KASS JUSTIN — SEC Form 4 filings
SEC reporting owner CIK 1240810. 4 Form 4 filings on record with FilingPulse; latest filed 2026-08-26.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2026-08-18 to 2026-08-26. 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): 2 legs across 2 filings — 39,966 shares, $1,061,389 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 2.
- Largest priced transaction: sale of 29,482 shares @ $26.27 ($774,416) in Virtus Artificial Intelligence & Technology Opportunities Fund, filed 2026-08-26.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | — | 2 | — | 1 leg · 29,482 sh · $774,416 | 1 |
| Virtus Diversified Income & Convertible Fund (ACV) | — | 2 | — | 1 leg · 10,484 sh · $286,973 | 1 |
Form 4 filings — KASS JUSTIN
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-26 | 4/A | Virtus Diversified Income & Convertible Fund (ACV) | Sale (S): 10,484.07 @ $27.37 | EDGAR |
| 2026-08-26 | 4/A | Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | Sale (S): 29,481.58 @ $26.27 | EDGAR |
| 2026-08-18 | 4 | Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | Disposition to issuer (D): 29,481.58 @ $26.27 | EDGAR |
| 2026-08-18 | 4 | Virtus Diversified Income & Convertible Fund (ACV) | Disposition to issuer (D): 10,484.07 @ $27.37 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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