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Export transactions ↓Last 12 months
Inside the activity.
0 purchase rows · 7 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 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 6 |
| 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 10, 2026 Filed Aug 17, 2026 15:25 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 4,682 | $26.25 | $122,902.50 |
DisclosureSEC source: 0001785549-26-000005 · primary_doc.xml · nonDerivative · entry 2 Jue Stephen B · CIK 0001785549 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 17, 2026 15:25 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 5,318 | $26.36 | $140,188.86 |
DisclosureSEC source: 0001785549-26-000005 · primary_doc.xml · nonDerivative · entry 1 Jue Stephen B · CIK 0001785549 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,682 Read SEC document |
|
| August 10, 2026 Filed Aug 18, 2026 16:09 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 29,481.5838 | $26.27 | $774,416.35 |
DisclosureSEC source: 0001240810-26-000007 · 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 18, 2026 13:10 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 250 | $26.21 | $6,551.25 |
DisclosureSEC source: 0001785237-26-000006 · primary_doc.xml · nonDerivative · entry 3 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 18, 2026 13:10 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 7,382 | $26.16 | $193,078.42 |
DisclosureSEC source: 0001785237-26-000006 · primary_doc.xml · nonDerivative · entry 2 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Read SEC document |
|
| August 10, 2026 Filed Aug 18, 2026 13:10 UTC | Disposition to issuerVirtus Artificial Intelligence Opportunities Fund | 3,853.2589 | $26.12 | $100,650.21 |
DisclosureSEC source: 0001785237-26-000006 · primary_doc.xml · nonDerivative · entry 1 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,632 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 18:51 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 29,481.5838 | $26.27 | $774,416.35 |
DisclosureSEC source: 0001240810-26-000010 · 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 19:36 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 4,682 | $26.25 | $122,902.50 |
DisclosureSEC source: 0001785549-26-000007 · primary_doc.xml · nonDerivative · entry 2 Jue Stephen B · CIK 0001785549 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 19:36 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 5,318 | $26.36 | $140,188.86 |
DisclosureSEC source: 0001785549-26-000007 · primary_doc.xml · nonDerivative · entry 1 Jue Stephen B · CIK 0001785549 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,682 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 19:13 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 250 | $26.21 | $6,551.25 |
DisclosureSEC source: 0001785237-26-000007 · primary_doc.xml · nonDerivative · entry 3 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 19:13 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 7,382 | $26.16 | $193,078.42 |
DisclosureSEC source: 0001785237-26-000007 · primary_doc.xml · nonDerivative · entry 2 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 19:13 UTC Amendment | SaleVirtus Artificial Intelligence Opportunities Fund | 3,853.2589 | $26.12 | $100,650.21 |
DisclosureSEC source: 0001785237-26-000007 · primary_doc.xml · nonDerivative · entry 1 Chen James C. K. · CIK 0001785237 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,632 Read SEC document |
|
| March 20, 2026 Filed Mar 23, 2026 14:42 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer
|
SaleCommon Stock | 2,000 | $21.56 | $43,120.00 |
DisclosureSEC source: 0001450955-26-000006 · wk-form4_1774291365.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 29, 2025 Filed Jul 29, 2025 18:27 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer
|
PurchaseCommon Stock | 2,000 | $24.79 | $49,580.00 |
DisclosureSEC source: 0000883237-25-000108 · wk-form4_1753828070.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 19:48 UTC |
MCDANIEL CONNIE DDirector
|
PurchaseCommon Stock | 2,925 | $17.10 | $50,022.18 |
DisclosureSEC source: 0000883237-23-000152 · wk-form4_1702410480.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,925 Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 14:02 UTC |
BURKE DONALD CDirector
|
PurchaseCommon Stock | 831.541 | $18.04 | $15,000.00 |
DisclosureSEC source: 0000883237-23-000110 · wf-form4_168813375147316.xml · nonDerivative · entry 1 BURKE DONALD C · CIK 0001081485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 831.541 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 $18.0290 to $18.0400 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 |
| March 03, 2022 Filed Mar 4, 2022 17:06 UTC |
DeCotis Deborah ADirector
|
