Virtus Artificial Intelligence & Technology Opportunities Fund — 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 |
|---|---|---|---|---|---|---|---|
| BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Purchase | 2,000 | $24.79 | $49,580 | 2,000 | Jul 29, 2025 |
| MCDANIEL CONNIE D | — | Purchase | 2,925 | $17.10 | $50,018 | 2,925 | Dec 11, 2023 |
| BURKE DONALD C | — | Purchase | 832 | $18.04 | $15,001 | 832 | Jun 28, 2023 |
| DeCotis Deborah A | — | Purchase | 1,117 | $21.87 | $24,429 | 1,117 | Mar 3, 2022 |
| McLoughlin Philip R | — | Purchase | 500 | $21.60 | $10,800 | 500 | Feb 25, 2022 |
| Cogan Sarah E | — | Purchase | 1,000 | $25.37 | $25,370 | 1,000 | Jan 13, 2022 |
| AYLWARD GEORGE R | President and CEO | Purchase | 3,685 | $27.14 | $100,011 | 3,685 | Dec 21, 2021 |
| MACLEOD JAMES S | — | Purchase | 2,050 | $26.83 | $55,002 | 4,050 | Oct 1, 2021 |
| Drummond F Ford | — | Purchase | 360 | $27.80 | $10,008 | 360 | Apr 29, 2021 |
| Rappaport Alan | — | Purchase | 1,500 | $27.76 | $41,640 | 1,500 | Apr 27, 2021 |
| Allianz Global Investors U.S. LLC | — | Sale | 5,573 | $28.05 | $156,323 | — | Jan 20, 2021 |
| Chen James C. K. | — | Purchase | 150 | $18.70 | $2,805 | 5,700 | Jun 11, 2020 |
| Jue Stephen B | — | Purchase | 2,500 | $11.50 | $28,750 | 10,000 | Mar 18, 2020 |
| KASS JUSTIN | — | Purchase | 5,000 | $14.03 | $70,150 | 15,000 | Mar 12, 2020 |
| Chen James C. K. | — | Purchase | 500 | $14.00 | $7,000 | 3,500 | Mar 12, 2020 |
| Jue Stephen B | — | Purchase | 2,500 | $17.14 | $42,850 | 5,000 | Mar 9, 2020 |
| KASS JUSTIN | — | Purchase | 194 | $18.15 | $3,521 | 9,500 | Mar 6, 2020 |
| KASS JUSTIN | — | Purchase | 5,000 | $18.80 | $94,000 | 5,000 | Feb 27, 2020 |
| KASS JUSTIN | — | Purchase | 3,500 | $21.05 | $73,675 | 3,500 | Feb 27, 2020 |
| MACLEOD JAMES S | — | Purchase | 2,000 | $19.98 | $39,960 | 2,000 | Dec 26, 2019 |
| Jue Stephen B | — | Purchase | 2,500 | $19.87 | $49,675 | 2,500 | Dec 20, 2019 |
| Chen James C. K. | — | Purchase | 1,300 | $19.94 | $25,922 | 1,300 | Dec 20, 2019 |