Insider Holders & Insider Ownership - Virtus Convertible & Income Fund II (NCZ)

List of insiders holdings for Virtus Convertible & Income Fund II:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. 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
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Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
MetLife Investment Management LLC
10% Owner
2023-06-12 16:31:42880,000
0
880,000Form 13G
MACLEOD JAMES S
Director
2021-10-05 11:40:4820,798
0
20,798Form 4
HARRIS BRENT R
Affiliated Person
2007-11-16 13:51:2414,500
0
14,500Form 4
AYLWARD GEORGE R
President and CEO
2021-12-22 16:11:0510,049
0
10,049Form 4
BANK OF AMERICA CORP
MERRILL LYNCH PIERCE FENNER & SMITH INC.
10% Owner
2023-02-13 07:42:419,633
0
9,633Form 13G
UBS AG
10% Owner
2014-10-27 12:51:130
5,638
5,638Form 4
BURKE DONALD C
Director
2024-06-06 17:15:055,000
0
5,000Form 3
STICKNEY WILLIAM
Affiliated Person
2008-03-20 12:00:235,000
0
5,000Form 4
ZINO BRIAN T
Director
2022-03-29 14:11:123,000
0
3,000Form 4
Rappaport Alan
Director
2021-04-28 16:43:412,000
0
2,000Form 4
Cogan Sarah E
Director
2019-08-23 07:49:542,000
0
2,000Form 4
Drummond F Ford
Director
2021-04-29 17:00:531,938
0
1,938Form 4
DeCotis Deborah A
Director
2022-03-04 16:54:131,134
0
1,134Form 4
John Matthew E
Affiliated Person
2008-03-18 16:37:41500
0
500Form 4
Harter Thomas L
Chief Compliance Officer
2013-07-01 14:17:380
0
0Form 3
Sexauer Stephen
Affiliated Person
2011-03-10 14:25:450
0
0Form 3
Gaffney Brian J.
Affiliated Person
2011-03-10 12:07:400
0
0Form 3
Kumar Satya
SEE REMARKS
2016-01-13 19:25:090
0
0Form 3
Eu Douglas
SEE REMARKS
2016-01-08 17:14:330
0
0Form 3
Bonanno Peter
Affiliated Person
2015-01-07 15:27:270
0
0Form 3
Marino Gerard
Affiliated Person
2011-03-10 15:45:550
0
0Form 3
Barling James
Affiliated Person
2014-06-26 12:21:320
0
0Form 3
Bengtson-Olivieri Erin
Affiliated Person
2014-04-29 17:23:230
0
0Form 3
Jobson David
Affiliated Person
2014-02-20 15:11:220
0
0Form 3
King Susan M
Affiliated Person
2014-02-20 14:16:530
0
0Form 3
Frank Udo
Affiliated Person
2013-07-12 16:08:470
0
0Form 3
Carroll John
Affiliated Person
2012-02-29 16:31:500
0
0Form 3
Owen David C.
Affiliated Person
2013-02-14 09:13:320
0
0Form 3
Koo Paul
Affiliated Person
2013-02-14 09:01:390
0
0Form 3
Schreiber Mary Ann
Affiliated Person
2011-05-19 16:12:480
0
0Form 3
Oliver Thomas W JR
Affiliated Person
2011-11-14 10:15:160
0
0Form 3
Rohweder Herold
Affiliated Person
2013-01-30 15:45:480
0
0Form 3
Allianz Global Investors U.S. Holdings LLC
Affiliated Entity
2013-01-30 15:38:270
0
0Form 3
Sluyters Julian
Affiliated Person
2012-11-01 14:37:120
0
0Form 3
Lohrfink Jill
Affiliated Person
2012-05-09 10:29:370
0
0Form 3
Townsend Christopher
Affiliated Person
2012-02-29 12:41:450
0
0Form 3
McLoughlin Philip R
Director
2021-02-11 16:06:420
0
0Form 3
Toms Matthew
CEO, Voya Investment Managemen
2024-01-18 18:16:060
0
0Form 3
MCDANIEL CONNIE D
Director
2023-05-31 12:47:320
0
0Form 3
WALTON R KEITH
Director
2023-05-31 12:45:580
0
0Form 3
MCNAMARA GERALDINE M
Director
2023-05-30 11:39:180
0
0Form 3
UBS Group AG
10% Owner
2022-12-09 08:56:590
0
0Form 13G
VOYA INVESTMENT MANAGEMENT CO
Subadviser to the issuer
2022-08-04 16:37:570
0
0Form 3
Zemsky Paul
CIO-Subadviser to the issuer
2022-08-04 13:54:370
0
0Form 3
Costa Vincent J
CIO-Subadviser to the issuer
2022-08-04 12:54:280
0
0Form 3
Hurtsellers Christine
CEO - Subadviser to the issuer
2022-08-04 12:20:390
0
0Form 3
YEE MICHAEL
Portfolio Manager
2022-03-03 17:23:050
0
0Form 3
Oberto David J.
