Insider Transactions

What Virtus Convertible & Income 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.

Insider trades

	3 months	12 months
Open-market buys	1	1
Sells	0	0
Total trades	1	1

Shares traded

	3 months	12 months
Acquired	356	356
Disposed	0	0
Net activity	+356	+356

See the story behind these numbers

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.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

All Buys Sells

Insider	Relation	Date	Transaction	Shares	Price	Value	Shares held
Mcdaniel Connie D	Director	Aug 18	Open-market buy · P	+356	$16.83	+$5.99K	723
Mcdaniel Connie D	Director	Jun 16	Open-market buy · P	+367	$13.59	+$4.99K	367
Oberto David J.	Insider	Oct 06	Disposition to Issuer · D	−139	$3.05	−$423	0
Ubs Group Ag	10% owner	Nov 03	Other Transaction · J	−8,056	—	—	0
Zoullas Deborah A	Director	Mar 03	Open-market buy · P	+989	$5.03	+$4.97K	989
Mclaughlin Phillip R	Director	Feb 25	Open-market buy · P	+2,100	$4.95	+$10.4K	2,100
Aylward George R Jr	President and CEO	Dec 21	Open-market buy · P	+8,821	$5.67	+$50K	8,821
Macleod James S	Director	Oct 01	Open-market buy · P	+12,892	$5.94	+$76.6K	13,892
Drummond F Ford	Director	Apr 29	Open-market buy · P	+1,715	$5.81	+$9.96K	1,715
Rappaport Alan	Director	Apr 27	Open-market buy · P	+1,000	$5.86	+$5.86K	2,000
Ubs Group Ag	10% owner	Feb 05	Open-market buy · P	+50	$5.88	+$294	273,222
Ubs Group Ag	10% owner	Feb 05	Open-market buy · P	+159	$5.87	+$933	273,172
Ubs Group Ag	10% owner	Feb 05	Open-market buy · P	+241	$5.88	+$1.42K	273,013
Cogan Sarah E	Director	Aug 21	Open-market buy · P	+1,800	$5.70	+$10.3K	1,800
Ubs Group Ag	10% owner	Jun 17	Open-market sale · S	−29	$25.20	−$731	59
Macleod James S	Director	Dec 20	Open-market buy · P	+1,000	$7.06	+$7.06K	1,000
Kass Justin	Insider	Jun 27	Open-market sale · S	−7,829	$6.98	−$54.6K	0
Kass Justin	Insider	Jun 27	Open-market sale · S	−4,417	$6.98	−$30.8K	7,829
Kass Justin	Insider	Jun 27	Open-market sale · S	−410	$6.99	−$2.86K	12,246
Kass Justin	Insider	Sep 04	Open-market buy · P	+3,000	$6.46	+$19.4K	10,164

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