Transaction · 0001240807-26-000004

YEE MICHAEL

YEE MICHAEL, PM, reported a transaction classified as return at Virtus Equity & Convertible Income Fund involving 4505.168000 shares for an estimated $119612.21. Reported holdings after the transaction were 0.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

returnSEC transaction code DPM
NIEVirtus Equity & Convertible Income Fund
Filing timeAug 17
Trade dateAug 10, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$26.78
Pre-filing
1mo ago -0.1%1w ago -2.6%1d ago -1.4%
Returns since
7d -3.5%30d -3.7%90d -3.7%180d -3.7%1y -3.7%

NIE price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
NIE since 2026-08-17Filed 17 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
return
Code D
Identifier
0001240807-26-000004
Virtus Equity & Convertible Income Fund
Transaction date
Aug 10, 2026
Filed Aug 17, 2026, 02:25 PM · 7d delay
Shares
4.50k sh
$2.65k per share
Estimated value
-$11.9M
Computed from shares × price
Holdings after
0 sh
Direct

Filing warnings

Notes recorded with this filing
1 warning
delayed filingThe filing was reported 7 calendar days after the transaction date.

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Delayed Filing Direct Ownership
0score
Filing-only score

0

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.

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 · 0001240807-26-000004
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

NIE