Portfolio Manager
2022-03-03 15:12:470
0
0Form 3
Smirl Richard W
EVP
2021-06-30 10:28:120
0
0Form 3
WALTMAN FRANCIS G
EVP
2021-02-11 16:29:300
0
0Form 3
Borreggine Angela
Assistant Secretary
2016-01-13 18:27:430
0
0Form 3
BRADLEY WILLIAM PATRICK III
EVP, CFO and Treasurer
2021-02-11 15:43:240
0
0Form 3
Pushpaharan Gem
Affiliated Person
2019-09-03 14:53:100
0
0Form 3
Viggiano John
Affiliated Person
2019-08-30 13:29:080
0
0Form 3
SCOON DAVEY
Director
2017-12-22 16:30:540
0
0Form 3
Ruckman Craig
Assistant Secretary
2017-12-13 10:17:420
0
0Form 3
Holt Erick
Director
2017-12-13 09:59:010
0
0Form 3
Thompson Kathleen C.
Affiliated Person
2017-01-10 14:47:190
0
0Form 3
Mildner Heiko
Affiliated Person
2017-01-09 13:57:120
0
0Form 3
Parker Jeffrey D
See Remarks
2016-06-17 14:32:030
0
0Form 3
Grau William
SEE REMARKS
2016-01-15 16:00:490
0
0Form 3/A
Carlino Giorgio
SEE REMARKS
2016-01-13 19:04:020
0
0Form 3
Rubano Debra
Assistant Secretary
2016-01-13 18:44:340
0
0Form 3
TREADWAY STEPHEN J
Chairman
2003-08-01 16:35:020
0
0Form 3
JOHNSON PETER JAMES
Executive Committee
2006-04-05 14:29:120
0
0Form 4
SAGERMAN ERIC
Executive Committee
2006-04-05 13:48:110
0
0Form 4
Sufi Ranjit
Executive Committee
2006-03-30 15:41:440
0
0Form 3
Fuccillo Thomas J
Secretary
2005-03-03 10:51:200
0
0Form 3
PATULA JENNIFER
Assistant Secretary
2004-03-01 16:48:360
0
0Form 3
WHITTINGTON MARNA C
Executive Committee
2003-08-19 17:25:140
0
0Form 3
PIMCO ADVISORS FUND MANAGEMENT LLC
Investment Manager
2003-08-08 12:25:380
0
0Form 3
NICHOLAS APPLEGATE CAPITAL MANAGEMENT
Investment Adviser
2003-08-08 12:16:300
0
0Form 3
DALESSANDRO JOHN J II
Director
2003-08-01 17:04:240
0
0Form 3
CONNOR ROBERT E
Director
2003-08-01 17:01:310
0
0Form 3
KERTESS HANS W
Director
2003-08-01 16:57:350
0
0Form 3
ALTADONNA LAWRENCE G
Treasurer
2003-08-01 16:52:260
0
0Form 3
SHLISSEL BRIAN S
President/CEO
2003-08-01 16:47:120
0
0Form 3
SCHOTT NEWTON B JR
Vice President/Secretary
2003-08-01 16:44:120
0
0Form 3
Turner Ethan
Operations Generalist II
2006-09-07 09:42:520
0
0Form 4
LARRABEE NICOLE
Portfolio Manager
2003-07-31 13:33:090
0
0Form 3
LEMESEVSKI ELIZABETH
Portfolio Manager
2003-07-31 12:16:260
0
0Form 3
MOORE E BLAKE JR
Executive Committee
2003-07-31 11:55:310
0
0Form 3
MAHER C WILLIAM
Executive Committee
2003-07-31 11:48:400
0
0Form 3
POLI FRANCIS C
Executive Committee
2003-07-31 16:33:530
0
0Form 3
FESTINO NICHOLAS
Portfolio Administrator
2003-07-31 15:45:550
0
0Form 3
RAMM JAMES
Operations Administrator
2003-07-31 15:17:380
0
0Form 3
KASS JUSTIN
Portfolio Manager
2003-07-31 13:56:230
0
0Form 3
NICHOLAS ARTHUR E
Executive Committee
2003-07-30 16:15:360
0
0Form 3
FIELD CHARLES
Investment Adviser
2003-07-30 16:06:500
0
0Form 3
ROSS STEVEN
Executive Committee
2003-07-30 16:00:500
0
0Form 3
FORSYTH DOUGLAS
Vice President/Portfolio Mgr.
