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buyWeak

Connie D McDaniel bought $6,460 of NIE

director at Virtus Equity & Convertible Income Fund. 245 shares at an average of $26.37, traded Aug 20, 2026, filed Aug 24, 2026.

Conviction score
30
Value
$6,460
245 shares
Holdings after
471
+108% from before
From 52-week low
+20%
low $21.32, close $25.56
From 52-week high
-3%
high $26.26, as of Aug 20, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $6k at market
    0
  • Relative to holdings
    Holdings up 108%
    +10
  • Price context
    Near the top of the 52-week range
    0
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Median 6-month excess return +3% over 6 past buys
    +5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

NIEOct 12, 2026 · close 25.68
Since filing Aug 24, 2026: +1.6%SPY +2.2% · excess -0.6%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001101225-26-000008, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 20, 2026POpen-market purchase
Common Stock
+245$26.37$6,460471Aug 24, 2026

Related signals

Other insiders at Virtus Equity & Convertible Income Fund and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
38Weak
NIEsell
Virtus Equity & Convertible Income Fund
Michael Yee
other
$122k
4,605 shares
-100%
23Weak
NIEbuy
Virtus Equity & Convertible Income Fund
Connie D McDaniel
director
$5,191
226 shares
-

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.

Connie D McDaniel bought $6,460 of NIE | InsiderTell