Transactions
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Insider / Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
KASS JUSTIN
Insider at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Ticker
- AIO
- First filing on record
- August 18, 2026
- Latest trade on record
- August 10, 2026
- SEC filings
- EDGAR ↗
KASS JUSTIN, Insider at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund, has disclosed 1 transaction in AIO since August 18, 2026: 0 purchases (0 open-market buys) and 1 sale, worth about $774K at the reported prices. The latest was filed August 18, 2026, 8 days after the trade; 1 filing was late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
1
Avg. disclosure lag
8.0d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)
In the last 12 months KASS JUSTIN made no purchases and 1 sale worth $774K. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
KASS JUSTIN has traded 1 stock on record; the largest by dollars is AIO.
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 |
|---|---|---|---|---|
| D | Sale back to the company | 1 | 29,482 | $774K |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 1 | 0 | 1 · $774K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| AIO | Sell D | August 10, 2026 | August 18, 2026 | 8d | 29,482 | $26 | $774K | late | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 18, 2026 | Form 4 | 0001240810-26-000007 | 1 | published | EDGAR ↗ |
Other insiders at Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Cogan Sarah E Director 6 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
- BURKE DONALD C Director 1 row
- DeCotis Deborah A Director 1 row
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 | 1 | 1 | August 18, 2026 | 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.
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.