BRADLEY WILLIAM PATRICK III
SEC CIK 1450955 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | EVP, CFO, Treas | 0 | $49.6K | $43.1K | 2 | 2025-07-29 | 2026-03-20 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | VP, Treas | 3,393 | $44.9K | — | 1 | 2026-02-09 | 2026-02-09 |
| ZTR | Virtus Total Return Fund Inc. | EVP, CFO, Treas | 9,043 | $41.4K | — | 3 | 2022-09-21 | 2024-05-20 |
| VRTS | VIRTUS INVESTMENT PARTNERS, INC. | EVP, Fund Services | 8,829 | — | $602.9K | 7 | 2021-08-13 | 2022-03-15 |
Most active insiders at AIO, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | KASS JUSTIN | PM | — | $774.4K |
| 2 | Chen James C. K. | PM | — | $300.3K |
| 3 | Jue Stephen B | PM | — | $263.1K |
| 4 | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | — | $43.1K |
Transactions 13
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-23 | 2026-03-20 | AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | S - Sale | $21.56 | -2,000 | 0 | -100% | -$43.1K | |
| I | 2026-02-10 | 2026-02-09 | DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | BRADLEY WILLIAM PATRICK III | VP, Treas | P - Purchase | $13.81 | +3,250 | 3,393 | +2,273% | +$44.9K |
| 2025-07-29 | 2025-07-29 | AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | P - Purchase | $24.79 | +2,000 | 2,000 | New | +$49.6K | |
| 2024-05-22 | 2024-05-20 | ZTR | Virtus Total Return Fund Inc. | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | P - Purchase | $5.47 | +5,000 | 9,043 | +124% | +$27.4K | |
| 2023-10-26 | 2023-09-01 | ZTR | Virtus Total Return Fund Inc. | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | P - Purchase | $5.26 | +2,250 | 4,043 | +125% | +$11.8K | |
| 2022-10-03 | 2022-09-21 | ZTR | Virtus Total Return Fund Inc. | BRADLEY WILLIAM PATRICK III | EVP, CFO, Treas | P - Purchase | $6.96 | +320 | 1,793 | +22% | +$2,227 | |
| M | 2022-03-17 | 2022-03-15 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | F - Tax | $218.20 | -1,176 | 8,829 | -12% | -$256.6K |
| M | 2022-03-17 | 2022-03-15 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | A - Grant | $0.00 | +3,066 | 10.4K | +42% | $0 |
| 2022-03-15 | 2022-03-11 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | F - Tax | $0.00 | -151 | 9,091 | -2% | $0 | |
| 2021-11-15 | 2021-11-12 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | S - Sale | $335.00 | -300 | 9,242 | -3% | -$100.5K | |
| M | 2021-11-08 | 2021-11-05 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | S - Sale | $333.75 | -300 | 9,542 | -3% | -$100.1K |
| M | 2021-11-04 | 2021-11-02+ | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | S - Sale | $327.85 | -1,059 | 10.3K | -9% | -$347.2K |
| 2021-08-16 | 2021-08-13 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | BRADLEY WILLIAM PATRICK III | EVP, Fund Services | S - Sale | $315.00 | -175 | 10.9K | -2% | -$55.1K |
Purchase Sale Sale after option exercise All abbreviations