Welcome to our dedicated page for Virtus Investmen SEC filings (Ticker: VRTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Virtus Investment Partners’ multi-manager model means each filing carries layers of detail—assets under management shifts, performance-fee triggers, and new sub-adviser acquisitions. If you have ever wondered where to locate Virtus Investment Partners insider trading Form 4 transactions or how to decode the leverage disclosures in a Virtus Investment Partners annual report 10-K simplified, this page is your starting point.
Stock Titan’s AI reviews every document the moment it hits EDGAR, delivering real-time alerts on Virtus Investment Partners Form 4 insider transactions, concise breakdowns of the Virtus Investment Partners quarterly earnings report 10-Q filing, and plain-English summaries of 8-K material events. Our algorithm surfaces what matters—fee rate changes, AUM inflows by strategy, and any board approval of new affiliate managers—so you spend minutes, not hours, finding answers.
Use the quick links below to explore:
- 10-K – see how our AI flags segment revenue, risk factors, and auditor commentary for easy comparison.
- 10-Q – track sequential asset flows and expense ratios with our “quarter-over-quarter” view, perfect for Virtus Investment Partners earnings report filing analysis.
- 8-K – get instant context around acquisitions, sub-adviser changes, or material events with Virtus Investment Partners 8-K material events explained.
- Form 4 – monitor portfolio-manager and executive stock moves through Virtus Investment Partners executive stock transactions Form 4 in real time.
- DEF 14A – understand incentive structures via the Virtus Investment Partners proxy statement executive compensation module.
Whether you’re comparing fee trends, assessing insider sentiment, or understanding Virtus Investment Partners SEC documents with AI, our platform provides the clarity professionals need. Complex filings made clear—so you can focus on investment decisions.
Virtus Investment Partners, Inc. furnished an 8-K announcing it issued a press release reporting results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference in this report.
The company states the information is being furnished, not filed, and will not be incorporated by reference into other SEC filings unless specifically stated.
Virtus Investment Partners, Inc. replaced its prior credit arrangements by entering a new credit agreement that establishes a $400.0 million term loan with a seven-year maturity and a $250.0 million revolving credit facility with a five-year maturity. The company may request additional revolving commitments or additional term loans under customary conditions. Proceeds of the term loan were used to refinance the outstanding prior term loan, for general corporate purposes, and to pay related fees and expenses.
Amounts outstanding under the new agreement bear interest at the company’s option either at Term SOFR for 1-, 3- or 6-month interest periods plus a margin of 2.25%, or at an alternate base rate plus a margin of 1.25%. The master guarantee and collateral agreements under the prior facility were terminated and replaced by new agreements.
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