List of insiders holdings for Virtus Convertible & Income Fund II:
- 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 16:31:42 | 880,000 0 | 880,000 | Form 13G |
| 2 | MACLEOD JAMES S Director | 2021-10-05 11:40:48 | 20,798 0 | 20,798 | Form 4 |
| 3 | HARRIS BRENT R Affiliated Person | 2007-11-16 13:51:24 | 14,500 0 | 14,500 | Form 4 |
| 4 | AYLWARD GEORGE R President and CEO | 2021-12-22 16:11:05 | 10,049 0 | 10,049 | Form 4 |
| 5 | BANK OF AMERICA CORP MERRILL LYNCH PIERCE FENNER & SMITH INC. 10% Owner | 2023-02-13 07:42:41 | 9,633 0 | 9,633 | Form 13G |
| 6 | UBS AG 10% Owner | 2014-10-27 12:51:13 | 0 5,638 | 5,638 | Form 4 |
| 7 | BURKE DONALD C Director | 2024-06-06 17:15:05 | 5,000 0 | 5,000 | Form 3 |
| 8 | STICKNEY WILLIAM Affiliated Person | 2008-03-20 12:00:23 | 5,000 0 | 5,000 | Form 4 |
| 9 | ZINO BRIAN T Director | 2022-03-29 14:11:12 | 3,000 0 | 3,000 | Form 4 |
| 10 | Cogan Sarah E Director | 2019-08-23 07:49:54 | 2,000 0 | 2,000 | Form 4 |
| 11 | Rappaport Alan Director | 2021-04-28 16:43:41 | 2,000 0 | 2,000 | Form 4 |
| 12 | Drummond F Ford Director | 2021-04-29 17:00:53 | 1,938 0 | 1,938 | Form 4 |
| 13 | DeCotis Deborah A Director | 2022-03-04 16:54:13 | 1,134 0 | 1,134 | Form 4 |
| 14 | John Matthew E Affiliated Person | 2008-03-18 16:37:41 | 500 0 | 500 | Form 4 |
| 15 | MCDANIEL CONNIE D Director | 2025-06-18 12:46:04 | 422 0 | 422 | Form 4 |
| 16 | Oliver Thomas W JR Affiliated Person | 2011-11-14 10:15:16 | 0 0 | 0 | Form 3 |
| 17 | Sexauer Stephen Affiliated Person | 2011-03-10 14:25:45 | 0 0 | 0 | Form 3 |
| 18 | Gaffney Brian J. Affiliated Person | 2011-03-10 12:07:40 | 0 0 | 0 | Form 3 |
| 19 | Marino Gerard Affiliated Person | 2011-03-10 15:45:55 | 0 0 | 0 | Form 3 |
| 20 | Kumar Satya SEE REMARKS | 2016-01-13 19:25:09 | 0 0 | 0 | Form 3 |
| 21 | Eu Douglas SEE REMARKS | 2016-01-08 17:14:33 | 0 0 | 0 | Form 3 |
| 22 | Bonanno Peter Affiliated Person | 2015-01-07 15:27:27 | 0 0 | 0 | Form 3 |
| 23 | Schreiber Mary Ann Affiliated Person | 2011-05-19 16:12:48 | 0 0 | 0 | Form 3 |
| 24 | Barling James Affiliated Person | 2014-06-26 12:21:32 | 0 0 | 0 | Form 3 |
| 25 | Bengtson-Olivieri Erin Affiliated Person | 2014-04-29 17:23:23 | 0 0 | 0 | Form 3 |
| 26 | Jobson David Affiliated Person | 2014-02-20 15:11:22 | 0 0 | 0 | Form 3 |
| 27 | Allianz Global Investors U.S. Holdings LLC Affiliated Entity | 2013-01-30 15:38:27 | 0 0 | 0 | Form 3 |
| 28 | King Susan M Affiliated Person | 2014-02-20 14:16:53 | 0 0 | 0 | Form 3 |
| 29 | Frank Udo Affiliated Person | 2013-07-12 16:08:47 | 0 0 | 0 | Form 3 |
| 30 | Harter Thomas L Chief Compliance Officer | 2013-07-01 14:17:38 | 0 0 | 0 | Form 3 |
