List of insiders holdings for Virtus Convertible & Income Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | MetLife Investment Management LLC 10% Owner | 2023-06-12 16:30:14 | 2,640,000 0 | 2,640,000 | Form 13G |
| 2 | BANK OF AMERICA CORP MERRILL LYNCH PIERCE FENNER & SMITH INC. 10% Owner | 2023-02-14 09:29:16 | 2,621,910 0 | 2,621,910 | Form 13G |
| 3 | MACLEOD JAMES S Director | 2021-10-05 11:43:12 | 13,892 0 | 13,892 | Form 4 |
| 4 | AYLWARD GEORGE R President and CEO | 2021-12-22 15:15:39 | 8,821 0 | 8,821 | Form 4 |
| 5 | UBS AG 10% Owner | 2014-02-13 09:48:58 | 8,056 0 | 8,056 | Form 13G |
| 6 | MAHER C WILLIAM Executive Committee | 2004-04-28 17:11:04 | 5,000 0 | 5,000 | Form 4 |
| 7 | BURKE DONALD C Director | 2024-06-06 17:14:08 | 4,500 0 | 4,500 | Form 3 |
| 8 | ZINO BRIAN T Director | 2022-01-04 11:54:32 | 3,500 0 | 3,500 | Form 3/A |
| 9 | McLoughlin Philip R Director | 2022-03-01 14:34:54 | 2,100 0 | 2,100 | Form 4 |
| 10 | Rappaport Alan Director | 2021-04-28 16:54:30 | 2,000 0 | 2,000 | Form 4 |
| 11 | Cogan Sarah E Director | 2019-08-23 07:47:41 | 1,800 0 | 1,800 | Form 4 |
| 12 | Drummond F Ford Director | 2021-04-29 17:18:16 | 1,715 0 | 1,715 | Form 4 |
| 13 | John Matthew E Affiliated Person | 2008-03-18 16:30:50 | 1,350 0 | 1,350 | Form 4 |
| 14 | ALTADONNA LAWRENCE G Treasurer | 2009-01-29 17:34:38 | 1,100 0 | 1,100 | Form 4/A |
| 15 | DeCotis Deborah A Director | 2022-03-04 17:08:00 | 989 0 | 989 | Form 4 |
| 16 | LEMESEVSKI ELIZABETH Affiliated Person | 2007-08-17 16:41:08 | 800 0 | 800 | Form 4 |
| 17 | MCDANIEL CONNIE D Director | 2025-06-18 12:45:43 | 367 0 | 367 | Form 4 |
| 18 | LARRABEE NICOLE Affiliated Person | 2007-08-21 15:21:11 | 0 300 | 300 | Form 4 |
| 19 | Rubano Debra Assistant Secretary | 2016-01-13 18:42:24 | 0 0 | 0 | Form 3 |
| 20 | Borreggine Angela Assistant Secretary | 2016-01-13 18:26:34 | 0 0 | 0 | Form 3 |
| 21 | Carlino Giorgio SEE REMARKS | 2016-01-13 19:02:30 | 0 0 | 0 | Form 3 |
| 22 | Grau William SEE REMARKS | 2016-01-15 15:59:29 | 0 0 | 0 | Form 3/A |
| 23 | Parker Jeffrey D See Remarks | 2016-06-17 14:41:12 | 0 0 | 0 | Form 3 |
| 24 | Mildner Heiko Affiliated Person | 2017-01-09 13:58:12 | 0 0 | 0 | Form 3 |
| 25 | Harter Thomas L Chief Compliance Officer | 2013-07-01 14:16:10 | 0 0 | 0 | Form 3 |
| 26 | Thompson Kathleen C. Affiliated Person | 2017-01-10 14:42:01 | 0 0 | 0 | Form 3 |
| 27 | Kumar Satya SEE REMARKS | 2016-01-13 19:23:30 | 0 0 | 0 | Form 3 |
| 28 | Eu Douglas SEE REMARKS | 2016-01-08 17:11:13 | 0 0 | 0 | Form 3 |
| 29 | Bonanno Peter Affiliated Person | 2015-01-07 15:25:44 | 0 0 | 0 | Form 3 |
| 30 | FORSYTH DOUGLAS Affiliated Person | 2014-06-27 16:36:22 | 0 0 | 0 | Form 4 |
| 31 | Barling James Affiliated Person | 2014-06-26 11:17:19 | 0 0 | 0 | Form 3 |
| 32 | Bengtson-Olivieri Erin Affiliated Person | 2014-04-29 17:22:28 | 0 0 | 0 | Form 3 |
| 33 | Jobson David Affiliated Person | 2014-02-20 15:29:52 | 0 0 | 0 | Form 3 |
