BRADLEY WILLIAM PATRICK III
SEC insider (Form 3/4/5 filer). CIK 0001450955. EVP, CFO and Treasurer at Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and 3 other issuers. 3 reported Form 4/5 transactions since Sep 2024; latest on Mar 20, 2026. Located in HARTFORD, CT.
Companies BRADLEY WILLIAM PATRICK III has filed insider reports for
- Virtus Artificial Intelligence & Technology Opportunities Fund (AIO): Officer, EVP, CFO and Treasurer
- Duff & Phelps Utility & Infrastructure Fund Inc. (DPG): Officer, Vice President & Treasurer
- DTF TAX-FREE INCOME 2028 TERM FUND INC (DTF): Officer, VP and Assistant Treasurer
- DNP SELECT INCOME FUND INC (DNP): Officer, VP and Assistant Treasurer
BRADLEY WILLIAM PATRICK III
CIK: 0001450955
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (3 total)
- Mar 20, 2026AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
SaleDirect2K shares at avg. $21.56$43K - Feb 9, 2026DPG
Duff & Phelps Utility & Infrastructure Fund Inc.
PurchaseIndirect3.3K shares at avg. $13.81$45K - Jul 29, 2025AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
PurchaseDirect2K shares at avg. $24.79$50K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Mar 20, 2026 |  AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Sale | 2,000 | $21.56 | $43,120 | Direct |
| Feb 9, 2026 |  DPG Duff & Phelps Utility & Infrastructure Fund Inc. | Purchase | 3,250 | $13.81 | $44,870 | Indirect |
| Jul 29, 2025 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Purchase | 2,000 | $24.79 | $49,580 | Direct |
1-3 of 3 transactions