Virtus director awarded 806 common shares

BAIN PETER L reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

BAIN PETER L reported acquisition or exercise transactions in this Form 4 filing.

Virtus Investment Partners director Peter L. Bain received a stock grant as part of his board compensation. He was awarded 806 shares of common stock on May 20, 2026 at a reported price of $137.93 per share. After this grant, he directly holds 4,819 common shares. The award was issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to share ownership guidelines for directors.

Insider Trade Summary

Grant/Award: 806 shares

Grant/Award 1 txn

Insider BAIN PETER L

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	806	$137.93	$111K

Holdings After Transaction: Common Stock — 4,819 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: 806 shares Grant price per share: $137.93 per share Shares held after grant: 4,819 shares

3 metrics

Shares granted 806 shares Common Stock grant to director on May 20, 2026

Grant price per share $137.93 per share Reported transaction price for the 806-share award

Shares held after grant 4,819 shares Total direct common shares following the transaction

Key Terms

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

3 terms

Amended and Restated Omnibus Incentive and Equity Plan financial

"in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan"

share ownership guidelines financial

"and subject to share ownership guidelines."

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

FAQ

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

What insider transaction did VIRTUS INVESTMENT PARTNERS (VRTS) report for Peter L. Bain?

VIRTUS INVESTMENT PARTNERS reported that director Peter L. Bain received a grant of 806 shares of common stock as part of his board compensation, issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Was the VRTS Form 4 transaction a purchase or a compensation grant?

The Form 4 for VRTS shows a compensation-related grant, not an open-market purchase. The 806 common shares were issued to director Peter L. Bain as part of his board compensation under the company’s omnibus incentive and equity plan, rather than bought on the market.

At what price was the VRTS stock grant to Peter L. Bain reported?

The stock grant to Peter L. Bain was reported at $137.93 per share. This figure is the transaction price per share disclosed for the 806 common shares awarded to him as board compensation under Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan.

How many VRTS shares does Peter L. Bain hold after this Form 4 transaction?

Following the reported grant, Peter L. Bain directly holds 4,819 shares of Virtus Investment Partners common stock. This total reflects his ownership immediately after receiving the 806-share compensation award disclosed in the Form 4, as reported under direct beneficial ownership.

What plan governs the VRTS stock grant reported for Peter L. Bain?

The stock grant is governed by Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan. The footnote explains the common stock was issued as part of Bain’s board compensation and is also subject to the company’s share ownership guidelines for directors.

Is the VRTS Form 4 transaction for Peter L. Bain direct or indirect ownership?

The Form 4 reports Peter L. Bain’s ownership as direct. The 806-share grant of common stock and the resulting 4,819 total shares following the transaction are both listed with a direct ownership code, indicating the shares are held in his name rather than through an intermediary entity.

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^*

BAIN PETER L

(Last) (First) (Middle)

C/O VIRTUS INVESTMENT PARTNERS, INC.

ONE FINANCAL 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		806(1)	A	$137.93	4,819	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)