Virtus AIO insider disposes 10,000 shares

Virtus Artificial Intelligence & Technology Opportunities Fund insider Stephen B. Jue reported two dispositions to the issuer of Virtus Artificial Intelligence Opportunities Fund shares on August 10, 2026.

Rhea-AI Filing Summary

Virtus Artificial Intelligence & Technology Opportunities Fund insider Stephen B. Jue reported two dispositions to the issuer of Virtus Artificial Intelligence Opportunities Fund shares on August 10, 2026. One transaction covered 5,318 shares at $26.3612 per share and the other covered 4,682 shares at $26.25 per share. These were reported as non-derivative transactions held directly, and the Rule 10b5-1 trading plan checkbox was not marked.

Insider Trade Summary

Disposition: 10,000 shares

Disposition 2 txns

Insider Jue Stephen B

Role Insider

Type	Security	Shares	Price	Value
Disposition	Virtus Artificial Intelligence Opportunities Fund	5,318	$26.3612	$140K
Disposition	Virtus Artificial Intelligence Opportunities Fund	4,682	$26.25	$123K

Holdings After Transaction: Virtus Artificial Intelligence Opportunities Fund — 0 shares (Direct)

Key Figures

First disposition shares: 5,318 shares First disposition price: $26.3612 per share Second disposition shares: 4,682 shares +2 more

5 metrics

First disposition shares 5,318 shares Non-derivative disposition to issuer on August 10, 2026

First disposition price $26.3612 per share Per-share price for 5,318-share disposition on August 10, 2026

Second disposition shares 4,682 shares Non-derivative disposition to issuer on August 10, 2026

Second disposition price $26.25 per share Per-share price for 4,682-share disposition on August 10, 2026

Number of disposition transactions 2 Total non-derivative dispositions to issuer reported in this Form 4

Key Terms

Disposition to issuer, non-derivative, Rule 10b5-1

3 terms

Disposition to issuer financial

"transaction_code_description: "Disposition to issuer""

non-derivative financial

"transaction_type is labeled as "non-derivative" for both entries"

Rule 10b5-1 regulatory

"The Rule 10b5-1 trading plan checkbox (aff_10b5_one) is false"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Stephen B. Jue report for AIO on August 10, 2026?

Stephen B. Jue reported two non-derivative dispositions to the issuer of Virtus Artificial Intelligence Opportunities Fund shares on August 10, 2026, involving a total of two separate blocks of stock at different per-share prices.

How many AIO shares did Stephen B. Jue dispose of in each reported transaction?

Stephen B. Jue disposed of 5,318 shares in one transaction and 4,682 shares in a second transaction. Both were reported as direct, non-derivative dispositions to the issuer of Virtus Artificial Intelligence Opportunities Fund shares.

At what prices were Stephen B. Jue’s AIO share dispositions executed?

The dispositions were reported at $26.3612 per share for 5,318 shares and $26.25 per share for 4,682 shares. These amounts are described as per-share prices for the non-derivative dispositions to the issuer.

Were Stephen B. Jue’s AIO transactions made under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked, indicating the reported August 10, 2026 dispositions were not affirmed as made under a Rule 10b5-1 trading plan based on this report.

What type of security did Stephen B. Jue report transacting in for AIO?

Stephen B. Jue reported transactions in the Virtus Artificial Intelligence Opportunities Fund security, classified as non-derivative. Both entries are described as dispositions to the issuer rather than derivative exercises or sales on the open market.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/17/2026 - 11:26 AM EDT Accepted by SEC EDGAR 08/17/2026 - 11:25 AM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Jue Stephen B

(Last) (First) (Middle)

2999 OAK ROAD

SUITE 1000

(Street)

WALNUT CREEK CALIFORNIA 94597

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Virtus Artificial Intelligence & Technology Opportunities Fund [ AIO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			PM

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Virtus Artificial Intelligence Opportunities Fund	08/10/2026		D		5,318	D	$26.3612	4,682	D
Virtus Artificial Intelligence Opportunities Fund	08/10/2026		D		4,682	D	$26.25	0	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	Heather Imbey	08/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)