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 07 Jul 2025. JAMES S. MACLEOD is the Director of CoastalSouth Bancshares, Inc. and owns shares of CoastalSouth Bancshares, Inc. 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/ Morgan Guerts, Attorney-in-Fact
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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%	02 Jul 2025
NCZ, NCZ-PA	Virtus 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 Convertible & Income Fund	Director	$82,581			01 Oct 2021
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	Director	$69,261			01 Oct 2021
SYKE	SYKES ENTERPRISES INC	Director				27 Aug 2021

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.