Who
Justin Kass
Other role
Company insider
Files Form 4 as: Other, Virtus Diversified Income & Convertible Fund; Other, Virtus Artificial Intelligence & Technology Opportunities Fund; Other, AllianzGI Convertible & Income 2024 Target Term Fund; Other, Virtus Convertible & Income Fund; Other, Nicholas Applegate Global Equity & Convertible Income Fund.
In numbers
- Trades disclosed
- 101
- Buys
- 33
- Sells
- 9
- Bought
- $3.0M
- Sold
- $3.1M
- Companies
- 5
- Companies where not an officer
- 5
- First trade
- 28 Jan 2008
- Last trade
- 10 Aug 2026
- Last filed
- 26 Aug 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 10 Aug 2026filed 26 Aug 2026 | ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACs | SEC FORM 4 Sold | $287K10,484.07 at $27.37 | filing |
| 10 Aug 2026filed 26 Aug 2026 | ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACs | SEC FORM 4 Sold | $287K10,484.07 at $27.37 | filing |
| 10 Aug 2026filed 26 Aug 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Sold | $774K29,481.584 at $26.27 | filing |
| 10 Aug 2026filed 26 Aug 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Sold | $774K29,481.58 at $26.27 | filing |
| 10 Aug 2026filed 18 Aug 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Code D | $774K29,481.584 at $26.27 | filing |
| 10 Aug 2026filed 18 Aug 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Code D | $774K29,481.58 at $26.27 | filing |
| 10 Aug 2026filed 18 Aug 2026 | ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACs | SEC FORM 4 Code D | $287K10,484.07 at $27.37 | filing |
| 10 Aug 2026filed 18 Aug 2026 | ACV Virtus Diversified Income & Convertible FundFunds, Shells & SPACs | SEC FORM 4 Code D | $287K10,484.07 at $27.37 | filing |
| 12 Mar 2020filed 13 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $70K5,000 at $14.03 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $21K2,225 at $9.40 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $12K1,280 at $9.39 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $12K1,300 at $9.38 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $3,748400 at $9.37 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $41K4,320 at $9.39 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AllianzGI Convertible & Income 2024 Target Term Fund | SEC FORM 4 Bought | $4,460475 at $9.39 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $55K3,000 at $18.31 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $24K1,306 at $18.16 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $3,521194 at $18.15 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $1,814100 at $18.14 | filing |
| 6 Mar 2020filed 10 Mar 2020 | AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACs | SEC FORM 4 Bought | $7,244400 at $18.11 | filing |
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 Justin Kass; 1 article from the last 14 days about the 2 companies they traded most, at most three about any one of them.