Rep. Kevin Hern (R-OK) Sells AIO Stock
Congressman Kevin Hern sold shares of the Virtus Artificial Intelligence & Technology Opportunities Fund.
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 23, 2026. The trade was disclosed in a STOCK Act periodic transaction report filed October 13, 2026.
Since the trade, $AIO is down 0.3% after 1 week and down 6.4% to date (from the $24.74 close on Sep 23, 2026).
Financial Disclosure Report
Clerk of the House of Representatives • Legislative Resource Center • B81 Cannon Building • Washington, DC 20515
Filer Information
- Name:
- Rep. Kevin Hern (R-OK)
- Status:
- Member — House
- State/District:
- OK-1
- Party:
- Republican
Filing Information
- Filing Type:
- Periodic Transaction Report
- Filing Year:
- 2026
- Filing Date:
- Oct 13, 2026
Schedule B: Transactions
| Asset | Transaction | Date | Amount |
|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opportunities Fund ($AIO) | Sell | Sep 23, 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
Key Points
- Kevin Hern, a Republican Congressman from Oklahoma, sold shares of the Virtus Artificial Intelligence & Technology Opportunities Fund valued between $15,001 and $50,000 on September 23, 2026.
- The fund focuses on investments in artificial intelligence and technology, with its shares recently trading around $23.77, which is below both its 50-day and 200-day moving averages.
- The fund has a market cap of about $797.3 million and a P/E ratio of approximately 3.33, indicating it is trading at a low valuation relative to its earnings.
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Kevin Hern, a Republican Congressman representing Oklahoma's 1st district, sold shares of the Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) on September 23, 2026. The transaction was valued between $15,001 and $50,000 and was disclosed in a periodic report filed under the STOCK Act on October 13, 2026.
Kevin Hern vs. the S&P 500
Hypothetical returns from Kevin Hern's disclosed trades, not real profit or advice. How we model this.
What Changed in Kevin Hern's Position
Hern's recent sell-off involved shares of AIO, a fund that invests primarily in artificial intelligence and technology sectors. This sale is part of his ongoing adjustments to his investment portfolio.
Other Institutional Activity in Virtus Artificial Intelligence & Technology Opportunities Fund
Several institutional investors have been active with AIO recently. Morgan Stanley holds 1,102,313 shares valued at about $25.5 million, having increased its stake by 17,573 shares, a 1.6% rise. Bank of America Corporation also added 51,243 shares, growing its holdings to 869,826 shares worth approximately $20.1 million, reflecting a 6.3% increase. Meanwhile, Wells Fargo & Company reduced its share count by 22,304, ending with 616,773 shares valued at about $14.3 million, a 3.5% decrease.
Virtus Artificial Intelligence & Technology Opportunities Fund Stock Holds Steady
As of October 16, 2026, AIO shares recently traded around $23.77, which is below both the 50-day moving average of $25.52 and the 200-day moving average of $24.64. The stock is also about 16.9% below its 52-week high of $28.60. However, it remains 13.7% above its 52-week low of $20.91.
Recent Earnings
The Virtus Artificial Intelligence & Technology Opportunities Fund reported a trailing twelve-month earnings per share (EPS) of $6.95. The fund has a net margin of 0.0%, indicating it has not been profitable in recent periods.
Dividend
AIO pays an annual dividend rate of $2.52, which gives it a dividend yield of approximately 10.61%. The payout ratio is 26.8%, suggesting a sustainable dividend policy.
Insider Buying and Selling at Virtus Artificial Intelligence & Technology Opportunities Fund
Recent insider trades include Chief Financial Officer William Patrick Bradley III, who sold 2,000 shares at an average price of $21.56 on March 20, 2026, valued at about $43,120. Other executives also sold shares earlier in August 2026, with Justin Kass selling 29,481 shares worth approximately $774,416.
About Virtus Artificial Intelligence & Technology Opportunities Fund
The Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi-asset fund that specializes in equity and debt securities. It primarily invests in artificial intelligence and technology sectors, aiming to support innovators and disruptors across various industries. This focus aligns with trends in Hern's district, which may have a vested interest in technology growth.
Bottom Line
Investors will be watching for Hern's next moves as he continues to adjust his portfolio.
Related Filing Alerts
Source: Kevin Hern's STOCK Act disclosure on $AIO (Sep 23, 2026). Find the original filing: House financial disclosure search. Written by software, not financial advice. How we make alerts