Quick Takeaways
- James S. Macleod has 6 issuer positions tracked on this page.
- Estimated disclosed ownership value: $4,430,718.
- Recent insider filing activity is available below.
Insider Trading & Ownership of James S. Macleod
- Location
- Milwaukee, WI
- Summary
- The estimated net worth of James S. Macleod is at least $4,430,718 dollars as of 13 Feb 2026. James S. Macleod is the Director of CoastalSouth Bancshares, Inc. and owns shares of CoastalSouth Bancshares, Inc. (COSO) stock worth about $4.06M. James S. Macleod is the Director of Virtus AllianzGI Convertible & Income Fund II and owns shares of Virtus Convertible & Income Fund II (NCZ) stock worth about $107.7K. James S. Macleod is the Director of Virtus Dividend, Interest & Premium Strategy Fund and owns shares of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) stock worth about $106.3K. James S. Macleod is the Director of Virtus AllianzGI Convertible & Income Fund and owns shares of Virtus Convertible & Income Fund (NCV) stock worth about $82.6K. James S. Macleod is the Director of Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund and owns shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth about $69.3K.
- Signature
- /s/ Lauren Hemby, Chief Accouting Officer
- All Insider Reports
- All Insider Reports
Follow Filing Activity
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What Changed
- Largest disclosed position: CoastalSouth Bancshares, Inc. ($4,064,882).
- Past-year value change for that position: +$215,000.
Why This Matters
- This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
- You can cross-check role, issuer, and filing chronology directly against the SEC source.
Source Evidence
Filed on Form 4
See Original Filing
Insider ownership context is sourced from SEC Forms 3, 4, and 5.
Ownership of James S. Macleod
| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| COSO | CoastalSouth Bancshares, Inc. | Director | $4,064,882 | +$215,000 | +5.6% | 11 Feb 2026 |
| NCZ, NCZ-PA | Virtus AllianzGI Convertible & Income Fund II | Director | $107,655 | 01 Oct 2021 | ||
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | Director | $106,339 | 01 Oct 2021 | ||
| NCV, NCV-PA | Virtus AllianzGI Convertible & Income Fund | Director | $82,581 | 01 Oct 2021 | ||
| AIO | Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | Director | $69,261 | 01 Oct 2021 | ||
| SYKE | SYKES ENTERPRISES INC | Director | 27 Aug 2021 |
Insider Transactions Reported by James S. Macleod:
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.