Insider Trading & Ownership of WILLIAM PATRICK BRADLEY III

Location: Hartford, CT
Summary: The estimated net worth of WILLIAM PATRICK BRADLEY III is at least $2.06M dollars as of 29 Jul 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

Notify me when WILLIAM PATRICK BRADLEY III files a new Insider Trading report.

Ownership of WILLIAM PATRICK BRADLEY III

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Report Period
VRTS	VIRTUS INVESTMENT PARTNERS, INC.	EVP, Fund Services	$1.96M		15 Mar 2022
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	EVP, CFO and Treasurer	$49.6K	+$49.6K	29 Jul 2025
ZTR	Virtus Total Return Fund Inc.	EVP, CFO and Treasurer	$49.5K		20 May 2024
DNP	DNP SELECT INCOME FUND INC	VP and Assistant Treasurer			10 Mar 2025
DTF	DTF TAX-FREE INCOME 2028 TERM FUND INC	VP and Assistant Treasurer			10 Mar 2025
EDF	Virtus Stone Harbor Emerging Markets Income Fund	EVP, CFO and Treasurer			08 Apr 2022
EDI	Virtus Stone Harbor Emerging Markets Total Income Fund	EVP, CFO and Treasurer			08 Apr 2022

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.