Transaction · 0001785237-26-000006

Chen James C. K.

Chen James C. K., PM, reported a transaction classified as return at Virtus Artificial Intelligence Technology Opportunities Fund involving 7382.000000 shares for an estimated $193078.42. Reported holdings after the transaction were 250.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

returnSEC transaction code DPM
AIOVirtus Artificial Intelligence Technology Opportunities Fund
Trade date
Aug 10, 2026
Filing date
Aug 18, 2026
View on SEC Insider profile
Estimated value-$193kShares × reported price
Shares traded7.38k$26.16 per share
Holdings after250Direct
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Calculated only for code-P purchases and code-S sales.

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
1 warning
delayed filingThe filing was reported 8 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 +1.5%1w ago -3.7%1d ago -0.9%
Returns since7d -2.8%30d -2.5%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
return
Code D
Identifier
0001785237-26-000006
Virtus Artificial Intelligence Opportunities Fund
Transaction date
Aug 10, 2026
Filed Aug 18, 2026, 01:10 PM · 8d delay
Shares
7,382 sh
$26.16 per share
Estimated value
-$193k
Computed from shares × price
Holdings after
250 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

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

0 points

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

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

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

    reporting_delay_days = 8

    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.

Original filing · 0001785237-26-000006
Related transactions

0 other transactions

Same SEC filing
Recent company activity

0 recent txs

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