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Insiders · Profile

BRADLEY WILLIAM PATRICK III

EVP, CFO and Treasurer at Virtus Artificial Intelligence & Technology Opportunities Fund · Vice President & Treasurer at Duff & Phelps Utility & Infrastructure Fund · EVP, CFO and Treasurer at Virtus Total Return Fund · and 2 more. Filing since 16 Mar 2012. CIK 0001450955

AIO Virtus Artificial Intelligence & Technology Opportunities Fund EVP, CFO and Treasurer · 2 trades DPG Duff & Phelps Utility & Infrastructure Fund Inc. Vice President & Treasurer · 4 trades ZTR Virtus Total Return Fund Inc. EVP, CFO and Treasurer · 5 trades VRTS VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services · 14 trades VGI Virtus Global Multi-Sector Income Fund VP, CFO & Treasurer · 1 trade
Company
Date
Role
Action
Shares
Amount
Of holding
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
20 Mar 2026
EVP, CFO and Treasurer
Sold at will
2,000
$43.12K
100%
DPG Duff & Phelps Utility & Infrastructure Fund Inc.
9 Feb 2026
Vice President & Treasurer
Bought
3,250
$44.87K
×23
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
29 Jul 2025
EVP, CFO and Treasurer
Bought
2,000
$49.58K
opened
ZTR Virtus Total Return Fund Inc.
20 May 2024
EVP, CFO and Treasurer
Bought
5,000
$27.35K
124%
ZTR Virtus Total Return Fund Inc.
1 Sep 2023
EVP, CFO and Treasurer
Bought
2,250
$11.83K
125%
ZTR Virtus Total Return Fund Inc.
21 Sep 2022
EVP, CFO and Treasurer
Bought
320
$2.23K
21.7%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
12 Nov 2021
EVP, Fund Services
Sold, plan not stated
300
$100.50K
3.1%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
5 Nov 2021
EVP, Fund Services
Sold, plan not stated
300
$100.13K
3.0%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
3 Nov 2021
EVP, Fund Services
Sold, plan not stated
600
$196.88K
5.7%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
2 Nov 2021
EVP, Fund Services
Sold, plan not stated
459
$150.32K
4.2%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
13 Aug 2021
EVP, Fund Services
Sold, plan not stated
175
$55.13K
1.6%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
18 May 2021
EVP, Fund Services
Sold, plan not stated
3,000
$835.00K
21.3%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
7 May 2021
EVP, Fund Services
Sold, plan not stated
1,000
$278.25K
6.6%
DPG Duff & Phelps Utility & Infrastructure Fund Inc.
9 Jan 2017
VP & Asst. Treasurer
Bought
225
$3.58K
53.2%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
1 Dec 2015
SVP, Fund Services
Sold, plan not stated
210
$29.40K
2.7%
ZTR Virtus Total Return Fund Inc.
2 Apr 2014
VP, CFO & Treasurer
Bought
387
$5.46K
105%
DPG Duff & Phelps Utility & Infrastructure Fund Inc.
1 Apr 2014
VP & Asst Treasurer
Bought
280
$5.55K
opened
ZTR Virtus Total Return Fund Inc.
17 Dec 2013
VP, CFO & Treasurer
Bought
370
$5.06K
opened
VRTS VIRTUS INVESTMENT PARTNERS, INC.
16 Dec 2013
SVP, Fund Services
Sold, plan not stated
550
$112.47K
6.1%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
14 Nov 2013
SVP, Fund Services
Sold, plan not stated
478
$99.95K
5.0%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
11 Nov 2013
SVP, Fund Services
Sold, plan not stated
33
$6.90K
0.3%
VGI Virtus Global Multi-Sector Income Fund
24 May 2012
VP, CFO & Treasurer
Bought
140
$2.49K
opened
DPG Duff & Phelps Utility & Infrastructure Fund Inc.
24 May 2012
Officer of Adviser
Bought
143
$2.41K
opened
VRTS VIRTUS INVESTMENT PARTNERS, INC.
25 Apr 2012
SVP, Fund Services
Sold, plan not stated
3,753
$301.52K
32.1%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
20 Apr 2012
SVP, Fund Services
Sold, plan not stated
100
$8.06K
1.2%
VRTS VIRTUS INVESTMENT PARTNERS, INC.
16 Mar 2012
SVP, Fund Services
Sold, plan not stated
1,353
$109.57K
12.1%
26 decisions on file.