Insider txns (12m)
7
Stock / equity
AIO Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
AIO (Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund) has 7 disclosed insider transactions from 4 insiders in the last 12 months (0 open-market buys, 7 sales, about $1.4M at reported prices) and 4 congressional trades from 1 member of Congress. The most recent disclosure was filed October 13, 2026.
Open-market buys / sales
0 / 7
Congress trades (12m)
4
Distinct filers (12m)
5
Share price
Price and chart by TradingView for Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund. US share prices here are delayed, not real-time. The trade records on this page come from government filings, not from this chart.
AIO in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
BoughtSold
5 people account for the disclosed buying and selling in AIO over the last 12 months; the most active is KASS JUSTIN with $774K.
Insider holdings over time
Is an insider building or unwinding a position? Shares held directly after each filing.
BRADLEY WILLIAM PATRICK III
BRADLEY WILLIAM PATRICK III reported 0 shares held after the latest filing, against 2,000 at the first on record.
Insiders trading AIO
Everyone who filed a Form 4 for this ticker, by number of rows on record. "Bought" and "sold" count open-market purchases (code P) and sales only; awards, option exercises and shares withheld for tax are in the row count but not in those two columns.
| Insider | Role | Rows | Bought | Sold | Value bought | Value sold | Latest |
|---|---|---|---|---|---|---|---|
| Chen James C. K. | Insider | 3 | 0 | 3 | — | $300K | August 10, 2026 |
| Jue Stephen B | Insider | 2 | 0 | 2 | — | $263K | August 10, 2026 |
| BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | 2 | 1 | 1 | $50K | $43K | March 20, 2026 |
| KASS JUSTIN | Insider | 1 | 0 | 1 | — | $774K | August 10, 2026 |
| MCDANIEL CONNIE D | Director | 1 | 1 | 0 | $50K | — | December 11, 2023 |
| BURKE DONALD C | Director | 1 | 1 | 0 | $15K | — | June 28, 2023 |
| DeCotis Deborah A | Director | 1 | 1 | 0 | $24K | — | March 3, 2022 |
| McLoughlin Philip R | Director | 1 | 1 | 0 | $11K | — | February 25, 2022 |
| Cogan Sarah E | Director | 1 | 1 | 0 | $25K | — | January 13, 2022 |
What kind of transactions these are 3 Form 4 codes
| Code | Meaning | Rows | Shares | Value at reported prices |
|---|---|---|---|---|
| D | Sale back to the company | 6 | 50,967 | $1.3M |
| P | Open-market purchase | 6 | 8,374 | $175K |
| S | Open-market sale | 1 | 2,000 | $43K |
What each code means: Form 4 transaction codes.
Members of Congress trading AIO
Members whose periodic transaction reports name this ticker. Amounts are the sums of the ranges as filed.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| Kevin Hern | Representative (OK, District 1), Republican | 4 | 0 | 4 | $46K–$165K | September 23, 2026 |
Insider transactions
| Filer | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| Chen James C. K. | Sell D | August 10, 2026 | August 18, 2026 | 8d | 250 | $26 | $6,551 | late | Form 4 ↗ | |
| Chen James C. K. | Sell D | August 10, 2026 | August 18, 2026 | 8d | 7,382 | $26 | $193K | late | Form 4 ↗ | |
| Chen James C. K. | Sell D | August 10, 2026 | August 18, 2026 | 8d | 3,853 | $26 | $101K | late | Form 4 ↗ | |
| KASS JUSTIN | Sell D | August 10, 2026 | August 18, 2026 | 8d | 29,482 | $26 | $774K | late | Form 4 ↗ | |
| Jue Stephen B | Sell D | August 10, 2026 | August 17, 2026 | 7d | 4,682 | $26 | $123K | late | Form 4 ↗ | |
| Jue Stephen B | Sell D | August 10, 2026 | August 17, 2026 | 7d | 5,318 | $26 | $140K | late | Form 4 ↗ | |
| BRADLEY WILLIAM PATRICK III | Sell S | March 20, 2026 | March 23, 2026 | 3d | 2,000 | $22 | $43K | Form 4 ↗ | ||
| BRADLEY WILLIAM PATRICK III | Buy P | July 29, 2025 | July 29, 2025 | 0d | 2,000 | $25 | $50K | Form 4 ↗ | ||
| MCDANIEL CONNIE D | Buy P | December 11, 2023 | December 12, 2023 | 1d | 2,925 | $17 | $50K | Form 4 ↗ | ||
| BURKE DONALD C | Buy P | June 28, 2023 | June 30, 2023 | 2d | 832 | $18 | $15K | Form 4 ↗ | ||
| DeCotis Deborah A | Buy P | March 3, 2022 | March 4, 2022 | 1d | 1,117 | $22 | $24K | Form 4 ↗ | ||
| McLoughlin Philip R | Buy P | February 25, 2022 | March 1, 2022 | 4d | 500 | $22 | $11K | Form 4 ↗ | ||
| Cogan Sarah E | Buy P | January 13, 2022 | January 14, 2022 | 1d | 1,000 | $25 | $25K | Form 4 ↗ |
Congressional trades
| Filer | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Sell | September 23, 2026 | October 13, 2026 | 20d | — | — | $15K–$50K | joint | House PTR ↗ | |
| Kevin Hern | Sell | August 31, 2026 | September 25, 2026 | 25d | — | — | $15K–$50K | joint | House PTR ↗ | |
| Kevin Hern | Sell | September 3, 2026 | September 25, 2026 | 22d | — | — | $1,001–$15K | dependent | House PTR ↗ | |
| Kevin Hern | Sell | September 14, 2026 | September 25, 2026 | 11d | — | — | $15K–$50K | joint | House PTR ↗ |
Related stocks
Tickers traded by the same people who traded AIO, by number of filers in common. It shows overlap in public filings and nothing else.
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Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- How to read a congressional trade report Owner tells you whose asset it was: the member, the spouse, a dependent child, or held jointly.
- Why congressional trade amounts are ranges There are ten ranges; the lowest is $1,001–$15,000 and the highest is over $50,000,000.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 2 | 4 | September 25, 2026 | October 13, 2026 | House Clerk search |
| SEC EDGAR, Form 4 | 10 | 13 | January 14, 2022 | August 18, 2026 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insider rows are Form 4 filings for this issuer from SEC EDGAR; congressional rows are periodic transaction reports parsed from the House Clerk and the Senate eFD. Values use the reported price for Form 4 and the disclosed range for Congress. See methodology and corrections.
Not investment advice. Disclosures are shown as filed and may lag the trade or be amended. No recommendation is made or implied.