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Who

James C. K. Chen

Other role

Company insider

Files Form 4 as: Other, Virtus Artificial Intelligence & Technology Opportunities Fund.

In numbers

Trades disclosed
26
Buys
4
Sells
1
Bought
$106K
Sold
$601K
Companies
1
Companies where not an officer
1
First trade
20 Dec 2019
Last trade
10 Aug 2026
Last filed
26 Aug 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
AIO Virtus Artificial Intelligence & Technology Opportunities FundOther · Funds, Shells & SPACs · last 10 Aug 20264 buys · 1 sell

Activity over time

1 Nov 2024 – 1 Oct 2026
10Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$101K3,853.259 at $26.12filing
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$193K7,382 at $26.16filing
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$6,551250 at $26.21filing
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$101K3,853.26 at $26.12filing
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$193K7,382 at $26.16filing
10 Aug 2026filed 26 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$6,553250 at $26.21filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$101K3,853.259 at $26.12filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$193K7,382 at $26.16filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$6,551250 at $26.21filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$101K3,853.26 at $26.12filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$193K7,382 at $26.16filing
10 Aug 2026filed 18 Aug 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code D$6,553250 at $26.21filing
11 Jun 2020filed 15 Jun 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$6,633350 at $18.95filing
11 Jun 2020filed 15 Jun 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$3,762200 at $18.81filing
11 Jun 2020filed 15 Jun 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$2,805150 at $18.70filing
12 Mar 2020filed 13 Mar 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$7,000500 at $14.00filing
12 Mar 2020filed 13 Mar 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$1,400100 at $14.00filing
12 Mar 2020filed 13 Mar 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$20K1,400 at $13.99filing
12 Mar 2020filed 13 Mar 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$1,400100 at $14.00filing
31 Dec 2019filed 28 Feb 2020AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$10K500 at $20.12filing

News

Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO) Stock Price Down 0.7% – Should You Sell?AIO · themarketsdaily.com · 23 Oct 2026

0 headlines in the last 90 days name James C. K. Chen; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Financials5

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

Related people

Justin KassOther 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
William Patrick Bradley IIIEVP, CFO and Treasurer · EVP, CFO and Treasurer at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
Kevin HernRepresentative, OK-01 · Also traded AIO in the last 90 days