PurchaseCommon Stock | 1,117 | $21.87 | $24,428.79 |
DisclosureSEC source: 0000883237-22-000073 · wf-form4_164643153792754.xml · nonDerivative · entry 1 DeCotis Deborah A · CIK 0001177404 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,117 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 14:37 UTC |
McLoughlin Philip RDirector
|
PurchaseCommon Stock | 500 | $21.60 | $10,800.00 |
DisclosureSEC source: 0000883237-22-000061 · wf-form4_164616344957360.xml · nonDerivative · entry 1 McLoughlin Philip R · CIK 0001141990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| January 13, 2022 Filed Jan 14, 2022 15:58 UTC |
Cogan Sarah EDirector
|
PurchaseCommon Stock | 1,000 | $25.37 | $25,367.60 |
DisclosureSEC source: 0000883237-22-000043 · wf-form4_164219391822263.xml · nonDerivative · entry 1 Cogan Sarah E · CIK 0001761536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 15:20 UTC |
AYLWARD GEORGE RDirector · President and CEO
|
PurchaseCommon Stock | 3,685 | $27.14 | $100,007.22 |
DisclosureSEC source: 0000883237-21-000269 · wf-form4_164020440129510.xml · nonDerivative · entry 1 AYLWARD GEORGE R · CIK 0001222403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,685 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were purchased in multiple transactions at prices ranging from $27.12 to $27.14 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 11:45 UTC |
MACLEOD JAMES SDirector
|
PurchaseCommon Stock | 2,050 | $26.83 | $55,004.17 |
DisclosureSEC source: 0000883237-21-000241 · wf-form4_163344874014731.xml · nonDerivative · entry 1 MACLEOD JAMES S · CIK 0001041973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were purchased in multiple transactions at prices ranging from $26.76 to $26.87 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 |
| April 29, 2021 Filed Apr 29, 2021 17:04 UTC |
Drummond F FordDirector
|
PurchaseCommon Stock | 360 | $27.80 | $10,008.76 |
DisclosureSEC source: 0000883237-21-000115 · wf-form4_161973025121103.xml · nonDerivative · entry 1 Drummond F Ford · CIK 0001512301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 20:37 UTC |
Rappaport AlanDirector
|
PurchaseCommon Stock | 1,500 | $27.76 | $41,640.00 |
DisclosureSEC source: 0000883237-21-000103 · wf-form4_161964224979992.xml · nonDerivative · entry 1 Rappaport Alan · CIK 0001495443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 18:44 UTC |
Allianz Global Investors U.S. LLCInvestment Adviser
|
SaleCommon | 5,573 | $28.05 | $156,341.60 |
DisclosureSEC source: 0001209191-21-004741 · doc4.xml · nonDerivative · entry 1 Allianz Global Investors U.S. LLC · CIK 0001493338 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.91 to $28.245, inclusive. The reporting person undertakes to provide AllianzGI Artificial Intelligence & Technology Opportunities Fund ("AIO"), any security holder of AIO, 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 |
| June 11, 2020 Filed Jun 15, 2020 21:22 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 150 | $18.70 | $2,805.00 |
DisclosureSEC source: 0001209191-20-036690 · doc4.xml · nonDerivative · entry 3 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 21:22 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 200 | $18.81 | $3,762.00 |
DisclosureSEC source: 0001209191-20-036690 · doc4.xml · nonDerivative · entry 2 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 21:22 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 350 | $18.95 | $6,632.50 |
DisclosureSEC source: 0001209191-20-036690 · doc4.xml · nonDerivative · entry 1 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 13:00 UTC |
Jue Stephen BPortfolio Manager
|
PurchaseCommon Stock | 2,500 | $11.50 | $28,750.00 |
DisclosureSEC source: 0001209191-20-020374 · doc4.xml · nonDerivative · entry 2 Jue Stephen B · CIK 0001785549 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 13:00 UTC |
Jue Stephen BPortfolio Manager
|
PurchaseCommon Stock | 2,500 | $12.38 | $30,942.25 |
DisclosureSEC source: 0001209191-20-020374 · doc4.xml · nonDerivative · entry 1 Jue Stephen B · CIK 0001785549 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 19:53 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 5,000 | $14.03 | $70,125.00 |
DisclosureSEC source: 0001209191-20-018831 · doc4.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:21 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 100 | $14.00 | $1,399.99 |
DisclosureSEC source: 0001209191-20-018738 · doc4.xml · nonDerivative · entry 4 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 250 F1 · ownership.nature: Indirect ownership of shares of Common Stock, held in custody for the benefit of the reporting person's child. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:21 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 1,400 | $13.99 | $19,590.20 |
