Connie D McDaniel bought $50k of AIO
director at Virtus Artificial Intelligence & Technology Opportunities Fund. 2,925 shares at an average of $17.10, traded Dec 11, 2023, filed Dec 12, 2023.
Score components
- +15RoleDirector
- +7Trade size$50k at market
- +8Relative to holdingsFirst purchase: no shares before this trade
- 0Price contextNear the top of the 52-week range
- 0ClusterNo other insider buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- +5Track recordMedian 6-month excess return +3% over 6 past buys
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.
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 0000883237-23-000152, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 11, 2023 | POpen-market purchase Common Stock | +2,925 | $17.10 | $50k | 2,925 | Dec 12, 2023 |
Related signals
Other insiders at Virtus Artificial Intelligence & Technology Opportunities Fund and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 57Moderate | Virtus Artificial Intelligence & Technology Opportunities Fund | James C. K. Chen other | $300k 11,485 shares | -100% | |
| 56Moderate | Virtus Artificial Intelligence & Technology Opportunities Fund | Stephen B Jue other | $263k 10,000 shares | -100% | |
| 65Notable | Virtus Artificial Intelligence & Technology Opportunities Fund | Justin Kass other | $774k 29,482 shares | -100% | |
| 48Moderate | AIOsell Virtus Artificial Intelligence & Technology Opportunities Fund | William Patrick Bradley III EVP, CFO and Treasurer | $43k 2,000 shares | -100% | |
| 37Weak | AIObuy Virtus Artificial Intelligence & Technology Opportunities Fund | William Patrick Bradley III EVP, CFO and Treasurer | $50k 2,000 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.