United States Collective Investments

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Track

Track

The most recent insider trading activity occurred on March 20, 2026, when EVP, CFO and Treasurer William Patrick Bradley III sold 2,000 shares. This follows a purchase by the same individual in July 2025. No other transactions have been recorded within the last three months.
Ticker: AIO Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Insider trades have triggered activity signals for Virtus Artificial Intelligence & Technology Opportunities Fund. Upgrade to see score, net flow, insiders and the full signal context.

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Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
2.3
BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer Officer
Transaction date
Sale
Price
238.37
Quantity 43,355 -49.7%
Value US$753,797
2.3
BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer Officer
Transaction date
Purchase
Price
215.47
Quantity 76,229 -2.2%
Value US$1,530,785
1.7
MCDANIEL CONNIE D Non-Executive Director
Transaction date
Purchase
Price
149.52
Quantity 62,604 +12.5%
Value US$4,573,155
1.3
DeCotis Deborah A Non-Executive Director
Transaction date
Purchase
Price
21.87
Quantity 1,117 +inf%
Value US$24,429
2.5
McLoughlin Philip R Non-Executive Director
Transaction date
Purchase
Price
21.60
Quantity 500 +inf%
Value US$10,800
2.7
Cogan Sarah E Non-Executive Director
Transaction date
Purchase
Price
25.37
Quantity 1,000 +inf%
Value US$25,368
2.2
AYLWARD GEORGE R President and CEO Executive Director
Transaction date
Purchase
Price
27.14
Quantity 3,685 +inf%
Value US$100,007
2.7
MACLEOD JAMES S Non-Executive Director
Transaction date
Purchase
Price
26.83
Quantity 2,050 +102.5%
Value US$55,004
3.2
Rappaport Alan Non-Executive Director
Transaction date
Purchase
Price
27.76
Quantity 1,500 +inf%
Value US$41,640
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
18.70
Quantity 150 +2.7%
Value US$2,805
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
18.81
Quantity 200 +3.7%
Value US$3,762
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
18.95
Quantity 350 +7.0%
Value US$6,632
3.4
Jue Stephen B Portfolio Manager
Transaction date
Purchase
Price
11.50
Quantity 2,500 +33.3%
Value US$28,750
3.4
Jue Stephen B Portfolio Manager
Transaction date
Purchase
Price
12.38
Quantity 2,500 +50.0%
Value US$30,942
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
14.00
Quantity 100 +66.7%
Value US$1,400
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
13.99
Quantity 1,400 +38.9%
Value US$19,590
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
14.00
Quantity 100 +2.9%
Value US$1,400
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
14.00
Quantity 500 +16.7%
Value US$6,998
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
14.03
Quantity 5,000 +50.0%
Value US$70,125
3.4
Jue Stephen B Portfolio Manager
Transaction date
Purchase
Price
17.14
Quantity 2,500 +100.0%
Value US$42,854
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
18.11
Quantity 400 +4.2%
Value US$7,244
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
18.14
Quantity 100 +1.1%
Value US$1,814
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
18.15
Quantity 194 +2.1%
Value US$3,521
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
18.16
Quantity 1,306 +16.3%
Value US$23,717
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
18.31
Quantity 3,000 +60.0%
Value US$54,930
2.5
KASS JUSTIN Portfolio Manager
Transaction date
Purchase
Price
21.05
Quantity 3,500 +inf%
Value US$73,663
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
20.09
Quantity 150 +inf%
Value US$3,014
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
20.12
Quantity 500 +20.0%
Value US$10,060
MACLEOD JAMES S Non-Executive Director
Transaction date
Purchase
Price
19.98
Quantity 2,000 +inf%
Value US$39,960
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
19.98
Quantity 709 +39.6%
Value US$14,165
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
19.98
Quantity 200 +12.6%
Value US$3,996
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
19.93
Quantity 91 +6.1%
Value US$1,814
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
19.91
Quantity 200 +15.4%
Value US$3,982
3.0
Chen James C. K. Portfolio Manager
Transaction date
Purchase
Price
19.94
Quantity 1,300 +inf%
Value US$25,926
3.4
Jue Stephen B Portfolio Manager
Transaction date
Purchase
Price
19.87
Quantity 2,500 +inf%
Value US$49,676
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-23 2026-03-20 S Sale
2.3
BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer

Officer
43,355 -49.7%
238.37
US$753,797 		43,355 -49.7% 238.37 US$753,797
2025-07-29 2025-07-29 B Purchase
2.3
BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer

Officer
76,229 -2.2%
215.47
US$1,530,785 		76,229 -2.2% 215.47 US$1,530,785
2023-12-12 2023-12-11 B Purchase
1.7
MCDANIEL CONNIE D
Non-Executive Director
62,604 +12.5%
149.52
US$4,573,155 		62,604 +12.5% 149.52 US$4,573,155
2022-03-04 2022-03-03 B Purchase
1.3
DeCotis Deborah A
Non-Executive Director
1,117 +inf%
21.87
US$24,429 		1,117 +inf% 21.87 US$24,429
2022-03-01 2022-02-25 B Purchase
2.5
McLoughlin Philip R
Non-Executive Director
500 +inf%
21.60
US$10,800 		500 +inf% 21.60 US$10,800
2022-01-14 2022-01-13 B Purchase
2.7
Cogan Sarah E
Non-Executive Director
1,000 +inf%
25.37
US$25,368 		1,000 +inf% 25.37 US$25,368
2021-12-22 2021-12-21 B Purchase
2.2
AYLWARD GEORGE R

President and CEO

Executive Director
3,685 +inf%
27.14
US$100,007 		3,685 +inf% 27.14 US$100,007
2021-10-05 2021-10-01 B Purchase
2.7
MACLEOD JAMES S
Non-Executive Director
2,050 +102.5%
26.83
US$55,004 		2,050 +102.5% 26.83 US$55,004
2021-04-28 2021-04-27 B Purchase
3.2
Rappaport Alan
Non-Executive Director
1,500 +inf%
27.76
US$41,640 		1,500 +inf% 27.76 US$41,640
2021-01-21 2021-01-20 S Sale
2.1
Allianz Global Investors U.S. LLC

Investment Adviser
5,573 -100.0%
28.05
US$156,342 		5,573 -100.0% 28.05 US$156,342
2020-06-15 2020-06-11 B Purchase
3.0
Chen James C. K.

