Reporting owner · CIK 0001240810
Kass Justin
SEC Form 4 history across 2 companies, 4 transactions and 4 filings.
PMVirtus Artificial Intelligence Technology Opportunities Fund
Open-market transaction mix0% buys0 buys · 2 sales
Available history · Aug 10, 2026 – Aug 10, 2026
Latest insider transactions
Form 4 filings from available history.| Company | Insider | Activity | Disclosed value | Filed (ET) |
|---|---|---|---|---|
AIOVirtus Artificial Intelligence Technology Opportunities Fund | Kass JustinPM | S · saleAmended filingSEC filing ↗ | -$774kView disclosure → | |
ACVVirtus Diversified Income Convertible Fund | Kass JustinPM | S · saleAmended filingSEC filing ↗ | -$286kView disclosure → | |
ACVVirtus Diversified Income Convertible Fund | Kass JustinPM | D · returnSEC filing ↗ | -$286kView disclosure → | |
AIOVirtus Artificial Intelligence Technology Opportunities Fund | Kass JustinPM | D · returnSEC filing ↗ | -$774kView disclosure → |
Latest Form 4 facts
Quick context from source filings
Latest open-market transaction
sale at Virtus Artificial Intelligence Technology Opportunities Fund on Aug 10, 2026 valued at $774,416.
Review SEC filingLatest buy
No open-market insider purchase is available.
Latest sale
sale at Virtus Artificial Intelligence Technology Opportunities Fund on Aug 10, 2026 valued at $774,416.
Review SEC filingMonthly open-market activity
Last 1 reported months · purchases and sales
View exact monthly values
| Month | Purchases | Sales | Buy value | Sale value | Net value |
|---|---|---|---|---|---|
| Aug 2026 | 0 | 2 | $0.00 | $1,061,389.45 | -$1,061,389.45 |
Net value is disclosed purchases minus sales, not profit. A dash means the value is unavailable.
Ownership and transaction size
Ownership and ticket size
Average P/S size$530.7K
Median P/S size$530.7K
Direct4
Indirect0
Aug 10, 2026sale
Filing-only signals
Deterministic matches in this insider's history
Associated companies
Companies in the disclosed reporting history
Open-market buy performance
90-day forward return on this insider's open-market purchases
No open-market purchases in available history
A 90-day purchase return requires an open-market buy. No eligible purchases are recorded in this history.
Disclosed ownership
How reported shareholdings evolved
Non-derivative shares held after reported transactions—not stock prices or a complete portfolio.
2 observations · Aug 10, 2026 – Aug 10, 2026. Window ends at the latest available report, not today.
Selected observation · Aug 10, 20260 shares reportedAmended filing
Inspect transaction View exact observations and source transactions
| Transaction date | Shares held after | Filed | Source |
|---|---|---|---|
| Aug 10, 2026 | 0 | Aug 18, 2026 | View transaction |
| Aug 10, 2026 | 0 | Aug 26, 2026 | Amended transaction |
Securities and direct/indirect ownership contexts are kept separate and never summed. Joint filings may associate the same disclosed row with multiple owners. Unknown values are omitted, not treated as zero. Lines connect observations for readability; they do not establish holdings between filings, cost basis, or current ownership. Amendments and stock splits require reviewing the source.
Kass Justin Insider Activity FAQ
SEC Form 4 context
Who is Kass Justin?
Kass Justin is a reporting owner in SEC Form 4 filings with reporting owner CIK 0001240810.
Which companies has Kass Justin reported transactions for?
Virtus Artificial Intelligence Technology Opportunities Fund, Virtus Diversified Income Convertible Fund
When was Kass Justin's latest insider buy?
No open-market insider purchase is available for this period.
When was Kass Justin's latest insider sale?
sale at Virtus Artificial Intelligence Technology Opportunities Fund on Aug 10, 2026 valued at $774,416.
Where can I see the original SEC filings?
Each transaction row links directly to the source SEC filing so the reported Form 4 details can be reviewed.
Are performance metrics included?
The profile shows average and median 90-day stock returns after open-market purchases when price coverage is available. These are unadjusted stock returns, not realized trading gains. Win rates, benchmark-adjusted returns and conviction scores are not calculated.