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Who

James S. Macleod

Director

Company insider

Files Form 4 as: Director, CoastalSouth Bancshares; Director, Virtus Dividend, Interest & Premium Strategy Fund; Director, Virtus Convertible & Income Fund II; Director, Virtus Convertible & Income Fund; Director, Virtus Artificial Intelligence & Technology Opportunities Fund; Director, Sykes Enterprises; Director, Virtus Equity & Convertible Income Fund.

In numbers

Trades disclosed
110
Buys
13
Sells
2
Bought
$697K
Sold
$386K
Companies
7
Companies where not an officer
7
First trade
24 May 2005
Last trade
7 Aug 2026
Last filed
14 Sep 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
COSO CoastalSouth BancsharesDirector · Regional banks · last 7 Aug 20263 buys · 0 sells
AIO Virtus Artificial Intelligence & Technology Opportunities FundDirector · Funds, Shells & SPACs · last 1 Oct 20212 buys · 0 sells
NCV Virtus Convertible & Income FundDirector · Funds, Shells & SPACs · last 1 Oct 20212 buys · 0 sells
NCZ Virtus Convertible & Income Fund IIDirector · Funds, Shells & SPACs · last 1 Oct 20212 buys · 0 sells
NFJ Virtus Dividend, Interest & Premium Strategy FundDirector · Consumer & Specialty Finance · last 1 Oct 20212 buys · 0 sells
Sykes EnterprisesDirector · last 27 Aug 20211 buy · 2 sells
NIE Virtus Equity & Convertible Income FundDirector · Funds, Shells & SPACs · last 20 Dec 20171 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
02Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
7 Aug 2026filed 14 Sep 2026COSO CoastalSouth BancsharesRegional banksSEC FORM 4 Bought$6,700238 at $28.15filing
7 Aug 2026filed 14 Sep 2026COSO CoastalSouth BancsharesRegional banksSEC FORM 4 Bought$6,700238 at $28.15filing
6 Aug 2026filed 14 Sep 2026COSO CoastalSouth BancsharesRegional banksSEC FORM 4 Bought$2,65196 at $27.61filing
6 Aug 2026filed 14 Sep 2026COSO CoastalSouth BancsharesRegional banksSEC FORM 4 Bought$2,65196 at $27.61filing
11 Feb 2026filed 13 Feb 2026COSO CoastalSouth Bancsharesoption or derivative · Regional banksSEC FORM 4 Code A—1,189filing
11 Feb 2026filed 13 Feb 2026COSO CoastalSouth Bancsharesoption or derivative · Regional banksSEC FORM 4 Code A—1,189filing
2 Jul 2025filed 7 Jul 2025COSO CoastalSouth BancsharesRegional banksSEC FORM 4 Bought$215K10,000 at $21.50filing
1 Oct 2021filed 5 Oct 2021NFJ Virtus Dividend, Interest & Premium Strategy FundConsumer & Specialty FinanceSEC FORM 4 Bought$92K6,207 at $14.76filing
1 Oct 2021filed 5 Oct 2021NCZ Virtus Convertible & Income Fund IIFunds, Shells & SPACsSEC FORM 4 Bought$103K19,798 at $5.18filing
1 Oct 2021filed 5 Oct 2021NCV Virtus Convertible & Income FundFunds, Shells & SPACsSEC FORM 4 Bought$77K12,892 at $5.94filing
1 Oct 2021filed 5 Oct 2021AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$55K2,050 at $26.83filing
27 Aug 2021filed 27 Aug 2021Sykes EnterprisesSEC FORM 4 Code D—49,849 at $0.00filing
19 May 2021filed 21 May 2021Sykes EnterprisesSEC FORM 4 Code A$41K995 at $41.43filing
19 May 2021filed 19 May 2021Sykes EnterprisesSEC FORM 4 Code A$29K694 at $41.43filing
16 Feb 2021filed 16 Feb 2021Sykes EnterprisesSEC FORM 4 Code A$43K1,000 at $42.86filing
13 Nov 2020filed 13 Nov 2020Sykes EnterprisesSEC FORM 4 Code A$37K1,000 at $37.20filing
14 Aug 2020filed 17 Aug 2020Sykes EnterprisesSEC FORM 4 Code G—1,450filing
13 Aug 2020filed 13 Aug 2020Sykes EnterprisesSEC FORM 4 Code A$34K1,000 at $34.36filing
13 May 2020filed 13 May 2020Sykes EnterprisesSEC FORM 4 Code A$25K1,000 at $25.00filing
21 Feb 2020filed 21 Feb 2020Sykes EnterprisesSEC FORM 4 Code A$35K983 at $35.95filing

News

Sectors

Financials12
Not placed3

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

Related people

Ernst W. BrudererDirector · Director at CoastalSouth Bancshares, filing Form 4 there in the last year
Anthony P. ValdugaCFO and COO · CFO and COO at CoastalSouth Bancshares, filing Form 4 there in the last year
Lauren M. HembyChief Accounting Officer · Chief Accounting Officer at CoastalSouth Bancshares, filing Form 4 there in the last year
Stephen R. StonePresident and CEO · President and CEO at CoastalSouth Bancshares, filing Form 4 there in the last year
Cameron Bradley TurnerChief Credit Officer · Chief Credit Officer at CoastalSouth Bancshares, filing Form 4 there in the last year
Connie D. McDanielDirector · Also traded NFJ, NCZ, NCV and 1 more 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