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 2025-01-12. 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 9,043 shares of Virtus Total Return Fund Inc (ZTR) stock worth over $52,630. 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 $7,420. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Bradley William Patrick Iii has not made any transactions after 2024-05-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Bradley William Patrick Iii
Bradley William Patrick Iii Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bradley William Patrick Iii owns 16 companies in total, including Virtus Investment Partners Inc (VRTS) , Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , and Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) among others .
Click here to see the complete history of Bradley William Patrick Iii’s form 4 insider trades.
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 |
2014-04-02 | VP & CFO & Treasurer | ||
2024-05-20 | VP & CFO & Treasurer | ||
2012-05-24 | VP & CFO & Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2022-04-08 | EVP & CFO and Treasurer | ||
2022-04-08 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
2021-02-01 | EVP & CFO and Treasurer | ||
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 96.52%. Bradley William Patrick Iii owns 9,043 shares of Virtus Total Return Fund Inc (ZTR) as of May 20, 2024, with a value of $52,630 and a weighting of 2.69%. 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 $7,420 and a weighting of 0.38%. The other 3 stocks Duff & Phelps Select MLP & Midstream Energy Fund I (DSE) , Virtus Total Return Fund (DCA) , Virtus Global Multi-Sector Inc (VGI) have a combined weighting of 0.42% among all his current holdings.
Latest Holdings of Bradley William Patrick Iii
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VRTS | Virtus Investment Partners Inc | 2021-11-12 | 9,242 | 204.40 | 1,889,065 |
ZTR | Virtus Total Return Fund Inc | 2024-05-20 | 9,043 | 5.82 | 52,630 |
DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2017-01-09 | 648 | 11.45 | 7,420 |
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 | 7.66 | 1,072 |
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 3 transactions in Virtus Total Return Fund Inc (ZTR) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Virtus Total Return Fund Inc is the acquisition of 5,000 shares on May 20, 2024, which cost Bradley William Patrick Iii around $27,350.
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
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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 1.71%. 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 4 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.
Performance of Bradley William Patrick Iii
Bradley William Patrick Iii Ownership Network
Ownership Network List of Bradley William Patrick Iii
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 & Head of Distribution Barry M. Mandinach , EVP & Chief Financial Officer Michael A Angerthal , and EVP & Human Resources Mardelle W Pena .
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 , a net sale of 7,963 shares made by Barry M. Mandinach , and a net sale of 2,150 shares made by Stephen T Zarrilli .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 18,162 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 18,162 shares.
Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Investment Partners Inc Insider Transactions
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.