WALTMAN FRANCIS G

PrivateCIK: 1450846

Location

HARTFORD, CT

VIRTUS INVESTMENT PARTNERS, INC.

→VIRTUS TOTAL RETURN FUND INC.

Jun 9, 2025·Jun 9, 2025

1 txn

WEISENSEEL JOHN C

→VIRTUS INVESTMENT PARTNERS, INC.

May 15, 2025·May 15, 2025

1 txn

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

Mar 7, 2024·Mar 7, 2024

1 txn

ZARRILLI STEPHEN T

144

→VIRTUS INVESTMENT PARTNERS, INC.

Mar 6, 2024·Mar 6, 2024

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

May 19, 2023·May 19, 2023

1 txn

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

May 20, 2022·May 20, 2022

1 txn

ZINO BRIAN T

→VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND

Mar 29, 2022·Mar 29, 2022

1 txn

ZINO BRIAN T

→VIRTUS CONVERTIBLE & INCOME FUND II

Mar 29, 2022·Mar 29, 2022

1 txn

WALTON R KEITH

→VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND

Feb 3, 2022·Feb 3, 2022

1 txn

ZINO BRIAN T

→VIRTUS EQUITY & CONVERTIBLE INCOME FUND

Jan 3, 2022·Jan 3, 2022

1 txn

ZINO BRIAN T

→VIRTUS CONVERTIBLE & INCOME FUND

Jan 3, 2022·Jan 3, 2022

1 txn

ZINO BRIAN T

→VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND

Jan 3, 2022·Jan 3, 2022

1 txn

ZINO BRIAN T

→VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND

Jan 3, 2022·Jan 3, 2022

1 txn

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

Aug 5, 2021·Aug 5, 2021

1 txn

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

May 17, 2021·May 17, 2021

1 txn

WALTMAN FRANCIS G

→VIRTUS INVESTMENT PARTNERS, INC.

Mar 16, 2021·Mar 16, 2021

5 txn

KASS JUSTIN

→VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND

Feb 4, 2021·Feb 4, 2021

1 txn

DRUMMOND F FORD

→VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND

Dec 17, 2020·Dec 17, 2020

1 txn

WALTMAN FRANCIS G

→VIRTUS INVESTMENT PARTNERS, INC.

Aug 14, 2020·Aug 14, 2020

11 txn

FORSYTH DOUGLAS

→VIRTUS EQUITY & CONVERTIBLE INCOME FUND

Aug 13, 2020·Aug 13, 2020

9 txn

CHEN JAMES C. K.

→VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND

Jun 15, 2020·Jun 15, 2020

4 txn

ZARRILLI STEPHEN T

→VIRTUS INVESTMENT PARTNERS, INC.

May 19, 2020·May 19, 2020

1 txn

MOWREY JOHN R.

→VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND

Apr 15, 2020·Apr 15, 2020

5 txn

EU DOUGLAS

→VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND

Mar 23, 2020·Mar 23, 2020

1 txn

JUE STEPHEN B

→VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND

Mar 20, 2020·Mar 20, 2020

2 txn

Page 1 of 4 · 99 total

Filer	Form	Target	Filed	Activity
VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	3 Initial	VIRTUS TOTAL RETURN FUND INC.CIK · 836412	Jun 9, 2025 Jun 9, 2025	1txn
WEISENSEEL JOHN CCIK · 1550507	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	May 15, 2025 May 15, 2025	1txn
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	Mar 7, 2024 Mar 7, 2024	1txn
ZARRILLI STEPHEN TCIK · 1203410	144 Sale	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	Mar 6, 2024 Mar 6, 2024	—
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	May 19, 2023 May 19, 2023	1txn
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	May 20, 2022 May 20, 2022	1txn
ZINO BRIAN TCIK · 1239059	4 Trade	VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUNDCIK · 1260563	Mar 29, 2022 Mar 29, 2022	1txn
ZINO BRIAN TCIK · 1239059	4 Trade	VIRTUS CONVERTIBLE & INCOME FUND IICIK · 1227857	Mar 29, 2022 Mar 29, 2022	1txn
WALTON R KEITHCIK · 1281287	4 Trade	VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUNDCIK · 1636289	Feb 3, 2022 Feb 3, 2022	1txn
ZINO BRIAN TCIK · 1239059	3 Initial	VIRTUS EQUITY & CONVERTIBLE INCOME FUNDCIK · 1383441	Jan 3, 2022 Jan 3, 2022	1txn
ZINO BRIAN TCIK · 1239059	3 Initial	VIRTUS CONVERTIBLE & INCOME FUNDCIK · 1214935	Jan 3, 2022 Jan 3, 2022	1txn
ZINO BRIAN TCIK · 1239059	3 Initial	VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUNDCIK · 1636289	Jan 3, 2022 Jan 3, 2022	1txn
ZINO BRIAN TCIK · 1239059	3 Initial	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUNDCIK · 1778114	Jan 3, 2022 Jan 3, 2022	1txn
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	Aug 5, 2021 Aug 5, 2021	1txn
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	May 17, 2021 May 17, 2021	1txn
WALTMAN FRANCIS GCIK · 1450846	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	Mar 16, 2021 Mar 16, 2021	5txn
KASS JUSTINCIK · 1240810	3 Initial	VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUNDCIK · 1260563	Feb 4, 2021 Feb 4, 2021	1txn
DRUMMOND F FORDCIK · 1512301	4 Trade	VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUNDCIK · 1636289	Dec 17, 2020 Dec 17, 2020	1txn
WALTMAN FRANCIS GCIK · 1450846	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	Aug 14, 2020 Aug 14, 2020	11txn
FORSYTH DOUGLASCIK · 1240801	4 Trade	VIRTUS EQUITY & CONVERTIBLE INCOME FUNDCIK · 1383441	Aug 13, 2020 Aug 13, 2020	9txn
CHEN JAMES C. K.CIK · 1785237	4 Trade	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUNDCIK · 1778114	Jun 15, 2020 Jun 15, 2020	4txn
ZARRILLI STEPHEN TCIK · 1203410	4 Trade	VIRTUS INVESTMENT PARTNERS, INC.CIK · 883237	May 19, 2020 May 19, 2020	1txn
MOWREY JOHN R.CIK · 1711739	4 Trade	VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUNDCIK · 1260563	Apr 15, 2020 Apr 15, 2020	5txn
EU DOUGLASCIK · 1663195	4 Trade	VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUNDCIK · 1636289	Mar 23, 2020 Mar 23, 2020	1txn
JUE STEPHEN BCIK · 1785549	4 Trade	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUNDCIK · 1778114	Mar 20, 2020 Mar 20, 2020	2txn

Page 1 of 4 · 99 total