Virtus EVP awarded 2,448 RSUs; 143 shares withheld

Virtus Investment Partners EVP and Chief HR Officer Elizabeth Lieberman received an award of 2,448 shares of common stock tied to restricted stock units on March 13, 2026, as part of the company’s long-term incentive plan.

Rhea-AI Filing Summary

Virtus Investment Partners EVP and Chief HR Officer Elizabeth Lieberman received an award of 2,448 shares of common stock tied to restricted stock units on March 13, 2026, as part of the company’s long-term incentive plan.

On the same date, 143 shares were surrendered back to the company to cover tax withholding from a prior RSU vesting. After these compensation-related entries, she directly holds 5,389 common shares, including RSUs scheduled to vest through March 2029.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Lieberman Elizabeth A

Role EVP, Chief HR Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	143	$126.11	$18K
Grant/Award	Common Stock	2,448	$126.11	$309K

Holdings After Transaction: Common Stock — 5,389 shares (Direct)

Footnotes (3)

1. F1. Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person.
2. F2. These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.
3. F3. This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029.

FAQ

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

What insider transactions did VRTS executive Elizabeth Lieberman report?

Elizabeth Lieberman reported a grant and a tax withholding. She received 2,448 shares of Virtus common stock linked to RSUs and surrendered 143 shares back to the company to satisfy tax withholding obligations from a prior RSU vesting.

How many Virtus (VRTS) shares were granted to Elizabeth Lieberman?

Lieberman was granted 2,448 RSU-linked shares of common stock. The award was made under Virtus Investment Partners’ 2026 Long Term Incentive Plan and is scheduled to vest ratably over three years, settling one-for-one in common shares upon vesting.

Why were 143 Virtus (VRTS) shares disposed of in this filing?

The 143 shares were withheld to cover tax obligations. They represent an exempt disposition back to the issuer under Rule 16b-3(e), satisfying tax withholding from the vesting of previously granted restricted stock units that were settled in shares.

How many Virtus (VRTS) shares does Elizabeth Lieberman hold after these transactions?

After the transactions, Lieberman directly holds 5,389 common shares. This figure reflects her updated position following the 2,448-share RSU-related grant and the 143-share tax-withholding disposition reported in the Form 4 filing.

What is the vesting schedule for Elizabeth Lieberman’s Virtus RSUs?

Her RSUs vest over several future dates through 2029. Footnotes describe scheduled vesting on March 15, 2027, May 20, 2027, March 15, 2028, and March 15, 2029, with each RSU settling into one share of common stock upon vesting.

Were Elizabeth Lieberman’s Virtus (VRTS) transactions open-market buys or sells?

No, the transactions are compensation-related, not open-market trades. One entry is a grant of RSU-linked shares and the other is an exempt disposition to the issuer to cover tax withholding, rather than discretionary buying or selling in the market.

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

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Accepted by SEC EDGAR 03/17/2026 - 05:07 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^*

Lieberman Elizabeth A

(Last) (First) (Middle)

C/O VIRTUS INVESTMENT PARTNERS, INC.

ONE FINANCIAL PLAZA

(Street)

HARTFORD CT 06103

(City) (State) (Zip)

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

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief HR Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026

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

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

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

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	03/13/2026		F		143(1)	D	$126.11	2,941	D
Common Stock	03/13/2026		A		2,448(2)	A	$126.11	5,389(3)	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. Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person.

2. These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

3. This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029.

Remarks:

	/s/ Ronnie D. Kryak, Attorney-in-Fact	03/17/2026
	** 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.
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