Transactions
6
Insider / Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
Cogan Sarah E
Director at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- First filing on record
- January 14, 2022
- Latest trade on record
- August 1, 2025
- SEC filings
- EDGAR ↗
Cogan Sarah E, Director at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund, has disclosed 6 transactions in PML, PNI, AIO since January 14, 2022: 2 purchases (2 open-market buys) and 0 sales, worth about $36K at the reported prices. The latest was filed August 5, 2025, 4 days after the trade.
Open-market buys
2
Sales
0
Avg. disclosure lag
3.2d
Trading in charts
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Cogan Sarah E has traded 2 stocks on record; the largest by dollars is AIO.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 4 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 4 | 8,033 | — |
| P | Open-market purchase | 2 | 2,400 | $36K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2025 | 4 | 0 | 0 |
| 2024 | 1 | 1 · $10K | 0 |
| 2022 | 1 | 1 · $25K | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| PML | Other A | August 1, 2025 | August 5, 2025 | 4d | 2,564 | — | — | Form 4 ↗ | ||
| PML | Other A | August 1, 2025 | August 5, 2025 | 4d | 1,369 | — | — | Form 4 ↗ | ||
| PNI | Other A | August 1, 2025 | August 5, 2025 | 4d | 1,187 | — | — | Form 4 ↗ | ||
| PNI | Other A | August 1, 2025 | August 5, 2025 | 4d | 2,913 | — | — | Form 4 ↗ | ||
| PNI | Buy P | January 24, 2024 | January 26, 2024 | 2d | 1,400 | $7 | $10K | Form 4 ↗ | ||
| AIO | Buy P | January 13, 2022 | January 14, 2022 | 1d | 1,000 | $25 | $25K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 5, 2025 | Form 4 | 0001104659-25-074387 | 2 | published | EDGAR ↗ |
| August 5, 2025 | Form 4 | 0001104659-25-074390 | 2 | published | EDGAR ↗ |
| January 26, 2024 | Form 4 | 0001415889-24-001890 | 1 | published | EDGAR ↗ |
| January 14, 2022 | Form 4 | 0000883237-22-000043 | 1 | published | EDGAR ↗ |
Other insiders at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- BANK OF AMERICA CORP /DE/ Insider 228 rows
- UBS Group AG Insider 34 rows
- JPMorgan Chase Bank, N.A. Insider 8 rows
- MCDANIEL CONNIE D Director 5 rows
- Chen James C. K. Insider 3 rows
- BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer 2 rows
- Jue Stephen B Insider 2 rows
- McLoughlin Philip R Director 2 rows
- Morris Sonya Director 2 rows
- Rappaport Alan Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund.
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.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- 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 |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 4 | 6 | January 14, 2022 | August 5, 2025 | 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.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.