KASS JUSTIN
SEC insider (Form 3/4/5 filer). CIK 0001240810. Insider at Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and 1 other issuer. 4 reported Form 4/5 transactions since Sep 2024; latest on Aug 10, 2026. Located in SAN DIEGO, CA.
Companies KASS JUSTIN has filed insider reports for
- Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
- Virtus Diversified Income & Convertible Fund (ACV)
KASS JUSTIN
CIK: 0001240810
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (4 total)
- Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
SaleDirect29.5K shares at avg. $26.27$774K - Aug 10, 2026ACV
Virtus Diversified Income & Convertible Fund
SaleDirect10.5K shares at avg. $27.37$287K - Aug 10, 2026ACV
Virtus Diversified Income & Convertible Fund
DispositionDirect10.5K shares at avg. $27.37$287K - Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
DispositionDirect29.5K shares at avg. $26.27$774K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 10, 2026 |  AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Sale | 29,482 | $26.27 | $774,416 | Direct |
| Aug 10, 2026 |  ACV Virtus Diversified Income & Convertible Fund | Sale | 10,484 | $27.37 | $286,973 | Direct |
| Aug 10, 2026 | ACV Virtus Diversified Income & Convertible Fund | Disposition | 10,484 | $27.37 | $286,973 | Direct |
| Aug 10, 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Disposition | 29,482 | $26.27 | $774,416 | Direct |
1-4 of 4 transactions