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sellModerate

William Patrick Bradley III sold $43k of AIO

EVP, CFO and Treasurer at Virtus Artificial Intelligence & Technology Opportunities Fund. 2,000 shares at an average of $21.56, traded Mar 20, 2026, filed Mar 23, 2026.

Warning score
48
Value
$43k
2,000 shares
Holdings after
0
-100% from before
From 52-week low
+37%
low $14.85, close $20.42
From 52-week high
-9%
high $22.39, as of Mar 20, 2026

Score components

  • Role
    CFO
    +22
  • Trade size
    $43k at market
    +6
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +14.1%, 3m +34.7%, 6m +21.8%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

AIOOct 12, 2026 · close 25.20
Since filing Mar 23, 2026: +22.1%SPY +19.3% · excess +2.8%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001450955-26-000006, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 20, 2026SOpen-market sale
Common Stock
-2,000$21.56$43k0Mar 23, 2026

Related signals

Other insiders at Virtus Artificial Intelligence & Technology Opportunities Fund and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
57Moderate
AIOsell 3
Virtus Artificial Intelligence & Technology Opportunities Fund
James C. K. Chen
other
$300k
11,485 shares
-100%
56Moderate
AIOsell 3
Virtus Artificial Intelligence & Technology Opportunities Fund
Stephen B Jue
other
$263k
10,000 shares
-100%
65Notable
AIOsell 3
Virtus Artificial Intelligence & Technology Opportunities Fund
Justin Kass
other
$774k
29,482 shares
-100%
37Weak
AIObuy
Virtus Artificial Intelligence & Technology Opportunities Fund
William Patrick Bradley III
EVP, CFO and Treasurer
$50k
2,000 shares
-
35Weak
AIObuy
Virtus Artificial Intelligence & Technology Opportunities Fund
Connie D McDaniel
director
$50k
2,925 shares
-

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.

William Patrick Bradley III sold $43k of AIO | InsiderTell