Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Latest Insider Confidence Score

2025Q4

51.1
Bullish

Company insider confidence (by quarter)

2019Q4 2025Q4

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Kass Justin Other 15,000 Mar 13, 2020
Jue Stephen B Other 10,000 Mar 20, 2020
MacLeod James S Director 4,050 Oct 5, 2021
Aylward George R CEO 3,685 Dec 22, 2021
McDaniel Connie D Director 2,925 Dec 12, 2023

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Jul 29, 2025 Jul 29, 2025 BRADLEY WILLIAM PATRICK III CFO Buy 91.3 +2,000 100.00% $49.6K
Jan 22, 2024 Toms Matthew CEO Neutral 52.5 - 0.00% -
Dec 11, 2023 Dec 12, 2023 MCDANIEL CONNIE D Director Buy 95.0 +2,925 100.00% $50K
Jun 28, 2023 Jun 30, 2023 BURKE DONALD C Director Buy 91.3 +831 100.00% $15K
May 31, 2023 MCDANIEL CONNIE D Director Neutral 52.5 - 0.00% -
May 30, 2023 BURKE DONALD C Director Neutral 52.5 - 0.00% -
Jan 6, 2023 MCNAMARA GERALDINE M Director Neutral 52.5 - 0.00% -
Aug 4, 2022 VOYA INVESTMENT MANAGEMENT CO Other Neutral 52.5 - 0.00% -
Aug 4, 2022 Zemsky Paul Other Neutral 52.5 - 0.00% -
Aug 4, 2022 Costa Vincent J Other Neutral 52.5 - 0.00% -
Aug 4, 2022 Hurtsellers Christine Other Neutral 52.5 - 0.00% -
Jul 19, 2022 WALTON R KEITH Director Neutral 52.5 - 0.00% -
Mar 3, 2022 Mar 4, 2022 DeCotis Deborah A Director Buy 91.3 +1,117 100.00% $24.4K
Mar 3, 2022 Oberto David J. Portfolio Manager Neutral 52.5 - 0.00% -
Feb 25, 2022 Mar 1, 2022 McLoughlin Philip R Director Buy 91.3 +500 100.00% $10.8K
Jan 13, 2022 Jan 14, 2022 Cogan Sarah E Director Buy 91.3 +1,000 100.00% $25.4K
Jan 4, 2022 ZINO BRIAN T Director Neutral 52.5 - 0.00% -
Jan 3, 2022 ZINO BRIAN T Director Neutral 52.5 - 0.00% -
Dec 21, 2021 Dec 22, 2021 AYLWARD GEORGE R CEO Buy 95.0 +3,685 100.00% $100K
Oct 1, 2021 Oct 5, 2021 MACLEOD JAMES S Director Buy 95.0 +2,050 102.50% $55K
Jun 30, 2021 Smirl Richard W EVP Neutral 52.5 - 0.00% -
Apr 29, 2021 Apr 29, 2021 Drummond F Ford Director Buy 91.3 +360 100.00% $10K
Apr 27, 2021 Apr 28, 2021 Rappaport Alan Director Buy 91.3 +1,500 100.00% $41.6K
Feb 11, 2021 WALTMAN FRANCIS G EVP Neutral 52.5 - 0.00% -
Feb 11, 2021 McLoughlin Philip R Director Neutral 52.5 - 0.00% -
Feb 11, 2021 BRADLEY WILLIAM PATRICK III CFO Neutral 52.5 - 0.00% -
Feb 11, 2021 AYLWARD GEORGE R CEO Neutral 52.5 - 0.00% -
Jan 20, 2021 Jan 21, 2021 Allianz Global Investors U.S. LLC Other Sell 22.5 -5,573 -100.00% $156.3K
Jun 11, 2020 Jun 15, 2020 Chen James C. K. Other Buy 91.3 +700 13.33% $13.2K
Mar 18, 2020 Mar 20, 2020 Jue Stephen B Other Buy 95.0 +5,000 100.00% $59.7K
Mar 12, 2020 Mar 13, 2020 KASS JUSTIN Other Buy 95.0 +5,000 50.00% $70.1K
Mar 12, 2020 Mar 13, 2020 Chen James C. K. Other Buy 91.3 +2,100 66.67% $29.4K
Mar 9, 2020 Mar 12, 2020 Jue Stephen B Other Buy 91.3 +2,500 100.00% $42.9K
Mar 6, 2020 Mar 10, 2020 KASS JUSTIN Other Buy 95.0 +5,000 100.00% $91.2K
Feb 27, 2020 Mar 10, 2020 KASS JUSTIN Other Buy 95.0 +5,000 100.00% $94K
Dec 20, 2019 Feb 28, 2020 Jue Stephen B Other Buy 91.3 +2,500 100.00% $49.7K
Feb 27, 2020 Feb 28, 2020 KASS JUSTIN Other Buy 95.0 +3,500 100.00% $73.7K
Dec 20, 2019 Feb 28, 2020 Chen James C. K. Other Buy 95.0 +3,150 100.00% $63K
Dec 26, 2019 Dec 26, 2019 MACLEOD JAMES S Director Buy 91.3 +2,000 100.00% $40K
Oct 25, 2019 Whisten Scott Treasurer Neutral 52.5 - 0.00% -
Oct 25, 2019 Allianz Global Investors U.S. Holdings LLC Other Neutral 52.5 - 0.00% -
Oct 25, 2019 KASS JUSTIN Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Allianz Global Investors U.S. LLC Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Borreggine Angela Secretary and CLO Neutral 52.5 - 0.00% -
Oct 25, 2019 Koo Paul Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Holt Erick Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Eu Douglas Other Neutral 52.5 - 0.00% -
Oct 25, 2019 COCHRAN RICHARD J Assistant Treasurer Neutral 52.5 - 0.00% -
Oct 25, 2019 SCOON DAVEY Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Ruckman Craig Assistant Secretary Neutral 52.5 - 0.00% -
Oct 25, 2019 Rappaport Alan Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Rubano Debra Assistant Secretary Neutral 52.5 - 0.00% -
Oct 25, 2019 MACLEOD JAMES S Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Harter Thomas L Chief Compliance Officer Neutral 52.5 - 0.00% -
Oct 25, 2019 Pushpaharan Gem Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Jue Stephen B Portfolio Manager Neutral 52.5 - 0.00% -
Oct 25, 2019 Chen James C. K. Portfolio Manager Neutral 52.5 - 0.00% -
Oct 25, 2019 KERTESS HANS W Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Fuccillo Thomas J CEO Neutral 52.5 - 0.00% -
Oct 25, 2019 JACOBSON JAMES A Director Neutral 52.5 - 0.00% -
Oct 25, 2019 GALLAGHER BRADFORD K Director Neutral 52.5 - 0.00% -
Oct 25, 2019 DeCotis Deborah A Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Viggiano John Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Cogan Sarah E Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Drummond F Ford Director Neutral 52.5 - 0.00% -
Oct 25, 2019 Dzemaili Orhan Assistant Treasurer Neutral 52.5 - 0.00% -
Oct 25, 2019 Bengtson-Olivieri Erin Other Neutral 52.5 - 0.00% -
Oct 25, 2019 Ogden William B IV Director Neutral 52.5 - 0.00% -