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Who

Connie D. McDaniel

Director

Company insider

Files Form 4 as: Director, Virtus Equity & Convertible Income Fund; Director, Virtus Stone Harbor Emerging Markets Income Fund; Director, Virtus Dividend, Interest & Premium Strategy Fund; Director, Virtus Convertible & Income Fund II; Director, Virtus Convertible & Income Fund; Director, Virtus Diversified Income & Convertible Fund; Director, Global Payments; Director, Virtus Artificial Intelligence & Technology Opportunities Fund.

In numbers

Trades disclosed
60
Buys
17
Sells
1
Bought
$504K
Sold
$347K
Companies
12
Companies where not an officer
11
First trade
14 Feb 2007
Last trade
20 Aug 2026
Last filed
24 Aug 2026

Companies traded

Where they are an officer
KO Coca-ColaOfficer · Beverages · last 15 Feb 20070 buys · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
NFJ Virtus Dividend, Interest & Premium Strategy FundDirector · Consumer & Specialty Finance · last 20 Aug 20262 buys · 0 sells
NIE Virtus Equity & Convertible Income FundDirector · Funds, Shells & SPACs · last 20 Aug 20262 buys · 0 sells
EDF Virtus Stone Harbor Emerging Markets Income FundDirector · Funds, Shells & SPACs · last 20 Aug 20262 buys · 0 sells
NCV Virtus Convertible & Income FundDirector · Funds, Shells & SPACs · last 18 Aug 20262 buys · 0 sells
NCZ Virtus Convertible & Income Fund IIDirector · Funds, Shells & SPACs · last 18 Aug 20262 buys · 0 sells
ACV Virtus Diversified Income & Convertible FundDirector · Funds, Shells & SPACs · last 18 Aug 20262 buys · 0 sells
GPN Global PaymentsDirector · Payments & Processors · last 1 May 20261 buy · 1 sell
AIO Virtus Artificial Intelligence & Technology Opportunities FundDirector · Funds, Shells & SPACs · last 11 Dec 20231 buy · 0 sells
VGI Virtus Global Multi-Sector Income FundDirector · Funds, Shells & SPACs · last 25 Mar 20221 buy · 0 sells
ZTR Virtus Total Return FundDirector · Funds, Shells & SPACs · last 25 Mar 20221 buy · 0 sells
Total System ServicesDirector · last 17 Sep 20191 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
06Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
20 Aug 2026filed 24 Aug 2026NIE Virtus Equity & Convertible Income FundFunds, Shells & SPACsSEC FORM 4 Bought$6,460245 at $26.37filing
20 Aug 2026filed 24 Aug 2026NIE Virtus Equity & Convertible Income FundFunds, Shells & SPACsSEC FORM 4 Bought$6,461245 at $26.37filing
20 Aug 2026filed 24 Aug 2026EDF Virtus Stone Harbor Emerging Markets Income FundFunds, Shells & SPACsSEC FORM 4 Bought$7,1031,367 at $5.20filing
20 Aug 2026filed 24 Aug 2026EDF Virtus Stone Harbor Emerging Markets Income FundFunds, Shells & SPACsSEC FORM 4 Bought$7,1081,367 at $5.20filing
20 Aug 2026filed 24 Aug 2026NFJ Virtus Dividend, Interest & Premium Strategy FundConsumer & Specialty FinanceSEC FORM 4 Bought$5,485350 at $15.67filing
20 Aug 2026filed 24 Aug 2026NFJ Virtus Dividend, Interest & Premium Strategy FundConsumer & Specialty FinanceSEC FORM 4 Bought$5,485350 at $15.67filing
18 Aug 2026filed 20 Aug 2026NCZ Virtus Convertible & Income Fund IIFunds, Shells & SPACsSEC FORM 4 Bought$5,997382 at $15.70filing
18 Aug 2026filed 20 Aug 2026NCZ Virtus Convertible & Income Fund IIFunds, Shells & SPACsSEC FORM 4 Bought$5,997382 at $15.70filing
18 Aug 2026filed 20 Aug 2026NCV Virtus Convertible & Income FundFunds, Shells & SPACsSEC FORM 4 Bought$5,992356 at $16.83filing
18 Aug 2026filed 20 Aug 2026NCV Virtus Convertible & Income FundFunds, Shells & SPACsSEC FORM 4 Bought$5,991356 at $16.83filing
18 Aug 2026filed 20 Aug 2026ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACsSEC FORM 4 Bought$5,956221 at $26.95filing
18 Aug 2026filed 20 Aug 2026ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACsSEC FORM 4 Bought$5,956221 at $26.95filing
1 May 2026filed 4 May 2026GPN Global PaymentsPayments & ProcessorsSEC FORM 4 Code A—3,179 at $0.00filing
1 May 2026filed 4 May 2026GPN Global PaymentsPayments & ProcessorsSEC FORM 4 Code A—3,179 at $0.00filing
12 Nov 2025filed 14 Nov 2025GPN Global Paymentsoption or derivative · Payments & ProcessorsSEC FORM 4 Code M—5,281 at $0.00filing
12 Nov 2025filed 14 Nov 2025GPN Global PaymentsPayments & ProcessorsSEC FORM 4 Code M$347K5,281 at $65.75filing
12 Nov 2025filed 14 Nov 2025GPN Global PaymentsPayments & ProcessorsSEC FORM 4 Sold$347K4,464 at $77.81filing
15 Sep 2025filed 16 Sep 2025EDF Virtus Stone Harbor Emerging Markets Income FundFunds, Shells & SPACsSEC FORM 4 Bought$5,5131,107 at $4.98filing
17 Jun 2025filed 18 Jun 2025NFJ Virtus Dividend, Interest & Premium Strategy FundConsumer & Specialty FinanceSEC FORM 4 Bought$5,188427 at $12.15filing
17 Jun 2025filed 18 Jun 2025NIE Virtus Equity & Convertible Income FundFunds, Shells & SPACsSEC FORM 4 Bought$5,191226 at $22.97filing

Sectors

Financials17
Not placed1

Buys in green, sells in red, by the company’s sector.

Related people

Bruno PietracciOther role · Other at Coca Cola Co, filing Form 4 there in the last year
Nancy QuanExecutive Vice President · Executive Vice President at Coca Cola Co, filing Form 4 there in the last year
Sanket RayOther role · Other at Coca Cola Co, filing Form 4 there in the last year
Luisa OrtegaOther role · Other at Coca Cola Co, filing Form 4 there in the last year
John MurphyPresident and CFO · President and CFO at Coca Cola Co, filing Form 4 there in the last year
Justin KassOther role · Also traded ACV and AIO in the last 90 days
Kevin HernRepresentative, OK-01 · Also traded AIO in the last 90 days
James C. K. ChenOther role · Also traded AIO in the last 90 days