person · Reporting owner

MCDANIEL CONNIE D

Disclosed activity across 15 companies

Tapewire entity: 13583
SEC CIK: 0001101225

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
COCA COLA CO(KO) · Entity 2806	VP & Controller	February 14, 2007	February 16, 2007
Duff & Phelps Select MLP & Midstream Energy Fund Inc.DSE · Entity 137850	Director	January 01, 2020	January 07, 2020
GLOBAL PAYMENTS INCGPN · Entity 3197	Director	May 01, 2026	May 04, 2026
Virtus Artificial Intelligence & Technology Opportunities FundAIO · Entity 5033	Director	December 11, 2023	December 12, 2023
Virtus Convertible & Income 2024 Target Term FundCBH · Entity 90218	Director	May 23, 2023	May 31, 2023
Virtus Convertible & Income FundNCV · Entity 8885	Director	August 18, 2026	August 20, 2026
Virtus Convertible & Income Fund IINCZ · Entity 5978	Director	August 18, 2026	August 20, 2026
Virtus Diversified Income & Convertible FundACV · Entity 6061	Director	August 18, 2026	August 20, 2026
Virtus Dividend, Interest & Premium Strategy FundNFJ · Entity 4708	Director	August 20, 2026	August 24, 2026
Virtus Equity & Convertible Income FundNIE · Entity 5206	Director	August 20, 2026	August 24, 2026
Virtus Global Multi-Sector Income FundVGI · Entity 6888	Director	March 25, 2022	March 28, 2022
Virtus Stone Harbor Emerging Markets Income FundEDF · Entity 6438	Director	August 20, 2026	August 24, 2026
Virtus Stone Harbor Emerging Markets Total Income FundEDI · Entity 107987	Director	April 08, 2022	April 18, 2022
Virtus Total Return Fund Inc.ZTR · Entity 5817	Director	March 25, 2022	March 28, 2022

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

COCA COLA CO

Report date February 14, 2007 · Filed February 16, 2007

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, $.25 par valueSEC Table I · non-derivative	Direct	14,922	Reported balance After 2007-02-14 transaction · row 1 1 source row Row 1 · 2007-02-14 · Grant · Acquired 1,879 · Balance 14,922 F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2003.
Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.84 · Expires 2017-02-14	Direct	64,483	Reported balance After 2007-02-15 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2007-02-15 · Grant · Acquired 64,483 · Balance 64,483 F3: Option (with tax withholding right) granted on February 15, 2007 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date.
Common Stock, $.25 par valueSEC Table I · non-derivative	IndirectBy 401(k) plan	9,014	Reported balance Holding disclosure · report date 2007-02-14 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 9,014 F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 14, 2007.
Hypothetical sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy Supplemental Benefit Plan	1,524	Reported balance Holding disclosure · report date 2007-02-14 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance 1,524 F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F6: As of February 14, 2007.

Filing footnotes · ownership attribution and instrument terms

F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2003.

F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 14, 2007.

F3: Option (with tax withholding right) granted on February 15, 2007 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date.

F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company.

F5: There is no data applicable with respect to the hypothetical shares.

F6: As of February 14, 2007.

Duff & Phelps Select MLP & Midstream Energy Fund Inc.

Report date January 01, 2020 · Filed January 07, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	3,385	Reported balance Holding disclosure · report date 2020-01-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 3,385

GLOBAL PAYMENTS INC

Report date May 01, 2026 · Filed May 04, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	33,193	Reported balance After 2026-05-01 transaction · row 1 1 source row Row 1 · 2026-05-01 · Grant · Acquired 3,179 · Balance 33,193 F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director.

Filing footnotes · ownership attribution and instrument terms

F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director.

Virtus Artificial Intelligence & Technology Opportunities Fund

Report date December 11, 2023 · Filed December 12, 2023

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,925	Reported balance After 2023-12-11 transaction · row 1 1 source row Row 1 · 2023-12-11 · Purchase · Acquired 2,925 · Balance 2,925

Virtus Convertible & Income 2024 Target Term Fund

Report date May 23, 2023 · Filed May 31, 2023

This filing explicitly reported no securities owned.

Virtus Convertible & Income Fund

Report date August 18, 2026 · Filed August 20, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	723	Reported balance After 2026-08-18 transaction · row 1 1 source row Row 1 · 2026-08-18 · Purchase · Acquired 356 · Balance 723

Virtus Convertible & Income Fund II

Report date August 18, 2026 · Filed August 20, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	804	Reported balance After 2026-08-18 transaction · row 1 1 source row Row 1 · 2026-08-18 · Purchase · Acquired 382 · Balance 804

Virtus Diversified Income & Convertible Fund

Report date August 18, 2026 · Filed August 20, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	458	Reported balance After 2026-08-18 transaction · row 1 1 source row Row 1 · 2026-08-18 · Purchase · Acquired 221 · Balance 458

