Company profile

Virtus Convertible & Income Fund Insider Trading

NCV

Every SEC Form 4 insider trading filing for Virtus Convertible & Income Fund (NCV) 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
0001214935
Filings
3
Insiders
2
Last filing
2026-08-18

Activity summary

Recent insider activity is bullish. Over the last 30 days, 1 insider purchased shares (net $6K). Buying was led by McDaniel Connie D.

Quarterly balance

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

Q4 23Q2 25Q3 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $6K.

90 day insight

Over the last 90 days, Virtus Convertible & Income Fund insiders bought $6K across 1 transaction with no open-market sales.

  • Most active insider: McDaniel Connie D with 1 transaction totaling $6K.
  • Largest single purchase: $6K by McDaniel Connie D on Aug 18, 2026.

Activity skews bullish — buys outpace sales.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Aug 18, 2026McDaniel Connie DNCV
Purchase
356$16.83$6K
Jun 16, 2025McDaniel Connie DNCV
Purchase
367$13.59$5K
Oct 6, 2023Oberto David J.NCV
Disposition
138.588$3.05$423

Query this yourself

The same rows, over the API.

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

Top insiders

By total value filed.

McDaniel Connie DDirector2 filings+$11K
Oberto David J.1 filing$423

Institutional Ownership

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

↓ decreasing
Total reported AUM
$36.8M
QoQ change
-59.1%
Reporting period
2026-06-30
#1
Congress Park Capital LLC
CIK 0001730945
$14.3M
813K shares
#2
LPL Financial LLC
CIK 0001403438
$6.8M
388K shares
#3
Envestnet Asset Management Inc
CIK 0001407543
$5.4M
305K 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 →