NCZ · Insider Trading

Virtus Convertible & Income Fund II

Every open-market purchase and sale reported by NCZ 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
20
most recent
Open-Market Buys
14
code P
Sales
2
code S
Reporting Insiders
1
current holders
NCZ — Recent Form 4 Transactions (latest 2026-08-20)
FiledInsiderRole TypeSharesValue
2026-08-20 Connie D McDaniel Director Buy +382 +$6.00K
2025-06-18 Connie D McDaniel Director Buy +422 +$5.19K
2022-11-08 UBS Group AG 10%+ Owner J −5,636 —
2022-03-29 Brian T Zino Director Buy +3,000 +$12.84K
2022-03-04 Deborah A DeCotis Director Buy +1,134 +$5.01K
2021-12-22 George R Aylward President and CEO Buy +10,049 +$50.00K
2021-10-05 James S Macleod Director Buy +19,798 +$102.48K
2021-04-29 F Ford Drummond Director Buy +1,938 +$9.98K
2021-04-28 Alan Rappaport Director Buy +1,000 +$5.15K
2019-08-23 Sarah E Cogan Director Buy +2,000 +$10.10K
2019-06-19 UBS Group AG 10%+ Owner Sell −33 −$821
2017-12-22 James S Macleod Director Buy +1,000 +$6.20K
2017-07-10 Alan Rappaport Director Buy +1,000 +$6.25K
2014-10-27 UBS AG 10%+ Owner J +2 —
2011-03-18 MERRILL LYNCH, PIERCE, FENNER & SMITH INC. 10%+ Owner MIXED — +$4.29K
2010-09-10 UBS AG 10%+ Owner J — —
2008-03-20 William Stickney — Buy +5,000 +$54.83K
2008-03-18 Matthew E John — Buy +500 +$5.66K
2007-11-16 Brent R Harris — Buy +14,500 +$187.23K
2007-05-29 Global Investors Of America L P Allianz — Sell −10,444 −$166.80K
NCZ — Current Insider Holders
InsiderRole Shares HeldValue
Connie D McDaniel Director 804 $11.26K
NCZ Insider Trading FAQ
Who are the insiders at NCZ?
1 officers, directors and 10%+ beneficial owners currently report holdings in NCZ via SEC Form 4.
Are NCZ insiders buying or selling?
Across the 20 most recent Form 4 filings for NCZ, 14 were open-market purchases (code P) and 2 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is NCZ insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent NCZ filing is dated 2026-08-20.
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 NCZ quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.