Rep. Kevin Hern (R-OK) Sells AIO Stock
Oklahoma Congressman Kevin Hern sold shares of AIO valued between $1,001 and $15,000.
Reviewed by automated data checks against the source filing. How we make and check alerts
Rep. Kevin Hern (R-OK) sold between $1,001 and $15,000 of Virtus Artificial Intelligence & Technology Opportunities Fund ($AIO) stock on September 3, 2026. The trade was disclosed in a STOCK Act periodic transaction report filed September 25, 2026.
Since the trade, $AIO is down 1.9% after 1 week, down 2.1% after 1 month and down 9.6% to date (from the $25.60 close on Sep 3, 2026).
Financial Disclosure Report
Clerk of the House of Representatives • Legislative Resource Center • B81 Cannon Building • Washington, DC 20515
Filer Information
- Name:
- Rep. Kevin Hern (R-OK)
- Status:
- Member — House
- State/District:
- OK-1
- Party:
- Republican
Filing Information
- Filing Type:
- Periodic Transaction Report
- Filing Year:
- 2026
- Filing Date:
- Sep 25, 2026
Schedule B: Transactions
| Asset | Transaction | Date | Amount |
|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opportunities Fund ($AIO) | Sell | Sep 3, 2026 | $1,001 - $15,000 |
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 AIO between $1,001 and $15,000 on September 3, 2026.
- This sale adds to Hern's pattern of recent transactions, including sales of shares in several other companies earlier in September.
- AIO shares traded at $23.77 at the time of the sale.
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Oklahoma Congressman Kevin Hern sold shares of AIO on September 3, 2026, valued between $1,001 and $15,000. At the time of the transaction, shares were trading at $23.77. The sale was reported on September 25, 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.
Inside Kevin Hern's Trade
Hern's recent sell-off included AIO, where he sold a stake within the range of $1,001 to $15,000. This continues a trend, as he also sold shares of The TJX Companies, Inc. (TJX) and STERIS plc (STE) in early September for similar amounts.
Other Institutional Activity in AIO
Several institutional investors have previously adjusted their positions in AIO. Morgan Stanley increased its stake by 17,573 shares, bringing its total to 1,102,313 shares valued at about $25.5 million. Bank of America Corporation added 51,243 shares, holding 869,826 shares worth roughly $20.1 million. On the other hand, Wells Fargo & Company reduced its holdings by 22,304 shares, now owning 616,773 shares valued at about $14.3 million. UBS Group AG grew its position by 20,444 shares, ending with 452,669 shares worth about $10.5 million. Ameriprise Financial, Inc. increased its stake slightly by 2,231 shares, totaling 380,282 shares valued at about $8.8 million.
Virtus Artificial Intelligence & Technology Opportunities Fund Stock Holds Steady
AIO shares were priced at $23.77 when Hern made his sale, suggesting he sold during a period of moderate market activity. The stock's recent performance is worth noting as it fits into Hern's pattern of selling shares in other companies.
Insider Buying and Selling at Virtus Artificial Intelligence & Technology Opportunities Fund
In addition to Hern's sale, several insiders sold shares of AIO recently. Kass Justin, an executive, sold 29,481 shares for approximately $774,416 on August 10, 2026. Stephen B. Jue also sold 10,000 shares valued at about $263,091 on the same day. James C. K. Chen sold 11,485 shares worth about $300,280 on August 10. Earlier in the year, Chief Financial Officer William Patrick Bradley III sold 2,000 shares for about $43,120 on March 20, 2026.
Bottom Line
This recent trade by Kevin Hern reflects a broader pattern of share sales by the Congressman, as evidenced by his recent transactions in other stocks. Investors should watch for any additional filings and updates on Hern's activities, keeping in mind that this sale reflects past information and may not represent his current position.
Related Filing Alerts
Source: Kevin Hern's STOCK Act disclosure on $AIO (Sep 3, 2026). Find the original filing: House financial disclosure search. Written by software, not financial advice. How we make alerts