Rep. Kevin Hern (R-OK) Sells AIO Stock

Oklahoma Congressman Kevin Hern sold shares of AIO valued between $15,001 and $50,000 on September 14, 2026.

Reviewed by automated data checks against the source filing. How we make and check alerts

Rep. Kevin Hern (R-OK) sold between $15,001 and $50,000 of Virtus Artificial Intelligence & Technology Opportunities Fund ($AIO) stock on September 14, 2026. The trade was disclosed in a STOCK Act periodic transaction report filed September 25, 2026.

Since the trade, $AIO is up 1.9% after 1 week, down 2.2% after 1 month and down 5.3% to date (from the $24.45 close on Sep 14, 2026).

Find the original: House financial disclosure search

Kevin Hern

Financial Disclosure Report

Clerk of the House of Representatives • Legislative Resource Center • B81 Cannon Building • Washington, DC 20515

Filer Information

Name:
Rep. Kevin Hern (R-OK)
Status:
Member — House
State/District:
OK-1
Party:
Republican

Filing Information

Filing Type:
Periodic Transaction Report
Filing Year:
2026
Filing Date:
Sep 25, 2026

Schedule B: Transactions

AssetTransactionDateAmount
Virtus Artificial Intelligence & Technology Opportunities Fund ($AIO) Sell Sep 14, 2026 $15,001 - $50,000

Summary of the filed report, not the original document. Find the original: House financial disclosure search

AIO Virtus Artificial Intelligence & Technology Opportunities Fund
$23.15 +13.48% year to date
Daily close · Oct 16, 2026

Key Points

  • Kevin Hern, a Republican Congressman from Oklahoma, sold shares of AIO on September 14, 2026, valued between $15,001 and $50,000.
  • On the day of the sale, AIO shares were priced at $23.77 each.
  • Hern's recent trades include selling shares of other companies, indicating active portfolio management.

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Oklahoma Congressman Kevin Hern sold shares of AIO on September 14, 2026. The sale was valued between $15,001 and $50,000. The transaction was reported after the close of the trading day on September 25, 2026.

Congressional trading track record

Kevin Hern vs. the S&P 500

YTD return +5.88% hypothetical
All-time return +5.88% S&P 500 -0.32%
vs. S&P 500 +6.20% ahead of the index

Hypothetical returns from Kevin Hern's disclosed trades, not real profit or advice. How we model this.

Inside Kevin Hern's Trade

Kevin Hern's recent transaction involved selling shares valued between $15,001 and $50,000, with the stock priced at $23.77 on the day of the sale. This marks a continuation of Hern's selling activity, as he has recently sold stakes in other companies as well.

Other Institutional Activity in AIO

Several institutional investors have adjusted their holdings in AIO. Morgan Stanley grew its stake by 17,573 shares, bringing its total to approximately 1.1 million shares worth about $25.5 million. Bank of America Corporation raised its holdings by 51,243 shares, totaling around 870,000 shares valued at roughly $20.1 million. Meanwhile, Wells Fargo & Company trimmed its holdings by 22,304 shares, ending with around 617,000 shares worth about $14.3 million. UBS Group AG added 20,444 shares, totaling roughly 453,000 shares valued at about $10.5 million. Ameriprise Financial, Inc. increased its stake by 2,231 shares, holding approximately 380,000 shares worth about $8.8 million.

Virtus Artificial Intelligence & Technology Opportunities Fund Stock Holds Steady

AIO shares traded at $23.77 on the day of Hern's sale. This price reflects the ongoing market dynamics for the company. It remains to be seen how Hern's trade might influence the perception of the stock by other investors, especially given his recent activity in the market.

Insider Buying and Selling at Virtus Artificial Intelligence & Technology Opportunities Fund

Several insiders have recently sold shares of AIO. Kass Justin, an executive, sold 29,481 shares at an average price of $26.27, totaling about $774,416 on August 10, 2026. Stephen Jue sold 10,000 shares on the same day for a total value of approximately $263,091. James C. K. Chen also sold 11,485 shares on August 10, valued at about $300,280. Additionally, CFO William Patrick Bradley III sold 2,000 shares on March 20, 2026, at a price of $21.56, totaling around $43,120. These transactions indicate ongoing activity among the company’s insiders.

Bottom Line

Kevin Hern's recent sale of AIO shares, combined with the activity of other insiders, paints a picture of a dynamic market for this stock. Investors will likely look for further updates on AIO and Hern's subsequent trading decisions. As a reminder, the September 14 transaction reflects Hern's holding as of that date and may not represent his current position.

Source: Kevin Hern's STOCK Act disclosure on $AIO (Sep 14, 2026). Find the original filing: House financial disclosure search. Written by software, not financial advice. How we make alerts

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