- Corporate Officers - B
- Bradley William Patrick Iii
Insider Trading History of Bradley William Patrick Iii
The following table details the insider trading activities
(stock purchases, stock sales, and stock option exercises) of Bradley William Patrick Iii since 2015.
This trader's CIK number is 1450955.
At the time of last reporting, Bradley William Patrick Iii was the EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund. (stock ticker symbol AIO).
Also see all insider trading activities at Virtus Artificial Intelligence & Technology Opportunities Fund.
Note that in the past
BRADLEY WILLIAM PATRICK III also reported insider trading activities as an insider of the following companies:
Yearly summary of insider trading at Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) by Bradley William Patrick Iii
| | Insider Buying | Insider Sales | Option Exercises |
|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
|---|
| 2025 | AIO | 2,000 | $49,580 | 0 | $0 | 0 | $0 |
Yearly summary of insider trading at Duff & Phelps Select Mlp & Midstream Energy Fund Inc. (DSE) by Bradley William Patrick Iii
| | Insider Buying | Insider Sales | Option Exercises |
|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
|---|
| 2018 | DSE | 4,255 | $19,998 | 0 | $0 | 0 | $0 |
Yearly summary of insider trading at Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) by Bradley William Patrick Iii
| | Insider Buying | Insider Sales | Option Exercises |
|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
|---|
| 2017 | DPG | 225 | $3,584 | 0 | $0 | 0 | $0 |
Yearly summary of insider trading at Virtus Investment Partners, Inc. (VRTS) by Bradley William Patrick Iii
| | Insider Buying | Insider Sales | Option Exercises |
|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
|---|
| 2021 | VRTS | 0 | $0 | 2,534 | $780,322 | 0 | $0 |
| 2015 | VRTS | 0 | $0 | 210 | $29,400 | 0 | $0 |
Yearly summary of insider trading at Virtus Total Return Fund Inc. (ZTR) by Bradley William Patrick Iii
| | Insider Buying | Insider Sales | Option Exercises |
|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
|---|
| 2024 | ZTR | 5,000 | $27,350 | 0 | $0 | 0 | $0 |
| 2023 | ZTR | 2,250 | $11,826 | 0 | $0 | 0 | $0 |
| 2022 | ZTR | 320 | $2,227 | 0 | $0 | 0 | $0 |
Insider trading activities at 5 companies by Bradley William Patrick Iii:
1. Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
2. Duff & Phelps Select Mlp & Midstream Energy Fund Inc. (DSE)
3. Duff & Phelps Utility & Infrastructure Fund Inc. (DPG)
4. Virtus Investment Partners, Inc. (VRTS)
5. Virtus Total Return Fund Inc. (ZTR)
Table 1. Insider trading of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) by Bradley William Patrick Iii
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|
| 2025-07-29 | AIO | Buy | 2,000 | 24.79 | 49,580 |
Table 2. Insider trading of Duff & Phelps Select Mlp & Midstream Energy Fund Inc. (DSE) by Bradley William Patrick Iii
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|
| 2018-12-14 | DSE | Buy | 4,255 | 4.70 | 19,998 |
Table 3. Insider trading of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) by Bradley William Patrick Iii
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|
| 2017-01-09 | DPG | Buy | 225 | 15.93 | 3,584 |
Table 4. Insider trading of Virtus Investment Partners, Inc. (VRTS) by Bradley William Patrick Iii
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|
| 2021-11-05 | VRTS | Sale | 300 | 333.75 | 100,125 |
| 2021-11-02 | VRTS | Sale | 459 | 327.50 | 150,322 |
| 2021-11-03 | VRTS | Sale | 600 | 327.50 | 196,500 |
| 2021-08-13 | VRTS | Sale | 175 | 315.00 | 55,125 |
| 2021-05-07 | VRTS | Sale | 1,000 | 278.25 | 278,250 |
| 2015-12-01 | VRTS | Sale | 210 | 140.00 | 29,400 |
Table 5. Insider trading of Virtus Total Return Fund Inc. (ZTR) by Bradley William Patrick Iii
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|
| 2024-05-20 | ZTR | Buy | 5,000 | 5.47 | 27,350 |
| 2023-09-01 | ZTR | Buy | 2,250 | 5.26 | 11,826 |
| 2022-09-21 | ZTR | Buy | 320 | 6.96 | 2,227 |
Insider trading activities including stock purchases, stock sales, and option exercises
listed in the above table cannot be completely guaranteed as to their accuracy.
For more information regarding the trades made by Bradley William Patrick Iii
(EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund at the time of this reporting) see
the Securities and Exchange Commission (SEC) website.