| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
3 companies
Kass Justin is a Portfolio Manager at Virtus Artificial Intelligence & Technology Opportunities Fund with holdings across 3 companies. Recent SEC Form 4 filings include 13 buys and 5 sells.
Estimated insider holdings value: $653K based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Mar 12, 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Portfolio Manager | Buy | 5,000 | $14.03 | $70,125.00 | +50.0% | |
| Mar 6, 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Portfolio Manager | Buy | 5,000 | $18.25 | $91,226.06 | +12.1% | |
| Feb 27, 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Portfolio Manager | Buy | 3,500 | $21.05 | $73,662.75 | New | |
| Jul 15, 2019 | ACV Virtus Diversified Income & Convertible Fund | Portfolio Manager | Sell | 16,700 | $23.69 | $395,543.20 | -56.7% | |
| Jun 27, 2017 | NCV Virtus Convertible & Income Fund | Portfolio Manager | Sell | 12,656 | $6.98 | $88,345.42 | -38.7% | |
| Jan 20, 2016 | ACV Virtus Diversified Income & Convertible Fund | Portfolio Manager | Buy | 1,700 | $14.57 | $24,774.10 | +9.3% | |
| Jan 14, 2016 | ACV Virtus Diversified Income & Convertible Fund | Portfolio Manager | Buy | 4,000 | $16.36 | $65,420.00 | +13.0% | |
| Jan 7, 2016 | ACV Virtus Diversified Income & Convertible Fund | Portfolio Manager | Buy | 11,000 | $17.78 | $195,575.60 | +326.0% | |
| Sep 4, 2015 | ACV Virtus Diversified Income & Convertible Fund | Portfolio Manager | Buy | 1,470 | $18.30 | $26,900.85 | +82.4% | |
| Sep 4, 2015 | NCV Virtus Convertible & Income Fund | Portfolio Manager | Buy | 3,000 | $6.46 | $19,368.00 | +41.9% |