AIO Insider Trading Activity and SEC Form 4 Filings
AIO insider trading summary
Over the past 12 months, insiders at Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) reported 7 sales worth $1.4M by 4 insiders and no open-market purchases on SEC Form 4. Net insider selling was $1.4M.
Latest AIO insider buys and sells
| Date | Insider | Role | Type | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Justin Kass | Insider | Sell | $774K (29,481.584 @ $26.27) |
| Aug 10, 2026 | Stephen B Jue | Insider | Sell | $123K (4,682 @ $26.25) |
| Aug 10, 2026 | James C. K. Chen | Insider | Sell | $101K (3,853.259 @ $26.12) |
| Aug 10, 2026 | James C. K. Chen | Insider | Sell | $7K (250 @ $26.20) |
| Aug 10, 2026 | Stephen B Jue | Insider | Sell | $140K (5,318 @ $26.36) |
| Aug 10, 2026 | James C. K. Chen | Insider | Sell | $193K (7,382 @ $26.16) |
| Mar 20, 2026 | William Patrick Bradley III | EVP, CFO and Treasurer | Sell | $43K (2,000 @ $21.56) |
| Jul 29, 2025 | William Patrick Bradley III | EVP, CFO and Treasurer | Buy | $50K (2,000 @ $24.79) |
| Dec 11, 2023 | Connie D McDaniel | Director | Buy | $50K (2,925 @ $17.10) |
| Jun 28, 2023 | Donald C Burke | Director | Buy | $15K (831.541 @ $18.04) |
Source: SEC Form 4 filings. Open-market purchases (code P) and sales (code S) only; option exercises, grants and gifts are excluded.