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Justin Kass

Other · Virtus Diversified Income & Convertible Fund

Justin Kass (Other) filed 2 Form 4 reports in the trailing twelve months (0 purchases, 2 sales, 2 filed past the two-business-day deadline), most often in Virtus Diversified Income & Convertible Fund (ACV). The largest single filing was $774K of AIO (29,482 sh × $26.27, as filed), executed Aug 10.

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Return, ttmiAverage return per filing, trailing twelve months
–
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
–
returns measure stock purchases only
Filings, ttm
2
0 buys · 2 sells · 2 late
Median delay
–
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$1.1M
shares × price, as filed
Last traded
Aug 10
Filed Aug 26

Median ADV $1.3M across their filed names

Open performance→
Volume by month
$1.1M$531K$0Nov 2024May 2025Nov 2025May 2026Aug 2026 · sells $1.1M
Buys $0 Sells $1.1M

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Financial Services 2 filings

Sector per market data · by filing · past 12 months

Most traded names
ACV Virtus Diversified Income & Convertible Fund ACV · 0 buys · 1 sell 1 filing AIO Virtus Artificial Intelligence & Technology Opportunities Fund AIO · 0 buys · 1 sell 1 filing
Recent filings
AIOSALE Virtus Artificial Intelligence & Technology Opportunities Fund View filing → $774K
29,482 sh × $26.27
Exec Aug 10
Filed Aug 26 · 2:51 PM ET †
ACVSALE Virtus Diversified Income & Convertible Fund View filing → $287K
10,484 sh × $27.37
Exec Aug 10
Filed Aug 26 · 2:44 PM ET †