SEC reporting owner

BRADLEY WILLIAM PATRICK III SEC insider disclosures

Reporting owner CIK	0001450955
Issuers	18
Qualifying disclosures	35
Public purchases	13
Recent-window purchases	2
Recent-window sales	1
Last public filing	2026-03-24
Coverage	unverified

Issuer relationships

ZWEIG FUND INC /MD/ (ZF)
Virtus Total Return Fund Inc. (ZTR)
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)
Duff & Phelps Utility & Infrastructure Fund Inc. (DPG)
Virtus Total Return Fund (DCA)
Virtus Global Multi-Sector Income Fund (VGI)
Duff & Phelps Select Energy MLP Fund Inc. (MLP, DSE)
Virtus AllianzGI Diversified Income & Convertible (ACV)
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
Virtus AllianzGI Convertible & Income 2024 Target Term Fund (CBH)

Recent SEC transactions

Publicly available	Trade date	Ticker	Code	Shares	Reported value
2026-03-23	2026-03-20	AIO	S	2,000	Not reported
2026-02-10	2026-02-09	DPG	P	3,250	Not reported
2025-07-29	2025-07-29	AIO	P	2,000	Not reported

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.