NIE

Virtus Equity & Convertible Income 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$646k1 buys
Total selling$12.2M1 sells
Net open-market-$11.5M2 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 · $646k1Aug 2026 sells: 1 transactions · $12.2M1AugSep

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
Yee MichaelVirtus Equity & Convertible Income 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
471471Aug 20, 2026 · 471 shares owned afterAug 20, 2026Aug 20, 2026
471Aug 20, 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
2 active days
Aug 03Sep 03
LessMore
Top insiders
By absolute net value across the selected period
2 insiders
  • YM
    Yee MichaelPM · rank 1 · 0 buys · 0 sells
    -$119.6klast 08/17/undefined
  • MD
    Mcdaniel Connie DDIR · rank 2 · 1 buys · 0 sells
    +$6.5klast 08/24/undefined
Recent filing activity
Most recent 2 transactions · color = transaction code
  • PBuy08/24
    NIE · Virtus Equity & Convertible Income Fund · Mcdaniel Connie D · DIR
    $646ktrade 08/20SEC
  • DIssuer disposition08/17
    NIE · Virtus Equity & Convertible Income Fund · Yee Michael · PM
    -$11.9Mtrade 08/10SEC

Filing detail checks

Secondary metrics for the selected period
Largest buy$646k
Largest sale$12.2M
10b5-1 detected0
Amended rows1

Filing-only signals

Deterministic matches in the selected period

NIE transaction history

Filters apply within this company and selected period by default
Reset
TickerInsiderRoleTypeSharesValueCodeSignals90d returnFiledTrans date
NIEMCDANIEL CONNIE D
DIR
buy245$646kP+0.5%08/2408/20
NIEYEE MICHAEL
PM
return4.50k-$11.9MD3.7%08/1708/10

Virtus Equity & Convertible Income Fund Insider Activity FAQ

SEC Form 4 context

Who 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.