Virtus Dividend, Interest & Premium Strategy Fund

Report date August 20, 2026 · Filed August 24, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	777	Reported balance After 2026-08-20 transaction · row 1 1 source row Row 1 · 2026-08-20 · Purchase · Acquired 350 · Balance 777

Virtus Equity & Convertible Income Fund

Report date August 20, 2026 · Filed August 24, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	471	Reported balance After 2026-08-20 transaction · row 1 1 source row Row 1 · 2026-08-20 · Purchase · Acquired 245 · Balance 471

Virtus Global Multi-Sector Income Fund

Report date March 25, 2022 · Filed March 28, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,753	Reported balance After 2022-03-25 transaction · row 1 1 source row Row 1 · 2022-03-25 · Purchase · Acquired 1,763 · Balance 2,753

Virtus Stone Harbor Emerging Markets Income Fund

Report date August 20, 2026 · Filed August 24, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,474	Reported balance After 2026-08-20 transaction · row 1 1 source row Row 1 · 2026-08-20 · Purchase · Acquired 1,367 · Balance 2,474

Virtus Stone Harbor Emerging Markets Total Income Fund

Report date April 08, 2022 · Filed April 18, 2022

This filing explicitly reported no securities owned.

Virtus Total Return Fund Inc.

Report date March 25, 2022 · Filed March 28, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,920	Reported balance After 2022-03-25 transaction · row 1 1 source row Row 1 · 2022-03-25 · Purchase · Acquired 1,780 · Balance 2,920

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

TOTAL SYSTEM SERVICES INC

Report date September 17, 2019 · Filed September 18, 2019

Section 16 reporting ended · disclosed 2019-09-18. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	Direct	Reported balance After 2019-09-17 transaction · row 1 1 source row Row 1 · 2019-09-17 · Disposition to issuer · Disposed 12,942 · Balance 0 F1: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments Inc. ("Global Payments") common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share.
Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.77 · Expires 2024-04-30	Direct	Reported balance After 2019-09-17 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2019-09-17 · Disposition to issuer · Disposed 7,051 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.
Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.98 · Expires 2025-05-10	Direct	Reported balance After 2019-09-17 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2019-09-17 · Disposition to issuer · Disposed 7,546 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.
Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.26 · Expires 2026-05-10	Direct	Reported balance After 2019-09-17 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2019-09-17 · Disposition to issuer · Disposed 6,520 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.

Filing footnotes · ownership attribution and instrument terms

F1: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments Inc. ("Global Payments") common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share.

F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.

Transaction history

JSON API

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	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 20, 2005 Filed Sep 22, 2005 19:53 UTC	COCA COLA CO (KO) · Entity 2806	Exercise / conversionCommon Stock, $.25 par value	6,600	$35.63	$235,125.00	Disclosure SEC source: 0000021344-05-000124 · mcd41.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,746 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
December 16, 2004 Filed Dec 20, 2004 21:55 UTC	COCA COLA CO (KO) · Entity 2806	GrantEmployee Stock Option (right to buy) · Derivative	34,050	$0.00 Strike: $41.27	$0.00	Disclosure SEC source: 0000021344-04-000231 · mcd37.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,050 Underlying: Common Stock, $.25 par value · 34,050 shares Expires 2014-12-15 F2 · derivative.exercise_date: Option (with tax withholding right) granted on December 16, 2004 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document
April 26, 2004 Filed Apr 28, 2004 15:46 UTC	COCA COLA CO (KO) · Entity 2806	Exercise / conversionEmployee Stock Option (right to buy) · Derivative	4,500	$0.00 Strike: $25.38	$0.00	Disclosure SEC source: 0000021344-04-000058 · mcd32.xml · derivative · entry 4 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 par value · 4,500 shares Expires 2004-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Grant was awarded on October 19, 1994. One-third of grant became exercisable one year after date of grant, with the remainder becoming exercisable in equal monthly installments over the next 24 months. Read SEC document
April 26, 2004 Filed Apr 28, 2004 15:46 UTC	COCA COLA CO (KO) · Entity 2806	Tax withholdingCommon Stock, $.25 par value	2,254	$50.64	$114,142.56	Disclosure SEC source: 0000021344-04-000058 · mcd32.xml · nonDerivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,146 F1 · kind: Shares delivered to the issuer to pay the option exercise price. Read SEC document
April 26, 2004 Filed Apr 28, 2004 15:46 UTC	COCA COLA CO (KO) · Entity 2806	Exercise / conversionCommon Stock, $.25 par value	4,500	$25.38	$114,187.50	Disclosure SEC source: 0000021344-04-000058 · mcd32.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
December 18, 2003 Filed Dec 22, 2003 19:49 UTC	COCA COLA CO (KO) · Entity 2806	GrantEmployee Stock Option (right to buy) · Derivative	22,770	$0.00 Strike: $49.80	$0.00	Disclosure SEC source: 0000021344-03-000201 · mcd27.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,770 Underlying: Common Stock, $.25 par value · 22,770 shares Expires 2013-12-17 F2 · derivative.exercise_date: Option (with tax withholding right) granted on December 18, 2003 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. 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.