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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 5:00 PM View:  | Virtus Investment Partners,... (VRTS) | 15-Mar-24 | Grant | 10,212 | -- | -- | 4% 271.89K to 282.11K | |
| 19-Mar-24 5:00 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-24 | Payment of Exercise | 4,991 | $231.33 | $1,154,570.00 | (2%) 282.11K to 277.12K | |
| 17-Mar-23 4:35 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-23 | Grant | 9,352 | -- | -- | 4% 264.56K to 273.91K | |
| 17-Mar-23 4:35 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-23 | Payment of Exercise | 2,019 | $171.08 | $345,411.00 | (< 1%) 273.91K to 271.89K | |
| 15-Mar-23 5:19 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-23 | Grant | 25,804 | -- | -- | 10% 253.45K to 279.25K | |
| 15-Mar-23 5:19 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-23 | Payment of Exercise | 14,690 | $173.07 | $2,542,400.00 | (5%) 279.25K to 264.56K | |
| 17-Mar-22 5:05 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-22 | Grant | 34,705 | -- | -- | 15% 234.43K to 269.13K | |
| 17-Mar-22 5:05 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-22 | Payment of Exercise | 15,687 | $218.20 | $3,422,900.00 | (6%) 269.13K to 253.45K | |
| 15-Mar-22 5:03 PM View: | Virtus Investment Partners,... (VRTS) | 11-Mar-22 | Payment of Exercise | 2,730 | -- | -- | (1%) 237.16K to 234.43K | |
| 22-Dec-21 3:18 PM View: | Virtus Equity & Convertible... (NIE) | 21-Dec-21 | Purchase | 2,460 | $30.49 | $75,000.50 | 100% 0 to 2.46K | |
| 22-Dec-21 3:20 PM View: | Virtus Artificial Intellige... (AIO) | 21-Dec-21 | Purchase | 3,685 | $27.14 | $100,007.00 | 100% 0 to 3.69K | |
| 22-Dec-21 4:14 PM View: | Virtus Diversified Income &... (ACV) | 21-Dec-21 | Purchase | 2,157 | $34.78 | $75,014.00 | 100% 0 to 2.16K | |
| 22-Dec-21 3:07 PM View: | NFJ Dividend, Interest & Pr... (NFJ) | 21-Dec-21 | Purchase | 6,455 | $15.49 | $99,994.40 | 100% 0 to 6.46K | |
| 22-Dec-21 3:15 PM View: | Nicholas-Applegate Converti... (NCV) | 21-Dec-21 | Market Purchase | 8,821 | $5.67 | $49,997.40 | 100% 0 to 8.82K | (< 1%) |
| 22-Dec-21 4:11 PM View: | Nicholas-Applegate Converti... (NCZ) | 21-Dec-21 | Market Purchase | 10,049 | $4.98 | $50,003.80 | 100% 0 to 10.05K | < 1% |
| 16-Mar-21 6:46 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-21 | Grant | 14,353 | -- | -- | 6% 236.91K to 251.26K | |
| 16-Mar-21 6:46 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-21 | Payment of Exercise | 14,100 | -- | -- | (6%) 251.26K to 237.16K | |
| 16-Mar-21 6:46 PM View: | Virtus Investment Partners,... (VRTS) | 12-Mar-21 | Payment of Exercise | 2,730 | -- | -- | (1%) 239.64K to 236.91K | |
| 17-Mar-20 6:38 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-20 | Grant | 22,450 | -- | -- | 10% 226.71K to 249.16K | |
| 17-Mar-20 6:38 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-20 | Payment of Exercise | 9,523 | -- | -- | (4%) 249.16K to 239.64K | |
| 20-Mar-19 5:37 PM View: | Virtus Investment Partners,... (VRTS) | 19-Mar-19 | Payment of Exercise | 4,021 | $102.29 | $411,308.00 | (2%) 230.66K to 226.64K | (139%) |
| 20-Mar-19 5:37 PM View: | Virtus Investment Partners,... (VRTS) | 19-Mar-19 | Option Exercise | 18,120 | $9.40 | $170,328.00 | 9% 212.54K to 230.66K | |
| 19-Mar-19 5:20 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-19 | Grant | 26,199 | -- | -- | 13% 194.66K to 220.86K | |
| 19-Mar-19 5:20 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-19 | Payment of Exercise | 8,249 | -- | -- | (4%) 220.86K to 212.61K | |
| 30-Oct-18 5:38 PM View: | Virtus Investment Partners,... (VRTS) | 29-Oct-18 | Option Exercise | 5,000 | $9.40 | $47,000.00 | 3% 189.66K to 194.66K | |
