Companies: 10,795·Total market cap: $144.5T
Virtus Artificial Intelligence & Technology Opportunities Fund

Virtus Artificial Intelligence & Technology Opportunities Fund

AIONYSEFinancial Services● Active
$26.45
+$0.18(+0.69%)
Market Cap$910912582
P/E Ratio
52W High$27.67
52W Low$20.91
Overview

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trading

Form 4 buy vs sell counts, ratio, and sentiment — switch this quarter or last 12 months; chart and transactions below.

SEC EDGAR · FMP · AIO · as of Jun 8, 2026

Activity summary

Buy transactions

3

P-Purchase only

Sell transactions

0

12 Months

Buy/Sell ratio

Buy/Sell (by trades)

Overall sentiment

BULLISH
↑ Buy 100%Active transactions only · RSU vesting excluded0% Sell ↓

Virtus Artificial Intelligence & Technology Opportunities Fund insiders have been net buyers of shares over the past 12 Months, which may signal confidence in the company's outlook.

Source: SEC EDGAR · Form 3 & 4 · via Financial Modeling Prep · Buy = P-Purchase only · Sell = S-Sale only

As of Jun 8, 2026

AIO insider buying and selling by quarter

AIO insider selling · AIO insider buying stocks · quarterly insider activity

Total insider buying (incl. awards)Total insider selling
6K3K0
2023 Q2
2023 Q4
2024 Q1
2025 Q3

Mobile shows last 4Q · Desktop shows full 8Q

Source: SEC EDGAR · Form 3 & 4 · via Financial Modeling Prep · last 8 quarters

As of Jun 8, 2026

Active insiders

Most active in past 12 months · AIO ceo insider trading

Showing all insiders · Click a card to filter the transactions table below

Aggregated from reportingName · top 5 by trade count (12M) · no extra API

Recent insider transactions

AIO executive sell shares · AIO board member insider trading · AIO insider trading SEC filing

Showing 37 most recent · Common Stock · Form 4 only

Scroll horizontally to see all columns

BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer

Sale

Date

Mar 20

Shares

2,000

Price

$21.56

Value

$43K

View Form 4 on SEC.gov

BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer

Purchase

Date

Jul 29

Shares

2,000

Price

$24.79

Value

$50K

View Form 4 on SEC.gov

MCDANIEL CONNIE D

Director

Purchase

Date

Dec 11

Shares

2,925

Price

$17.10

Value

$50K

View Form 4 on SEC.gov

BURKE DONALD C

Director

Purchase

Date

Jun 28

Shares

831.541

Price

$18.04

Value

$15K

View Form 4 on SEC.gov

DeCotis Deborah A

Director

Purchase

Date

Mar 3

Shares

1,117

Price

$21.87

Value

$24K

View Form 4 on SEC.gov

McLoughlin Philip R

Director

Purchase

Date

Feb 25

Shares

500

Price

$21.60

Value

$11K

View Form 4 on SEC.gov

Cogan Sarah E

Director

Purchase

Date

Jan 13

Shares

1,000

Price

$25.37

Value

$25K

View Form 4 on SEC.gov

AYLWARD GEORGE R

President and CEO · Director

Purchase

Date

Dec 21

Shares

3,685

Price

$27.14

Value

$100K

View Form 4 on SEC.gov

MACLEOD JAMES S

Director

Purchase

Date

Oct 1

Shares

2,050

Price

$26.83

Value

$55K

View Form 4 on SEC.gov

Drummond F Ford

Director

Purchase

Date

Apr 29

Shares

360

Price

$27.80

Value

$10K

View Form 4 on SEC.gov

Rappaport Alan

Director

Purchase

Date

Apr 27

Shares

1,500

Price

$27.76

Value

$42K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Jun 11

Shares

150

Price

$18.70

Value

$3K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Jun 11

Shares

200

Price

$18.81

Value

$4K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Jun 11

Shares

350

Price

$18.95

Value

$7K

View Form 4 on SEC.gov

Jue Stephen B

Purchase

Date

Mar 18

Shares

2,500

Price

$11.50

Value

$29K

View Form 4 on SEC.gov

Jue Stephen B

Purchase

Date

Mar 18

Shares

2,500

Price

$12.38

Value

$31K

View Form 4 on SEC.gov

KASS JUSTIN

Purchase

Date

Mar 12

Shares

5,000

Price

$14.03

Value

$70K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Mar 12

Shares

1,400

Price

$13.99

Value

$20K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Mar 12

Shares

100

Price

$14.00

Value

$1K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Mar 12

Shares

500

Price

$13.99

Value

$7K

View Form 4 on SEC.gov

Chen James C. K.

Purchase

Date

Mar 12

Shares

100

Price

$14.00

Value

$1K

View Form 4 on SEC.gov

Jue Stephen B

Purchase

Date

Mar 9

Shares

2,500

Price

$17.14

Value

$43K

View Form 4 on SEC.gov

KASS JUSTIN

Purchase

Date

Mar 6

Shares

400

Price

$18.11

Value

$7K

View Form 4 on SEC.gov

KASS JUSTIN

Purchase

Date

Mar 6

Shares

100

Price

$18.14

Value

$2K

View Form 4 on SEC.gov

KASS JUSTIN

Purchase

Date

Mar 6

Shares

194

Price

$18.15

Value

$4K

View Form 4 on SEC.gov

⚡ = value ≥ $1M · Award/Option price shows — · formType=4 · securityName=Common Stock · url → sec.gov/Archives/edgar

1 / 2

Source: SEC EDGAR · Form 4 filings · ⚡ = value ≥ $1M · Award/Option price shows —

About AIO insider trading

AIO insider trades

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) insider trading data is sourced from SEC Form 4 filings submitted by corporate insiders, including BRADLEY WILLIAM PATRICK III (EVP, CFO and Treasurer). Over the past 12 months, 1 insiders have filed transactions with the SEC. AIO insiders have been primarily buying, which may reflect pre-scheduled Rule 10b5-1 plan executions.

For Virtus Artificial Intelligence & Technology Opportunities Fund's institutional ownership breakdown and insider ownership percentage, see the Ownership tab → Ownership tab →

Buy/Sell signal logic
acquisitionOrDisposition field:
A = Acquisition (buy) · D = Disposition (sell)
RSU vesting (M-Exempt) excluded from sentiment
Form 4SEC filing required within 2 business days of any insider transaction
10b5-1Pre-scheduled trading plan that allows insiders to sell on autopilot
Open MktDirect purchase or sale on the open market (excludes awards, options)

Frequently asked questions

AIO insider trading · 5 questions

The insiders of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include executives and directors such as BRADLEY WILLIAM PATRICK III (EVP, CFO and Treasurer), among others. Over the past 12 months, 1 insiders have filed Form 4 transactions with the SEC. Insider transactions are required to be reported within 2 business days of the trade date.

AIO board member insider tradingwho are AIO insidersAIO insider rosterVirtus Artificial Intelligence & Technology Opportunities Fund executives insider activity

Source: FMP /stable/insider-trading/search · SEC EDGAR Form 3 & 4 · acquisitionOrDisposition A=Buy, D=Sell · RSU vesting (M-Exempt) excluded from sentiment bar · As of Jun 8, 2026