| 34 | King Susan M Affiliated Person | 2014-02-20 14:17:47 | 0 0 | 0 | Form 3 |
| 35 | Frank Udo Affiliated Person | 2013-07-12 16:07:34 | 0 0 | 0 | Form 3 |
| 36 | Allianz Global Investors U.S. Holdings LLC Affiliated Entity | 2013-01-30 15:37:17 | 0 0 | 0 | Form 3 |
| 37 | YEE MICHAEL Portfolio Manager | 2022-03-03 17:20:37 | 0 0 | 0 | Form 3 |
| 38 | Toms Matthew CEO, Voya Investment Managemen | 2024-01-18 18:13:31 | 0 0 | 0 | Form 3 |
| 39 | Oberto David J. Portfolio Manager | 2023-10-06 15:42:43 | 0 0 | 0 | Form 4 |
| 40 | MCNAMARA GERALDINE M Director | 2023-05-30 11:41:28 | 0 0 | 0 | Form 3 |
| 41 | UBS Group AG 10% Owner | 2022-12-09 08:54:03 | 0 0 | 0 | Form 13G |
| 42 | VOYA INVESTMENT MANAGEMENT CO Subadviser to the issuer | 2022-08-04 16:34:12 | 0 0 | 0 | Form 3 |
| 43 | Zemsky Paul CIO-Subadviser to the issuer | 2022-08-04 13:52:31 | 0 0 | 0 | Form 3 |
| 44 | Costa Vincent J CIO-Subadviser to the issuer | 2022-08-04 12:50:21 | 0 0 | 0 | Form 3 |
| 45 | Hurtsellers Christine CEO - Subadviser to the issuer | 2022-08-04 12:18:10 | 0 0 | 0 | Form 3 |
| 46 | WALTON R KEITH Director | 2022-07-19 16:24:38 | 0 0 | 0 | Form 3 |
| 47 | KASS JUSTIN Portfolio Manager | 2017-06-30 15:00:03 | 0 0 | 0 | Form 4 |
| 48 | Smirl Richard W EVP | 2021-06-30 10:30:15 | 0 0 | 0 | Form 3 |
| 49 | WALTMAN FRANCIS G EVP | 2021-02-11 16:26:32 | 0 0 | 0 | Form 3 |
| 50 | BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer | 2021-02-11 15:41:03 | 0 0 | 0 | Form 3 |
| 51 | Pushpaharan Gem Affiliated Person | 2019-09-03 14:44:56 | 0 0 | 0 | Form 3 |
| 52 | Viggiano John Affiliated Person | 2019-08-30 13:30:04 | 0 0 | 0 | Form 3 |
| 53 | SCOON DAVEY Director | 2017-12-22 16:28:53 | 0 0 | 0 | Form 3 |
| 54 | Ruckman Craig Assistant Secretary | 2017-12-13 10:16:32 | 0 0 | 0 | Form 3 |
| 55 | Holt Erick Director | 2017-12-13 10:08:26 | 0 0 | 0 | Form 3 |
| 56 | STICKNEY WILLIAM Affiliated Person | 2008-03-10 17:45:07 | 0 0 | 0 | Form 4 |
| 57 | Guia Youse Chief Compliance Officer | 2009-01-20 18:12:51 | 0 0 | 0 | Form 3/A |
| 58 | Rich Katherine A. Affiliated Person | 2009-01-20 18:02:08 | 0 0 | 0 | Form 3/A |
| 59 | Kirk Richard H Assistant Secretary | 2009-01-20 17:40:53 | 0 0 | 0 | Form 3/A |
| 60 | Pisano Albert A Affiliated Person | 2009-01-20 17:37:24 | 0 0 | 0 | Form 3/A |
| 61 | KERTESS HANS W Director | 2009-01-20 18:57:25 | 0 0 | 0 | Form 3/A |
| 62 | Ogden William B IV Director | 2009-01-20 18:47:46 | 0 0 | 0 | Form 3/A |
| 63 | Healey William V Assistant Secretary | 2009-01-20 18:42:33 | 0 0 | 0 | Form 3/A |
| 64 | Claussen Barbara R AFFILIATED PERSON | 2008-12-31 11:35:07 | 0 0 | 0 | Form 3 |
| 65 | COCHRAN RICHARD J Assistant Treasurer | 2008-12-31 11:32:42 | 0 0 | 0 | Form 3 |
| 66 | Whisten Scott Assistant Treasurer | 2008-12-31 11:26:07 | 0 0 | 0 | Form 3 |
| 67 | WUSSOW DEBORAH A Affiliated Person | 2008-12-31 11:16:04 | 0 0 | 0 | Form 3 |
| 68 | McCraw John Executive Committee | 2009-01-20 18:22:14 | 0 0 | 0 | Form 3/A |
