Every Form 4 that Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow AIO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AIO filings page.
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.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) reported that portfolio manager James C. K. Chen amended a prior insider report to reclassify transactions on August 10, 2026 as sales rather than dispositions to the issuer. On that date, he directly sold a total of 11,485.2589 shares of the fund in three non-derivative transactions at prices between $26.1208 and $26.2050 per share. The filing does not state Chen’s share holdings after these transactions, and the Rule 10b5‑1 checkbox is not marked as being pursuant to a trading plan.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) reports that portfolio manager Justin Kass filed an amended Form 4 to correct the transaction code on a previously reported trade. On 2026-08-10, Kass executed a sale of 29,481.5838 shares of Virtus Artificial Intelligence Opportunities Fund at a reported price of $26.2678 per share, classified as a non-derivative, directly held position. Following this transaction, his directly owned position in this security was reported as 0 shares.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) received a return of shares from portfolio manager Justin Kass. On 2026-08-10, Kass reported a Disposition to issuer of 29,481.5838 non-derivative fund shares at $26.2678 per share, reducing his directly owned position to zero. The filing’s Rule 10b5-1 checkbox was not marked as being pursuant to a trading plan.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) reporting person James C. K. Chen reported three non-derivative dispositions to the issuer of Virtus Artificial Intelligence Opportunities Fund shares on August 10, 2026. The transactions covered 3,853.2589 shares at $26.1208, 7,382 shares at $26.1553, and 250 shares at $26.2050 per share, all held directly.
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.
Virtus Artificial Intelligence & Technology Opportunities Fund executive Bradley William Patrick III, EVP, CFO and Treasurer, sold 2,000 shares of Common Stock in an open-market transaction at 21.56 per share on 2026-03-20. Following this sale, he reported owning 0 shares directly.