4/AFiled Aug 25, 8:00 PM ET

Virtus AIO PM Justin Kass Sells 29,481.584 Shares

$AIO · Virtus Artificial Intelligence & Technology Opportunities Fund

Research Summary

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Virtus AIO PM Justin Kass Sells 29,481.584 Shares

What Happened
Justin Kass, a portfolio manager for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), sold 29,481.584 shares on Aug 10, 2026. The transaction was executed at $26.27 per share for a total value of approximately $774,416. This filing is an amendment correcting the transaction code to S (sale).

Key Details

  • Transaction date: 2026-08-10; Price: $26.27 per share; Shares sold: 29,481.584; Total value: $774,416 (approx).
  • Transaction type: Sale (Code S) — described as open-market or private sale in the filing.
  • Filing: Amended Form 4 filed 2026-08-26; amendment notes correction of transaction code from D to S.
  • Shares owned after transaction: Not reported in the excerpt provided.
  • No indication in the provided filing of a 10b5-1 plan, option exercise, gift, or tax-withholding related to this trade.

Context
This is a sale by a portfolio manager of a fund (not a corporate executive); sales can be routine (portfolio rebalancing, liquidity, tax reasons) and do not necessarily signal a negative view on the company or fund. Purchases generally carry stronger signals about insider sentiment than routine sales.