William Patrick Bradley III, listed as executive vice president, chief financial officer and treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund (EXCHANGE:AIO), executed a sale of 2,000 common shares on March 20, 2026. The shares were sold at a price of $21.56 each, bringing the total transaction to $43,120, according to a Form 4 filing submitted to the Securities and Exchange Commission.
The filing records that after the disposition Bradley directly owns 0 shares of the fund. The Form 4 submission serves as the public disclosure mechanism for insider transactions and confirms the timing, quantity, and price of the sale.
Separate information on the fund notes an 8.5% dividend yield. InvestingPro specifically flags the payment as a significant dividend to shareholders, and identifies it as one of three ProTips available for deeper analysis of the fund.
This transaction and the accompanying public disclosures provide a clear, narrow record of the trade: the officer sold 2,000 shares at $21.56 on March 20, 2026, for proceeds totaling $43,120, and now reports no direct holdings. Beyond those points, the Form 4 captures the required regulatory detail but does not include commentary on rationale or future plans.
Contextual notes
Insider transactions are documented via SEC filings to ensure transparency for shareholders and market participants. The Form 4 associated with this sale supplies the essential elements of the trade without offering supplemental explanation from the reporting officer.
Investors and market analysts tracking the fund may also weigh the stated dividend yield as part of assessment frameworks that consider income generation and yield sustainability. InvestingPro calls attention to the fund's payout in its ProTips, indicating the dividend is a material line item for those seeking further analysis.
What is recorded
- Seller: William Patrick Bradley III, EVP, CFO and Treasurer of the fund.
- Shares sold: 2,000 common shares.
- Sale date: March 20, 2026.
- Price per share: $21.56.
- Total proceeds: $43,120.
- Post-transaction direct ownership: 0 shares.
- Disclosure method: Form 4 filing with the SEC.
- Fund dividend yield: 8.5%, noted by InvestingPro as a significant payout in its ProTips.
The information above is limited to what is reported in the regulatory filing and the referenced fund metrics. The Form 4 entry records the factual elements of the trade and the InvestingPro note highlights the fund's dividend as a factor for further review.