Bradley William Patrick III (CIK 0001450955)

Latest company ownership

Role: EVP, Fund Services
Shares held
10,980.59
Last filed at
Mar 17, 2022
Confidence Score
50.0
2025Q4
Confidence Score History
2012Q1 2025Q4
Shares held
9,043
Last filed at
May 22, 2024
Confidence Score
50.0
2025Q4
Confidence Score History
2013Q4 2025Q4
Shares held
2,000
Last filed at
Jul 29, 2025
Confidence Score
57.7
2025Q4
Confidence Score History
2025Q3 2025Q4
Shares held
648
Last filed at
Jan 10, 2017
Confidence Score
50.0
2025Q4
Confidence Score History
2012Q2 2025Q4
Shares held
140
Last filed at
May 25, 2012
Confidence Score
50.0
2025Q4
Confidence Score History
2012Q2 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Jul 29, 2025 Jul 29, 2025 Virtus Artificial Intelligence & Technology Opportunities Fund CFO Buy 91.3 +2,000 100.00% $49.6K
May 20, 2024 May 22, 2024 Virtus Total Return Fund Inc. CFO Buy 91.3 +5,000 123.67% $27.4K
Sep 1, 2023 Oct 26, 2023 Virtus Total Return Fund Inc. CFO Buy 91.3 +2,250 125.49% $11.8K
Sep 21, 2022 Oct 3, 2022 Virtus Total Return Fund Inc. CFO Buy 90.0 +320 21.72% $2.2K
Mar 15, 2022 Mar 17, 2022 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 97.5 +1,890 20.79% $256.6K
Nov 12, 2021 Nov 15, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 22.5 -300 -3.14% $100.5K
Nov 5, 2021 Nov 8, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 22.5 -300 -3.05% $100.1K
Nov 2, 2021 Nov 4, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 20.0 -1,059 -9.72% $347.2K
Aug 13, 2021 Aug 16, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 22.5 -175 -1.58% $55.1K
May 18, 2021 May 19, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 20.0 -1,000 -8.28% $279K
May 18, 2021 May 18, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 20.0 -3,000 -21.31% $835K
May 7, 2021 May 10, 2021 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 20.0 -1,000 -6.63% $278.3K
Feb 22, 2019 Feb 25, 2019 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 42.5 -613 -4.72% $64.2K
Feb 22, 2018 Feb 26, 2018 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 95.0 +3,024 36.00% $73.2K
Mar 14, 2017 Mar 16, 2017 VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services Sell 87.5 +232 2.84% $60K
Jan 9, 2017 Jan 10, 2017 Duff & Phelps Utility & Infrastructure Fund Inc. VP & Asst. Treasurer Buy 90.0 +225 53.19% $3.6K
Mar 15, 2016 Mar 17, 2016 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 86.3 +581 7.66% $17.9K
Dec 1, 2015 Dec 2, 2015 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 26.3 -210 -2.69% $29.4K
Mar 13, 2015 Mar 17, 2015 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 42.5 -419 -5.10% $138.9K
Apr 2, 2014 Apr 3, 2014 Virtus Total Return Fund Inc. CFO Buy 90.0 +387 104.59% $5.5K
Apr 1, 2014 Apr 2, 2014 Duff & Phelps Utility & Infrastructure Fund Inc. VP & Asst Treasurer Buy 90.0 +280 100.00% $5.5K
Mar 14, 2014 Mar 18, 2014 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 42.5 -226 -2.68% $159.3K
Dec 17, 2013 Dec 17, 2013 Virtus Total Return Fund Inc. CFO Buy 90.0 +370 100.00% $5.1K
Dec 16, 2013 Dec 16, 2013 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 22.5 -550 -6.12% $112.5K
Nov 14, 2013 Nov 14, 2013 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 22.5 -478 -5.05% $100K
Nov 11, 2013 Nov 13, 2013 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 45.0 -33 -0.35% $6.9K
Mar 15, 2013 Mar 19, 2013 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 95.0 +1,573 19.83% $81.5K
May 24, 2012 May 25, 2012 Virtus Global Multi-Sector Income Fund CFO Buy 90.0 +140 100.00% $2.5K
May 24, 2012 May 25, 2012 Duff & Phelps Utility & Infrastructure Fund Inc. Other Buy 90.0 +143 100.00% $2.4K
May 24, 2012 May 25, 2012 Duff & Phelps Utility & Infrastructure Fund Inc. Other Buy 90.0 +143 100.00% $2.4K
Apr 25, 2012 Apr 27, 2012 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 20.0 -3,753 -32.12% $301.5K
Apr 20, 2012 Apr 24, 2012 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 42.5 -2,017 -11.28% $161.1K
Mar 15, 2012 Mar 19, 2012 VIRTUS INVESTMENT PARTNERS, INC. SVP, Fund Services Sell 87.5 +353 3.72% $164.6K