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| 2025-02-21 | 2025-02-19 | DPG | S | 440 | Not reported |
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First displayed source row from Recent SEC transactions. The full bounded history and coverage notes remain below.
The displayed observation date is 2025-02-19 and its public availability date is 2025-02-21. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
Issuer relationships
Inspect all 17 displayed rows: Issuer relationships
A reporting-owner CIK identifies the filer across issuer relationships and name aliases. A filer may be an individual or an organization; the filing role is the relevant evidence.
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| DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC | 0000894239 | DUC, DNP | No | Yes |
| DTF TAX-FREE INCOME INC | 0000879535 | DTF | No | Yes |
| DNP SELECT INCOME FUND INC | 0000806628 | DNP | No | Yes |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 0001515671 | DPG | No | Yes |
| DCA Total Return Fund | 0001310445 | DCA | No | Yes |
| Virtus Global Multi-Sector Income Fund | 0001528811 | VGI | No | Yes |
| Virtus Total Return Fund Inc. | 0000836412 | ZTR | No | Yes |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc. | 0001603998 | DSE | No | Yes |
| Stone Harbor Emerging Markets Total Income Fund | 0001551040 | EDI | No | Yes |
| Stone Harbor Emerging Markets Income Fund | 0001501103 | EDF | No | Yes |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 0001778114 | AIO | No | Yes |
| Virtus Equity & Convertible Income Fund | 0001383441 | NIE | No | Yes |
| Virtus Convertible & Income Fund II | 0001227857 | NCZ | No | Yes |
| Virtus Diversified Income & Convertible Fund | 0001636289 | ACV | No | Yes |
| Virtus Convertible & Income Fund | 0001214935 | NCV | No | Yes |
| Virtus Dividend, Interest & Premium Strategy Fund | 0001260563 | NFJ | No | Yes |
| Virtus Convertible & Income 2024 Target Term Fund | 0001701809 | CBH | No | Yes |
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Recent SEC transactions
Code P identifies a purchase, S a sale and A an award. Awards and open-market purchases describe different events. Use the public availability date when deciding when a researcher could have known about the transaction.
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| 2025-02-21 | 2025-02-19 | DPG | S | 440 | Not reported |
| 2025-02-21 | 2025-02-19 | DNP | S | 11,391.21 | Not reported |
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Up to 50 transactions from the recent two-year owner window.
Source evidence and strategy eligibility
The transactions below come from filings; a historical tracker separately simulates following eligible events. Joint filers can report the same transaction, and an owner can have filings at multiple companies. Public availability, amendment lineage and verified coverage determine which events a historical tracker may use.
The current directory marks this owner's filing coverage verified.