Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

Virtus Artificial Intelligence & Technology Opportunities Fund

AIO · NYSE · CIK 0001778114 · Financial Services · Asset Management

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

12 Form 4 transaction lines observed in the same window
6 sales · 6 option, withholding, award, gift or other lines

Last qualifying purchase2025-07-29 · BRADLEY WILLIAM PATRICK III · $49.6K

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesModerate
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Jue Stephen BOther
○▼
Chen James C. K.Other
○▼
KASS JUSTINOther
○▼
● Purchase▼ Sale○ Other

—

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2025-07-29 · BRADLEY WILLIAM PATRICK III.

Recent Form 4 activity

0Purchases
7Sales
6Other Form 4 lines
7SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING6 sale line(s) · context only
OTHER6 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.

Price performance

1M
-1.0%
3M
-2.5%
6M
+17.7%
12M
+6.9%

Volatility & liquidity

Volatility
23.5%
Beta
—
Avg daily value
USD 1.8M

Valuation

Market cap
USD 885.4M
P/E
6.0×

Fundamentals

Profit margin
0.0%
ROE
—
Industry
Asset Management

Market data

Price data up to: 2026-10-06 · Price source: OpenBB/yfinance · From Yahoo Finance: Market cap, P/E, Profit margin · Status: PASS

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
24,459
Previous report
20,028
Avg daily volume
73,916
Days to cover
≤ 1.0

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2025-07-29BRADLEY WILLIAM PATRICK IIIPurchase (P)Common Stock2,000USD 24.79USD 49,580SEC filing ↗
2023-12-11MCDANIEL CONNIE DPurchase (P)Common Stock2,925USD 17.10USD 50,018SEC filing ↗
2023-06-28BURKE DONALD CPurchase (P)Common Stock832USD 18.04USD 15,001SEC filing ↗
2022-03-03DeCotis Deborah APurchase (P)Common Stock1,117USD 21.87USD 24,429SEC filing ↗
2022-02-25McLoughlin Philip RPurchase (P)Common Stock500USD 21.60USD 10,800SEC filing ↗
2022-01-13Cogan Sarah EPurchase (P)Common Stock1,000USD 25.37USD 25,370SEC filing ↗
2021-12-21AYLWARD GEORGE RPurchase (P)Common Stock3,685USD 27.14USD 100,011SEC filing ↗
2021-10-01MACLEOD JAMES SPurchase (P)Common Stock2,050USD 26.83USD 55,002SEC filing ↗
2021-04-29Drummond F FordPurchase (P)Common Stock360USD 27.80USD 10,008SEC filing ↗
2021-04-27Rappaport AlanPurchase (P)Common Stock1,500USD 27.76USD 41,640SEC filing ↗
2020-06-11Chen James C. K.Purchase (P)Common Stock700USD 18.86USD 13,200SEC filing ↗
2020-03-18Jue Stephen BPurchase (P)Common Stock5,000USD 11.94USD 59,700SEC filing ↗
2020-03-12KASS JUSTINPurchase (P)Common Stock5,000USD 14.03USD 70,150SEC filing ↗
2020-03-12Chen James C. K.Purchase (P)Common Stock2,000USD 13.99USD 27,986SEC filing ↗
2020-03-09Jue Stephen BPurchase (P)Common Stock2,500USD 17.14USD 42,850SEC filing ↗

Form 4 evidence

13 transaction lines in the latest 365-day window; 41 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-10KASS JUSTINSale (S)Virtus Artificial Intelligence Opportunities Fund29,482USD 26.27USD 774,481SEC filing ↗
2026-08-10Jue Stephen BSale (S)Virtus Artificial Intelligence Opportunities Fund10,000USD 26.31USD 263,085SEC filing ↗
2026-08-10Chen James C. K.Sale (S)Virtus Artificial Intelligence Opportunities Fund11,485USD 26.15USD 300,313SEC filing ↗
Show recent Form 4 evidence (7 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-10KASS JUSTINSale (S)Virtus Artificial Intelligence Opportunities Fund29,482USD 26.27USD 774,481SEC filing ↗
2026-08-10Jue Stephen BSale (S)Virtus Artificial Intelligence Opportunities Fund10,000USD 26.31USD 263,085SEC filing ↗
2026-08-10Chen James C. K.Sale (S)Virtus Artificial Intelligence Opportunities Fund11,485USD 26.15USD 300,313SEC filing ↗
2026-08-10KASS JUSTIND (D)Virtus Artificial Intelligence Opportunities Fund29,482USD 26.27USD 774,481SEC filing ↗
2026-08-10Chen James C. K.D (D)Virtus Artificial Intelligence Opportunities Fund11,485USD 26.15USD 300,313SEC filing ↗
2026-08-10Jue Stephen BD (D)Virtus Artificial Intelligence Opportunities Fund10,000USD 26.31USD 263,085SEC filing ↗
2026-03-20BRADLEY WILLIAM PATRICK IIISale (S)Common Stock2,000USD 21.56USD 43,120SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerAIO
CIK0001778114
SectorFinancial Services
IndustryAsset Management Yahoo Finance
SEC SICInvestment company (SEC forms N-2, N-2/A, N-CEN)
ExchangeNYSE

Data coverage

Local Form 4 history41 transaction lines from 2020-02-27 to 2026-08-10
27 P purchase lines · 8 S sale lines · 6 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.