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Who

William Patrick Bradley III

EVP, CFO and Treasurer

Company insider

Files Form 4 as: EVP, CFO and Treasurer, Virtus Artificial Intelligence & Technology Opportunities Fund; Vice President & Treasurer, Duff & Phelps Utility and Infrastructure Fund; EVP, CFO and Treasurer, Virtus Total Return Fund; EVP, Fund Services, Virtus Investment Partners; EVP, CFO and Treasurer, Duff & Phelps Select Energy MLP Fund; VP, CFO & Treasurer, Zweig Fund Inc /md/; VP, CFO & Treasurer, Virtus Global Multi-Sector Income Fund; VP, CFO & Treasurer, Virtus Total Return Fund.

In numbers

Trades disclosed
81
Buys
14
Sells
17
Bought
$230K
Sold
$2.8M
Companies
8
Companies where not an officer
0
First trade
15 Mar 2012
Last trade
20 Mar 2026
Last filed
23 Mar 2026

Companies traded

Where they are an officer
AIO Virtus Artificial Intelligence & Technology Opportunities FundOfficer · Funds, Shells & SPACs · last 20 Mar 20261 buy · 1 sell
DPG Duff & Phelps Utility and Infrastructure FundOfficer, Other · Funds, Shells & SPACs · last 9 Feb 20265 buys · 0 sells
ZTR Virtus Total Return FundOfficer · Funds, Shells & SPACs · last 20 May 20244 buys · 1 sell
VRTS Virtus Investment PartnersOfficer · Capital Markets & Asset Management · last 15 Mar 20220 buys · 15 sells
Duff & Phelps Select Energy MLP FundOfficer · last 14 Dec 20181 buy · 0 sells
Zweig Fund Inc /md/Officer · last 17 Dec 20131 buy · 0 sells
VGI Virtus Global Multi-Sector Income FundOfficer · Funds, Shells & SPACs · last 24 May 20121 buy · 0 sells
Virtus Total Return FundOfficer · last 24 May 20121 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
20 Mar 2026filed 23 Mar 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$43K2,000 at $21.56filing
20 Mar 2026filed 23 Mar 2026AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Sold$43K2,000 at $21.56filing
9 Feb 2026filed 10 Feb 2026DPG Duff & Phelps Utility and Infrastructure FundFunds, Shells & SPACsSEC FORM 4 Bought$45K3,250 at $13.81filing
9 Feb 2026filed 10 Feb 2026DPG Duff & Phelps Utility and Infrastructure FundFunds, Shells & SPACsSEC FORM 4 Bought$45K3,250 at $13.81filing
29 Jul 2025filed 29 Jul 2025AIO Virtus Artificial Intelligence & Technology Opportunities FundFunds, Shells & SPACsSEC FORM 4 Bought$50K2,000 at $24.79filing
20 May 2024filed 22 May 2024ZTR Virtus Total Return FundFunds, Shells & SPACsSEC FORM 4 Bought$27K5,000 at $5.47filing
1 Sep 2023filed 26 Oct 2023ZTR Virtus Total Return FundFunds, Shells & SPACsSEC FORM 4 Bought$12K2,250 at $5.26filing
21 Sep 2022filed 3 Oct 2022ZTR Virtus Total Return FundFunds, Shells & SPACsSEC FORM 4 Bought$2,227320 at $6.96filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$57K262 at $218.20filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F$199K914 at $218.20filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—2,436 at $0.00filing
15 Mar 2022filed 17 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code A—630 at $0.00filing
11 Mar 2022filed 15 Mar 2022VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Code F—151 at $0.00filing
12 Nov 2021filed 15 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$101K300 at $335.00filing
5 Nov 2021filed 8 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$50K150 at $332.50filing
5 Nov 2021filed 8 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$50K150 at $335.00filing
3 Nov 2021filed 4 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$49K150 at $325.00filing
3 Nov 2021filed 4 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$49K150 at $327.50filing
3 Nov 2021filed 4 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$99K300 at $330.00filing
2 Nov 2021filed 4 Nov 2021VRTS Virtus Investment PartnersCapital Markets & Asset ManagementSEC FORM 4 Sold$50K154 at $325.00filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials28
Not placed3

Buys in green, sells in red, by the company’s sector.

Related people

W. Howard MorrisDirector · Director at Virtus Investment Partners, filing Form 4 there in the last year
Justin KassOther role · Other at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
James C. K. ChenOther role · Other at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
Stephen B. JueOther role · Other at Virtus Artificial Intelligence & Technology Opportunities Fund, filing Form 4 there in the last year
Michael A. AngerthalEVP, CFO & Treasurer · EVP, CFO & Treasurer at Virtus Investment Partners, filing Form 4 there in the last year
Kevin HernRepresentative, OK-01 · Also traded AIO in the last 90 days