Insider Trading March 30, 2026

Saba Capital Expands Stake in Virtus Dividend Fund With $1.99M Purchase

Two Form 4 purchases on March 26-27, 2026 increase Saba's holdings in NYSE:NFJ to just over 10.18 million shares

By Hana Yamamoto NFJ
Saba Capital Expands Stake in Virtus Dividend Fund With $1.99M Purchase
NFJ

Saba Capital Management, L.P. disclosed two insider purchases of Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ) shares totaling $1.99 million. The transactions, reported in a Form 4 filing with the SEC, were executed on March 26 and March 27, 2026, and raised Saba's ownership to 10,182,692 shares of the fund.

Key Points

  • Saba Capital Management, L.P. completed two purchases of Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ) shares on March 26 and March 27, 2026.
  • The combined value of the two transactions was $1.99 million, with 68,783 shares bought at $12.52 and 92,048 shares at $12.35.
  • Following these buys, Saba Capital now reports ownership of 10,182,692 shares of the Virtus Dividend fund - a position noted as a ten percent stake in the filing.

Saba Capital Management, L.P. has enlarged its position in Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ), according to a Form 4 filed with the Securities and Exchange Commission. The activist investment firm, noted in the filing as a 10 percent owner of the fund, completed two separate purchases across consecutive trading days that together total $1.99 million.

The first transaction occurred on March 26, 2026, when Saba Capital acquired 68,783 shares of Virtus Dividend common stock at a per-share price of $12.52. The firm followed up the next day, March 27, 2026, by buying an additional 92,048 shares at $12.35 per share.

After recording both trades, Saba Capital Management, L.P. reported holding 10,182,692 shares of the Virtus Dividend, Interest & Premium Strategy Fund. The Form 4 filing is the formal disclosure mechanism used by insiders and large investors to report purchases, sales, and ownership changes to the SEC.

The disclosure lists the exact share counts, prices, and transaction dates but does not provide commentary on the rationale behind the purchases. The filing also does not indicate any subsequent sales or future planned transactions tied to the stake reported.

This development is a straightforward factual update on ownership: it records the increase in Saba Capital's position and the resulting share total after the two purchases. The information supplied in the Form 4 is limited to transactional detail and the updated ownership figure; no additional operational or strategic context about the fund or Saba Capital's intentions was included in the filing.


Summary of the transactions

  • March 26, 2026 - 68,783 shares purchased at $12.52 per share.
  • March 27, 2026 - 92,048 shares purchased at $12.35 per share.
  • Total cash outlay for the two purchases reported: $1.99 million.
  • Post-transaction reported ownership: 10,182,692 shares of NYSE:NFJ.

The filing provides a precise account of the trades and updated ownership stake, without expanding on motives or future plans. Readers should regard this as a transaction report rather than a statement about fund strategy or corporate governance changes.

Risks

  • The Form 4 filing reports transactional details but does not disclose Saba Capital's motive for the purchases or any strategic intent; absence of stated rationale leaves the investment thesis unclear.
  • The filing documents only the two completed purchases and the updated share total; future purchases or sales by Saba Capital could change the ownership profile and are not addressed in the disclosure.
  • The Form 4 provides no commentary on the fund's operations or prospects, limiting the ability to draw conclusions about longer-term implications for the Virtus Dividend fund or related market segments.

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