Insiders who reported open-market trades in the last 12 months at the companies William Patrick Bradley III files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
Justin Kass - $774K in AIO purchases and sales in the last 12 months
James C. K. Chen - $300K in AIO purchases and sales in the last 12 months
Stephen B. Jue - $263K in AIO purchases and sales in the last 12 months
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William Patrick Bradley III is a corporate insider, tracked as EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). InsiderAlpha holds 3 primary Form 4 filings for them, the earliest from 2025, updated as new SEC EDGAR filings are processed.
When did William Patrick Bradley III last file a Form 4?
The most recent primary Form 4 on record is dated 23 March 2026, one of 3 filings going back to 2025.
Has William Patrick Bradley III been buying or selling stock?
Recorded transactions: 2 open-market purchases ($94K) and 1 open-market sale ($43K) across all tracked filings.
William Patrick Bradley III is EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). 3 SEC Form 4 filings on record going back to 2025, most recently on 23 March 2026. Most recent open-market trade: sold $43K of AIO on 23 March 2026. Lifetime open-market purchases: $94K. Lifetime open-market sales: $43K.
Recent transactions
3
The latest 3 SEC Form 4 transactions reported by William Patrick Bradley III.
All3Buys2Sells1
S
AIO$AIO Virtus Artificial Intelligence & Technology Opportunities Fund
S - Open-market sale
2.0K shares @ $21.56$43K
P
DPG$DPG Duff Phelps Utility Infrastructure Fund Inc.
P - Open-market purchase
3.3K shares @ $13.81$45K
P
Trading pattern
InsiderAlpha's records for William Patrick Bradley III go back to 2025: 3 primary Form 4 filings, an average of 1.5 per year. The typical open-market purchase is $47K (2 buys totaling $94K). The largest single buy on record is $50K of AIO in 2025. Sales side: 1 recorded sale totaling $43K, so the filing history runs buy-heavy by dollar value. No recorded transaction carries a Rule 10b5-1 plan flag. An absent flag does not establish whether a transaction was pre-arranged or discretionary.
AIO$AIO Virtus Artificial Intelligence & Technology Opportunities Fund
