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Insider Information:   Aylward George R Jr
Relationship:   President and CEO, Dir...
City:   Hartford
State:   CT
   
Insider Summary:
  
   
Companies Owned :   12    
Direct Shares   326,326    

Indirect Shares

   2,407      
Direct Value   $65,258,988    

Indirect Value

   $16,410      
Total Shares   328,733      
Total Value   $65,275,399      


Phoenix Companies Inc $0 Virtus Total Return Fund Inc $11,523 Virtus Global Dividend & Income Fund Inc $5,587 Virtus Investment Partners Inc $64,947,659 Virtus Global Multi-Sector Income Fund $8,988 Duff & Phelps Global Utility Income Fund Inc. $12,036 Virtus Total Return Fund $0 Virtus AllianzGI Convertible & Income Fund $28,668 Allianzgi Artificial Intelligence & Technology Opportunities Fund $73,995 Allianzgi Nfj Div Interest $85,722 Virtus Allianzgi Convertible & Income Fund Ii $29,042 AllianzGI Equity & Convertible Income Fund $55,768 Phoenix Companies Inc $0 Virtus Total Return Fund Inc $11,523 Virtus Global Dividend & Income Fund Inc $5,587 Virtus Investment Partners Inc $64,947,659 Virtus Global Multi-Sector Income Fund $8,988 Duff & Phelps Global Utility Income Fund Inc. $12,036 Virtus Total Return Fund $0 Virtus AllianzGI Convertible & Income Fund $28,668 Allianzgi Artificial Intelligence & Technology Opportunities Fund $73,995 Allianzgi Nfj Div Interest $85,722 Virtus Allianzgi Convertible & Income Fund Ii $29,042 AllianzGI Equity & Convertible Income Fund $55,768
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    5   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    5   
    0    
   
     Gain/Loss Ratio :
   -5.0   
   0.0   
     Percentage Gain/Loss :
   -44.2%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Phoenix Companies Inc PNX . 2007-03-05 8,357 2007-03-05 2,337    Premium*  
            Virtus Total Return Fund Inc ZF President & CEO, Direc... 2013-05-30 1,027 2007-03-05 0    Premium*  
            Virtus Global Dividend & Income ... ZTR President & CEO, Direc... 2013-05-30 1,027 2007-03-05 0    Premium*  
            Virtus Investment Partners Inc VRTS Director, CEO and Pres... 2024-03-15 277,045 2024-03-15 70    Premium*  
            Virtus Global Multi-Sector Incom... VGI President, Director 2013-05-30 1,200 2013-05-30 0    Premium*  
            Duff & Phelps Global Utility Inc... DPG Director of Adviser 2013-05-30 1,200 2013-05-30 0    Premium*  
            Virtus Total Return Fund DCA President, Director 2013-05-30 5,000 2013-05-30 0    Premium*  
            Virtus AllianzGI Convertible & I... NCV President and CEO, Dir... 2021-12-21 8,821 2021-12-21 0    Premium*  
            Allianzgi Artificial Intelligenc... AIO President and CEO, Dir... 2021-12-21 3,685 2021-12-21 0    Premium*  
            Allianzgi Nfj Div Interest NFJ President and CEO, Dir... 2021-12-21 6,455 2021-12-21 0    Premium*  
            Virtus Allianzgi Convertible & I... NCZ President and CEO, Dir... 2021-12-21 10,049 2021-12-21 0    Premium*  
            AllianzGI Equity & Convertible I... NIE President and CEO, Dir... 2021-12-21 2,460 2021-12-21 0    Premium*  
* Premium Members only  

Records found :    68         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
AIO Allianzgi Artificial Inte... President and CEO   •       •      –    2021-12-21 4 B $27.14 $100,007 D/D 3,685 3,685 2.81 %
NIE AllianzGI Equity & Conver... President and CEO   •       •      –    2021-12-21 4 B $30.49 $75,000 D/D 2,460 2,460 2.81 %
NFJ Allianzgi Nfj Div Interes... President and CEO   •       •      –    2021-12-21 4 B $15.49 $99,994 D/D 6,455 6,455 2.81 %
DPG Duff & Phelps Global Util... Director of Adviser   •       •      –    2013-05-30 4 B $19.30 $23,160 D/D 1,200 1,200 2.44 -
PNX Phoenix Companies Inc officerTitle   •       –      –    2003-08-05 4 B $8.98 $17,960 D/D 2,000 2,000 2.74 -
PNX Phoenix Companies Inc Vice President   •       –      –    2003-11-07 4 B $10.92 $10,920 D/D 1,000 3,000 2.74 -
PNX Phoenix Companies Inc Vice President   •       –      –    2004-05-07 4 A $11.90 $13,090 D/D 1,100 4,187 -
PNX Phoenix Companies Inc Senior Vice PresidentOfficer   •       –      –    2006-11-06 3 IO $0.00 $0 I/I 0 2,088 -
PNX Phoenix Companies Inc Senior Vice PresidentOfficer   •       –      –    2006-11-06 3 IO $0.00 $0 D/D 0 6,776 -
PNX Phoenix Companies Inc .   •       –      –    2007-03-05 4 A $0.00 $0 D/D 2,451 9,266 0 -
PNX Phoenix Companies Inc .   •       –      –    2007-03-05 4 D $0.00 $0 D/D (923) 8,357 0 -
NCV Virtus AllianzGI Converti... President and CEO   •       •      –    2021-12-21 4 B $5.67 $49,997 D/D 8,821 8,821 2.81 %
NCZ Virtus Allianzgi Converti... President and CEO   •       •      –    2021-12-21 4 B $4.98 $50,004 D/D 10,049 10,049 2.81 %
ZTR Virtus Global Dividend & ... officerTitle   •       •      –    2007-03-05 4 B $5.56 $5,060 D/D 910 910 2.81 -
ZTR Virtus Global Dividend & ... President & CEO   •       •      –    2013-05-30 4 B $13.19 $10,550 D/D 800 1,027 2.81 -
VGI Virtus Global Multi-Secto... President   •       •      –    2013-05-30 4 B $18.78 $22,541 D/D 1,200 1,200 2.81 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2009-03-05 4 OE $0.00 $0 D/D 809 1,157 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2009-04-20 4 A $0.00 $0 D/D 34,680 34,680 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2009-05-15 4 B $13.59 $99,811 D/D 7,300 8,544 2.81 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2010-03-05 4 OE $0.00 $0 D/D 809 9,684 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2010-03-15 4 A $0.00 $0 D/D 21,256 65,620 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2010-09-05 4 OE $0.00 $0 D/D 13,042 78,922 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2011-02-13 4 OE $0.00 $0 D/D 7,808 86,855 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2011-03-15 4 A $0.00 $0 D/D 15,496 102,368 0 -
VRTS Virtus Investment Partner... President, CEO and Director   •       •      –    2011-08-05 4 B $67.62 $50,715 D/D 750 103,201 0.01 -
  68  Records found
  1  2   3      
  Page 1 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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 - Aquired
  IO - Initital Ownership D - Disposed
 
 
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