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Who

Donald C. Burke

Director

Company insider

Files Form 4 as: Director, Avista; Director, Virtus Artificial Intelligence & Technology Opportunities Fund; Director, Virtus Dividend, Interest & Premium Strategy Fund; Director, Virtus Equity & Convertible Income Fund; Director, Virtus Stone Harbor Emerging Markets Income Fund; Director, Virtus Stone Harbor Emerging Markets Total Income Fund; Director, Virtus Total Return Fund; Director, Duff & Phelps Utility & Corporate Bond Trust.

In numbers

Trades disclosed
48
Buys
13
Sells
1
Bought
$248K
Sold
$83K
Companies
13
Companies where not an officer
11
First trade
10 Dec 2007
Last trade
1 Sep 2026
Last filed
2 Sep 2026

Companies traded

Where they are an officer
Blackrock Muniyield Quality Fund IIOfficer · last 10 Dec 20072 buys · 0 sells
Blackrock Munivest Fund IIOfficer · last 10 Dec 20071 buy · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
AVA AvistaDirector · Electric Utilities & IPPs · last 1 Sep 20260 buys · 1 sell
AIO Virtus Artificial Intelligence & Technology Opportunities FundDirector · Funds, Shells & SPACs · last 28 Jun 20231 buy · 0 sells
NFJ Virtus Dividend, Interest & Premium Strategy FundDirector · Consumer & Specialty Finance · last 28 Jun 20231 buy · 0 sells
NIE Virtus Equity & Convertible Income FundDirector · Funds, Shells & SPACs · last 28 Jun 20231 buy · 0 sells
EDF Virtus Stone Harbor Emerging Markets Income FundDirector · Funds, Shells & SPACs · last 23 Jan 20231 buy · 0 sells
Virtus Stone Harbor Emerging Markets Total Income FundDirector · last 23 Jan 20231 buy · 0 sells
ZTR Virtus Total Return FundDirector · Funds, Shells & SPACs · last 21 Sep 20221 buy · 0 sells
DNP DNP Select Income FundDirector · Funds, Shells & SPACs · last 8 Mar 20211 buy · 0 sells
Duff & Phelps Utility & Corporate Bond TrustDirector · last 8 Mar 20211 buy · 0 sells
DTF DTF Tax-Free Income 2028 Term FundDirector · Funds, Shells & SPACs · last 29 Sep 20141 buy · 0 sells
DPG Duff & Phelps Utility and Infrastructure FundDirector · Funds, Shells & SPACs · last 29 Sep 20141 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
1 Sep 2026filed 2 Sep 2026AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$1,63544 at $37.16filing
1 Sep 2026filed 2 Sep 2026AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$1,63544 at $37.16filing
8 May 2026filed 11 May 2026AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$145K3,538 at $40.98filing
8 May 2026filed 11 May 2026AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$145K3,538 at $40.98filing
2 Sep 2025filed 4 Sep 2025AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$3,32591 at $36.54filing
5 May 2025filed 6 May 2025AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$135K3,232 at $41.76filing
3 Sep 2024filed 4 Sep 2024AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$1,66243 at $38.64filing
3 May 2024filed 7 May 2024AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$130K3,533 at $36.79filing
1 Dec 2023filed 4 Dec 2023AVA AvistaElectric Utilities & IPPsSEC FORM 4 Sold$83K2,400 at $34.46filing
1 Sep 2023filed 6 Sep 2023AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$1,66550 at $33.29filing
28 Jun 2023filed 30 Jun 2023AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$15K831.54 at $18.04filing
28 Jun 2023filed 30 Jun 2023NFJ Virtus Dividend, Interest & Premium Strategy FundConsumer & Specialty FinanceSEC FORM 4 Bought$15K1,243.86 at $12.06filing
28 Jun 2023filed 30 Jun 2023NIE Virtus Equity & Convertible Income FundFunds, Shells & SPACsSEC FORM 4 Bought$15K719.54 at $20.85filing
15 May 2023filed 17 May 2023AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$125K2,839 at $44.02filing
23 Jan 2023filed 24 Jan 2023EDF Virtus Stone Harbor Emerging Markets Income FundFunds, Shells & SPACsSEC FORM 4 Bought$5,3601,000 at $5.36filing
23 Jan 2023filed 24 Jan 2023Virtus Stone Harbor Emerging Markets Total Income FundSEC FORM 4 Bought$6,3201,000 at $6.32filing
21 Sep 2022filed 23 Sep 2022ZTR Virtus Total Return FundFunds, Shells & SPACsSEC FORM 4 Bought$4,642667 at $6.96filing
1 Sep 2022filed 2 Sep 2022AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$4,997123 at $40.63filing
16 May 2022filed 18 May 2022AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$110K2,564 at $42.89filing
1 Sep 2021filed 1 Sep 2021AVA AvistaElectric Utilities & IPPsSEC FORM 4 Code A$6,654159 at $41.85filing

Sectors

Financials8
Utilities1
Not placed5

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

Related people

Toronto Dominion Investments, Inc.10% owner · 10% owner at Blackrock Munivest Fund II, filing Form 4 there in the last year
JPMORGAN CHASE & CO10% owner · 10% owner at Blackrock Muniyield Quality Fund II, filing Form 4 there in the last year
Michael KalinoskiOther role · Director at Blackrock Muniyield Quality Fund II, filing Form 4 there in the last year
Walter OconnorOther role · Other at Blackrock Muniyield Quality Fund II, filing Form 4 there in the last year
Phillip SoccioOther role · Other at Blackrock Muniyield Quality Fund II, filing Form 4 there in the last year
Connie D. McDanielDirector · Also traded NFJ, NIE and EDF in the last 90 days
Kevin HernRepresentative, OK-01 · Also traded AIO in the last 90 days
Joshua D. DiLucianoVice President · Also traded AVA in the last 90 days