DisclosureSEC source: 0001209191-20-018738 · doc4.xml · nonDerivative · entry 3 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:21 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 100 | $14.00 | $1,399.99 |
DisclosureSEC source: 0001209191-20-018738 · doc4.xml · nonDerivative · entry 2 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 16:21 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 500 | $14.00 | $6,997.50 |
DisclosureSEC source: 0001209191-20-018738 · doc4.xml · nonDerivative · entry 1 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| March 09, 2020 Filed Mar 12, 2020 11:31 UTC |
Jue Stephen BPortfolio Manager
|
PurchaseCommon Stock | 2,500 | $17.14 | $42,854.50 |
DisclosureSEC source: 0001209191-20-018325 · doc4.xml · nonDerivative · entry 1 Jue Stephen B · CIK 0001785549 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 14:11 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 400 | $18.11 | $7,244.00 |
DisclosureSEC source: 0001209191-20-017564 · doc4.xml · nonDerivative · entry 5 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 14:11 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 100 | $18.14 | $1,814.00 |
DisclosureSEC source: 0001209191-20-017564 · doc4.xml · nonDerivative · entry 4 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,600 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 14:11 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 194 | $18.15 | $3,521.10 |
DisclosureSEC source: 0001209191-20-017564 · doc4.xml · nonDerivative · entry 3 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 14:11 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 1,306 | $18.16 | $23,716.96 |
DisclosureSEC source: 0001209191-20-017564 · doc4.xml · nonDerivative · entry 2 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,306 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 14:11 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 3,000 | $18.31 | $54,930.00 |
DisclosureSEC source: 0001209191-20-017564 · doc4.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 20:10 UTC |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 3,500 | $21.05 | $73,662.75 |
DisclosureSEC source: 0001209191-20-013718 · doc4.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| February 27, 2020 Filed Mar 10, 2020 14:08 UTC Amendment |
KASS JUSTINPortfolio Manager
|
PurchaseCommon Stock | 5,000 | $18.80 | $93,998.00 |
DisclosureSEC source: 0001209191-20-017563 · doc4a.xml · nonDerivative · entry 1 KASS JUSTIN · CIK 0001240810 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Original filing erroneously reported incorrect information regarding number of shares purchased and price per share due to administrative error. Read SEC document |
| December 31, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 150 | $20.09 | $3,013.50 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 7 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 150 F1 · ownership.nature: Indirect ownership of shares of Common Stock, held in custody for the benefit of the reporting person's child. Read SEC document |
| December 31, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 500 | $20.12 | $10,059.55 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 6 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| December 26, 2019 Filed Dec 26, 2019 16:23 UTC |
MACLEOD JAMES SDirector
|
PurchaseCommon Stock | 2,000 | $19.98 | $39,960.00 |
DisclosureSEC source: 0001209191-19-061937 · doc4.xml · nonDerivative · entry 1 MACLEOD JAMES S · CIK 0001041973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| December 20, 2019 Filed Feb 28, 2020 21:38 UTC |
Jue Stephen BPortfolio Manager
|
PurchaseCommon Stock | 2,500 | $19.87 | $49,676.00 |
DisclosureSEC source: 0001209191-20-013914 · doc4.xml · nonDerivative · entry 1 Jue Stephen B · CIK 0001785549 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| December 20, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 709 | $19.98 | $14,165.32 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 5 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| December 20, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 200 | $19.98 | $3,995.60 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 4 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791 Read SEC document |
| December 20, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 91 | $19.93 | $1,813.63 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 3 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 Read SEC document |
| December 20, 2019 Filed Feb 28, 2020 19:27 UTC |
Chen James C. K.Portfolio Manager
|
PurchaseCommon Stock | 200 | $19.91 | $3,982.00 |
DisclosureSEC source: 0001209191-20-013697 · doc4.xml · nonDerivative · entry 2 Chen James C. K. · CIK 0001785237 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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.