| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
27,710,000 |
| Market
Cap: |
607.13(M) |
| Last
Volume: |
89,540 |
Avg
Vol: |
89,290 |
| 52
Week Range: |
$18.75 - $22.47 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Closed - End Fund - Debt |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Virtus Equity & Convertible Income Fund is registered as a closed-end management investment company. The Fund's investment objective is to seek total return comprised of capital appreciation, current income and gains. Under normal market conditions the Fund pursues its objective by investing in a diversified portfolio of equity securities and income-producing convertible securities.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
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|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
720 |
720 |
| Total Buy Value |
$0 |
$0 |
$15,000 |
$15,000 |
| Total People Bought |
0 |
0 |
1 |
1 |
| Total Buy Transactions |
0 |
0 |
1 |
1 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Burke Donald C |
Director |
– • – |
2023-06-28 |
4 |
B |
$20.85 |
$15,000 |
D/D |
720 |
720 |
2.39 |
-3% |
|
| Zoullas Deborah A |
Director |
– • – |
2022-03-03 |
4 |
B |
$26.42 |
$5,020 |
D/D |
190 |
190 |
2.39 |
-20% |
|
| Mclaughlin Phillip R |
Director |
– • – |
2022-02-25 |
4 |
B |
$26.11 |
$10,444 |
D/D |
400 |
400 |
2.39 |
-18% |
|
| Zino Brian T |
Director |
– • – |
2022-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
650 |
|
-28% |
|
| Aylward George R Jr |
President and CEO |
• • – |
2021-12-21 |
4 |
B |
$30.49 |
$75,000 |
D/D |
2,460 |
2,460 |
2.81 |
-22% |
|
| Drummond F Ford |
Director |
– • – |
2021-04-29 |
4 |
B |
$29.31 |
$9,965 |
D/D |
340 |
340 |
2.39 |
5% |
|
| Forsyth Douglas |
Affiliated Person |
– – – |
2020-08-11 |
4 |
S |
$24.63 |
$493,271 |
D/D |
(20,000) |
0 |
|
-15% |
|
| Cogan Sarah E |
Director |
– • – |
2019-08-21 |
4 |
B |
$21.78 |
$10,890 |
D/D |
500 |
500 |
2.39 |
- |
|
| Macleod James S |
Director |
– • – |
2017-12-20 |
4 |
B |
$21.67 |
$10,835 |
D/D |
500 |
1,000 |
2.39 |
- |
|
| Rappaport Alan |
Director |
– • – |
2017-07-07 |
4 |
B |
$19.75 |
$19,750 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
10 Records found
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1
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Page 1 of 1 |
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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0.25 (1.15%) 
