4/AFiled Aug 25, 8:00 PM ET

Virtus AIO (AIO) PM Stephen B. Jue Sells 10,000 Shares

$AIO · Virtus Artificial Intelligence & Technology Opportunities Fund

Research Summary

AI-generated summary of this SEC filing

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Virtus AIO (AIO) PM Stephen B. Jue Sells 10,000 Shares

What Happened
Stephen B. Jue, a portfolio manager at Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), sold a total of 10,000 shares in two open‑market transactions on August 10, 2026. He sold 5,318 shares at $26.36 for $140,189 and 4,682 shares at $26.25 for $122,903, for combined proceeds of $263,092. These were sales (code S); sales are often routine portfolio-management activity and do not necessarily signal a change in the insider’s view of the company.

Key Details

  • Transaction date: 2026-08-10 (two open‑market sales)
  • Prices and amounts: 5,318 sh @ $26.36 = $140,189; 4,682 sh @ $26.25 = $122,903; total = 10,000 sh / $263,092
  • Filing: Amended Form 4 filed 2026-08-26 to correct the transaction code from D to S
  • Shares owned after transaction: Not specified in the information provided here (check the full amended Form 4 for holdings)
  • No 10b5‑1 plan, tax withholding, option exercise, or gift notation was provided in the summary details supplied

Context
This is an amended filing correcting the trade code; the amendment does not change the economic facts of the sale. For retail investors: insider sales are common and may reflect personal or portfolio needs rather than company outlook. If you need to evaluate impact, check the insider’s post‑trade holdings and review recent filings or 13F/portfolio disclosures for broader context.