2003-07-30 15:53:240
0
0Form 3
VALEIRAS HORATIO
Executive Committee
2003-07-30 15:46:460
0
0Form 3
NICHOLAS CATHERINE
Executive Committee
2003-07-30 15:02:130
0
0Form 3
Pisano Albert A
Affiliated Person
2009-01-20 17:37:400
0
0Form 3/A
MORRIS LORETTA
Executive Committee
2003-07-30 14:52:020
0
0Form 3
Dzemaili Orhan
Assistant Treasurer
2011-01-20 09:10:520
0
0Form 3
GALLAGHER BRADFORD K
Director
2010-09-27 14:59:580
0
0Form 3
Mullen Geoffrey G.
Affiliated Person
2010-08-26 10:37:210
0
0Form 3
Fischer Ben J
Affiliated Person
2010-08-26 10:30:040
0
0Form 3
Allianz Global Investors Capital LLC
Investment Adviser
2010-08-26 10:10:180
0
0Form 3
JACOBSON JAMES A
Director
2009-12-17 10:40:440
0
0Form 3
TAYLOR DIANA L
Director
2009-01-23 10:54:210
0
0Form 3/A
KOEPFGEN BRUCE L
AFFILIATED PERSON
2009-01-21 19:53:460
0
0Form 3/A
Chapman Kathleen A
Assistant Secretary
2009-01-20 18:24:450
0
0Form 3/A
McCraw John
Executive Committee
2009-01-20 18:22:070
0
0Form 3/A
Guia Youse
Chief Compliance Officer
2009-01-20 18:12:520
0
0Form 3/A
Rich Katherine A.
Affiliated Person
2009-01-20 18:02:030
0
0Form 3/A
Kirk Richard H
Assistant Secretary
2009-01-20 17:42:250
0
0Form 3/A
Migliori Scott
Affiliated Person
2011-03-10 14:01:500
0
0Form 3
Ogden William B IV
Director
2009-01-20 18:47:360
0
0Form 3/A
Healey William V
Assistant Secretary
2009-01-20 18:42:350
0
0Form 3/A
Claussen Barbara R
AFFILIATED PERSON
2008-12-31 11:50:270
0
0Form 3
COCHRAN RICHARD J
Assistant Treasurer
2008-12-31 11:28:190
0
0Form 3
Whisten Scott
Assistant Treasurer
2008-12-31 11:25:120
0
0Form 3
WUSSOW DEBORAH A
Affiliated Person
2008-12-31 11:18:050
0
0Form 3
BELICA PAUL
Director
2008-12-31 16:12:270
0
0Form 3
SULLIVAN R PETER III
Director
2007-09-12 14:30:260
0
0Form 3
ALLIANZ GLOBAL INVESTORS OF AMERICA L P
Affiliated Entity
2007-05-29 12:32:540
0
0Form 4
MANEY JOHN C
Affiliated Person
2006-12-22 10:45:090
0
0Form 3
Srivastava Lagan
Healey William V
Kirk Richard H
Chapman Kathleen A
Assistant Secretary
2006-12-21 16:21:250
0
0Form 3
FLATTUM DAVID C
Director
2006-11-27 17:50:400
0
0Form 4
Hoover E Clifton Jr
Affiliated Person
2006-11-27 16:37:010
0
0Form 4