Chen James C. K. — SEC Form 4 filings

SEC reporting owner CIK 1785237. 2 Form 4 filings on record with FilingPulse; latest filed 2026-08-26.

Transaction summary — filings shown

Covers all 2 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.

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.

IssuerRole (as filed)FilingsPurchases (P)Sales (S)Other legs
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)23 legs · 11,485 sh · $300,2803

Form 4 filings — Chen James C. K.

FiledFormIssuerReported transactionsSource
2026-08-264/AVirtus Artificial Intelligence & Technology Opportunities Fund (AIO)Sale (S): 3,853.26 @ $26.12 · Sale (S): 7,382 @ $26.16 · Sale (S): 250 @ $26.20EDGAR
2026-08-184Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)Disposition to issuer (D): 3,853.26 @ $26.12 · Disposition to issuer (D): 7,382 @ $26.16 · Disposition to issuer (D): 250 @ $26.20EDGAR

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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