Virtus Convertible & Income Fund II — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| MCDANIEL CONNIE D | — | Purchase | 422 | $12.31 | $5,195 | 422 | Jun 17, 2025 |
| UBS Group AG | — | Other | 5,636 | — | — | — | Nov 3, 2022 |
| ZINO BRIAN T | — | Purchase | 3,000 | $4.28 | $12,840 | 3,000 | Mar 28, 2022 |
| DeCotis Deborah A | — | Purchase | 1,134 | $4.42 | $5,012 | 1,134 | Mar 3, 2022 |
| AYLWARD GEORGE R | President and CEO | Purchase | 10,049 | $4.98 | $50,044 | 10,049 | Dec 21, 2021 |
| MACLEOD JAMES S | — | Purchase | 19,798 | $5.18 | $102,554 | 20,798 | Oct 1, 2021 |
| Drummond F Ford | — | Purchase | 1,938 | $5.15 | $9,981 | 1,938 | Apr 29, 2021 |
| Rappaport Alan | — | Purchase | 1,000 | $5.15 | $5,150 | 2,000 | Apr 27, 2021 |
| Cogan Sarah E | — | Purchase | 2,000 | $5.05 | $10,100 | 2,000 | Aug 21, 2019 |
| UBS Group AG | — | Sale | 33 | $24.88 | $821 | 1,214 | Jun 17, 2019 |
| MACLEOD JAMES S | — | Purchase | 1,000 | $6.20 | $6,200 | 1,000 | Dec 20, 2017 |
| Rappaport Alan | — | Purchase | 1,000 | $6.26 | $6,260 | 1,000 | Jul 7, 2017 |
| UBS AG | — | Other | 2 | — | — | 5,636 | Oct 24, 2014 |
| UBS AG | — | Other | — | — | — | 5,522 | Aug 31, 2010 |
| BANK OF AMERICA CORP /DE/ | — | Purchase | 2,182 | $9.36 | $20,424 | 2,182 | Feb 8, 2010 |
| STICKNEY WILLIAM | — | Purchase | 500 | $10.93 | $5,465 | 500 | Mar 19, 2008 |
| John Matthew E | — | Purchase | 500 | $11.33 | $5,665 | 500 | Mar 11, 2008 |
| HARRIS BRENT R | — | Purchase | 500 | $12.91 | $6,455 | 8,900 | Nov 15, 2007 |
| ALLIANZ GLOBAL INVESTORS OF AMERICA L P | — | Sale | 10,445 | $15.97 | $166,804 | — | May 23, 2007 |