Insider · CIK 0001785237

Chen James C. K.

Reports to the SEC for 1 company · WALNUT CREEK, CA

sec.gov

Transactions

Companies

Filings

CIK

0001785237

Forms 4 and 5

Insider transactions

20 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundD Disposition to Issuer	PM	DDisposition to Issuer	−3,853.259 sh	$26.12	−$101K	7,632
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundD Disposition to Issuer	PM	DDisposition to Issuer	−7,382 sh	$26.16	−$193K	250
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundD Disposition to Issuer	PM	DDisposition to Issuer	−250 sh	$26.20	−$6,551.25	0
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundS Sale	PM	SSale	−3,853.259 sh	$26.12	−$101K	7,632
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundS Sale	PM	SSale	−7,382 sh	$26.16	−$193K	250
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundS Sale	PM	SSale	−250 sh	$26.20	−$6,551.25	0
2020-06-11	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+350 sh	$18.95	+$6,632.5	5,350
2020-06-11	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+200 sh	$18.81	+$3,762	5,550
2020-06-11	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+150 sh	$18.70	+$2,805	5,700
2020-03-12	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+500 sh	$13.99	+$6,997.5	3,500
2020-03-12	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+100 sh	$14.00	+$1,399.99	3,600
2020-03-12	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+1,400 sh	$13.99	+$19.6K	5,000
2020-03-12	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+100 sh	$14.00	+$1,399.99	250
2019-12-31	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+500 sh	$20.12	+$10.1K	3,000
2019-12-31	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+150 sh	$20.09	+$3,013.5	150
2019-12-20	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+1,300 sh	$19.94	+$25.9K	1,300
2019-12-20	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+200 sh	$19.91	+$3,982	1,500
2019-12-20	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+91 sh	$19.93	+$1,813.63	1,591
2019-12-20	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+200 sh	$19.98	+$3,995.6	1,791
2019-12-20	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+709 sh	$19.98	+$14.2K	2,500

Recent filings

Accepted (ET)
Aug 264/A
Chen James C. K.0001785237-26-000007
SEC(opens sec.gov)
Aug 184
Chen James C. K.0001785237-26-000006
SEC(opens sec.gov)
Jun 154
Chen James C. K.0001209191-20-036690
SEC(opens sec.gov)
Mar 134
Chen James C. K.0001209191-20-018738
SEC(opens sec.gov)
Feb 284
Chen James C. K.0001209191-20-013697
SEC(opens sec.gov)

Companies

Virtus Artificial Intelligence & Technology Opportunities FundPMAIO

Address

2999 OAK ROAD SUITE 1000

WALNUT CREEK, CA, 94597