Insider · CIK 0001450955
William Patrick Bradley III
Files at DPG (Duff & Phelps Utility & Infrastructure Fund Inc.), AIO (Virtus Artificial Intelligence & Technology Opportunities Fund). First filing Jul 29, 2025, latest Mar 23, 2026.
William Patrick Bradley III files SEC Form 4 as CFO at AIO (Virtus Artificial Intelligence & Technology Opportunities Fund), and also at DPG (Duff & Phelps Utility & Infrastructure Fund Inc.). Since Jul 29, 2025, William Patrick Bradley III has reported 2 open-market buys worth $94k and 1 open-market sell worth $43k, the latest filed on Mar 23, 2026.
A track record needs three past buys with six months of prices behind them; William Patrick Bradley III has 0, so none is measured yet.
The newest scored trade: sold $43k of AIO on Mar 20, 2026, filed Mar 23, 2026, scored 48 (moderate). In the last 12 months: 1 buy worth $45k and 1 sell worth $43k.
Where the trades landed
Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.
AIO: Virtus Artificial Intelligence & Technology Opportunities Fund
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
DPG: Duff & Phelps Utility & Infrastructure Fund Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 48Moderate | AIOsell Virtus Artificial Intelligence & Technology Opportunities Fund | $43k 2,000 shares | -100% | +37% from low-9% from high | |
| 38Weak | DPGbuy Duff & Phelps Utility & Infrastructure Fund Inc. | $45k 3,250 shares | +2273% | +37% from low0% from high | |
| 37Weak | AIObuy Virtus Artificial Intelligence & Technology Opportunities Fund | $50k 2,000 shares | - | +45% from low0% from high |
Transactions
Every row this insider has filed, 3 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | SOpen-market sale Common Stock | -2,000 | $21.56 | $43k | 0 | Mar 23, 2026 |
| Feb 9, 2026 | DPG Duff & Phelps Utility & Infrastructure Fund Inc. | POpen-market purchase Common Stockindirect: by spouse | +3,250 | $13.81 | $45k | 3,393 | Feb 10, 2026 |
| Jul 29, 2025 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | POpen-market purchase Common Stock | +2,000 | $24.79 | $50k | 2,000 | Jul 29, 2025 |
Questions about William Patrick Bradley III
Answered from the filings on this page, as of the latest one.
Is William Patrick Bradley III buying or selling?
In the last 12 months William Patrick Bradley III reported 1 open-market buy worth $45k and 1 open-market sell worth $43k on SEC Form 4; the latest was sold $43k of AIO on Mar 20, 2026. Grants, option exercises and tax withholding are not counted.
How did William Patrick Bradley III's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and William Patrick Bradley III has 0.
Where does William Patrick Bradley III file Form 4?
William Patrick Bradley III has filed Form 4 at AIO (Virtus Artificial Intelligence & Technology Opportunities Fund) as EVP, CFO and Treasurer; DPG (Duff & Phelps Utility & Infrastructure Fund Inc.) as Vice President & Treasurer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.