Virtus Convertible & Income Fund
NCV- Exchange
- NYSE
- SEC CIK
- 0001214935
In the last 90 days, Virtus Convertible & Income Fund insiders filed 1 open-market purchase and 0 sales; 58 institutions reported holding it in 13F filings for Q2 2026, worth $113.9M in total; no superinvestor holds it.
Other share classesNCV.PA
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Virtus Convertible & Income Fund insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 1 filing
- 1 insider, $5.99K in total
- Open-market sells
- 0 filings
- Insiders trading
- 1
- Net value
- +$5.99K
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Virtus Convertible & Income Fund, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| McDaniel Connie D | Director | 723 | Aug 20, 2026 | 1 |
| Oberto David J. | Other: Portfolio Manager | 0 | Oct 6, 2023 | 0 |
| UBS Group AG | 10% Owner | 0Indirect | Nov 8, 2022 | 0 |
| DeCotis Deborah A | Director | 989 | Mar 4, 2022 | 0 |
| McLoughlin Philip R | Director | 2,100 | Mar 1, 2022 | 0 |
| Aylward George R | President and CEO | 8,821 | Dec 22, 2021 | 0 |
| Macleod James S | Director | 13,892 | Oct 5, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 (view filing)4:47 PM ET | Aug 18 | 2 days | McDaniel Connie DDirector | PPurchase | +356 | $16.83 | +$5.99K | +97.0%723 after | |
| Jun 18, 2025 (view filing) | Jun 16 | 2 days | McDaniel Connie DDirector | PPurchase | +367 | $13.59 | +$4.99K | New position367 after | |
| Mar 4, 2022 (view filing) | Mar 3 | 1 day | DeCotis Deborah ADirector | PPurchase | +989 | $5.03 | +$4.97K | New position989 after | |
| Mar 1, 2022 (view filing) | Feb 25 | 4 days | McLoughlin Philip RDirector | PPurchase | +2.10K | $4.95 | +$10.4K | New position2.10K after | |
| Dec 22, 2021 (view filing) | Dec 21 | 1 day | Aylward George RPresident and CEO | PPurchase | +8.82K | $5.67 | +$50.0K | New position8.82K after | |
| Oct 5, 2021 (view filing) | Oct 1 | 4 days | Macleod James SDirector | PPurchase | +12.9K | $5.94 | +$76.6K | +1,289.2%13.9K after |