Portfolio Manager
150 +2.7%
18.70
US$2,805 		150 +2.7% 18.70 US$2,805
2020-06-15 2020-06-11 B Purchase
3.0
Chen James C. K.

Portfolio Manager
200 +3.7%
18.81
US$3,762 		200 +3.7% 18.81 US$3,762
2020-06-15 2020-06-11 B Purchase
3.0
Chen James C. K.

Portfolio Manager
350 +7.0%
18.95
US$6,632 		350 +7.0% 18.95 US$6,632
2020-03-20 2020-03-18 B Purchase
3.4
Jue Stephen B

Portfolio Manager
2,500 +33.3%
11.50
US$28,750 		2,500 +33.3% 11.50 US$28,750
2020-03-20 2020-03-18 B Purchase
3.4
Jue Stephen B

Portfolio Manager
2,500 +50.0%
12.38
US$30,942 		2,500 +50.0% 12.38 US$30,942
2020-03-13 2020-03-12 B Purchase
3.0
Chen James C. K.

Portfolio Manager
100 +66.7%
14.00
US$1,400 		100 +66.7% 14.00 US$1,400
2020-03-13 2020-03-12 B Purchase
3.0
Chen James C. K.

Portfolio Manager
1,400 +38.9%
13.99
US$19,590 		1,400 +38.9% 13.99 US$19,590
2020-03-13 2020-03-12 B Purchase
3.0
Chen James C. K.

Portfolio Manager
100 +2.9%
14.00
US$1,400 		100 +2.9% 14.00 US$1,400
2020-03-13 2020-03-12 B Purchase
3.0
Chen James C. K.

Portfolio Manager
500 +16.7%
14.00
US$6,998 		500 +16.7% 14.00 US$6,998
2020-03-13 2020-03-12 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
5,000 +50.0%
14.03
US$70,125 		5,000 +50.0% 14.03 US$70,125
2020-03-12 2020-03-09 B Purchase
3.4
Jue Stephen B

Portfolio Manager
2,500 +100.0%
17.14
US$42,854 		2,500 +100.0% 17.14 US$42,854
2020-03-10 2020-03-06 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
400 +4.2%
18.11
US$7,244 		400 +4.2% 18.11 US$7,244
2020-03-10 2020-03-06 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
100 +1.1%
18.14
US$1,814 		100 +1.1% 18.14 US$1,814
2020-03-10 2020-03-06 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
194 +2.1%
18.15
US$3,521 		194 +2.1% 18.15 US$3,521
2020-03-10 2020-03-06 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
1,306 +16.3%
18.16
US$23,717 		1,306 +16.3% 18.16 US$23,717
2020-03-10 2020-03-06 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
3,000 +60.0%
18.31
US$54,930 		3,000 +60.0% 18.31 US$54,930
2020-02-28 2020-02-27 B Purchase
2.5
KASS JUSTIN

Portfolio Manager
3,500 +inf%
21.05
US$73,663 		3,500 +inf% 21.05 US$73,663
2020-02-28 2019-12-31 B Purchase
3.0
Chen James C. K.

Portfolio Manager
150 +inf%
20.09
US$3,014 		150 +inf% 20.09 US$3,014
2020-02-28 2019-12-31 B Purchase
3.0
Chen James C. K.

Portfolio Manager
500 +20.0%
20.12
US$10,060 		500 +20.0% 20.12 US$10,060
2019-12-26 2019-12-26 B Purchase MACLEOD JAMES S Non-Executive Director
2,000 +inf%
19.98
US$39,960 		2,000 +inf% 19.98 US$39,960
2020-02-28 2019-12-20 B Purchase
3.0
Chen James C. K.

Portfolio Manager
709 +39.6%
19.98
US$14,165 		709 +39.6% 19.98 US$14,165
2020-02-28 2019-12-20 B Purchase
3.0
Chen James C. K.

Portfolio Manager
200 +12.6%
19.98
US$3,996 		200 +12.6% 19.98 US$3,996
2020-02-28 2019-12-20 B Purchase
3.0
Chen James C. K.

Portfolio Manager
91 +6.1%
19.93
US$1,814 		91 +6.1% 19.93 US$1,814
2020-02-28 2019-12-20 B Purchase
3.0
Chen James C. K.

Portfolio Manager
200 +15.4%
19.91
US$3,982 		200 +15.4% 19.91 US$3,982
2020-02-28 2019-12-20 B Purchase
3.0
Chen James C. K.

Portfolio Manager
1,300 +inf%
19.94
US$25,926 		1,300 +inf% 19.94 US$25,926
2020-02-28 2019-12-20 B Purchase
3.4
Jue Stephen B

Portfolio Manager
2,500 +inf%
19.87
US$49,676 		2,500 +inf% 19.87 US$49,676
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