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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Connie D McDaniel | Director | 804 | $11.26K |
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.