Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trading
Directors, officers and holders of more than 10% of AIO report their trades in its stock on SEC Form 4, within two business days. Each row below is one Form 4 transaction line. The one-letter code says what kind of transaction it was: only P (purchase) and S (sale) are open-market or private trades; awards, option exercises, tax withholding and gifts carry other codes.
Recent Form 4 transactions
The 14 most recent of 14 transactions on file: 1 with code P, 7 with code S and 6 with other codes.
| Date | Insider | Title | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Jue Stephen B | Not stated | D Disposition | 4,682 | $26.25 | $122,903 |
| Aug 10, 2026 | KASS JUSTIN | Not stated | D Disposition | 29,482 | $26.27 | $774,416 |
| Aug 10, 2026 | Jue Stephen B | Not stated | D Disposition | 5,318 | $26.36 | $140,189 |
| Aug 10, 2026 | Chen James C. K. | Not stated | D Disposition | 3,853 | $26.12 | $100,650 |
| Aug 10, 2026 | Chen James C. K. | Not stated | D Disposition | 7,382 | $26.16 | $193,078 |
| Aug 10, 2026 | Chen James C. K. | Not stated | D Disposition | 250 | $26.20 | $6,551 |
| Aug 10, 2026 | Chen James C. K. | Not stated | S Sale | 3,853 | $26.12 | $100,650 |
| Aug 10, 2026 | Chen James C. K. | Not stated | S Sale | 7,382 | $26.16 | $193,078 |
| Aug 10, 2026 | Chen James C. K. | Not stated | S Sale | 250 | $26.20 | $6,551 |
| Aug 10, 2026 | KASS JUSTIN | Not stated | S Sale | 29,482 | $26.27 | $774,416 |
| Aug 10, 2026 | Jue Stephen B | Not stated | S Sale | 5,318 | $26.36 | $140,189 |
| Aug 10, 2026 | Jue Stephen B | Not stated | S Sale | 4,682 | $26.25 | $122,903 |
| Mar 20, 2026 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | S Sale | 2,000 | $21.56 | $43,120 |
| Jul 29, 2025 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | P Purchase | 2,000 | $24.79 | $49,580 |
Questions about this data
Which insider transactions are open-market trades?
Code P (open market or private purchase) and code S (open market or private sale). Code F is shares withheld to pay tax on vesting stock, A is an award from the company, M and X are option exercises and G is a gift. None of those is the insider choosing to buy or sell in the market.
How quickly are insider trades reported?
A Form 4 is due before the end of the second business day after the trade. The date shown is the transaction date from the form.
Who has to file Form 4?
Officers, directors and beneficial owners of more than 10% of a class of the company’s registered equity, under Section 16 of the Securities Exchange Act.
Look up any code in the Form 4 transaction code reference, or read Form 4 codes explained.