Virtus CFO sells 14,975 shares of common stock

Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported sales of a total of 14,975 shares of common stock on August 3, 2026, in transactions described as sales in open market or private transactions.

Rhea-AI Filing Summary

Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported sales of a total of 14,975 shares of common stock on August 3, 2026, in transactions described as sales in open market or private transactions. The sales were executed in multiple tranches at weighted-average prices ranging from $163.93 to $170.405 per share.

Footnotes state that the reported remaining holdings include RSUs scheduled to vest on March 15, 2027 (3,274 units), March 15, 2028 (2,608 units) and March 15, 2029 (1,719 units). The Rule 10b5-1 trading plan checkbox was not marked for these transactions.

Insider Trade Summary

Net Seller: 14,975 shares

Net Sell 7 txns

Insider Angerthal Michael A

Role EVP, CFO & Treasurer

Sold 14,975 shs ($2.51M)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	1,722	$164.4749	$283K
Sale	Common Stock F2	879	$165.2118	$145K
Sale	Common Stock F3	2,758	$166.5304	$459K
Sale	Common Stock F4	4,568	$167.4395	$765K
Sale	Common Stock F5	2,643	$168.4109	$445K
Sale	Common Stock F6	2,285	$169.7192	$388K
Sale	Common Stock F7, F8	120	$170.2902	$20K

Holdings After Transaction: Common Stock — 63,461 shares (Direct)

Footnotes (8)

1. F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.93 to $164.9175 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) to (7) to this Form 4.
2. F2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.065 to $166.05 inclusive.
3. F3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.11 to $167.1 inclusive.
4. F4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.125 to $167.945 inclusive.
5. F5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.14 to $168.775 inclusive.
6. F6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.16 to $170.15 inclusive.
7. F7. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.21 to $170.405 inclusive.
8. F8. This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Key Figures

Shares sold: 14,975 shares Lowest reported sale price: $163.93 per share Highest reported sale price: $170.405 per share +3 more

6 metrics

Shares sold 14,975 shares Total Virtus common shares sold by EVP, CFO & Treasurer on 2026-08-03

Lowest reported sale price $163.93 per share Low end of weighted-average price ranges for the August 3, 2026 sales

Highest reported sale price $170.405 per share High end of weighted-average price ranges for the August 3, 2026 sales

RSUs vesting 2027 3,274 RSUs Restricted stock units scheduled to vest on March 15, 2027, included in reported holdings

RSUs vesting 2028 2,608 RSUs Restricted stock units scheduled to vest on March 15, 2028, included in reported holdings

RSUs vesting 2029 1,719 RSUs Restricted stock units scheduled to vest on March 15, 2029, included in reported holdings

Key Terms

weighted average price, RSUs, Rule 10b5-1 trading plan

3 terms

weighted average price financial

"The price reported in Column 4 is a weighted average price."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

RSUs financial

"This number includes (i) 3,274 RSUs that are scheduled to vest..."

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

Rule 10b5-1 trading plan regulatory

"aff_10b5_one is the Rule 10b5-1 trading plan checkbox."

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

FAQ

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

What insider activity did VRTS CFO Michael Angerthal report in this Form 4?

VRTS CFO Michael Angerthal reported selling 14,975 shares of Virtus Investment Partners common stock on August 3, 2026. The transactions were coded as sales in open market or private transactions and were executed across multiple price ranges that day.

How many Virtus (VRTS) shares were sold and at what price range?

The Virtus (VRTS) CFO sold 14,975 shares of common stock in multiple trades at weighted-average prices between $163.93 and $170.405 per share. Each tranche had its own weighted-average price and intraday price range disclosed in the footnotes.

Were the VRTS insider sales made under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox was not checked, so these sales were not affirmed as executed under a Rule 10b5-1 trading plan. No footnote language describes them as pre-arranged plan trades.

What RSU awards does the VRTS CFO continue to hold after these sales?

Footnotes state the CFO’s reported holdings include 3,274 RSUs vesting on March 15, 2027, 2,608 RSUs vesting on March 15, 2028, and 1,719 RSUs vesting on March 15, 2029, in addition to other common stock holdings.

What position does Michael Angerthal hold at Virtus Investment Partners (VRTS)?

Michael A. Angerthal serves as EVP, CFO & Treasurer of Virtus Investment Partners (VRTS). The reported transactions therefore reflect trading activity by a senior financial executive with direct ownership of the company’s common stock and RSU awards.

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

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Available on EDGAR 08/04/2026 - 05:12 PM Accepted by SEC EDGAR 08/04/2026 - 05:11 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^*

Angerthal Michael A

(Last) (First) (Middle)

C/O VIRTUS INVESTMENT PARTNERS

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CFO & Treasurer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

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	08/03/2026		S		1,722	D	$164.4749(1)	76,714	D
Common Stock	08/03/2026		S		879	D	$165.2118(2)	75,835	D
Common Stock	08/03/2026		S		2,758	D	$166.5304(3)	73,077	D
Common Stock	08/03/2026		S		4,568	D	$167.4395(4)	68,509	D
Common Stock	08/03/2026		S		2,643	D	$168.4109(5)	65,866	D
Common Stock	08/03/2026		S		2,285	D	$169.7192(6)	63,581	D
Common Stock	08/03/2026		S		120	D	$170.2902(7)	63,461(8)	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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.93 to $164.9175 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) to (7) to this Form 4.

2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.065 to $166.05 inclusive.

3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.11 to $167.1 inclusive.

4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.125 to $167.945 inclusive.

5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.14 to $168.775 inclusive.

6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.16 to $170.15 inclusive.

7. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.21 to $170.405 inclusive.

8. This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Remarks:

	/s/ Ronnie D. Kryak, Attorney-in-Fact	08/04/2026
	** 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)