Last 12 months
Inside the activity.
1 purchase rows · 1 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 1 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 18, 2026 Filed Aug 20, 2026 20:48 UTC |
MCDANIEL CONNIE DDirector
|
PurchaseCommon Stock | 221 | $26.95 | $5,955.95 |
DisclosureSEC source: 0001101225-26-000006 · wk-form4_1787258881.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 Read SEC document |
| August 10, 2026 Filed Aug 18, 2026 16:14 UTC | Disposition to issuerVirtus Diversified Income & Convertible Fund | 10,484.0697 | $27.37 | $286,973.10 |
DisclosureSEC source: 0001240810-26-000008 · primary_doc.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 18:44 UTC Amendment | SaleVirtus Diversified Income & Convertible Fund | 10,484.0697 | $27.37 | $286,973.10 |
DisclosureSEC source: 0001240810-26-000009 · primary_doc.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| October 02, 2025 Filed Oct 6, 2025 20:10 UTC |
MetLife Investment Management, LLC10% owner
|
OtherSeries A Mandatory Redeemable Preferred Shares | 1,200,000 | $25.00 | $30,000,000.00 |
DisclosureSEC source: 0000905148-25-003525 · form4.xml · nonDerivative · entry 1 MetLife Investment Management, LLC · CIK 0001529735 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 0 F1 · kind: These Series A Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25.00 per share, plus accrued and unpaid dividends, which dividends are exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") pursuant to Rule 16a-9 thereunder. F2 · ownership.direct: These securities were held directly by a client for whom the Reporting Person serves as investment manager. F3 · ownership.direct: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act, or for any other purpose. F2 · ownership.nature: These securities were held directly by a client for whom the Reporting Person serves as investment manager. F3 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act, or for any other purpose. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 16:46 UTC |
MCDANIEL CONNIE DDirector
|
PurchaseCommon Stock | 237 | $21.89 | $5,186.75 |
DisclosureSEC source: 0000883237-25-000096 · wk-form4_1750265168.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237 Read SEC document |
| October 05, 2023 Filed Oct 5, 2023 20:43 UTC | Disposition to issuerVirtus Diversified Income & Convertible Fund | 1,293.1865 | $18.22 | $23,562.38 |
DisclosureSEC source: 0001710865-23-000001 · primary_doc.xml · nonDerivative · entry 1 Oberto David J. · CIK 0001710865 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| March 03, 2022 Filed Mar 4, 2022 16:57 UTC |
DeCotis Deborah ADirector
|
PurchaseCommon Stock | 191 | $26.25 | $5,013.33 |
DisclosureSEC source: 0000883237-22-000067 · wf-form4_164643104469922.xml · nonDerivative · entry 1 DeCotis Deborah A · CIK 0001177404 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $26.23 to $26.25 per share. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 14:55 UTC |
WALTON R KEITHDirector
|
PurchaseCommon Stock | 375 | $28.52 | $10,695.00 |
DisclosureSEC source: 0000883237-22-000049 · wf-form4_164391813623528.xml · nonDerivative · entry 1 WALTON R KEITH · CIK 0001281287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 16:14 UTC |
AYLWARD GEORGE RDirector · President and CEO
|
PurchaseCommon Stock | 2,157 | $34.78 | $75,013.99 |
DisclosureSEC source: 0000883237-21-000273 · wf-form4_164020764084074.xml · nonDerivative · entry 1 AYLWARD GEORGE R · CIK 0001222403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,157 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $34.72 to $34.80 per share. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 17:38 UTC |
Drummond F FordDirector
|
PurchaseCommon Stock | 100 | $32.35 | $3,235.00 |
DisclosureSEC source: 0001209191-20-064164 · doc4.xml · nonDerivative · entry 1 Drummond F Ford · CIK 0001512301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,850 Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 13:06 UTC |
Eu DouglasSEE REMARKS
|
PurchaseCommon Stock | 500 | $12.80 | $6,400.00 |
DisclosureSEC source: 0001209191-20-020577 · doc4.xml · nonDerivative · entry 1 Eu Douglas · CIK 0001663195 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 11:46 UTC |
Cogan Sarah EDirector
|
PurchaseCommon Stock | 500 | $24.44 | $12,218.55 |
DisclosureSEC source: 0001209191-19-047202 · doc4.xml · nonDerivative · entry 1 Cogan Sarah E · CIK 0001761536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 18:48 UTC |
KASS JUSTINPortfolio Manager
|
SaleCommon Stock | 3,276 | $23.67 | $77,536.70 |
DisclosureSEC source: 0001209191-19-042150 · doc4.xml · nonDerivative · entry 2 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,729.8589 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.6501 to $23.67, inclusive. The reporting person undertakes to provide to ACV, any security holder of ACV, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Number of Securities Beneficially Owned Following Reported Transactions includes 1,355.8336 shares acquired through dividend reinvestments. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 18:48 UTC |
KASS JUSTINPortfolio Manager
|
SaleCommon Stock | 13,424 | $23.69 | $318,006.51 |
DisclosureSEC source: 0001209191-19-042150 · doc4.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,005.8589 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.65 to $23.71, inclusive. The reporting person undertakes to provide to AllianzGI Diversified Income & Convertible Fund ("ACV"), any security holder of ACV, or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Number of Securities Beneficially Owned Following Reported Transactions includes 1,355.8336 shares acquired through dividend reinvestments. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 17:24 UTC |
Allianz Asset Management of America L.P.Affiliated Entity
|
SaleCommon Stock | 5,546.139 | $22.36 | $123,985.05 |
DisclosureSEC source: 0001209191-18-025029 · doc4.xml · nonDerivative · entry 1 Allianz Asset Management of America L.P. · CIK 0000822426 · Affiliated Entity 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.40 to $22.32, inclusive. The reporting person undertakes to provide AllianzGI Diversified Income & Convertible Fund ("ACV"), any security holder of ACV, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:35 UTC |
Rappaport AlanDirector
|
PurchaseCommon Stock | 1,000 | $21.29 | $21,290.00 |
DisclosureSEC source: 0001209191-17-044640 · doc4.xml · nonDerivative · entry 1 Rappaport Alan · CIK 0001495443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.