Virtus director awarded 842 shares of stock

JONES MELODY L reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

JONES MELODY L reported acquisition or exercise transactions in this Form 4 filing.

VIRTUS INVESTMENT PARTNERS, INC. director Melody L. Jones received an award of 842 shares of Common Stock on May 20, 2026. The shares were granted as part of her compensation for serving on the Board under the company’s Amended and Restated Omnibus Incentive and Equity Plan and are subject to share ownership guidelines. Following this equity grant at $137.93 per share, her direct holdings increased to 9,714 shares of Common Stock.

Insider Trade Summary

Grant/Award: 842 shares

Grant/Award 1 txn

Insider JONES MELODY L

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	842	$137.93	$116K

Holdings After Transaction: Common Stock — 9,714 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: 842 shares Grant price: $137.93 per share Total holdings after grant: 9,714 shares +1 more

4 metrics

Shares granted 842 shares Compensation-related Common Stock award on May 20, 2026

Grant price $137.93 per share Reference price for the May 20, 2026 stock grant

Total holdings after grant 9,714 shares Director’s direct Common Stock ownership following the transaction

Transaction code A (Grant, award, or other acquisition) Non-derivative acquisition of Common Stock

Key Terms

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

4 terms

Grant, award, or other acquisition financial

"transaction code description is “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…"

share ownership guidelines financial

"and subject to share ownership guidelines"

Common Stock financial

"Common Stock issued as a portion of the Reporting Person's compensation"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did VRTS director Melody L. Jones report?

Melody L. Jones reported receiving 842 shares of Virtus Common Stock as compensation. The grant was made on May 20, 2026, under the company’s equity incentive plan and reflects a routine, compensation-related equity award for her Board service.

Was the VRTS Form 4 transaction an open-market purchase or a grant?

The transaction was a grant, not an open-market purchase. The Form 4 labels it as a “Grant, award, or other acquisition,” issued as part of Board compensation under Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan.

How many VRTS shares does Melody L. Jones hold after this grant?

After receiving the 842-share award, Melody L. Jones directly holds 9,714 shares of Virtus Common Stock. This total reflects her position immediately following the May 20, 2026, compensation-related equity grant disclosed in the Form 4 filing.

At what price was the VRTS equity award to Melody L. Jones valued?

The 842-share award to Melody L. Jones was valued at a reference price of $137.93 per share. This per-share figure in the Form 4 helps indicate the dollar value of the compensation-related stock grant on the May 20, 2026 transaction date.

What plan governed the VRTS stock grant to director Melody L. Jones?

The stock grant was issued under Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan. The footnote explains the shares were part of her Board compensation and are also subject to the company’s share ownership guidelines for directors.

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

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Accepted by SEC EDGAR 05/21/2026 - 04:11 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^*

JONES MELODY L

(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		842(1)	A	$137.93	9,714	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	05/20/2026
	** 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)