AIO insider filings
Virtus Artificial Intelligence & Technology Opportunities Fund — 10 most recent insider filings (SEC Forms 3/4/5) from EDGAR, normalized by FilingPulse. Latest filing: 2026-08-26. Screen AIO transaction legs live →
Insider transaction summary — last 90 days
2026-07-10 to 2026-10-08, from the filings listed below: 6 insider filings (Forms 3/4/5). Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 6 legs across 3 filings by 3 insiders — 50,967 shares, $1,337,788 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 6.
- Largest priced transaction: sale of 29,482 shares @ $26.27 ($774,416) by KASS JUSTIN, filed 2026-08-26.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| KASS JUSTIN | 2 | — | 1 leg · 29,482 sh · $774,416 | 1 |
| Chen James C. K. | 2 | — | 3 legs · 11,485 sh · $300,280 | 3 |
| Jue Stephen B | 2 | — | 2 legs · 10,000 sh · $263,091 | 2 |
Recent insider filings — Virtus Artificial Intelligence & Technology Opportunities Fund
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-26 | 4/A | Jue Stephen B | Sale (S): 5,318 @ $26.36 · Sale (S): 4,682 @ $26.25 | EDGAR |
| 2026-08-26 | 4/A | Chen James C. K. | Sale (S): 3,853.26 @ $26.12 · Sale (S): 7,382 @ $26.16 · Sale (S): 250 @ $26.20 | EDGAR |
| 2026-08-26 | 4/A | KASS JUSTIN | Sale (S): 29,481.58 @ $26.27 | EDGAR |
| 2026-08-18 | 4 | KASS JUSTIN | Disposition to issuer (D): 29,481.58 @ $26.27 | EDGAR |
| 2026-08-18 | 4 | Chen James C. K. | Disposition to issuer (D): 3,853.26 @ $26.12 · Disposition to issuer (D): 7,382 @ $26.16 · Disposition to issuer (D): 250 @ $26.20 | EDGAR |
| 2026-08-17 | 4 | Jue Stephen B | Disposition to issuer (D): 5,318 @ $26.36 · Disposition to issuer (D): 4,682 @ $26.25 | EDGAR |
| 2026-03-23 | 4 | BRADLEY WILLIAM PATRICK III — EVP, CFO and Treasurer | Sale (S): 2,000 @ $21.56 | EDGAR |
| 2025-07-29 | 4 | BRADLEY WILLIAM PATRICK III — EVP, CFO and Treasurer | Purchase (P): 2,000 @ $24.79 | EDGAR |
| 2023-12-12 | 4 | MCDANIEL CONNIE D — Director | Purchase (P): 2,925 @ $17.10 | EDGAR |
| 2023-06-30 | 4 | BURKE DONALD C — Director | Purchase (P): 831.54 @ $18.04 | EDGAR |
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