Bradley William Patrick III
CIK 0001450955
Vice President & Treasurer
Filings
7
Latest Mar 23, 2026
Issuers covered
4
Showing
7 of 7
Page 1
Track record
5 of 5 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).
| Horizon | Trades | Win rate | Avg | Median | Best | Worst |
|---|---|---|---|---|---|---|
| 30 days | 5 | 20% | -5.3% | -2.7% | +2.0% | -13.7% |
| 90 days | 4 | 75% | +2.6% | +3.3% | +6.0% | -2.2% |
| 180 days | 3 | 33% | -0.6% | -1.5% | +8.6% | -8.9% |
| 365 days | 2 | 100% | +12.1% | +12.1% | +13.6% | +10.7% |
Issuers
Companies where Bradley William Patrick III has filed
| Ticker | Issuer | Filings | Last filed |
|---|---|---|---|
| VRTS | Virtus Investment Partners, Inc. | 2 | Mar 17, 2022 |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2 | Mar 23, 2026 |
| ZTR | Virtus Total Return Fund Inc. | 2 | May 22, 2024 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 1 | Feb 10, 2026 |
All filings
7 Form 4 / 4-A filings, newest first
| Filed | Top transaction | Shares | Price | Value | ||
|---|---|---|---|---|---|---|