Company profile

Virtus Diversified Income & Convertible Fund Insider Trading

ACV

Every SEC Form 4 insider trading filing for Virtus Diversified Income & Convertible Fund (ACV) since April 2023 — open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?

Exchange
NYSE
CIK
0001636289
Filings
5
Insiders
4
Last filing
2026-08-18

Activity summary

Mixed insider activity over the last 30 days: 1 purchase and 1 sale (2 transactions total).

Quarterly balance

Buy and sell value by quarter, Q4 23 to Q3 26. Virtus Diversified Income & Convertible Fund insiders are net sellers across the period shown.

Q4 23Q2 25Q4 25Q3 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $287K.

90 day insight

Over the last 90 days, Virtus Diversified Income & Convertible Fund insiders bought $6K (1 transaction) and sold $287K (1 transaction).

  • Most active insider: Kass Justin with 1 transaction totaling $287K.
  • Largest single sale: $287K by Kass Justin on Aug 10, 2026.

Activity is mixed — buys and sales are roughly balanced.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Aug 18, 2026McDaniel Connie DACV
Purchase
221$26.95$6K
Aug 10, 2026Kass JustinACV
Disposition
10,484.07$27.37$287K
Oct 2, 2025MetLife Investment Management, LLCACV
J
1,200,000$25.00$30.00M
Jun 17, 2025McDaniel Connie DACV
Purchase
237$21.89$5K
Oct 5, 2023Oberto David J.ACV
Disposition
1,293.187$18.22$24K

Query this yourself

The same rows, over the API.

curl "https://api.form4api.com/v1/transactions?ticker=ACV" \
  -H "X-Api-Key: $KEY"
Get a key

Top insiders

By total value filed.

Kass Justin1 filing$287K
Oberto David J.1 filing$24K
McDaniel Connie DDirector2 filings+$11K

Institutional Ownership

Top 13F-HR holders of Virtus Diversified Income & Convertible Fund as of 2026-06-30

↓ decreasing
Total reported AUM
$15.6M
QoQ change
-71.2%
Reporting period
2026-06-30
#1
LPL Financial LLC
CIK 0001403438
$4.1M
144K shares
#2
Emissary Wealth LLC
CIK 0002107252
$2.3M
81K shares
#3
Wolverine Asset Management LLC
CIK 0001279891
$1.4M
51K shares

Data source: quarterly 13F-HR filings — institutional holders report positions within 45 days of quarter end. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →