WILLIAM PATRICK III BRADLEY
CIK 1450955 · EVP, CFO and Treasurer · last filed 2026-03-23
WILLIAM PATRICK III BRADLEY is an EVP, CFO and Treasurer who has filed 41 SEC Form 4 insider transactions across 8 companies since 2012. The most recent filing shows the insider sold $43.1K of AIO on Mar 23, 2026. Across all open-market trades the lifetime net is −$2.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $118.6K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$118.6K
8
41
-$2.53M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| AIO | EVP, CFO and Treasurer | 0 | $26.99 | $0 | $6.5K | 2 | 2026-03-23 |
| DPG | Vice President & Treasurer | 3,898 | $14.36 | $56.0K | $53.3K | 4 | 2026-02-10 |
| ZTR | EVP, CFO and Treasurer | 9,043 | $6.80 | $61.5K | $46.5K | 4 | 2024-05-22 |
| VIRTUS INVESTMENT PARTNERS, INC. (VRTSV) Delisted | EVP, Fund Services | 10,980 | — | — | -$2.66M | 27 | 2022-03-17 |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc. (DSE) Delisted | EVP, CFO and Treasurer | 4,255 | $9.49 | $40.4K | $20.0K | 1 | 2018-12-17 |
| Virtus Total Return Fund Inc. (ZF) Delisted | VP, CFO & Treasurer | 350 | — | — | $5.0K | 1 | 2013-12-17 |
| VGI | VP, CFO & Treasurer | 140 | $7.43 | $1.0K | $2.5K | 1 | 2012-05-25 |
| Virtus Total Return Fund (DCA) Delisted | VP, CFO & Treasurer | 695 | — | — | $2.5K | 1 | 2012-05-25 |
Recent Filings
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-23 | AIO | Sell (S) | −2,000 | -$43.1K | EDGAR |
| 2026-02-10 | DPG | Buy (P) | +3,250 | $44.9K | EDGAR |
| 2025-07-29 | AIO | Buy (P) | +2,000 | $49.6K | EDGAR |
| 2024-05-22 | ZTR | Buy (P) | +5,000 | $27.4K | EDGAR |
| 2023-10-26 | ZTR | Buy (P) | +2,250 | $11.8K | EDGAR |
| 2022-10-03 | ZTR | Buy (P) | +320 | $2.2K | EDGAR |
| 2022-03-17 | VIRTUS INVESTMENT PARTNERS, INC. (VRTSV) Delisted | Mixed | +1,890 | -$256.6K | EDGAR |
| 2022-03-15 | VIRTUS INVESTMENT PARTNERS, INC. (VRTSV) Delisted | Tax (F) | −151 | $0 | EDGAR |
| 2021-11-15 | VIRTUS INVESTMENT PARTNERS, INC. (VRTSV) Delisted | Sell (S) | −300 | -$100.5K | EDGAR |
| 2021-11-08 | VIRTUS INVESTMENT PARTNERS, INC. (VRTSV) Delisted | Sell (S) | −300 | -$100.1K | EDGAR |