Transaction · 0001785237-26-000007

Chen James C. K.

Chen James C. K., PM, reported an open-market or private sale at Virtus Artificial Intelligence Technology Opportunities Fund involving 3853.258900 shares for an estimated $100650.21. Reported holdings after the transaction were 7632.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market sellSEC transaction code SPM
AIOVirtus Artificial Intelligence Technology Opportunities Fund
Trade date
Aug 10, 2026
Filing date
Aug 26, 2026
View on SEC Insider profile
Estimated value-$100kShares × reported price
Shares traded3.85k$26.12 per share
Holdings after7.63kDirect
% of reported position traded33.55%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 11,485.2589 shares.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Filing warnings

Notes recorded with this filing
2 warnings
amended filingThis transaction comes from an amended Form 4 filing.
delayed filingThe filing was reported 16 calendar days after the transaction date.

AIO price since this filing

Daily closing prices, with the filing date and available return windows
AIO · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago +3.4%1w ago -1.9%1d ago +0.9%
Returns since7d -0.7%30d -4.7%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001785237-26-000007
Virtus Artificial Intelligence Opportunities Fund
Transaction date
Aug 10, 2026
Filed Aug 26, 2026, 07:13 PM · 16d delay
Shares
3,853.2589 sh
$26.12 per share
Estimated value
-$100k
Computed from shares × price
Holdings after
7,632 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Amended Filing Cluster Selling Delayed Filing Direct Ownership Large Holdings Reduction
Filing-only score

-6 points

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • amended_filing-6 points

    is_amendment = true

    Amended filing: the original transaction may have been restated.
  • delayed_filing-6 points

    reporting_delay_days = 16

    Filing delay exceeds the configured threshold.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector No10% NoOther Yes
Footnotes & amended

No footnotes recorded.

Amended filing · 0001785237-26-000007
Related transactions

0 other transactions

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0 recent txs

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