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Virtus Artificial Intelligence & Technology Opportunities Fund

AIO Net buying

CIK 0001778114 #2643 in the set updated 22 Sep 2026

Bought (120 mo)

$914.60K

out of their own pocket, the only kind of buying there is

Sold (120 mo)

$199.46K

$0.00 on a plan · $0.00 straight out of an exercise

Sold at will

$199.46K

2 of 2 sales

Net

+$715.14K

+$715.14K against sales at will

By person

14 insiders · 38 transactions

Insider

Role

Bought

Sold

Net

Holding

Worth

Change

KASS JUSTIN

$235.01K (7)

—

+$235.01K

15,000

$323.40K

−51.6%

Allianz Global Investors U.S. LLC entity

Investment Adviser

—

$156.34K (1)

−$156.34K

$0.00

−100.0%

Jue Stephen B

$152.22K (4)

—

+$152.22K

10,000

$215.60K

0.0%

Chen James C. K.

$105.54K (14)

—

+$105.54K

5,950

$128.28K

−48.2%

AYLWARD GEORGE R

President and CEO

$100.01K (1)

—

+$100.01K

3,685

$79.45K

—

MACLEOD JAMES S

Director

$94.96K (2)

—

+$94.96K

4,050

$87.32K

—

MCDANIEL CONNIE D

Director

$50.02K (1)

—

+$50.02K

2,925

$63.06K

—

Rappaport Alan

Director

$41.64K (1)

—

+$41.64K

1,500

$32.34K

—

Cogan Sarah E

Director

$25.37K (1)

—

+$25.37K

1,000

$21.56K

—

DeCotis Deborah A

Director

$24.43K (1)

—

+$24.43K

1,117

$24.08K

—

BURKE DONALD C

Director

$15.00K (1)

—

+$15.00K

832

$17.93K

—

McLoughlin Philip R

Director

$10.80K (1)

—

+$10.80K

500

$10.78K

—

Drummond F Ford

Director

$10.01K (1)

—

+$10.01K

360

$7.76K

—

BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer

$49.58K (1)

$43.12K (1)

+$6.46K

$0.00

—

No percentages here. Virtus Artificial Intelligence & Technology Opportunities Fund reports its share count only per share class, which the XBRL frames API does not carry.

Individual transactions

Insider

Date

Role

Action

Price

Amount

BRADLEY WILLIAM PATRICK III

20 Mar 2026

EVP, CFO and Treasurer

Sell

2,000

$21.56

$43.12K

Allianz Global Investors U.S. LLC

20 Jan 2021

Investment Adviser

Sell

5,573

$28.05

$156.34K

Show all 38 transactions →

What was left out

Form 4 filings counted 25

Amendments (4/A) skipped 4

Filings about a different issuer 0

Unreadable filings 0

Joint filings 0

Sales on a Rule 10b5-1 plan 0

Sales straight out of an exercise 0

Sales at will 2

Transactions with no price 0

Shares from compensation/vesting 50,967

Sales filed before the plan box existed 1

History held since 26 Dec 2019