| 31 | Owen David C. Affiliated Person | 2013-02-14 09:13:32 | 0 0 | 0 | Form 3 |
| 32 | Koo Paul Affiliated Person | 2013-02-14 09:01:39 | 0 0 | 0 | Form 3 |
| 33 | Carroll John Affiliated Person | 2012-02-29 16:31:50 | 0 0 | 0 | Form 3 |
| 34 | Townsend Christopher Affiliated Person | 2012-02-29 12:41:45 | 0 0 | 0 | Form 3 |
| 35 | Rohweder Herold Affiliated Person | 2013-01-30 15:45:48 | 0 0 | 0 | Form 3 |
| 36 | Lohrfink Jill Affiliated Person | 2012-05-09 10:29:37 | 0 0 | 0 | Form 3 |
| 37 | Sluyters Julian Affiliated Person | 2012-11-01 14:37:12 | 0 0 | 0 | Form 3 |
| 38 | McLoughlin Philip R Director | 2021-02-11 16:06:42 | 0 0 | 0 | Form 3 |
| 39 | Toms Matthew CEO, Voya Investment Managemen | 2024-01-18 18:16:06 | 0 0 | 0 | Form 3 |
| 40 | WALTON R KEITH Director | 2023-05-31 12:45:58 | 0 0 | 0 | Form 3 |
| 41 | MCNAMARA GERALDINE M Director | 2023-05-30 11:39:18 | 0 0 | 0 | Form 3 |
| 42 | UBS Group AG 10% Owner | 2022-12-09 08:56:59 | 0 0 | 0 | Form 13G |
| 43 | VOYA INVESTMENT MANAGEMENT CO Subadviser to the issuer | 2022-08-04 16:37:57 | 0 0 | 0 | Form 3 |
| 44 | Zemsky Paul CIO-Subadviser to the issuer | 2022-08-04 13:54:37 | 0 0 | 0 | Form 3 |
| 45 | Costa Vincent J CIO-Subadviser to the issuer | 2022-08-04 12:54:28 | 0 0 | 0 | Form 3 |
| 46 | Hurtsellers Christine CEO - Subadviser to the issuer | 2022-08-04 12:20:39 | 0 0 | 0 | Form 3 |
| 47 | YEE MICHAEL Portfolio Manager | 2022-03-03 17:23:05 | 0 0 | 0 | Form 3 |
| 48 | Oberto David J. Portfolio Manager | 2022-03-03 15:12:47 | 0 0 | 0 | Form 3 |
| 49 | Smirl Richard W EVP | 2021-06-30 10:28:12 | 0 0 | 0 | Form 3 |
| 50 | WALTMAN FRANCIS G EVP | 2021-02-11 16:29:30 | 0 0 | 0 | Form 3 |
| 51 | Borreggine Angela Assistant Secretary | 2016-01-13 18:27:43 | 0 0 | 0 | Form 3 |
| 52 | BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer | 2021-02-11 15:43:24 | 0 0 | 0 | Form 3 |
| 53 | Pushpaharan Gem Affiliated Person | 2019-09-03 14:53:10 | 0 0 | 0 | Form 3 |
| 54 | Viggiano John Affiliated Person | 2019-08-30 13:29:08 | 0 0 | 0 | Form 3 |
| 55 | SCOON DAVEY Director | 2017-12-22 16:30:54 | 0 0 | 0 | Form 3 |
| 56 | Ruckman Craig Assistant Secretary | 2017-12-13 10:17:42 | 0 0 | 0 | Form 3 |
| 57 | Holt Erick Director | 2017-12-13 09:59:01 | 0 0 | 0 | Form 3 |
| 58 | Thompson Kathleen C. Affiliated Person | 2017-01-10 14:47:19 | 0 0 | 0 | Form 3 |
| 59 | Mildner Heiko Affiliated Person | 2017-01-09 13:57:12 | 0 0 | 0 | Form 3 |
| 60 | Parker Jeffrey D See Remarks | 2016-06-17 14:32:03 | 0 0 | 0 | Form 3 |
| 61 | Grau William SEE REMARKS | 2016-01-15 16:00:49 | 0 0 | 0 | Form 3/A |
