William Patrick Bradley III - Insider Trading & Ownership

Location
C/O Virtus Investment Partners, Inc., 56 Prospect Street, Hartford, CT
Summary
The estimated net worth of William Patrick Bradley III is at least $2.06M dollars as of July 29, 2025. William Patrick Bradley III is the EVP, Fund Services of VIRTUS INVESTMENT PARTNERS, INC. and owns shares of VIRTUS INVESTMENT PARTNERS, INC. (VRTS) stock worth about $1.96M. William Patrick Bradley III is the EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund and owns shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth about $49.6K. William Patrick Bradley III is the EVP, CFO and Treasurer of Virtus Total Return Fund Inc. and owns shares of Virtus Total Return Fund Inc. (ZTR) stock worth about $49.5K.
Signature
/s/ Kathryn Santoro, Attorney-in-Fact
All Insider Reports
All Insider Reports

Ownership of William Patrick Bradley III

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
VRTS VIRTUS INVESTMENT PARTNERS, INC. EVP, Fund Services $1.96M Mar 15, 2022
AIO Virtus Artificial Intelligence & Technology Opportunities Fund EVP, CFO and Treasurer $49.6K +$49.6K Jul 29, 2025
ZTR Virtus Total Return Fund Inc. EVP, CFO and Treasurer $49.5K May 20, 2024
DNP DNP SELECT INCOME FUND INC VP and Assistant Treasurer Mar 10, 2025
DTF DTF TAX-FREE INCOME 2028 TERM FUND INC VP and Assistant Treasurer Mar 10, 2025
EDF Virtus Stone Harbor Emerging Markets Income Fund EVP, CFO and Treasurer Apr 8, 2022
EDI Virtus Stone Harbor Emerging Markets Total Income Fund EVP, CFO and Treasurer Apr 8, 2022

Insider Transactions Reported by William Patrick Bradley III:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.