| 69 | SULLIVAN R PETER III Director | 2007-09-12 14:25:57 | 0 0 | 0 | Form 3 |
| 70 | ALLIANZ GLOBAL INVESTORS OF AMERICA L P Affiliated Entity | 2007-05-29 12:07:10 | 0 0 | 0 | Form 4 |
| 71 | Srivastava Lagan Healey William V Kirk Richard H Chapman Kathleen A Assistant Secretary | 2006-12-21 16:12:06 | 0 0 | 0 | Form 3 |
| 72 | FLATTUM DAVID C Director | 2006-11-27 17:48:40 | 0 0 | 0 | Form 4 |
| 73 | Hoover E Clifton Jr Affiliated Person | 2006-11-27 16:31:56 | 0 0 | 0 | Form 4 |
| 74 | Turner Ethan Operations Generalist II | 2006-09-07 09:39:45 | 0 0 | 0 | Form 4 |
| 75 | JOHNSON PETER JAMES Executive Committee | 2006-04-05 14:08:51 | 0 0 | 0 | Form 4 |
| 76 | SAGERMAN ERIC Executive Committee | 2006-04-05 12:30:23 | 0 0 | 0 | Form 4 |
| 77 | Sufi Ranjit Executive Committee | 2006-03-30 15:27:50 | 0 0 | 0 | Form 3 |
| 78 | Fuccillo Thomas J Secretary | 2005-03-03 10:49:43 | 0 0 | 0 | Form 3 |
| 79 | PATULA JENNIFER Assistant Secretary | 2004-03-01 16:46:59 | 0 0 | 0 | Form 3 |
| 80 | Migliori Scott Affiliated Person | 2011-03-10 14:04:55 | 0 0 | 0 | Form 3 |
| 81 | Koo Paul Affiliated Person | 2013-02-14 09:00:34 | 0 0 | 0 | Form 3 |
| 82 | Rohweder Herold Affiliated Person | 2013-01-30 15:46:51 | 0 0 | 0 | Form 3 |
| 83 | FESTINO NICHOLAS Insider | 2003-07-25 15:09:43 | 0 0 | 0 | Form 3 |
| 84 | Sluyters Julian Affiliated Person | 2012-11-01 14:36:19 | 0 0 | 0 | Form 3 |
| 85 | Lohrfink Jill Affiliated Person | 2012-05-09 10:24:22 | 0 0 | 0 | Form 3 |
| 86 | Townsend Christopher Affiliated Person | 2012-02-29 12:40:45 | 0 0 | 0 | Form 3 |
| 87 | Carroll John Affiliated Person | 2012-02-29 16:33:13 | 0 0 | 0 | Form 3 |
| 88 | Oliver Thomas W JR Affiliated Person | 2011-11-14 10:14:16 | 0 0 | 0 | Form 3 |
| 89 | Schreiber Mary Ann Affiliated Person | 2011-05-19 16:09:36 | 0 0 | 0 | Form 3 |
| 90 | Marino Gerard Affiliated Person | 2011-03-10 15:46:50 | 0 0 | 0 | Form 3 |
| 91 | Sexauer Stephen Affiliated Person | 2011-03-10 14:23:22 | 0 0 | 0 | Form 3 |
| 92 | Owen David C. Affiliated Person | 2013-02-14 09:12:17 | 0 0 | 0 | Form 3 |
| 93 | Gaffney Brian J. Affiliated Person | 2011-03-10 12:05:28 | 0 0 | 0 | Form 3 |
| 94 | Dzemaili Orhan Assistant Treasurer | 2011-01-20 09:06:24 | 0 0 | 0 | Form 3 |
| 95 | GALLAGHER BRADFORD K Director | 2010-09-27 14:55:15 | 0 0 | 0 | Form 3 |
| 96 | Mullen Geoffrey G. Affiliated Person | 2010-08-26 10:39:07 | 0 0 | 0 | Form 3 |
| 97 | Fischer Ben J Affiliated Person | 2010-08-26 10:31:09 | 0 0 | 0 | Form 3 |
| 98 | Allianz Global Investors Capital LLC Investment Adviser | 2010-08-26 10:12:42 | 0 0 | 0 | Form 3 |
| 99 | JACOBSON JAMES A Director | 2009-12-17 10:42:20 | 0 0 | 0 | Form 3 |
| 100 | TAYLOR DIANA L Director | 2009-01-23 10:54:30 | 0 0 | 0 | Form 3/A |
| 101 | MANEY JOHN C Affiliated Person | 2009-01-21 19:42:47 | 0 0 | 0 | Form 3/A |
| 102 | KOEPFGEN BRUCE L AFFILIATED PERSON | 2009-01-21 19:54:29 | 0 0 | 0 | Form 3/A |
| 103 | Chapman Kathleen A Assistant Secretary | 2009-01-20 18:37:11 | 0 0 | 0 | Form 3/A |