Virtus director receives 1,377-share equity award

HOLT TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

HOLT TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.

Virtus Investment Partners director equity grant

Director Timothy A. Holt received 1,377 shares of Virtus Investment Partners common stock as a compensation award for his Board service under the company’s Amended and Restated Omnibus Incentive and Equity Plan. The shares were valued at $137.93 per share on the grant date, bringing his direct holdings to 33,178 shares.

Insider Trade Summary

Grant/Award: 1,377 shares

Grant/Award 1 txn

Insider HOLT TIMOTHY A

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,377	$137.93	$190K

Holdings After Transaction: Common Stock — 33,178 shares (Direct)

Footnotes (1)

1. F1. Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Key Figures

Shares granted: 1,377 shares Grant price: $137.93 per share Shares held after grant: 33,178 shares

3 metrics

Shares granted 1,377 shares Common stock award to director on May 20, 2026

Grant price $137.93 per share Value assigned to the May 20, 2026 stock grant

Shares held after grant 33,178 shares Director Timothy A. Holt’s direct holdings following the transaction

Key Terms

Grant, award, or other acquisition, Amended and Restated Omnibus Incentive and Equity Plan, share ownership guidelines

3 terms

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

Amended and Restated Omnibus Incentive and Equity Plan financial

"Common Stock issued as a portion of the Reporting Person's compensation ... in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan"

share ownership guidelines financial

"and subject to share ownership guidelines"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Virtus Investment Partners (VRTS) director Timothy A. Holt report on this Form 4?

Timothy A. Holt reported receiving 1,377 shares of Virtus common stock. The award was granted as part of his compensation for serving on the Board of Directors under the company’s omnibus incentive and equity plan.

Was the Virtus (VRTS) Form 4 transaction a market purchase or a compensation grant?

The transaction was a compensation grant, not a market purchase. The filing classifies it as a "Grant, award, or other acquisition" of common stock under Virtus’s Amended and Restated Omnibus Incentive and Equity Plan.

How many Virtus Investment Partners (VRTS) shares did Timothy A. Holt receive and at what price?

Timothy A. Holt received 1,377 shares of Virtus common stock. The filing reports a transaction price of $137.93 per share for this award, reflecting the value assigned on the May 20, 2026 grant date.

What are Timothy A. Holt’s Virtus (VRTS) holdings after this Form 4 transaction?

After the equity award, Timothy A. Holt directly holds 33,178 shares of Virtus common stock. This total includes the 1,377 shares granted on May 20, 2026 as part of his Board compensation.

How was the Virtus (VRTS) director stock grant structured according to the Form 4 footnote?

The stock was issued as part of Holt’s compensation for Board service. The footnote states the common stock was granted under Virtus’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to share ownership guidelines.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/21/2026 - 04:12 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

HOLT TIMOTHY A

(Last) (First) (Middle)

C/O VIRTUS INVESTMENT PARTNERS, INC.

ONE FINANCIAL PLAZA

(Street)

HARTFORD CONNECTICUT 06103

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
VIRTUS INVESTMENT PARTNERS, INC. [ VRTS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/20/2026		A		1,377(1)	A	$137.93	33,178	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Remarks:

	/s/ Ronnie D. Kryjak Attorney-in-Fact	05/21/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)