Skip to content
Whale Atlas — Follow the signal.
Home
FULL RECORDS
Search insider filingsAll Congress filings
MORE TOOLS
WatchlistGold IntelligencePeopleCharts & technicalsCompany financialsOfficial newsMy saved workspace
YOUR RESEARCH
HomeSearch insider filingsAll Congress filings
More research tools
ExploreGold IntelligencePeopleInvestigate an ideaCharts & technicalsMore evidenceCompany financialsOfficial newsMy research & helpWatchlistMy saved workspaceLearn the basicsHow signals workData & coverage
RESOURCES
LearnMethodologyData sources
Built on public evidence.

Primary sources. Clear reasoning.
No black boxes.

Our approach
Public research workspacev1.0

Loading data…Scanning SEC filings…Checking Congress reports…Following the signal…

HomeSearchCongressWatchlist
© 2026 Whale AtlasFree public-filing research. Not financial advice. By using this site you agree to the Terms of Use.
FAQCompare trackersMethodologyData & correctionsTermsPrivacy
Back to Home
A

AIO

NYSE

Virtus Artificial Intelligence & Technology Opportunities Fund

Latest disclosureAugust 26, 2026
Insider score Why 0?
0/ 100
Qualifying buys · 30d
$0

0 purchases · 6 sales

Price by TradingViewDelayed quote from TradingView, for viewing only. It does not power Whale Atlas scores or alerts. If the quote does not load, open the TradingView link.

Insider transactions 12

Limited filing history
All12Buying0Selling6Other6
Filters

Last 30 daysNo qualifying insider buying. No qualifying insider sales.

6 of 12 trades · August 10, 2026 – August 10, 2026Incomplete history: this shows the filings imported so far, not every filing ever made. Dates are trade dates. Filters affect this table only.
Other activity disclosed

Justin Kass

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$774.42K
Reported price
$26.2678 / share
Traded August 10, 2026Filed August 18, 2026SEC filing
Other activity disclosed

James C. K. Chen

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$100.65K
Reported price
$26.1208 / share
Traded August 10, 2026Filed August 18, 2026SEC filing
Other activity disclosed

James C. K. Chen

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$193.08K
Reported price
$26.1553 / share
Traded August 10, 2026Filed August 18, 2026SEC filing
Other activity disclosed

James C. K. Chen

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$6.55K
Reported price
$26.205 / share
Traded August 10, 2026Filed August 18, 2026SEC filing
Other activity disclosed

Stephen B. Jue

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$140.19K
Reported price
$26.3612 / share
Traded August 10, 2026Filed August 17, 2026SEC filing
Other activity disclosed

Stephen B. Jue

Other reporting owner

Virtus Artificial Intelligence Opportunities Fund

Value context
$122.9K
Reported price
$26.25 / share
Traded August 10, 2026Filed August 17, 2026SEC filing
Reporting insiderSecurity / transactionAmount / priceValueTraded / disclosedSource
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer29,482$26.27 / share$774.42KAug 10Filed Aug 18 · 8d laterSEC filing
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer3,853$26.12 / share$100.65KAug 10Filed Aug 18 · 8d laterSEC filing
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer7,382$26.16 / share$193.08KAug 10Filed Aug 18 · 8d laterSEC filing
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer250$26.21 / share$6.55KAug 10Filed Aug 18 · 8d laterSEC filing
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer5,318$26.36 / share$140.19KAug 10Filed Aug 17 · 7d laterSEC filing
Other reporting ownerVirtus Artificial Intelligence Opportunities FundDisposition to issuer4,682$26.25 / share$122.9KAug 10Filed Aug 17 · 7d laterSEC filing
Explore furtherTechnical lab Company financials Test a strategy Compare company

Why this buying score?

No qualifying common-equity purchases

No eligible common-equity purchase is public by this cutoff within 180 transaction-date days. Other instruments, exercises and routine activity do not contribute purchase points.

+0 pts

This score describes qualifying insider purchases at issuer level. Read the methodology

Sources and coverage

Source
SEC EDGAR · Form 4
Issuer CIK
0001778114
Latest public acceptance
Aug 26, 2026, 07:36 PM UTC
Score calculated
Oct 7, 2026, 12:10 AM UTC
Parser
form4-parser-1.5
Classifier
form4-classifier-1.1
Scoring methodology
insider-experimental-1.1
Availability
Public filing time, not trade date

Open a transaction's SEC filing for the primary evidence. A code P may describe an open-market or private purchase; classification is not proof of intent.

Insider activity can have many explanations. Signal Strength is not a probability of profit or a recommendation to trade.

Congress transactions 3

All Congress filings
Partial sale disclosed

Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) · Stock

The filing reports a partial sale for a joint account.

Kevin Hern official portraitKevin HernReporting House member
Reported amount
$15,001 – $50,000Reported range; exact amount not disclosed.
Trade date
September 14, 2026
Filed September 25, 2026 · 11d laterOriginal report
Sale disclosed

Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) · Stock

The filing reports a sale for a dependent.

Kevin Hern official portraitKevin HernReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
September 3, 2026
Filed September 25, 2026 · 22d laterOriginal report
Partial sale disclosed

Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) · Stock

The filing reports a partial sale for a joint account.

Kevin Hern official portraitKevin HernReporting House member
Reported amount
$15,001 – $50,000Reported range; exact amount not disclosed.
Trade date
August 31, 2026
Filed September 25, 2026 · 25d laterOriginal report
Limited filing history · Market-wide discovery does not establish complete company history. View coverage