| 62 | Carlino Giorgio SEE REMARKS | 2016-01-13 19:04:02 | 0 0 | 0 | Form 3 |
| 63 | Rubano Debra Assistant Secretary | 2016-01-13 18:44:34 | 0 0 | 0 | Form 3 |
| 64 | TREADWAY STEPHEN J Chairman | 2003-08-01 16:35:02 | 0 0 | 0 | Form 3 |
| 65 | JOHNSON PETER JAMES Executive Committee | 2006-04-05 14:29:12 | 0 0 | 0 | Form 4 |
| 66 | SAGERMAN ERIC Executive Committee | 2006-04-05 13:48:11 | 0 0 | 0 | Form 4 |
| 67 | Sufi Ranjit Executive Committee | 2006-03-30 15:41:44 | 0 0 | 0 | Form 3 |
| 68 | Fuccillo Thomas J Secretary | 2005-03-03 10:51:20 | 0 0 | 0 | Form 3 |
| 69 | PATULA JENNIFER Assistant Secretary | 2004-03-01 16:48:36 | 0 0 | 0 | Form 3 |
| 70 | WHITTINGTON MARNA C Executive Committee | 2003-08-19 17:25:14 | 0 0 | 0 | Form 3 |
| 71 | PIMCO ADVISORS FUND MANAGEMENT LLC Investment Manager | 2003-08-08 12:25:38 | 0 0 | 0 | Form 3 |
| 72 | NICHOLAS APPLEGATE CAPITAL MANAGEMENT Investment Adviser | 2003-08-08 12:16:30 | 0 0 | 0 | Form 3 |
| 73 | DALESSANDRO JOHN J II Director | 2003-08-01 17:04:24 | 0 0 | 0 | Form 3 |
| 74 | CONNOR ROBERT E Director | 2003-08-01 17:01:31 | 0 0 | 0 | Form 3 |
| 75 | KERTESS HANS W Director | 2003-08-01 16:57:35 | 0 0 | 0 | Form 3 |
| 76 | ALTADONNA LAWRENCE G Treasurer | 2003-08-01 16:52:26 | 0 0 | 0 | Form 3 |
| 77 | SHLISSEL BRIAN S President/CEO | 2003-08-01 16:47:12 | 0 0 | 0 | Form 3 |
| 78 | SCHOTT NEWTON B JR Vice President/Secretary | 2003-08-01 16:44:12 | 0 0 | 0 | Form 3 |
| 79 | Turner Ethan Operations Generalist II | 2006-09-07 09:42:52 | 0 0 | 0 | Form 4 |
| 80 | LARRABEE NICOLE Portfolio Manager | 2003-07-31 13:33:09 | 0 0 | 0 | Form 3 |
| 81 | LEMESEVSKI ELIZABETH Portfolio Manager | 2003-07-31 12:16:26 | 0 0 | 0 | Form 3 |
| 82 | MOORE E BLAKE JR Executive Committee | 2003-07-31 11:55:31 | 0 0 | 0 | Form 3 |
| 83 | MAHER C WILLIAM Executive Committee | 2003-07-31 11:48:40 | 0 0 | 0 | Form 3 |
| 84 | POLI FRANCIS C Executive Committee | 2003-07-31 16:33:53 | 0 0 | 0 | Form 3 |
| 85 | FESTINO NICHOLAS Portfolio Administrator | 2003-07-31 15:45:55 | 0 0 | 0 | Form 3 |
| 86 | RAMM JAMES Operations Administrator | 2003-07-31 15:17:38 | 0 0 | 0 | Form 3 |
| 87 | KASS JUSTIN Portfolio Manager | 2003-07-31 13:56:23 | 0 0 | 0 | Form 3 |
| 88 | NICHOLAS ARTHUR E Executive Committee | 2003-07-30 16:15:36 | 0 0 | 0 | Form 3 |
| 89 | FIELD CHARLES Investment Adviser | 2003-07-30 16:06:50 | 0 0 | 0 | Form 3 |
| 90 | ROSS STEVEN Executive Committee | 2003-07-30 16:00:50 | 0 0 | 0 | Form 3 |
| 91 | FORSYTH DOUGLAS Vice President/Portfolio Mgr. | 2003-07-30 15:53:24 | 0 0 | 0 | Form 3 |
| 92 | VALEIRAS HORATIO Executive Committee | 2003-07-30 15:46:46 | 0 0 | 0 | Form 3 |
