| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 21 | +71.43% | -1.87% | -0.06% | -1.82% | -2.79% | — |
| 14d | 21 | +33.33% | -0.29% | +0.52% | -0.81% | -0.31% | — |
| 30d | 21 | +47.62% | -4.39% | +0.09% | -4.48% | -5.29% | — |
| 60d | 21 | +80.95% | -4.65% | +2.44% | -8.34% | -10.36% | — |
| 90d | 21 | +57.14% | -3.54% | +2.70% | -6.24% | -3.57% | — |
| 180d | 21(2 pending) | +57.89% | -16.97% | +0.99% | -17.96% | -17.91% | — |
| 1y | 21(3 pending) | +94.44% | -34.52% | -6.81% | -27.71% | -29.31% | — |
| 2y | 21(3 pending) | +94.44% | -27.87% | +7.43% | -35.30% | -34.03% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | SALE EVP, CFO and Treasurer | 2,000 | $21.56 | $43.1K | 0 | Mar 20, 2026 | Mar 23, 2026 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE Vice President & Treasurer | 3,250 | $13.81 | $44.9K | 3,393 | Feb 9, 2026 | Feb 10, 2026 ↗ | View → |
| AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | PURCHASE EVP, CFO and Treasurer | 2,000 | $24.79 | $49.6K | 2,000 | Jul 29, 2025 | Jul 29, 2025 ↗ | View → |
| ZTR VIRTUS TOTAL RETURN FUND INC. | PURCHASE EVP, CFO and Treasurer | 5,000 | $5.47 | $27.4K | 9,043 | May 20, 2024 | May 22, 2024 ↗ | View → |
| ZTR VIRTUS TOTAL RETURN FUND INC. | PURCHASE EVP, CFO and Treasurer | 2,250 | $5.26 | $11.8K | 4,043 | Sep 1, 2023 | Oct 26, 2023 ↗ | View → |
| ZTR VIRTUS TOTAL RETURN FUND INC. | PURCHASE EVP, CFO and Treasurer | 320 | $6.96 | $2.2K | 1,793 | Sep 21, 2022 | Oct 3, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 630 | — | — | 10,980.59 | Mar 15, 2022 | Mar 17, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 2,436 | — | — | 10,350.59 | Mar 15, 2022 | Mar 17, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 914 | $218.20 | $199.4K | 7,914.59 | Mar 15, 2022 | Mar 17, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 262 | $218.20 | $57.2K | 8,828.59 | Mar 15, 2022 | Mar 17, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 151 | — | — | 9,090.59 | Mar 11, 2022 | Mar 15, 2022 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 300 | $335.00 | $100.5K | 9,241.59 | Nov 12, 2021 | Nov 15, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 150 | $335.00 | $50.3K | 9,541.59 | Nov 5, 2021 | Nov 8, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 150 | $332.50 | $49.9K | 9,691.59 | Nov 5, 2021 | Nov 8, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 150 | $325.00 | $48.8K | 10,291.59 | Nov 3, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 300 | $330.00 | $99.0K | 9,841.59 | Nov 3, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 150 | $327.50 | $49.1K | 10,141.59 | Nov 3, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 153 | $327.50 | $50.1K | 10,593.59 | Nov 2, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 154 | $325.00 | $50.0K | 10,746.59 | Nov 2, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 152 | $330.00 | $50.2K | 10,441.59 | Nov 2, 2021 | Nov 4, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 175 | $315.00 | $55.1K | 10,900.59 | Aug 13, 2021 | Aug 16, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,000 | $280.00 | $280.0K | 11,075.59 | May 18, 2021 | May 18, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,000 | $278.00 | $278.0K | 12,075.59 | May 18, 2021 | May 18, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,000 | $277.00 | $277.0K | 13,075.59 | May 18, 2021 | May 18, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,000 | $279.00 | $279.0K | 11,075.59 | May 18, 2021 | May 19, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,000 | $278.25 | $278.3K | 14,075.59 | May 7, 2021 | May 10, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 766 | — | — | 14,607.59 | Mar 15, 2021 | Mar 16, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 1,254 | — | — | 13,841.59 | Mar 15, 2021 | Mar 16, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 468 | — | — | 15,075.59 | Mar 15, 2021 | Mar 16, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 223 | — | — | 15,095.59 | Mar 12, 2021 | Mar 16, 2021 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | SALE EVP, Fund Services | 747 | — | — | 13,876.59 | Mar 13, 2020 | Mar 17, 2020 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 1,442 | — | — | 15,318.59 | Mar 13, 2020 | Mar 17, 2020 ↗ | View → |
| VRTS VIRTUS INVESTMENT PARTNERS, INC. | PURCHASEGRANT Stock grant | 371 | — | — | 14,623.59 | Mar 13, 2020 | Mar 17, 2020 ↗ | View → |