STOCK TITAN

[Form 4] VIRTUS INVESTMENT PARTNERS, INC. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

Virtus Investment Partners director Morris W. Howard reported open-market purchases of 4,050 shares of Common Stock. On March 12, 2026, he bought 1,900 shares directly at about $129.62 per share, increasing his direct holdings to 4,307 shares.

Additional purchases included 150 shares held indirectly by his spouse at about $129.23 per share and 2,000 shares held indirectly by The Prairie and Tireman Group Pension Plan at about $129.35 per share. Some trades were executed in multiple transactions within price ranges disclosed in the footnotes, and Howard disclaims beneficial ownership of certain indirect holdings except to the extent of his pecuniary interest. A separate indirect holding of 435 shares is reported for The Prairie and Tireman Group, LLC.

Positive

  • None.

Negative

  • None.
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*
MORRIS W HOWARD

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/12/2026
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 03/12/2026 P 1,900 A $129.62(1) 4,307 D
Common Stock 03/12/2026 P 150 A $129.23 150 I By Spouse(2)
Common Stock 03/12/2026 P 2,000 A $129.35(3) 2,000 I By The Prairie and Tireman Group Pension Plan(2)
Common Stock 435 I By The Prairie and Tireman Group, LLC(2)
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 reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $129.27 - $129.88 per share. 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 purchased at each separate price within the range set forth in Footnote 1 to this Form 4.
2. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.
3. The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $129.09 - $129.36 per share. 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 purchased at each separate price within the range set forth in Footnote 3 to this Form 4.
Remarks:
/s/ Ronnie D. Kryak, Attorney-in-Fact 03/16/2026
** 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.

FAQ

What insider transactions did VRTS director Morris W. Howard report?

Morris W. Howard reported buying 4,050 Virtus Investment Partners (VRTS) common shares. This included 1,900 shares directly and 2,150 shares through indirect accounts such as his spouse and a pension plan, all in open-market purchases on March 12, 2026.

At what prices were the VRTS shares purchased in this Form 4 filing?

The reported VRTS purchases were around $129 per share. Direct buys averaged $129.62, while indirect purchases showed weighted average prices of $129.23 and $129.35, with detailed trade ranges disclosed in the footnotes as multiple transactions within narrow price bands.

How many VRTS shares does Morris W. Howard hold after these transactions?

After the reported trades, Howard directly holds 4,307 VRTS shares. Indirectly, 150 shares are held by his spouse, 2,000 by The Prairie and Tireman Group Pension Plan, and 435 by The Prairie and Tireman Group, LLC, with certain beneficial ownership disclaimed.

What types of ownership are disclosed for the VRTS shares in this Form 4?

The filing shows both direct and indirect ownership of VRTS shares. Howard owns 4,307 shares directly, while additional shares are held indirectly via his spouse, a pension plan, and an LLC, with a footnote stating he disclaims beneficial ownership except for any pecuniary interest.

Were the VRTS insider purchases executed in a single trade or multiple trades?

The VRTS insider purchases were executed in multiple trades. Footnotes explain that some reported prices are weighted averages, with individual transactions completed within specified price ranges, and detailed breakdowns available upon request from the issuer or regulators.
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