Company / CIK 0001778114
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Ticker
- AIO
- Insiders on file
- 9
- Members of Congress who traded it
- 1
- Federal contracts on record
- none matched
- Lobbying filings on record
- none matched
- SEC filings
- EDGAR ↗
- Latest trade on record
- September 23, 2026
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund (AIO) has 9 insiders on file who disclosed 7 transactions in the last 12 months (0 open-market buys, 7 sales, about $1.4M at reported prices), and 4 congressional trades in its stock are on record. No federal contract award that started in the last 180 days was found for a recipient with exactly this name; no lobbying filing names it as client this year.
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
5 people account for the disclosed buying and selling in Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund over the last 12 months; the most active is KASS JUSTIN with $774K.
Insiders
| Name | Role | Rows | Bought | Sold | Last filed |
|---|---|---|---|---|---|
| KASS JUSTIN | Insider | 1 | 0 | 1 | August 18, 2026 |
| Chen James C. K. | Insider | 3 | 0 | 3 | August 18, 2026 |
| Jue Stephen B | Insider | 2 | 0 | 2 | August 17, 2026 |
| MCDANIEL CONNIE D | Director | 1 | 1 | 0 | May 4, 2026 |
| BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | 2 | 1 | 1 | March 23, 2026 |
| Cogan Sarah E | Director | 1 | 1 | 0 | August 5, 2025 |
| McLoughlin Philip R | Director | 1 | 1 | 0 | July 9, 2024 |
| BURKE DONALD C | Director | 1 | 1 | 0 | June 30, 2023 |
| DeCotis Deborah A | Director | 1 | 1 | 0 | March 4, 2022 |
Rows are this company's Form 4 rows for each person. "Bought" and "sold" count open-market purchases (code P) and sales only. More in insider buying and insider selling.
Members of Congress who traded AIO
From periodic transaction reports that name the company's stock. Amounts are the sums of the ranges as filed. Every row is on the AIO page.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| Kevin Hern | Representative (OK, District 1), Republican | 4 | 0 | 4 | $46K–$165K | September 23, 2026 |
Insider transactions
| Filer | Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Chen James C. K. | AIO | Sell D | August 10, 2026 | August 18, 2026 | 8d | 250 | $26 | $6,551 | late | Form 4 ↗ | |
| Chen James C. K. | AIO | Sell D | August 10, 2026 | August 18, 2026 | 8d | 7,382 | $26 | $193K | late | Form 4 ↗ | |
| Chen James C. K. | AIO | Sell D | August 10, 2026 | August 18, 2026 | 8d | 3,853 | $26 | $101K | late | Form 4 ↗ | |
| KASS JUSTIN | AIO | Sell D | August 10, 2026 | August 18, 2026 | 8d | 29,482 | $26 | $774K | late | Form 4 ↗ | |
| Jue Stephen B | AIO | Sell D | August 10, 2026 | August 17, 2026 | 7d | 4,682 | $26 | $123K | late | Form 4 ↗ | |
| Jue Stephen B | AIO | Sell D | August 10, 2026 | August 17, 2026 | 7d | 5,318 | $26 | $140K | late | Form 4 ↗ | |
| BRADLEY WILLIAM PATRICK III | AIO | Sell S | March 20, 2026 | March 23, 2026 | 3d | 2,000 | $22 | $43K | Form 4 ↗ | ||
| BRADLEY WILLIAM PATRICK III | AIO | Buy P | July 29, 2025 | July 29, 2025 | 0d | 2,000 | $25 | $50K | Form 4 ↗ | ||
| MCDANIEL CONNIE D | AIO | Buy P | December 11, 2023 | December 12, 2023 | 1d | 2,925 | $17 | $50K | Form 4 ↗ | ||
| BURKE DONALD C | AIO | Buy P | June 28, 2023 | June 30, 2023 | 2d | 832 | $18 | $15K | Form 4 ↗ | ||
| DeCotis Deborah A | AIO | Buy P | March 3, 2022 | March 4, 2022 | 1d | 1,117 | $22 | $24K | Form 4 ↗ | ||
| McLoughlin Philip R | AIO | Buy P | February 25, 2022 | March 1, 2022 | 4d | 500 | $22 | $11K | Form 4 ↗ | ||
| Cogan Sarah E | AIO | Buy P | January 13, 2022 | January 14, 2022 | 1d | 1,000 | $25 | $25K | Form 4 ↗ |
Federal contracts (USAspending, awards started in the last 180 days)
No contract award starting in the last 180 days was found for a recipient named exactly "Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund". Subsidiaries and differently-spelled recipients are not matched — search contracts.
Lobbying (Senate LDA, as client)
No LDA filing posted since October 2025 names "Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund" as the client. Filings under a subsidiary or trade-association name are not matched — search lobbying.
Related companies
Companies whose stock was traded by the same people who traded AIO, by number of filers in common. It shows overlap in public filings and nothing else.
- Seagate Technology Holdings plc STX 1 filer in common
- COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH 1 filer in common
- ADOBE INC. ADBE 1 filer in common
- Accenture plc ACN 1 filer in common
- ROCKWELL AUTOMATION, INC ROK 1 filer in common
- CHEVRON CORP CVX 1 filer in common
- Walmart Inc. WMT 1 filer in common
- PROCTER & GAMBLE Co PG 1 filer in common
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 2 | 4 | September 25, 2026 | October 13, 2026 | House Clerk search |
| SEC EDGAR, Form 4 | 10 | 13 | January 14, 2022 | August 18, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insiders and their transactions come from SEC EDGAR Form 4 filings for this issuer. Contracts and lobbying are matched by exact normalized name (suffixes like Inc./Corp. ignored) to USAspending recipients and LDA clients — a conservative match that misses subsidiaries on purpose. See methodology and corrections.
Not investment advice. Public records shown as filed; no recommendation is made or implied.