Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
  
   
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   $61,065,085    

Indirect Value

   $15,352      
Total Shares   328,733      
Total Value   $61,080,437      


Phoenix Companies Inc $0 Virtus Total Return Fund Inc $11,523 Virtus Global Dividend & Income Fund Inc $5,515 Virtus Investment Partners Inc $60,761,509 Virtus Global Multi-Sector Income Fund $8,748 Duff & Phelps Global Utility Income Fund Inc. $11,160 Virtus Total Return Fund $0 Virtus AllianzGI Convertible & Income Fund $27,874 Allianzgi Artificial Intelligence & Technology Opportunities Fund $71,415 Allianzgi Nfj Div Interest $85,722 Virtus Allianzgi Convertible & Income Fund Ii $28,137 AllianzGI Equity & Convertible Income Fund $53,480 Phoenix Companies Inc $0 Virtus Total Return Fund Inc $11,523 Virtus Global Dividend & Income Fund Inc $5,515 Virtus Investment Partners Inc $60,761,509 Virtus Global Multi-Sector Income Fund $8,748 Duff & Phelps Global Utility Income Fund Inc. $11,160 Virtus Total Return Fund $0 Virtus AllianzGI Convertible & Income Fund $27,874 Allianzgi Artificial Intelligence & Technology Opportunities Fund $71,415 Allianzgi Nfj Div Interest $85,722 Virtus Allianzgi Convertible & Income Fund Ii $28,137 AllianzGI Equity & Convertible Income Fund $53,480
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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

  
3m +/-  
Form
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2024-03-15 4 A $0.00 $0 D/D 10,212 277,045 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2024-03-15 4 D $231.33 $1,154,568 D/D (4,991) 270,128 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2023-03-15 4 D $171.08 $345,411 D/D (2,019) 271,824 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2023-03-15 4 A $0.00 $0 D/D 9,352 273,843 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2022-03-15 4 D $218.20 $3,422,903 D/D (15,687) 218,672 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2022-03-15 4 A $0.00 $0 D/D 34,705 253,377 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2022-03-11 4 D $0.00 $0 D/D (2,730) 234,359 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 %
AIO Allianzgi Artificial Inte... President and CEO   •       •      –    2021-12-21 4 B $27.14 $100,007 D/D 3,685 3,685 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 %
NCZ Virtus Allianzgi Converti... President and CEO   •       •      –    2021-12-21 4 B $4.98 $50,004 D/D 10,049 10,049 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 %
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2021-03-15 4 A $0.00 $0 D/D 14,353 237,089 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2021-03-15 4 D $0.00 $0 D/D (14,100) 222,736 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2021-03-12 4 D $0.00 $0 D/D (2,730) 236,836 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2020-03-13 4 A $0.00 $0 D/D 22,450 239,566 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2020-03-13 4 D $0.00 $0 D/D (9,523) 221,892 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2019-03-19 4 D $102.29 $411,308 D/D (4,021) 226,639 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2019-03-19 4 OE $9.40 $170,328 D/D 18,120 230,660 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2019-03-15 4 A $0.00 $0 D/D 26,199 212,540 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2019-03-15 4 D $0.00 $0 D/D (8,249) 190,232 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2018-10-29 4 OE $9.40 $47,000 D/D 5,000 194,590 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2018-03-15 4 A $0.00 $0 D/D 18,893 189,590 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2018-02-22 4 D $122.00 $256,200 D/D (2,100) 170,697 0 -
VRTS Virtus Investment Partner... Director, CEO and President   •       •      –    2018-02-22 4 A $0.00 $0 D/D 9,062 172,797 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us