Insider · SEC Form 4 filer
Connie McDaniel
Past buys: 6 of 7 beat
Companies
Where they file as an insider
Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Director Latest filing Aug 20, 2026
Virtus Equity & Convertible Income Fund (NIE) Director Latest filing Aug 20, 2026
Virtus Stone Harbor Emerging Markets Income Fund (EDF) Director Latest filing Aug 20, 2026
Virtus Convertible & Income Fund (NCV) Director Latest filing Aug 18, 2026
Virtus Convertible & Income Fund II (NCZ) Director Latest filing Aug 18, 2026
Virtus Diversified Income & Convertible Fund (ACV) Director Latest filing Aug 18, 2026
Global Payments (GPN) Director Latest filing May 1, 2026
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Director Latest filing Dec 11, 2023
Track record
Did their buys beat the typical stock?
Open-market buys13
Quarters checked 6 months later7
Beat the typical stock 6 of 7
Quarters too new to check6
6 of 7 checked quarters beat the typical stock. A past record is data, not a forecast.
Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Bought Aug 20, 2026 · $5.48K · 350 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Stone Harbor Emerging Markets Income Fund (EDF) Bought Aug 20, 2026 · $7.11K · 1,367 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Equity & Convertible Income Fund (NIE) Bought Aug 20, 2026 · $6.46K · 245 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Convertible & Income Fund (NCV) Bought Aug 18, 2026 · $5.99K · 356 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Diversified Income & Convertible Fund (ACV) Bought Aug 18, 2026 · $5.96K · 221 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Convertible & Income Fund II (NCZ) Bought Aug 18, 2026 · $6K · 382 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Virtus Stone Harbor Emerging Markets Income Fund (EDF) Bought Sep 15, 2025 · $5.51K · 1,107 shares Behind typical Sep 30, 2025 $5.05 → Mar 31, 2026 $4.78 · −5.3% (typical stock −3.4%)
Virtus Convertible & Income Fund II (NCZ) Bought Jun 17, 2025 · $5.19K · 422 shares Beat typical Jun 30, 2025 $12.84 → Dec 31, 2025 $13.78 · +7.3% (typical stock +2.1%)
Virtus Diversified Income & Convertible Fund (ACV) Bought Jun 17, 2025 · $5.19K · 237 shares Beat typical Jun 30, 2025 $22.89 → Dec 31, 2025 $26.29 · +14.9% (typical stock +2.1%)
Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Bought Jun 17, 2025 · $5.19K · 427 shares Beat typical Jun 30, 2025 $12.40 → Dec 31, 2025 $12.89 · +4.0% (typical stock +2.1%)
Virtus Equity & Convertible Income Fund (NIE) Bought Jun 17, 2025 · $5.19K · 226 shares Beat typical Jun 30, 2025 $23.90 → Dec 31, 2025 $24.92 · +4.3% (typical stock +2.1%)
Virtus Convertible & Income Fund (NCV) Bought Jun 16, 2025 · $4.99K · 367 shares Beat typical Jun 30, 2025 $14.20 → Dec 31, 2025 $15.15 · +6.7% (typical stock +2.1%)
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Bought Dec 11, 2023 · $50K · 2,925 shares Beat typical Dec 31, 2023 $17.40 → Jun 30, 2024 $21.71 · +24.8% (typical stock −1.2%)
Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.
Past results. This is data, not advice.
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