| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | EVP, Fund Services | Common Stock | 11K | $1.96M | $178.54 | Mar 15, 2022 | Direct |
| Virtus Total Return Fund Inc. | EVP, CFO and Treasurer | Common Stock | 9.04K | $49.5K | $5.47 | May 20, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ZTR | Virtus Total Return Fund Inc. | May 20, 2024 | 1 | $27.4K | 4 | May 22, 2024 | EVP, CFO and Treasurer |
| ZTR | Virtus Total Return Fund Inc. | Sep 1, 2023 | 1 | $11.8K | 4 | Oct 26, 2023 | EVP, CFO and Treasurer |
| ZTR | Virtus Total Return Fund Inc. | Sep 21, 2022 | 1 | $2.23K | 4 | Oct 3, 2022 | EVP, CFO and Treasurer |
| EDI | Stone Harbor Emerging Markets Total Income Fund | Apr 8, 2022 | 0 | $0 | 3 | Apr 18, 2022 | EVP, CFO and Treasurer |
| EDF | Stone Harbor Emerging Markets Income Fund | Apr 8, 2022 | 0 | $0 | 3 | Apr 18, 2022 | EVP, CFO and Treasurer |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Mar 15, 2022 | 4 | -$257K | 4 | Mar 17, 2022 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Mar 11, 2022 | 1 | $0 | 4 | Mar 15, 2022 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Nov 12, 2021 | 1 | -$101K | 4 | Nov 15, 2021 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Nov 5, 2021 | 2 | -$100K | 4 | Nov 8, 2021 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Nov 2, 2021 | 6 | -$347K | 4 | Nov 4, 2021 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Aug 13, 2021 | 1 | -$55.1K | 4 | Aug 16, 2021 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | May 18, 2021 | 1 | -$279K | 4/A | May 19, 2021 | EVP, Fund Services |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | May 7, 2021 | 1 | -$278K | 4 | May 10, 2021 | EVP, Fund Services |