MarketPeel
Insider Trading Intelligence
GA

George R. Aylward

ACV
PRESIDENT AND CEO · VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND · CIK 0001222403
FILING MIX · LIFETIME58%/42%
BUYS
18
SELLS
13
TOTAL VALUE
$10.64M
COMPANIES
7
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
325,004
AVG SELL PX
$191.09
TRADE KIND
SHOWING 31 / 31
Trades · vs SPY
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Performance · forward returns vs SPY
6 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by George R. Aylward, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d6+100.00%+3.89%+2.98%+0.90%+0.83%
14d6+100.00%+3.68%+3.13%+0.55%+0.04%
30d6+0.00%-4.32%-3.52%-0.80%-1.12%
60d6+0.00%-9.60%-6.23%-3.37%-3.78%
90d6+0.00%-10.12%-3.73%-6.38%-6.16%
180d6+0.00%-31.05%-20.40%-10.65%-11.97%
1y6+0.00%-25.89%-15.24%-10.65%-9.97%
2y6+0.00%-21.31%+5.32%-26.63%-27.15%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 18 buys / 13 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
3,940$126.11$496.9K278,688.52Mar 13, 2026Mar 17, 2026View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
12,688$126.11$1.60M291,376.52Mar 13, 2026Mar 17, 2026View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
9,232282,628.52Mar 14, 2025Mar 18, 2025View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
3,648$173.32$632.3K273,396.52Mar 14, 2025Mar 18, 2025View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
3,464$231.33$801.3K270,127.52Mar 15, 2024Mar 19, 2024View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
3,295275,118.52Mar 15, 2024Mar 19, 2024View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
6,917277,044.52Mar 15, 2024Mar 19, 2024View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
1,527$231.33$353.2K273,591.52Mar 15, 2024Mar 19, 2024View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
9,352273,842.52Mar 15, 2023Mar 17, 2023View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
2,019$171.08$345.4K271,823.52Mar 15, 2023Mar 17, 2023View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
2,731$173.07$472.7K264,490.52Mar 13, 2023Mar 15, 2023View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
11,959$173.07$2.07M267,221.52Mar 13, 2023Mar 15, 2023View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
25,804279,180.52Mar 13, 2023Mar 15, 2023View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
12,686$218.20$2.77M218,671.52Mar 15, 2022Mar 17, 2022View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
7,333253,376.52Mar 15, 2022Mar 17, 2022View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
3,001$218.20$654.8K231,357.52Mar 15, 2022Mar 17, 2022View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
27,372246,043.52Mar 15, 2022Mar 17, 2022View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
2,730234,358.52Mar 11, 2022Mar 15, 2022View →
NFJ
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
PURCHASE
President and CEO
6,455$15.49$100.0K6,455Dec 21, 2021Dec 22, 2021View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
President and CEO
8,821$5.67$50.0K8,821Dec 21, 2021Dec 22, 2021View →
NIE
VIRTUS EQUITY & CONVERTIBLE INCOME FUND
PURCHASE
President and CEO
2,460$30.49$75.0K2,460Dec 21, 2021Dec 22, 2021View →
AIO
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
PURCHASE
President and CEO
3,685$27.14$100.0K3,685Dec 21, 2021Dec 22, 2021View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
PURCHASE
President and CEO
10,049$4.98$50.0K10,049Dec 21, 2021Dec 22, 2021View →
ACV
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND
PURCHASE
President and CEO
2,157$34.78$75.0K2,157Dec 21, 2021Dec 22, 2021View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
5,733237,088.52Mar 15, 2021Mar 16, 2021View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
8,620231,355.52Mar 15, 2021Mar 16, 2021View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
14,100222,735.52Mar 15, 2021Mar 16, 2021View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
2,730236,835.52Mar 12, 2021Mar 16, 2021View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
4,776231,414.52Mar 13, 2020Mar 17, 2020View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
PURCHASEGRANT
Stock grant
17,674239,565.52Mar 13, 2020Mar 17, 2020View →
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
SALE
Director, CEO and President
9,523221,891.52Mar 13, 2020Mar 17, 2020View →
Other insiders · ACV
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About this filer
CIK 0001222403
ROLE
President and CEO
PRIMARY
ACV
COMPANIES
7
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001222403DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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