BRADLEY WILLIAM PATRICK III purchased ~$50K in Virtus Artificial Intelligence & Technology Opportunities Fund stock
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) · EVP, CFO and Treasurer · Data via SEC EDGAR Form 4
Price Performance · 10 days before → 90 days after trade
▲ = insider buy date
90-day return
-0.4%vs SPY +8.2%
Trade Details · Public SEC Filing
Insider
BRADLEY WILLIAM PATRICK III
Role
EVP, CFO and Treasurer
Transaction
Open-Market Purchase
Approx. Value
~$50K
Trade Date
Jul 29, 2025
Company
Virtus Artificial Intelligence & Technology Opportunities Fund
Ticker
AIOSource
SEC EDGAR Form 4
Why This Trade Stands Out
Very Strong conviction signal
Scored in the top tier across multiple factors. Fewer than 5% of insider trades receive this rating.
~$50K purchase
A personal investment by a corporate insider. Even smaller trades can be meaningful when combined with other factors like timing and role.
EVP, CFO and Treasurer
CFOs have direct access to financials before they become public. Their trades are among the most closely watched by institutional investors.
-0.4% in 90 days (S&P 500: +8.2%)
This trade underperformed the S&P 500 by 8.5 percentage points. Not every insider trade wins. We track all of them so you can focus on the insiders with the best records.
How good is BRADLEY WILLIAM PATRICK III at picking stocks?
Full track record: win rate, average return, and performance vs S&P 500
On July 29, 2025, BRADLEY WILLIAM PATRICK III — EVP, CFO and Treasurer of Virtus Artificial Intelligence & Technology Opportunities Fund — filed a Form 4 with the SEC disclosing an open-market purchase of approximately ~$50K in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock.
Under Section 16(a) of the Securities Exchange Act of 1934, corporate insiders must report all open-market stock transactions to the SEC within two business days. These filings — known as Form 4s — are publicly available on the SEC's EDGAR database. VeritySignals filters and scores the full Form 4 stream to surface high-conviction signals like this one.
In the 90 days following this trade, AIO returned -0.4% versus +8.2% for the S&P 500 over the same period.
VeritySignals Conviction Analysis
Full Conviction Analysis
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All data sourced from publicly available SEC Form 4 filings via EDGAR · Not financial advice · Past performance does not guarantee future results.
At a Glance
More AIO Insider Activity
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Jul 29, 2025
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KASS JUSTIN
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How to Read Insider Trades
What is this?
When company executives buy or sell their own stock, they must report it to the SEC within 2 days. These public filings reveal what the people who know the company best are doing with their own money.
Why does it matter?
Insiders can sell for many reasons (taxes, diversification, expenses), but they generally only buy for one: they think the stock is going up. That's why insider purchases are more predictive than sales.
What makes a trade "strong"?
We score trades on 15+ factors: the insider's role (CEO > director), trade size relative to their salary, whether other insiders also bought (clusters), and historical accuracy of the insider.
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