AIO insider buying and SEC filings, explained

Virtus Artificial Intelligence & Technology Opportunities Fund · CIK 1778114

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Company profile

Exchanges: NYSE
State of incorporation: MA
Fiscal year end: Jan 31
Former names: Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund; AllianzGI Artificial Intelligence & Technology Opportunities Fund; AllianzGI Artificial Intelligence Opportunities Fund

Bought

Insiders who bought

Sold (not marked 10b5-1)

$1.4M

Planned sales (10b5-1)

Traded	Type	What was filed	Source
Aug 10, 2026	Sale Amended filing	Stephen B Jue (Pm) sold 10,000 shares at about $26.31 ($263K). Holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Aug 17.	SEC filing Filed Aug 26, 2026
Aug 10, 2026	Sale Amended filing	James C. K. Chen (Pm) sold 11,485 shares at about $26.15 ($300K). Holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Aug 18.	SEC filing Filed Aug 26, 2026
Aug 10, 2026	Sale Amended filing	Justin Kass (Pm) sold 29,482 shares at $26.27 ($774K). Holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Aug 18.	SEC filing Filed Aug 26, 2026
Mar 20, 2026	Sale	William Patrick Bradley III (CFO) sold 2,000 shares at $21.56 ($43K). Holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade.	SEC filing Filed Mar 23, 2026

3 routine transactions (such as grants, option exercises or tax withholding) are not listed.

No cluster buys in the last 12 months.

No red flags in the last 12 months.

No key events in the last 12 months.

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

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