| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
EVP, CFO And Treasurer | Vice President &Treasurer | EVP, Fund Services +2 more
4 companies
Bradley William Patrick III is an EVP, Fund Services at VIRTUS INVESTMENT PARTNERS, INC. with holdings across 4 companies. Recent SEC Form 4 filings include 5 buys and 11 sells.
Estimated insider holdings value: $1.6M based on current market prices.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | EVP, CFO And Treasurer | Sell | 2,000 | $21.56 | $43,120.00 | -100% | - | - | |
| Feb 9, 2026 | DPG Duff & Phelps Utility & Infrastructure Fund Inc. | Vice President &Treasurer | Buy | 3,250 | $13.81 | $44,869.50 | +2,273% | - | - | |
| Jul 29, 2025 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | EVP, CFO And Treasurer | Buy | 2,000 | $24.79 | $49,580.00 | New | -2.2% | - | |
| May 20, 2024 | ZTR Virtus Total Return Fund Inc. | EVP, CFO And Treasurer | Buy | 5,000 | $5.47 | $27,350.00 | +123.7% | +6.0% | +13.6% | |
| Sep 1, 2023 | ZTR Virtus Total Return Fund Inc. | EVP, CFO And Treasurer | Buy | 2,250 | $5.26 | $11,825.10 | +125.5% | +1.3% | +11.6% | |
| Sep 21, 2022 | ZTR Virtus Total Return Fund Inc. | EVP, CFO And Treasurer | Buy | 320 | $6.96 | $2,227.20 | +21.7% | -2.3% | -24.8% | |
| Nov 12, 2021 | VRTS Virtus Investment Partners, Inc. | EVP, Fund Services | Sell | 300 | $335.00 | $100,500.00 | -3.1% | -21.9% | -37.4% | |
| Nov 5, 2021 | VRTS Virtus Investment Partners, Inc. | EVP, Fund Services | Sell | 300 | $333.75 | $100,125.00 | -1.5% | -23.4% | -47.3% | |
| Nov 3, 2021 | VRTS Virtus Investment Partners, Inc. | EVP, Fund Services | Sell | 1,059 | $327.85 | $347,192.50 | -1.7% | -19.8% | -48.7% | |
| Aug 13, 2021 | VRTS Virtus Investment Partners, Inc. | EVP, Fund Services | Sell | 175 | $315.00 | $55,125.00 | -1.6% | +4.3% | -28.4% |