Virtus AIO (NYSE: AIO) PM sells 10K shares around $26
Rhea-AI Filing Summary
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) insider Stephen B. Jue, identified as a PM, reported amended insider activity correcting the transaction code to a sale. On 2026-08-10, he conducted two open-market or private sales of fund shares totaling 10,000 shares at prices around $26.25–$26.36 per share, reported as direct ownership. Post-transaction share holdings are not stated in this amendment.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 10,000 shares
Net Sell
2 txns
Insider
Jue Stephen B
Role
Insider
Sold
10,000 shs ($263K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Virtus Artificial Intelligence Opportunities Fund | 5,318 | $26.3612 | $140K |
| Sale | Virtus Artificial Intelligence Opportunities Fund | 4,682 | $26.25 | $123K |
Holdings After Transaction:
Virtus Artificial Intelligence Opportunities Fund — 0 shares (Direct)
Key Figures
Shares sold (first transaction): 5,318 shares
Price per share (first transaction): $26.3612 per share
Shares sold (second transaction): 4,682 shares
+2 more
5 metrics
Shares sold (first transaction)
5,318 shares
Non-derivative sale on 2026-08-10
Price per share (first transaction)
$26.3612 per share
Sale of 5,318 shares on 2026-08-10
Shares sold (second transaction)
4,682 shares
Non-derivative sale on 2026-08-10
Price per share (second transaction)
$26.25 per share
Sale of 4,682 shares on 2026-08-10
Total shares sold
10,000 shares
Sum of two sales reported for 2026-08-10
Key Terms
open market or private transaction, direct ownership, Form 4/A
3 terms
open market or private transaction market
"transaction_code_description: Sale in open market or private transaction"
direct ownership financial
"ownership_type: direct, ownership_code: D"
Form 4/A regulatory
"INSIDER FILING DATA (Form 4/A)"
Form 4/A is an amended filing that corrects or updates an earlier Form 4, the mandatory report that insiders (like company executives, directors, or large shareholders) must file when their ownership stakes change. Think of it as an edited receipt showing who bought or sold stock and when; investors use it to track insider confidence, detect potential conflicts, and spot trading patterns that might signal future company prospects.
FAQ
What insider transactions did AIO PM Stephen B. Jue report in this Form 4/A?
Stephen B. Jue reported two sales totaling 10,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund on 2026-08-10, executed as open-market or private transactions and held as direct ownership.
What prices were received in the reported AIO insider sales?
The reported sales were executed at $26.3612 per share for 5,318 shares and $26.25 per share for 4,682 shares of Virtus Artificial Intelligence & Technology Opportunities Fund on 2026-08-10.
Does this AIO Form 4/A indicate trades under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not checked, and there is no footnote stating the trades were made under a Rule 10b5-1 trading plan.
What does the amendment in this AIO Form 4/A correct?
The amendment states it is “Amending to correct transaction Code from D to S”, clarifying that the reported transactions are sales rather than dispositions coded as D.
AI-generated analysis. How Rhea-AI works. Not financial advice.
