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Kass Justin's Form 4 filing

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) · filed Aug 18, 2026

Accession no.
0001240810-26-000007
Filed
Aug 18, 2026, 12:09 PM ET
Trade date
Aug 10, 2026
Filing delay
8 daysLate
Rule 10b5-1 plan
Not checked

This filing lists 1 non-derivative transaction. It was filed 8 days after the trade, past the 2-business-day deadline.

This filing was later replaced by the amendment 0001240810-26-000010 (Aug 26, 2026). Trade tables on this site use the amended version.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Kass JustinCIK 0001240810Other: PM

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 10, 2026Virtus Artificial Intelligence Opportunities FundDReturned to the companyDisposed−29,481.5838$26.27−$774,416.350Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

No transaction price on this filing refers to a footnote.

Read the full filing on SEC EDGAR (opens in a new tab)