Bradley William Patrick Iii - Net Worth and Insider Trading

Bradley William Patrick Iii Net Worth

The estimated net worth of Bradley William Patrick Iii is at least $2 Million dollars as of 2024-04-29. Bradley William Patrick Iii is the EVP, Fund Services of Virtus Investment Partners Inc and owns about 9,242 shares of Virtus Investment Partners Inc (VRTS) stock worth over $2 Million. Bradley William Patrick Iii is the EVP, CFO and Treasurer of Virtus Total Return Fund Inc and owns about 4,043 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $21,792. Bradley William Patrick Iii is also the VP & Asst. Treasurer of Duff & Phelps Utility & Infrastructure Fund Inc. and owns about 648 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) stock worth over $6,062. Besides these, Bradley William Patrick Iii also holds Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , Virtus Total Return Fund (DCA) , Virtus Global Multi-Sector Inc (VGI) . Details can be seen in Bradley William Patrick Iii's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bradley William Patrick Iii has not made any transactions after 2023-09-01 and currently still holds the listed stock(s).

Transaction Summary of Bradley William Patrick Iii

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Bradley William Patrick Iii Insider Ownership Reports

Insider Ownership Summary of Bradley William Patrick Iii

Ticker Comapny Transaction Date Type of Owner
VRTS Virtus Investment Partners Inc 2021-11-12 EVP & Fund Services
DSE Duff & Phelps Select MLP & Midstream Energy Fund I 2018-12-14 EVP & CFO and Treasurer
DPG Duff & Phelps Utility & Infrastructure Fund Inc. 2017-01-09 other: Officer of Adviser
ZTR Virtus Global Dividend & Income Fund Inc 2014-04-02 VP & CFO & Treasurer
ZTR Virtus Total Return Fund Inc 2023-09-01 VP & CFO & Treasurer
VGI Virtus Global Multi-Sector Inc 2012-05-24 VP & CFO & Treasurer
NCVpA.PFD Virtus Convertible & Income Fund 2021-02-01 EVP & CFO and Treasurer
NCZ Virtus Convertible & Income Fund II 2021-02-01 EVP & CFO and Treasurer
NFJ Virtus Dividend, Interest & Premium Strategy Fund 2021-02-01 EVP & CFO and Treasurer
NIE Virtus AllianzGI Equity & Convertible Income Fund 2021-02-01 EVP & CFO and Treasurer
EDF Virtus Stone Harbor Emerging Markets Income Fund 2022-04-08 EVP & CFO and Treasurer
EDI Virtus Stone Harbor Emerging Markets Total Income Fund 2022-04-08 EVP & CFO and Treasurer
ACV Virtus AllianzGI Diversified Income & Convertible Fund 2021-02-01 EVP & CFO and Treasurer
CBH Virtus Convertible & Income 2024 Target Term Fund 2021-02-01 EVP & CFO and Treasurer
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2021-02-01 EVP & CFO and Treasurer
NCV Virtus Convertible & Income Fund 2021-02-01 EVP & CFO and Treasurer

Bradley William Patrick Iii Latest Holdings Summary

Bradley William Patrick Iii currently owns a total of 6 stocks. Among these stocks, Bradley William Patrick Iii owns 9,242 shares of Virtus Investment Partners Inc (VRTS) as of November 12, 2021, with a value of $2 Million and a weighting of 98.32%. Bradley William Patrick Iii owns 4,043 shares of Virtus Total Return Fund Inc (ZTR) as of September 1, 2023, with a value of $21,792 and a weighting of 1.02%. Bradley William Patrick Iii also owns 648 shares of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) as of January 9, 2017, with a value of $6,062 and a weighting of 0.28%. The other 3 stocks Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , Virtus Total Return Fund (DCA) , Virtus Global Multi-Sector Inc (VGI) have a combined weighting of 0.38% among all his current holdings.

Latest Holdings of Bradley William Patrick Iii

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VRTS Virtus Investment Partners Inc 2021-11-12 9,242 227.58 2,103,294
ZTR Virtus Total Return Fund Inc 2023-09-01 4,043 5.39 21,792
DPG Duff & Phelps Utility & Infrastructure Fund Inc. 2017-01-09 648 9.36 6,062
DSE Duff & Phelps Select MLP & Midstream Energy Fund I 2018-12-14 426 9.49 4,043
DCA Virtus Total Return Fund 2012-05-24 695 4.37 3,037
VGI Virtus Global Multi-Sector Inc 2012-05-24 140 7.27 1,018

Holding Weightings of Bradley William Patrick Iii


Bradley William Patrick Iii Form 4 Trading Tracker

According to the SEC Form 4 filings, Bradley William Patrick Iii has made a total of 5 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years, including 0 buys and 5 sells. The most-recent trade in Virtus Investment Partners Inc is the sale of 300 shares on November 12, 2021, which brought Bradley William Patrick Iii around $100,500.

According to the SEC Form 4 filings, Bradley William Patrick Iii has made a total of 2 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Virtus Total Return Fund Inc is the acquisition of 2,250 shares on September 1, 2023, which cost Bradley William Patrick Iii around $11,835.

According to the SEC Form 4 filings, Bradley William Patrick Iii has made a total of 0 transactions in Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) over the past 5 years. The most-recent trade in Duff & Phelps Utility & Infrastructure Fund Inc. is the acquisition of 225 shares on January 9, 2017, which cost Bradley William Patrick Iii around $3,584.

More details on Bradley William Patrick Iii's insider transactions can be found in the Insider Trading History of Bradley William Patrick Iii table.

Insider Trading History of Bradley William Patrick Iii

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Bradley William Patrick Iii Trading Performance

GuruFocus tracks the stock performance after each of Bradley William Patrick Iii's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bradley William Patrick Iii is 0.5%. GuruFocus also compares Bradley William Patrick Iii's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bradley William Patrick Iii within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Bradley William Patrick Iii's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Bradley William Patrick Iii

Average Return

-24.75%

Average return per transaction

Outperforming Transactions

0%

0 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -7.2 0.5 -3.84 -24.75 -66.43 70.4
Relative Return to S&P 500(%) -4.97 -3.53 -13.98 -42.81 -84.85 11.42

Bradley William Patrick Iii Ownership Network

Ownership Network List of Bradley William Patrick Iii

No Data

Ownership Network Relation of Bradley William Patrick Iii


Bradley William Patrick Iii Owned Company Details

What does Virtus Investment Partners Inc do?

Who are the key executives at Virtus Investment Partners Inc?

Bradley William Patrick Iii is the EVP & Fund Services of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Chief Financial Officer Michael A Angerthal , EVP & Human Resources Mardelle W Pena , and EVP & Head of Distribution Barry M. Mandinach .

Virtus Investment Partners Inc (VRTS) Insider Trades Summary

Over the past 18 months, Bradley William Patrick Iii made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , and a net sale of 2,150 shares made by Stephen T Zarrilli .

In summary, during the past 3 months, insiders sold 10,199 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 10,199 shares. During the past 18 months, 10,199 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 10,199 shares.

Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Investment Partners Inc Insider Transactions

No Available Data

Bradley William Patrick Iii Mailing Address

Above is the net worth, insider trading, and ownership report for Bradley William Patrick Iii. You might contact Bradley William Patrick Iii via mailing address: C/o Virtus Investment Partners, Inc., 56 Prospect Street, Hartford Ct 06115.

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