ACV

Virtus Diversified Income & Convertible Fund

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Insider activity for last month from 08/03 to 09/03. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.

Latest filingAug 26, 2026Most recent Form 4
Total buying$595k1 buys
Total selling$28.6M1 sells
Net open-market-$28.1M2 insiders
Open-market mix
Buy vs sell distribution by transaction count
2 transactions
1 buys50%·50%1 sells

Insider activity report

Monthly open-market purchase and sale counts
Buys Sells
530-3-5transactionsAug 2026 buys: 1 transactions · $595k1Aug 2026 sells: 1 transactions · $28.6M1AugSep

Transaction codes

By Form 4 transaction code in selected period
3transactions
  • D · Issuer dispositions · dominant1 · 33%
  • P · Open-market buys1 · 33%
  • S · Open-market sells1 · 33%

Activity by reported role

A joint filing can contribute to multiple roles
3transactions
  • PM · dominant2 · 67%
  • Director1 · 33%

Distinct insiders active

Reporting-owner CIKs by month · peak Aug 2026 (2)
Aug 2026Sep 2026
2distinct insiders in 2 months

Reported Holdings After

Separated by insider, security, and ownership type
Kass JustinVirtus Diversified Income & Convertible Fund · Direct
00Aug 10, 2026 · 0 shares owned afterAug 10, 2026 · 0 shares owned afterAug 10, 2026Aug 10, 2026
0Aug 10, 2026
Mcdaniel Connie DCommon Stock · Direct
458458Aug 18, 2026 · 458 shares owned afterAug 18, 2026Aug 18, 2026
458Aug 18, 2026

These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.

Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells red
0 active days
Aug 03Sep 03
LessMore

Filing detail checks

Secondary metrics for the selected period
Largest buy$595k
Largest sale$28.6M
10b5-1 detected0
Amended rows1

Filing-only signals

Deterministic matches in the selected period

ACV transaction history

Filters apply within this company and selected period by default
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TickerInsiderRoleTypeSharesValueCodeSignals90d returnFiledTrans date

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Virtus Diversified Income & Convertible Fund Insider Activity FAQ

SEC Form 4 context

Who recently reported transactions at Virtus Diversified Income & Convertible Fund?

KASS JUSTIN, MCDANIEL CONNIE D.

When was the latest reported open-market purchase?

Mcdaniel Connie D reported a buy on Aug 18, 2026 valued at $595k. Read the SEC filing.

When was the latest reported open-market sale?

Kass Justin reported a sale on Aug 10, 2026 valued at $28.6M. Read the SEC filing.

What is the recent purchase and sale balance?

Net open-market selling in the selected period was $281,017.15. Sales can occur for many non-investment reasons.

Where can I see the original SEC filing?

Every transaction row and latest-activity fact links to its original SEC filing.

What do these Form 4 transaction codes mean?

P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.