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EdgarHawk

BRADLEY WILLIAM PATRICK III

Vice President & Treasurer

Officer
2 filings analyzed · 2 companies · Latest 2026-02-10

Companies

Company Buys Sells Direction
Duff & Phelps Utility & Infrastructure Fund Inc. DPG 1 0 Net buying
Virtus Artificial Intelligence & Technology Opportunities Fund AIO 1 0 Net buying

Activity

February 2026
Buy
3,250 shares
$44,870
Significance 5/10

VP & Treasurer buys 3,250 shares of DPG at $13.81; holdings surge +2272.7% to 3,393 shares

Bradley William Patrick III purchased 3,250 shares of Duff & Phelps Utility & Infrastructure Fund Inc. at $13.81 on 2026-02-09, expanding his holdings from 143 shares to 3,393 shares. This represents a substantial increase in absolute position size. The purchase price of $13.81 is just below the current price of $14.04 and matches the 52-week high, placing the entry point at the upper end of the recent trading range. His prior three open-market purchases across all tickers averaged a 90-day return of +3.7% with a 100.00% win rate, though that track record is cross-ticker and does not necessarily predict performance specific to DPG.

July 2025
Buy
2,000 shares
$49,580
Significance 4/10

CFO Bradley William Patrick III purchases 2,000 shares of AIO at $24.79; initiation of position with no prior holdings

Bradley William Patrick III, EVP, CFO and Treasurer, executed an open-market purchase of 2,000 shares at $24.79, establishing an initial position in Virtus Artificial Intelligence & Technology Opportunities Fund. This represents the insider's first purchase of this security, with no prior holdings. Across his open-market history on all tickers, the insider's track record shows 2 prior buys with an average 90-day return of +3.7% and a 90-day win rate of 100.00%, though this specific ticker has no measurable prior transaction history to validate consistency. The current price of $24.82 sits -2.9% from the 52-week high of $25.57, and the 90-day price change has been +18.8%.

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