What Virtus Artificial Intelligence & Technology Opportunities Fund's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 6 | 7 |
| Total trades | 6 | 7 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 0 |
| Disposed | 0 | 2,000 |
| Net activity | +0 | −2,000 |
Common stock only — 6 reported trades in the last 12 months are in a security these totals do not cover.
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Jue Stephen B | Insider | Aug 10 | Open-market sale · S | −4,682 | $26.25 | −$123K | 0 |
| Jue Stephen B | Insider | Aug 10 | Open-market sale · S | −5,318 | $26.36 | −$140K | 4,682 |
| Chen James C. K. | Insider | Aug 10 | Open-market sale · S | −250 | $26.21 | −$6.55K | 0 |
| Chen James C. K. | Insider | Aug 10 | Open-market sale · S | −7,382 | $26.16 | −$193K | 250 |
| Chen James C. K. | Insider | Aug 10 | Open-market sale · S | −3,853 | $26.12 | −$101K | 7,632 |
| Kass Justin | Insider | Aug 10 | Open-market sale · S | −29,482 | $26.27 | −$774K | 0 |
| Bradley William Patrick Iii | EVP, CFO and Treasurer | Mar 20 | Open-market sale · S | −2,000 | $21.56 | −$43.1K | 0 |
| Bradley William Patrick Iii | EVP, CFO and Treasurer | Jul 29 | Open-market buy · P | +2,000 | $24.79 | +$49.6K | 2,000 |
| Mcdaniel Connie D | Director | Dec 11 | Open-market buy · P | +2,925 | $17.10 | +$50K | 2,925 |
| Burke Donald C | Director | Jun 28 | Open-market buy · P | +832 | $18.04 | +$15K | 832 |
| Zoullas Deborah A | Director | Mar 03 | Open-market buy · P | +1,117 | $21.87 | +$24.4K | 1,117 |
| Mclaughlin Phillip R | Director | Feb 25 | Open-market buy · P | +500 | $21.60 | +$10.8K | 500 |
| Cogan Sarah E | Director | Jan 13 | Open-market buy · P | +1,000 | $25.37 | +$25.4K | 1,000 |
| Aylward George R Jr | President and CEO | Dec 21 | Open-market buy · P | +3,685 | $27.14 | +$100K | 3,685 |
| Macleod James S | Director | Oct 01 | Open-market buy · P | +2,050 | $26.83 | +$55K | 4,050 |
| Drummond F Ford | Director | Apr 29 | Open-market buy · P | +360 | $27.80 | +$10K | 360 |
| Rappaport Alan | Director | Apr 27 | Open-market buy · P | +1,500 | $27.76 | +$41.6K | 1,500 |
| Allianz Global Investors U.s. Llc | Insider | Jan 20 | Open-market sale · S | −5,573 | $28.05 | −$156K | 0 |
| Chen James C. K. | Insider | Jun 11 | Open-market buy · P | +150 | $18.70 | +$2.81K | 5,700 |
| Chen James C. K. | Insider | Jun 11 | Open-market buy · P | +200 | $18.81 | +$3.76K | 5,550 |
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