James C. K. Chen - 10 Aug 2026 Form 4 Insider Report for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Reporting relationship
Other*
Issuer ticker
AIO
Reported as of
10 Aug 2026
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 3 source fields
SEC form
4
Accepted by SEC
18 Aug 2026, 09:10:03 UTC
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Heather Imbey

Key filing fact

James C. K. Chen filed Form 4 for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) on 18 Aug 2026.

Key facts

  • This page summarizes James C. K. Chen's Form 4 filing for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
  • 3 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 18 Aug 2026, 09:10.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001785237 Primary reporting owner

Chen James C. K.

Relationship
Other*
Address
2999 OAK ROAD, SUITE 1000, WALNUT CREEK
Signature
Heather Imbey
Signature date
10 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AIO transaction

Virtus Artificial Intelligence Opportunities Fund

Disposed to Issuer

Transaction value
Shares
-3,853
Change %
-34%
Price
$26.12*
Shares after
7,632
Date
10 Aug 2026
Ownership
Direct
AIO transaction

Virtus Artificial Intelligence Opportunities Fund

Disposed to Issuer

Transaction value
Shares
-7,382
Change %
-97%
Price
$26.16*
Shares after
250
Date
10 Aug 2026
Ownership
Direct
AIO transaction

Virtus Artificial Intelligence Opportunities Fund

Disposed to Issuer

Transaction value
Shares
-250
Change %
-100%
Price
$26.20*
Shares after
0
Date
10 Aug 2026
Ownership
Direct
* marks a reported price that did not pass the local price check.
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