Bradley William Patrick III
- SEC CIK
- 0001450955
In the past year, 1 open-market purchase filing worth $44.9K and 1 sale filing worth $43.1K.
Current role at each company
- AIO Virtus Artificial Intelligence & Technology Opportunities FundEVP, CFO and Treasureras of Mar 23, 2026
- DPG Duff & Phelps Utility & Infrastructure Fund Inc.Vice President & Treasureras of Feb 10, 2026
- ZTR Virtus Total Return Fund Inc.EVP, CFO and Treasureras of May 22, 2024
- VRTS Virtus Investment Partners, Inc.EVP, Fund Servicesas of Mar 17, 2022
Open-market trades in the past year
Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.
- Bought
- $44.9K
- 1 filing
- Sold
- $43.1K
- 1 filing
- Net
- +$1.76K
- Bought minus sold
- Companies
- 2
- With open-market trades
Trades
Every Form 4 that lists Bradley William Patrick III as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
EVP, CFO and Treasurer2 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 23, 2026 (view filing) | Mar 20 | 3 days | Bradley William Patrick IIIEVP, CFO and Treasurer | SSale | −2.00K | $21.56 | −$43.1K | −100.0%0 after | |
| Jul 29, 2025 (view filing) | Jul 29 | Same day | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +2.00K | $24.79 | +$49.6K | New position2.00K after |
DPG Duff & Phelps Utility & Infrastructure Fund Inc.
Vice President & Treasurer1 trade
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 10, 2026 (view filing) | Feb 9 | 1 day | Bradley William Patrick IIIVice President & Treasurer | PPurchase | +3.25K | $13.81 | +$44.9K | +2,272.7%3.39K after |
ZTR Virtus Total Return Fund Inc.
EVP, CFO and Treasurer3 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 22, 2024 (view filing) | May 20 | 2 days | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +5.00K | $5.47 | +$27.4K | +123.7%9.04K after | |
| Oct 26, 2023 (view filing) | Sep 1 | 55 daysLate | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +2.25K | $5.26 | +$11.8K | +125.5%4.04K after | |
| Oct 3, 2022 (view filing) | Sep 21 | 12 daysLate | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +320 | $6.96 | +$2.23K | +21.7%1.79K after |
VRTS Virtus Investment Partners, Inc.
EVP, Fund Services4 trades
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 15, 2021 (view filing) | Nov 12 | 3 days | Bradley William Patrick IIIEVP, Fund Services | SSale | −300 | $335.00 | −$100.5K | −3.1%9.24K after | |
| Nov 8, 2021 (view filing) | Nov 5 | 3 days | Bradley William Patrick IIIEVP, Fund Services | SSale | −300 | $333.75 | −$100.1K | −3.0%9.54K after | 2 lots |
| Nov 4, 2021 (view filing) | Nov 2-3 | 2 days | Bradley William Patrick IIIEVP, Fund Services | SSale | −1.06K | $327.85 | −$347.2K | −9.7%9.84K after | 6 lots |
| Aug 16, 2021 (view filing) | Aug 13 | 3 days | Bradley William Patrick IIIEVP, Fund Services | SSale | −175 | $315.00 | −$55.1K | −1.6%10.9K after |