| 19-Mar-18 5:34 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-18 | Grant | 18,893 | -- | -- | 11% 170.77K to 189.66K | |
| 26-Feb-18 5:12 PM View: | Virtus Investment Partners,... (VRTS) | 22-Feb-18 | Grant | 9,062 | -- | -- | 6% 163.81K to 172.87K | |
| 26-Feb-18 5:12 PM View: | Virtus Investment Partners,... (VRTS) | 22-Feb-18 | Payment of Exercise | 2,100 | $122.00 | $256,200.00 | (1%) 172.87K to 170.77K | (99%) |
| 15-Feb-18 5:15 PM View: | Virtus Investment Partners,... (VRTS) | 13-Feb-18 | Payment of Exercise | 10,590 | $123.50 | $1,307,860.00 | (6%) 174.4K to 163.81K | (97%) |
| 15-Feb-18 5:15 PM View: | Virtus Investment Partners,... (VRTS) | 13-Feb-18 | Option Exercise | 19,521 | $31.38 | $612,569.00 | 13% 154.87K to 174.4K | |
| 16-Mar-17 7:18 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-17 | Grant | 10,275 | -- | -- | 7% 144.56K to 154.84K | |
| 16-Mar-17 7:18 PM View: | Virtus Investment Partners,... (VRTS) | 14-Mar-17 | Payment of Exercise | 5,574 | $105.60 | $588,614.00 | (4%) 150.14K to 144.56K | (128%) |
| 09-Feb-17 6:54 PM View: | Virtus Investment Partners,... (VRTS) | 08-Feb-17 | Payment of Exercise | 4,959 | $108.10 | $536,068.00 | (3%) 155.09K to 150.13K | (123%) |
| 09-Feb-17 6:54 PM View: | Virtus Investment Partners,... (VRTS) | 08-Feb-17 | Option Exercise | 8,399 | $40.00 | $335,960.00 | 6% 146.69K to 155.09K | |
| 09-Feb-17 6:54 PM View: | Virtus Investment Partners,... (VRTS) | 07-Feb-17 | Option Exercise | 2,500 | $40.00 | $100,000.00 | 2% 144.19K to 146.69K | |
| 17-Mar-16 4:22 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-16 | Grant | 14,686 | -- | -- | 11% 129.38K to 144.07K | |
| 01-Feb-16 4:18 PM View: | Virtus Investment Partners,... (VRTS) | 29-Jan-16 | Option Exercise | 9,082 | $39.89 | $362,281.00 | 8% 120.29K to 129.37K | |
| 17-Mar-15 7:32 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-15 | Grant | 11,388 | -- | -- | 10% 118.8K to 130.19K | |
| 17-Mar-15 7:32 PM View: | Virtus Investment Partners,... (VRTS) | 13-Mar-15 | Payment of Exercise | 9,994 | $140.68 | $1,405,960.00 | (8%) 130.19K to 120.2K | (78%) |
| 16-Sep-14 4:04 PM View: | Virtus Investment Partners,... (VRTS) | 15-Sep-14 | Option Exercise | 7,266 | $29.81 | $216,599.00 | 7% 111.5K to 118.76K | |
| 15-Aug-14 1:17 PM View: | Duff & Phelps Select Mlp & ... (DSE) | 15-Aug-14 | Purchase | 1,275 | $19.73 | $25,155.60 | 100% 0 to 1.27K | |
| 18-Mar-14 4:08 PM View: | Virtus Investment Partners,... (VRTS) | 14-Mar-14 | Grant | 6,821 | -- | -- | 6% 114.96K to 121.78K | |
| 18-Mar-14 4:08 PM View: | Virtus Investment Partners,... (VRTS) | 14-Mar-14 | Payment of Exercise | 10,316 | $175.62 | $1,811,700.00 | (8%) 121.78K to 111.47K | (44%) |
| 31-May-13 8:27 AM View: | Dividend Capital Realty Inc... (DCA) | 30-May-13 | Market Purchase | 5,000 | $4.16 | $20,775.00 | 100% 0 to 5.0K | 48% |
| 31-May-13 8:25 AM View: | Duff & Phelps Utility & Inf... (DPG) | 30-May-13 | Market Purchase | 1,200 | $19.30 | $23,160.00 | 100% 0 to 1.2K | (54%) |
| 31-May-13 8:26 AM View: | Virtus Global Multi-Sector ... (VGI) | 30-May-13 | Market Purchase | 1,200 | $18.78 | $22,540.80 | 100% 0 to 1.2K | (36%) |
| 31-May-13 8:26 AM View: | Zweig Fund Inc. (ZTR) | 30-May-13 | Market Purchase | 800 | $13.34 | $10,671.90 | 352% 0.23K to 1.03K | (29%) |
| 31-May-13 8:26 AM View: | Zweig Total Return Fund Inc. (ZTR) | 30-May-13 | Market Purchase | 800 | $13.19 | $10,550.40 | 352% 0.23K to 1.03K | (26%) |
| 19-Mar-13 4:15 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-13 | Grant | 18,102 | -- | -- | 18% 103.36K to 121.47K | |
| 19-Mar-13 4:15 PM View: | Virtus Investment Partners,... (VRTS) | 15-Mar-13 | Payment of Exercise | 6,566 | $186.16 | $1,222,330.00 | (5%) 121.47K to 114.9K | (35%) |