Largest disclosed lower bound
Kevin Hern · $15.0K–$50.0K
SELL · traded 2026-09-14 → filed 2026-09-25. Ranked over every AIO row by the provable lower bound, never a point estimate.
Public record / Tickers / AIO
AIO — Virtus Artificial Intelligence & Technology Opportunities Fund†
Both disclosure regimes on one name: who in Congress filed about AIO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.
- Congress txns
- 4
- all PTR rows naming AIO
- Members · 12m
- 1
- 0 buys · 3 sells · by trade date
- Latest PTR
- 09-25
- filed 2026-09-25
- 13F holders
- —
- ticker not resolved to an issuer
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart
Congress · trailing 12 months
1 member · 0 buys / 3 sells
Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.
Timeliness
Every row filed inside the 45-day window
Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.
Congress · disclosure timeline
TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.
Trade date, not filing date — the lag lives in the table below. 3 rows placed.
PLANNED institutional holder flow by quarter
Congressional disclosures
ALL PTR ROWS NAMING AIO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2026-09-25 | Kevin Hern R–OK-1 | SELL partial · JT (partial sale, jointly owned) | Traded 09-14 +11d | $15K–$50K | ||
| 2026-09-25 | Kevin Hern R–OK-1 | SELL DC (dependent-child-owned) | Traded 09-03 +22d | $1K–$15K | ||
| 2026-09-25 | Kevin Hern R–OK-1 | SELL partial · JT (partial sale, jointly owned) | Traded 08-31 +25d | $15K–$50K | ||
| 2021-02-17 | Kevin Hern R–OK-1 | BUY JT (jointly owned) | Traded 01-11 +37d | $1K–$15K |
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗
Members active in AIO
12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01| Member | Rows | Net disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point. | Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join. |
|---|---|---|---|
| Kevin Hern R–OK-1 | 3 | −$115K to −$31.0K | 1 |
1 members in the window · counts of disclosures, not dollars.
Congress ↔ notable managers · AIO
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 1 Kevin Hern R–OK-1 $31K–$115K
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers PLANNED
Ticker not yet mapped — the 13F side needs a reviewed name-and-class mapping row for AIO. how tickers are mapped ↗
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-25 | Kevin Hern Congress | SELL | $15K–$50K |
| 2026-09-25 | Kevin Hern Congress | SELL | $1K–$15K |
| 2026-09-25 | Kevin Hern Congress | SELL | $15K–$50K |
3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade
Institutional holders · 13F
Mapped, but not in the published aggregate.
AIO resolves to Virtus Artificial Intelligence & Technology Opportunities Fund (CIK 1778114), but this build's aggregate holds no entity-keyed top-holder rows for it. AIO on SEC EDGAR ↗
Crowding — not available in this build. The ticker resolves to Virtus Artificial Intelligence & Technology Opportunities Fund (CIK 1778114), but this build's aggregate holds no entity-keyed holder rows for it — its 13F securities are provisional identities without a CUSIP→issuer bridge — so it cannot be ranked among tracked names.
Do the two regimes agree?
TRAILING 12M · CONGRESS vs FILERS NETCongress net (rows)0 buy / 3 sell
Congress net ($ bound)−$115K to −$31.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build
The ticker resolves to Virtus Artificial Intelligence & Technology Opportunities Fund (CIK 1778114), but this build's aggregate holds no entity-keyed holder rows for it — its 13F securities are provisional identities without a CUSIP→issuer bridge — so the filer side cannot be computed. Convergence and divergence are stated only when both sides are computed.
Signals on AIO
RETAINED WINDOW · ACTIVE HITSZero hits on AIO in the retained window — a computed answer over every rule, not missing coverage.
Planned modules for AIO · financials and macro
Financials — as filed PLANNED
AIO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AIO on EDGAR ↗
Macro context PLANNED
Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.
† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing