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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
PM
$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
$0.00
−100.0%
Jue Stephen B
PM
$152.22K (4)
—
+$152.22K
10,000
$215.60K
0.0%
Chen James C. K.
PM
$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
$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

38
Insider
Date
Role
Action
Shares
Price
Amount
BRADLEY WILLIAM PATRICK III
20 Mar 2026
EVP, CFO and Treasurer
Sell
2,000
$21.56
$43.12K
BRADLEY WILLIAM PATRICK III
29 Jul 2025
EVP, CFO and Treasurer
Buy
2,000
$24.79
$49.58K
MCDANIEL CONNIE D
11 Dec 2023
Director
Buy
2,925
$17.10
$50.02K
BURKE DONALD C
28 Jun 2023
Director
Buy
832
$18.04
$15.00K
DeCotis Deborah A
3 Mar 2022
Director
Buy
1,117
$21.87
$24.43K
McLoughlin Philip R
25 Feb 2022
Director
Buy
500
$21.60
$10.80K
Cogan Sarah E
13 Jan 2022
Director
Buy
1,000
$25.37
$25.37K
AYLWARD GEORGE R
21 Dec 2021
President and CEO
Buy
3,685
$27.14
$100.01K
MACLEOD JAMES S
1 Oct 2021
Director
Buy
2,050
$26.83
$55.00K
Drummond F Ford
29 Apr 2021
Director
Buy
360
$27.80
$10.01K
Rappaport Alan
27 Apr 2021
Director
Buy
1,500
$27.76
$41.64K
Allianz Global Investors U.S. LLC
20 Jan 2021
Investment Adviser
Sell
5,573
$28.05
$156.34K
Chen James C. K.
11 Jun 2020
Portfolio Manager
Buy
150
$18.70
$2.81K
Chen James C. K.
11 Jun 2020
Portfolio Manager
Buy
200
$18.81
$3.76K
Chen James C. K.
11 Jun 2020
Portfolio Manager
Buy
350
$18.95
$6.63K
Jue Stephen B
18 Mar 2020
Portfolio Manager
Buy
2,500
$11.50
$28.75K
Jue Stephen B
18 Mar 2020
Portfolio Manager
Buy
2,500
$12.38
$30.94K
Chen James C. K.
12 Mar 2020
Portfolio Manager
Buy indirect
100
$14.00
$1.40K
Chen James C. K.
12 Mar 2020
Portfolio Manager
Buy
1,400
$13.99
$19.59K
Chen James C. K.
12 Mar 2020
Portfolio Manager
Buy
100
$14.00
$1.40K
Chen James C. K.
12 Mar 2020
Portfolio Manager
Buy
500
$14.00
$7.00K
KASS JUSTIN
12 Mar 2020
Portfolio Manager
Buy
5,000
$14.03
$70.13K
Jue Stephen B
9 Mar 2020
Portfolio Manager
Buy
2,500
$17.14
$42.85K
KASS JUSTIN
6 Mar 2020
Portfolio Manager
Buy
400
$18.11
$7.24K
KASS JUSTIN
6 Mar 2020
Portfolio Manager
Buy
100
$18.14
$1.81K
KASS JUSTIN
6 Mar 2020
Portfolio Manager
Buy
194
$18.15
$3.52K
KASS JUSTIN
6 Mar 2020
Portfolio Manager
Buy
1,306
$18.16
$23.72K
KASS JUSTIN
6 Mar 2020
Portfolio Manager
Buy
3,000
$18.31
$54.93K
KASS JUSTIN
27 Feb 2020
Portfolio Manager
Buy
3,500
$21.05
$73.66K
Chen James C. K.
31 Dec 2019
Portfolio Manager
Buy indirect
150
$20.09
$3.01K
Chen James C. K.
31 Dec 2019
Portfolio Manager
Buy
500
$20.12
$10.06K
MACLEOD JAMES S
26 Dec 2019
Director
Buy
2,000
$19.98
$39.96K
Chen James C. K.
20 Dec 2019
Portfolio Manager
Buy
709
$19.98
$14.17K
Chen James C. K.
20 Dec 2019
Portfolio Manager
Buy
200
$19.98
$4.00K
Chen James C. K.
20 Dec 2019
Portfolio Manager
Buy
91
$19.93
$1.81K
Chen James C. K.
20 Dec 2019
Portfolio Manager
Buy
200
$19.91
$3.98K
Chen James C. K.
20 Dec 2019
Portfolio Manager
Buy
1,300
$19.94
$25.93K
Jue Stephen B
20 Dec 2019
Portfolio Manager
Buy
2,500
$19.87
$49.68K

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