BRADLEY WILLIAM PATRICK III — SEC Form 4 filings
SEC reporting owner CIK 1450955. 4 Form 4 filings on record with FilingPulse; latest filed 2026-03-23.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-05-22 to 2026-03-23. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 3 legs across 3 filings — 10,250 shares, $121,800 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 2,000 shares, $43,120 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 2,000 shares @ $24.79 ($49,580) in Virtus Artificial Intelligence & Technology Opportunities Fund, filed 2025-07-29.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | EVP, CFO and Treasurer | 2 | 1 leg · 2,000 sh · $49,580 | 1 leg · 2,000 sh · $43,120 | — |
| Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) | Vice President & Treasurer | 1 | 1 leg · 3,250 sh · $44,870 | — | — |
| Virtus Total Return Fund Inc. (ZTR) | EVP, CFO and Treasurer | 1 | 1 leg · 5,000 sh · $27,350 | — | — |
Form 4 filings — BRADLEY WILLIAM PATRICK III
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-23 | 4 | Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | Sale (S): 2,000 @ $21.56 | EDGAR |
| 2026-02-10 | 4 | Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) | Purchase (P): 3,250 @ $13.81 | EDGAR |
| 2025-07-29 | 4 | Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) | Purchase (P): 2,000 @ $24.79 | EDGAR |
| 2024-05-22 | 4 | Virtus Total Return Fund Inc. (ZTR) | Purchase (P): 5,000 @ $5.47 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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