Latest filingAug 26, 2026Most recent Form 4
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
NYSEOtherOther
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.
Total buying$00 buys
Total selling$133M6 sells
Net open-market-$133M3 insiders
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale counts Buys Sells
Transaction codes
By Form 4 transaction code in selected period12transactions
- D · Issuer dispositions · dominant6 · 50%
- S · Open-market sells6 · 50%
Activity by reported role
A joint filing can contribute to multiple roles12transactions
- PM · dominant12 · 100%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (3)Aug 2026Sep 2026
Reported Holdings After
Separated by insider, security, and ownership typeChen James C. K.Virtus Artificial Intelligence Opportunities Fund · Direct
7,632Aug 10, 2026
Jue Stephen BVirtus Artificial Intelligence Opportunities Fund · Direct
4,682Aug 10, 2026
Kass JustinVirtus Artificial Intelligence Opportunities Fund · Direct
0Aug 10, 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 redAug 03 → Sep 03
LessMore
Top insiders
By absolute net value across the selected period- KJ-$774.4k
- CK-$300.3k
- JB-$263.1k
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
AIO transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| AIO | KASS JUSTIN | PM | return | 29.4k | -$77.4M | D | −2.5% | 08/18 | 08/10 | |
| AIO | Chen James C. K. | PM | return | 250 | -$655k | D | −2.5% | 08/18 | 08/10 | |
| AIO | Chen James C. K. | PM | return | 7.38k | -$19.3M | D | −2.5% | 08/18 | 08/10 | |
| AIO | Chen James C. K. | PM | return | 3.85k | -$10.0M | D | −2.5% | 08/18 | 08/10 | |
| AIO | Jue Stephen B | PM | return | 4.68k | -$12.2M | D | −4.3% | 08/17 | 08/10 | |
| AIO | Jue Stephen B | PM | return | 5.31k | -$14.0M | D | −4.3% | 08/17 | 08/10 |
Virtus Artificial Intelligence & Technology Opportunities Fund Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at Virtus Artificial Intelligence & Technology Opportunities Fund?
Jue Stephen B, Chen James C. K., KASS JUSTIN.
When was the latest reported open-market purchase?
No code-P purchase is available for this period.
When was the latest reported open-market sale?
Jue Stephen B reported a sale on Aug 10, 2026 valued at $12.2M. Read the SEC filing.
What is the recent purchase and sale balance?
Net open-market selling in the selected period was $1,337,787.59. 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.