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Who

George R. Aylward

Director, CEO and President

Company insider

Files Form 4 as: Director, CEO and President, Virtus Investment Partners; President and CEO, Virtus Dividend, Interest & Premium Strategy Fund; President and CEO, Virtus Convertible & Income Fund; President and CEO, Virtus Equity & Convertible Income Fund; President and CEO, Virtus Artificial Intelligence & Technology Opportunities Fund; President and CEO, Virtus Convertible & Income Fund II; President and CEO, Virtus Diversified Income & Convertible Fund; President of the Issuer, Duff & Phelps Select Energy MLP Fund.

In numbers

Trades disclosed
128
Buys
16
Sells
0
Bought
$724K
Sold
$0
Companies
14
Companies where not an officer
2
First trade
8 Feb 2007
Last trade
13 Mar 2026
Last filed
17 Mar 2026

Companies traded

Where they are an officer
VRTS Virtus Investment PartnersDirector, Officer · Capital Markets & Asset Management · last 13 Mar 20262 buys · 0 sells
AIO Virtus Artificial Intelligence & Technology Opportunities FundDirector, Officer · Funds, Shells & SPACs · last 21 Dec 20211 buy · 0 sells
NCV Virtus Convertible & Income FundDirector, Officer · Funds, Shells & SPACs · last 21 Dec 20211 buy · 0 sells
NCZ Virtus Convertible & Income Fund IIDirector, Officer · Funds, Shells & SPACs · last 21 Dec 20211 buy · 0 sells
ACV Virtus Diversified Income & Convertible FundDirector, Officer · Funds, Shells & SPACs · last 21 Dec 20211 buy · 0 sells
NFJ Virtus Dividend, Interest & Premium Strategy FundDirector, Officer · Consumer & Specialty Finance · last 21 Dec 20211 buy · 0 sells
NIE Virtus Equity & Convertible Income FundDirector, Officer · Funds, Shells & SPACs · last 21 Dec 20211 buy · 0 sells
ZTR Virtus Total Return FundDirector, Officer · Funds, Shells & SPACs · last 30 May 20132 buys · 0 sells
Zweig Fund Inc /md/Director, Officer · last 30 May 20132 buys · 0 sells
VGI Virtus Global Multi-Sector Income FundDirector, Officer · Funds, Shells & SPACs · last 30 May 20131 buy · 0 sells
Virtus Total Return FundDirector, Officer · last 30 May 20131 buy · 0 sells
Phoenix Companies Inc/deOfficer · last 5 Mar 20080 buys · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
Duff & Phelps Select Energy MLP FundDirector · last 15 Aug 20141 buy · 0 sells
DPG Duff & Phelps Utility and Infrastructure FundOther · Funds, Shells & SPACs · last 30 May 20131 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
13 Mar 2026filed 17 Mar 2026VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$497K3,940 at $126.11filing
13 Mar 2026filed 17 Mar 2026VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A$1.6M12,688 at $126.11filing
13 Mar 2026filed 17 Mar 2026VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$497K3,940 at $126.11filing
13 Mar 2026filed 17 Mar 2026VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A$1.6M12,688 at $126.11filing
14 Mar 2025filed 18 Mar 2025VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$632K3,648 at $173.32filing
14 Mar 2025filed 18 Mar 2025VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—9,232 at $0.00filing
15 Mar 2024filed 19 Mar 2024VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—3,295 at $0.00filing
15 Mar 2024filed 19 Mar 2024VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$353K1,527 at $231.33filing
15 Mar 2024filed 19 Mar 2024VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$801K3,464 at $231.33filing
15 Mar 2024filed 19 Mar 2024VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—6,917 at $0.00filing
15 Mar 2023filed 17 Mar 2023VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—9,352 at $0.00filing
15 Mar 2023filed 17 Mar 2023VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$345K2,019 at $171.08filing
13 Mar 2023filed 15 Mar 2023VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—25,804 at $0.00filing
13 Mar 2023filed 15 Mar 2023VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$2.1M11,959 at $173.07filing
13 Mar 2023filed 15 Mar 2023VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$473K2,731 at $173.07filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$655K3,001 at $218.20filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$2.8M12,686 at $218.20filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—27,372 at $0.00filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—7,333 at $0.00filing
11 Mar 2022filed 15 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F—2,730 at $0.00filing

Sectors

Financials12
Not placed4

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

Related people

Saba Capital Management, L.P.10% owner · 10% owner at Virtus Dividend, Interest & Premium Strategy Fund, filing Form 4 there in the last year
W. Howard MorrisDirector · Director at Virtus Investment Partners, filing Form 4 there in the last year
James C. K. ChenOther role · Other at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
Stephen B. JueOther role · Other at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
Michael YeeOther role · Other at Virtus Equity & Convertible Income Fund, filing Form 4 there in the last year
Connie D. McDanielDirector · Also traded NFJ, NCV, NIE and 2 more in the last 90 days
Justin KassOther role · Also traded AIO and ACV in the last 90 days
Kevin HernRepresentative, OK-01 · Also traded AIO in the last 90 days