ZTR (Virtus Total Return Fund Inc.)
Insider Trading Activity
Every open-market purchase and sale reported by ZTR 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.
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2024-05-22 | WILLIAM PATRICK BRADLEY III | EVP, CFO and Treasurer | Buy | — | — |
| 2023-10-26 | WILLIAM PATRICK BRADLEY III | EVP, CFO and Treasurer | Buy | — | — |
| 2023-09-20 | STEVEN GLENN WITTWER | — | Buy | — | — |
| 2022-10-03 | WILLIAM PATRICK BRADLEY III | EVP, CFO and Treasurer | Buy | — | — |
| 2022-09-23 | Philip R McLoughlin | Director | Buy | — | — |
| 2022-09-23 | F Ford Drummond | Director | Buy | — | — |
| 2022-09-23 | DONALD C BURKE | Director | Buy | — | — |
| 2022-09-23 | GERALDINE M MCNAMARA | Director | Buy | — | — |
| 2022-09-23 | JOHN R MALLIN | Director | Buy | — | — |
| 2022-03-28 | CONNIE D MCDANIEL | Director | Buy | — | — |
| 2022-01-14 | Sarah E Cogan | Director | Buy | — | — |
| 2020-04-02 | R KEITH WALTON | Director | Buy | — | — |
| 2020-03-24 | JOHN R MALLIN | Director | Buy | — | — |
| 2020-03-11 | JOHN R MALLIN | Director | A | — | — |
| 2019-07-10 | Philip R McLoughlin | Director | Buy | — | — |
| 2019-01-17 | BRIAN T ZINO | Director | Buy | — | — |
| 2017-12-19 | BRIAN T ZINO | Director | Buy | — | — |
| 2017-03-07 | Willliam R Moyer | Director | Buy | — | — |
| 2017-01-11 | JAMES M OATES | Director | Buy | — | — |
| 2015-11-23 | William H Wright II | Director | Sell | — | — |
| 2015-10-13 | DAVID DICKERSON | SVP & PM of the Adviser | Buy | — | — |
| 2015-04-15 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2015-04-08 | BRIAN T ZINO | Director | Buy | — | — |
| 2015-03-24 | DAVID DICKERSON | SVP & PM of the Adviser | Buy | — | — |
| 2014-10-29 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2014-10-20 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-12-20 | DAVID DICKERSON | SVP & PM of the Adviser | Buy | — | — |
| 2013-12-17 | WILLIAM PATRICK BRADLEY III | VP, CFO & Treasurer | Sell | — | — |
| 2013-08-22 | William H Wright II | Director | Buy | — | — |
| 2013-08-12 | WENDY W LUSCOMBE | Director | Buy | — | — |
| 2013-07-08 | JAMES B ROGERS JR | Director | Buy | — | — |
| 2013-07-08 | WENDY W LUSCOMBE | Director | Buy | — | — |
| 2013-06-26 | JAMES B ROGERS JR | Director | Buy | — | — |
| 2013-05-31 | GEORGE R AYLWARD | President & CEO | Buy | — | — |
| 2013-05-02 | DAVID DICKERSON | SVP & PM of the Adviser | Buy | — | — |
| 2013-04-30 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-04-15 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-04-11 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-04-10 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-04-05 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2013-04-05 | Carlton Neel | SVP & Portfolio Manager | Buy | — | — |
| 2012-12-17 | DAVID DICKERSON | Portfolio Manager & SVP | Buy | — | — |
| 2011-05-19 | Marc Baltuch | VP & CCO | Buy | — | — |
| 2011-05-18 | DAVID DICKERSON | Senior VP | Buy | — | — |
| 2011-01-24 | ALDEN OLSON | Director | J | — | — |
| 2011-01-24 | Carlton Neel | Executive VP | J | — | — |
| 2011-01-20 | Marc Baltuch | VP & CCO | J | — | — |
| 2011-01-19 | ALDEN OLSON | Director | J | — | — |
| 2011-01-19 | Carlton Neel | Executive VP | J | — | — |
| 2011-01-19 | Marc Baltuch | VP & CCO | J | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | SVP & Portfolio Manager | 76,578 | — |
| — | — | 53,309 | — |
| — | SVP & PM of the Adviser | 29,681 | — |
| — | Director | 13,914 | — |
| — | Director | 12,500 | — |
| — | Director | 11,100 | — |
| — | EVP, CFO and Treasurer | 9,043 | — |
| — | — | 6,000 | — |
| — | Director | 4,000 | — |
| — | VP & CCO | 4,000 | — |
| — | Director | 3,019 | — |
| — | Director | 3,000 | — |
| — | Director | 3,000 | — |
| — | Director | 2,920 | — |
| — | Director | 2,884 | — |
| — | Director | 2,667 | — |
| — | Director | 2,471 | — |
| — | Director | 2,200 | — |
| — | Director | 1,492 | — |
| — | President & CEO | 1,027 | — |
| — | Director | 804 | — |
| — | Director | 667 | — |
| — | Director | 6 | — |
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 ZTR quote page; the site-wide leaderboard is on the insider transactions hub.