BRADLEY WILLIAM PATRICK III 4

What Happened
Bradley William Patrick III, EVP, Chief Financial Officer and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), sold 2,000 shares on 2026-03-20 at $21.56 per share, yielding $43,120. This was a sale (disposition) reported on a Form 4; sales are often routine liquidity transactions and do not by themselves indicate a change in insider sentiment.

Key Details

• Transaction date and price: 2026-03-20 — 2,000 shares sold at $21.56 each.
• Total value: $43,120.
• Shares owned after transaction: not specified in the provided filing summary.
• Filing date: Form 4 filed 2026-03-23 — filed within the SEC’s two-business-day reporting window for Form 4s (timely).
• Footnotes/plan notes: the provided filing details do not disclose a 10b5-1 plan, tax withholding, or other special footnotes.

Context
Insider sales can be for many reasons (diversification, tax planning, or personal liquidity) and are not necessarily negative signals about the company. Purchases tend to be more informative about insider confidence. This report documents a straightforward sale by a senior officer of the fund; investors should consider this alongside other insider activity and company fundamentals.