AIO · Insider Trading

Virtus Artificial Intelligence & Technology Opportunities Fund

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Every open-market purchase and sale reported by AIO officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings

most recent

Open-Market Buys

code P

Sales

code S

Reporting Insiders

current holders

AIO — Recent Form 4 Transactions (latest 2026-08-26)

Filed	Insider	Role	Type	Shares	Value
2026-08-26	Justin Kass	—	Sell	−29,481	−$774.42K
2026-08-26	Stephen B Jue	—	Sell	−10,000	−$263.09K
2026-08-26	James C. K. Chen	—	Sell	−11,485	−$300.28K
2026-08-18	Justin Kass	—	D	−29,481	−$774.42K
2026-08-18	James C. K. Chen	—	D	−11,485	−$300.28K
2026-08-17	Stephen B Jue	—	D	−10,000	−$263.09K
2026-03-23	William Patrick Bradley III	EVP, CFO and Treasurer	Sell	−2,000	−$43.12K
2025-07-29	William Patrick Bradley III	EVP, CFO and Treasurer	Buy	+2,000	+$49.58K
2023-12-12	Connie D McDaniel	Director	Buy	+2,925	+$50.02K
2023-06-30	Donald C Burke	Director	Buy	+831	+$15.00K
2022-03-04	Deborah A DeCotis	Director	Buy	+1,117	+$24.43K
2022-03-01	Philip R McLoughlin	Director	Buy	+500	+$10.80K
2022-01-14	Sarah E Cogan	Director	Buy	+1,000	+$25.37K
2021-12-22	George R Aylward	President and CEO	Buy	+3,685	+$100.01K
2021-10-05	James S Macleod	Director	Buy	+2,050	+$55.00K
2021-04-29	F Ford Drummond	Director	Buy	+360	+$10.01K
2021-04-28	Alan Rappaport	Director	Buy	+1,500	+$41.64K

AIO — Current Insider Holders

Insider	Role	Shares Held	Value
James C. K. Chen	—	7,632	$179.96K
Stephen B Jue	—	4,682	$110.40K

AIO Insider Trading FAQ

Who are the insiders at AIO?

2 officers, directors and 10%+ beneficial owners currently report holdings in AIO via SEC Form 4.

Are AIO insiders buying or selling?

Across the 17 most recent Form 4 filings for AIO, 10 were open-market purchases (code P) and 4 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.

How current is AIO insider data?

Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent AIO filing is dated 2026-08-26.

How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the AIO quote page; the site-wide leaderboard is on the insider transactions hub.