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Insider · CIK 0001785237

James C. K. Chen

other

Files at AIO (Virtus Artificial Intelligence & Technology Opportunities Fund). First filing Aug 26, 2026, latest Aug 26, 2026.

In brief

James C. K. Chen files SEC Form 4 as insider at AIO (Virtus Artificial Intelligence & Technology Opportunities Fund). Since Aug 26, 2026, James C. K. Chen has reported 0 open-market buys worth $0 and 1 open-market sell worth $300k, the latest filed on Aug 26, 2026.

A track record needs three past buys with six months of prices behind them; James C. K. Chen has 0, so none is measured yet.

The newest scored trade: sold $300k of AIO on Aug 10, 2026, filed Aug 26, 2026, scored 57 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $300k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $300k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

AIO: Virtus Artificial Intelligence & Technology Opportunities Fund

AIOOct 9, 2026 · close 25.43

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
57Moderate
AIOsell 3
Virtus Artificial Intelligence & Technology Opportunities Fund
$300k
11,485 shares
-100%+34% from low-7% from high

Transactions

Every row this insider has filed, 6 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
SOpen-market sale
Virtus Artificial Intelligence Opportunities Fund
-3,853$26.12$101k7,632Aug 26, 2026
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
SOpen-market sale
Virtus Artificial Intelligence Opportunities Fund
-7,382$26.16$193k250Aug 26, 2026
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
SOpen-market sale
Virtus Artificial Intelligence Opportunities Fund
-250$26.21$6,5510Aug 26, 2026
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
DDisposition to issuer
Virtus Artificial Intelligence Opportunities Fund
-3,853$26.12$101k7,632Aug 18, 2026
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
DDisposition to issuer
Virtus Artificial Intelligence Opportunities Fund
-7,382$26.16$193k250Aug 18, 2026
Aug 10, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
DDisposition to issuer
Virtus Artificial Intelligence Opportunities Fund
-250$26.21$6,5510Aug 18, 2026

Questions about James C. K. Chen

Answered from the filings on this page, as of the latest one.

Is James C. K. Chen buying or selling?

In the last 12 months James C. K. Chen reported 0 open-market buys worth $0 and 1 open-market sell worth $300k on SEC Form 4; the latest was sold $300k of AIO on Aug 10, 2026. Grants, option exercises and tax withholding are not counted.

How did James C. K. Chen's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and James C. K. Chen has 0.

Where does James C. K. Chen file Form 4?

James C. K. Chen has filed Form 4 at AIO (Virtus Artificial Intelligence & Technology Opportunities Fund). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

James C. K. Chen: insider trades and track record | InsiderTell