| 93 | NICHOLAS CATHERINE Executive Committee | 2003-07-30 15:02:13 | 0 0 | 0 | Form 3 |
| 94 | Pisano Albert A Affiliated Person | 2009-01-20 17:37:40 | 0 0 | 0 | Form 3/A |
| 95 | MORRIS LORETTA Executive Committee | 2003-07-30 14:52:02 | 0 0 | 0 | Form 3 |
| 96 | Dzemaili Orhan Assistant Treasurer | 2011-01-20 09:10:52 | 0 0 | 0 | Form 3 |
| 97 | GALLAGHER BRADFORD K Director | 2010-09-27 14:59:58 | 0 0 | 0 | Form 3 |
| 98 | Mullen Geoffrey G. Affiliated Person | 2010-08-26 10:37:21 | 0 0 | 0 | Form 3 |
| 99 | Fischer Ben J Affiliated Person | 2010-08-26 10:30:04 | 0 0 | 0 | Form 3 |
| 100 | Allianz Global Investors Capital LLC Investment Adviser | 2010-08-26 10:10:18 | 0 0 | 0 | Form 3 |
| 101 | JACOBSON JAMES A Director | 2009-12-17 10:40:44 | 0 0 | 0 | Form 3 |
| 102 | TAYLOR DIANA L Director | 2009-01-23 10:54:21 | 0 0 | 0 | Form 3/A |
| 103 | KOEPFGEN BRUCE L AFFILIATED PERSON | 2009-01-21 19:53:46 | 0 0 | 0 | Form 3/A |
| 104 | Chapman Kathleen A Assistant Secretary | 2009-01-20 18:24:45 | 0 0 | 0 | Form 3/A |
| 105 | McCraw John Executive Committee | 2009-01-20 18:22:07 | 0 0 | 0 | Form 3/A |
| 106 | Guia Youse Chief Compliance Officer | 2009-01-20 18:12:52 | 0 0 | 0 | Form 3/A |
| 107 | Rich Katherine A. Affiliated Person | 2009-01-20 18:02:03 | 0 0 | 0 | Form 3/A |
| 108 | Kirk Richard H Assistant Secretary | 2009-01-20 17:42:25 | 0 0 | 0 | Form 3/A |
| 109 | Migliori Scott Affiliated Person | 2011-03-10 14:01:50 | 0 0 | 0 | Form 3 |
| 110 | Ogden William B IV Director | 2009-01-20 18:47:36 | 0 0 | 0 | Form 3/A |
| 111 | Healey William V Assistant Secretary | 2009-01-20 18:42:35 | 0 0 | 0 | Form 3/A |
| 112 | Claussen Barbara R AFFILIATED PERSON | 2008-12-31 11:50:27 | 0 0 | 0 | Form 3 |
| 113 | COCHRAN RICHARD J Assistant Treasurer | 2008-12-31 11:28:19 | 0 0 | 0 | Form 3 |
| 114 | Whisten Scott Assistant Treasurer | 2008-12-31 11:25:12 | 0 0 | 0 | Form 3 |
| 115 | WUSSOW DEBORAH A Affiliated Person | 2008-12-31 11:18:05 | 0 0 | 0 | Form 3 |
| 116 | BELICA PAUL Director | 2008-12-31 16:12:27 | 0 0 | 0 | Form 3 |
| 117 | SULLIVAN R PETER III Director | 2007-09-12 14:30:26 | 0 0 | 0 | Form 3 |
| 118 | ALLIANZ GLOBAL INVESTORS OF AMERICA L P Affiliated Entity | 2007-05-29 12:32:54 | 0 0 | 0 | Form 4 |
| 119 | MANEY JOHN C Affiliated Person | 2006-12-22 10:45:09 | 0 0 | 0 | Form 3 |
| 120 | Srivastava Lagan Healey William V Kirk Richard H Chapman Kathleen A Assistant Secretary | 2006-12-21 16:21:25 | 0 0 | 0 | Form 3 |
| 121 | FLATTUM DAVID C Director | 2006-11-27 17:50:40 | 0 0 | 0 | Form 4 |
| 122 | Hoover E Clifton Jr Affiliated Person | 2006-11-27 16:37:01 | 0 0 | 0 | Form 4 |