $10.0M. Read the SEC filing.
When was the latest reported open-market sale?
Orourke Maureen reported a sale on Aug 31, 2026 valued at $4.03M. Read the SEC filing.
What is the recent purchase and sale balance?
Net open-market buying in the selected period was $7,060,137.98. This describes filed transactions, not a bullish rating.
Where can I see the original SEC filing?
Every transaction row and latest-activity fact links to its original SEC filing.
What do these Form 4 transaction codes mean?
P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.