Virtus Equity & Convertible Income Fund
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.
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale countsTransaction codes
By Form 4 transaction code in selected period- 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- PM · dominant2 · 67%
- Director1 · 33%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (2)Reported Holdings After
Separated by insider, security, and ownership typeThese 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 redTop insiders
By absolute net value across the selected period- YM-$119.6k
- MD+$6.5k
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
NIE 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NIE | MCDANIEL CONNIE D | DIR | buy | 245 | $646k | P | +0.5% | 08/24 | 08/20 | |
| NIE | YEE MICHAEL | PM | return | 4.50k | -$11.9M | D | −3.7% | 08/17 | 08/10 |
Virtus Equity & Convertible Income Fund Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at Virtus Equity & Convertible Income Fund?
YEE MICHAEL, MCDANIEL CONNIE D.
When was the latest reported open-market purchase?
Mcdaniel Connie D reported a buy on Aug 20, 2026 valued at $646k. Read the SEC filing.
When was the latest reported open-market sale?
Yee Michael 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 $115,806.74. 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.