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 20, 2026 Filed Aug 24, 2026 14:58 UTC |
MCDANIEL CONNIE DDirector
|
PurchaseCommon Stock | 245 | $26.37 | $6,460.48 |
DisclosureSEC source: 0001101225-26-000008 · wk-form4_1787583505.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471 Read SEC document |
| August 10, 2026 Filed Aug 17, 2026 14:25 UTC | Disposition to issuerVirtus Equity & Convertible Income Fund | 4,505.168 | $26.55 | $119,612.21 |
DisclosureSEC source: 0001240807-26-000004 · primary_doc.xml · nonDerivative · entry 1 YEE MICHAEL · CIK 0001240807 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| August 10, 2026 Filed Aug 26, 2026 19:55 UTC Amendment | SaleVirtus Equity & Convertible Income Fund | 4,605.1684 | $26.55 | $122,267.22 |
DisclosureSEC source: 0001240807-26-000006 · primary_doc.xml · nonDerivative · entry 1 YEE MICHAEL · CIK 0001240807 · PM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
|
| June 17, 2025 Filed Jun 18, 2025 16:45 UTC |
MCDANIEL CONNIE DDirector
|
PurchaseCommon Stock | 226 | $22.97 | $5,191.22 |
DisclosureSEC source: 0000883237-25-000094 · wk-form4_1750265147.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226 Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 14:03 UTC |
BURKE DONALD CDirector
|
PurchaseCommon Stock | 719.539 | $20.85 | $15,000.01 |
DisclosureSEC source: 0000883237-23-000112 · wf-form4_168813378536351.xml · nonDerivative · entry 1 BURKE DONALD C · CIK 0001081485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 719.539 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 $20.8200 to $20.8467 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 17:00 UTC |
DeCotis Deborah ADirector
|
PurchaseCommon Stock | 190 | $26.42 | $5,020.12 |
DisclosureSEC source: 0000883237-22-000069 · wf-form4_164643120648994.xml · nonDerivative · entry 1 DeCotis Deborah A · CIK 0001177404 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 14:39 UTC |
McLoughlin Philip RDirector
|
PurchaseCommon Stock | 400 | $26.11 | $10,444.00 |
DisclosureSEC source: 0000883237-22-000063 · wf-form4_164616352470692.xml · nonDerivative · entry 1 McLoughlin Philip R · CIK 0001141990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 15:18 UTC |
AYLWARD GEORGE RDirector · President and CEO
|
PurchaseCommon Stock | 2,460 | $30.49 | $75,000.48 |
DisclosureSEC source: 0000883237-21-000267 · wf-form4_164020427099251.xml · nonDerivative · entry 1 AYLWARD GEORGE R · CIK 0001222403 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 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 $30.46 to $30.50 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 21:16 UTC |
Drummond F FordDirector
|
PurchaseCommon Stock | 340 | $29.31 | $9,965.40 |
DisclosureSEC source: 0000883237-21-000119 · wf-form4_161973095982526.xml · nonDerivative · entry 1 Drummond F Ford · CIK 0001512301 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 4,000 | $24.63 | $98,520.00 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 9 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 600 | $24.64 | $14,784.00 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 8 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 1,900 | $24.64 | $46,816.19 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 7 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 709 | $24.66 | $17,483.94 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 6 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 1,791 | $24.70 | $44,241.28 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 5 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,209 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 800 | $24.66 | $19,729.12 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 4 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 100 | $24.67 | $2,467.20 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 3 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 100 | $24.69 | $2,469.00 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 2 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 12:34 UTC |
FORSYTH DOUGLASAffiliated Person
|
SaleCommon Stock | 10,000 | $24.68 | $246,760.00 |
DisclosureSEC source: 0001209191-20-046509 · doc4.xml · nonDerivative · entry 1 FORSYTH DOUGLAS · CIK 0001240801 · Affiliated Person 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 11:44 UTC |
Cogan Sarah EDirector
|
PurchaseCommon Stock | 500 | $21.78 | $10,890.20 |
DisclosureSEC source: 0001209191-19-047201 · 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 |
| December 20, 2017 Filed Dec 22, 2017 14:22 UTC |
MACLEOD JAMES SDirector
|
PurchaseCommon Stock | 500 | $21.67 | $10,835.00 |
DisclosureSEC source: 0001209191-17-066992 · doc4.xml · nonDerivative · entry 1 MACLEOD JAMES S · CIK 0001041973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 21:35 UTC |
Rappaport AlanDirector
|
PurchaseCommon Stock | 1,000 | $19.75 | $19,749.90 |
DisclosureSEC source: 0001209191-17-044639 · 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.